Durable Capital Partners LP
- SEC CIK
- 0001798849
- Latest filing
- Aug 14, 2026
Holdings in Q2 2021
Holdings as of Jun 30, 2021, filed Aug 13, 2021. Long positions only; changes compare share counts with Q1 2021.
- Positions
- 57
- +3 vs. Q1 2021
- Portfolio value
- $13.6B
- +$1.73B (+14.6%) vs. Q1 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SHOPShopify Inc. | Stock | 581,511 | $849.6M | 6.3% | +101,761+21.2% | Added | History |
| INTUIntuit Inc. | Stock | 1,390,768 | $681.7M | 5.0% | +49,822+3.7% | Added | History |
| SAMBoston Beer Co Inc | CL A | 570,973 | $582.8M | 4.3% | −31,903−5.3% | Reduced | History |
| RDFNRedfin Corp | COM | 9,163,912 | $581.1M | 4.3% | +576,272+6.7% | Added | History |
| RHRH | COM | 850,684 | $577.6M | 4.3% | −54,593−6.0% | Reduced | History |
| DASHDoorDash, Inc. | Stock | 3,178,350 | $566.8M | 4.2% | 00.0% | Unchanged | History |
| FSVFirstService Corp | COM | 3,271,113 | $560.2M | 4.1% | +83,668+2.6% | Added | History |
| JBHTHunt J B Transport Services Inc | COM | 3,424,638 | $558.0M | 4.1% | +125,588+3.8% | Added | History |
| BKIBlack Knight, Inc. | COM | 6,885,837 | $537.0M | 4.0% | −204,973−2.9% | Reduced | History |
| MSCIMSCI Inc. | Stock | 889,942 | $474.4M | 3.5% | +111,444+14.3% | Added | History |
| IRIngersoll Rand Inc. | COM | 7,487,246 | $365.5M | 2.7% | +399,745+5.6% | Added | History |
| ROPRoper Technologies Inc | Stock | 768,829 | $361.5M | 2.7% | +191,173+33.1% | Added | History |
| COUPCoupa Software Inc | COM | 1,368,733 | $358.8M | 2.6% | +379,800+38.4% | Added | History |
| KWRQuaker Chemical Corp | COM | 1,465,603 | $347.6M | 2.6% | +110,144+8.1% | Added | History |
| WSTWest Pharmaceutical Services Inc | COM | 951,263 | $341.6M | 2.5% | −17,362−1.8% | Reduced | History |
| YOUClear Secure, Inc. | COM CL A | 8,566,942 | $329.6M | 2.4% | +8,566,942 | New | History |
| AFRMAffirm Holdings, Inc. | COM CL A | 4,663,868 | $314.1M | 2.3% | 00.0% | Unchanged | History |
| TWLOTwilio Inc | CL A | 686,670 | $270.7M | 2.0% | −65,365−8.7% | Reduced | History |
| FOURShift4 Payments, Inc. | CL A | 2,729,570 | $255.8M | 1.9% | −152,382−5.3% | Reduced | History |
| VRMVroom, Inc. | COM | 6,055,588 | $253.5M | 1.9% | −3,512,860−36.7% | Reduced | History |
| PPLIPeople Inc | COM NEW | 1,635,030 | $252.1M | 1.9% | +1,635,030 | New | History |
| AGLagilon health, inc. | COM | 6,199,700 | $244.4M | 1.8% | +6,199,700 | New | History |
| CFLTConfluent, Inc. | CLASS A COM | 5,393,231 | $238.4M | 1.8% | +5,393,231 | New | History |
| SOFISoFi Technologies, Inc. | Stock | 12,101,541 | $232.0M | 1.7% | +12,101,541 | New | History |
| WIXWix.com Ltd. | SHS | 767,428 | $222.8M | 1.6% | −18,801−2.4% | Reduced | History |
| BURLBurlington Stores, Inc. | COM | 646,165 | $208.1M | 1.5% | −143,685−18.2% | Reduced | History |
| WCNWaste Connections, Inc. | COM | 1,592,399 | $190.2M | 1.4% | −161,318−9.2% | Reduced | History |
| MTNVail Resorts Inc | COM | 572,408 | $181.2M | 1.3% | +491,655+608.8% | Added | History |
| DAYDayforce, Inc. | COM | 1,836,236 | $176.1M | 1.3% | −13,388−0.7% | Reduced | History |
| ABNBAirbnb, Inc. | Stock | 1,100,000 | $168.5M | 1.2% | 00.0% | Unchanged | History |
| EYENational Vision Holdings, Inc. | COM | 2,879,036 | $147.2M | 1.1% | −208,205−6.7% | Reduced | History |
| TTCToro Co | COM | 1,290,509 | $141.8M | 1.0% | −39,913−3.0% | Reduced | History |
| VMEOVimeo, Inc. | COMMON STOCK | 2,699,377 | $132.3M | 1.0% | +2,699,377 | New | History |
| STNEStoneCo Ltd. | COM | 1,964,819 | $131.8M | 1.0% | −3,295,181−62.6% | Reduced | History |
| XPXP Inc. | CL A | 2,993,710 | $130.4M | 1.0% | −583,642−16.3% | Reduced | History |
| RBCRBC Bearings INC | COM | 648,237 | $129.3M | 1.0% | −68,164−9.5% | Reduced | History |
| XMTRXometry, Inc. | CLASS A COM | 1,445,516 | $123.3M | 0.9% | +1,445,516 | New | History |
| CPNGCoupang, Inc. | CL A | 2,857,142 | $119.5M | 0.9% | 00.0% | Unchanged | History |
| GFLGFL Environmental Inc. | SUB VTG SHS | 3,578,384 | $114.2M | 0.8% | −1,786,955−33.3% | Reduced | History |
| GSHDGoosehead Insurance, Inc. | COM CL A | 869,899 | $110.7M | 0.8% | +434,071+99.6% | Added | History |
| BFAMBright Horizons Family Solutions Inc. | COM | 686,827 | $101.0M | 0.7% | −791,731−53.5% | Reduced | History |
| DSGXDescartes Systems Group Inc | COM | 1,431,841 | $99.0M | 0.7% | −44,284−3.0% | Reduced | History |
| UPWKUpwork, Inc | COM | 1,495,276 | $87.2M | 0.6% | +1,495,276 | New | History |
| FTDRFrontdoor, Inc. | COM | 1,589,842 | $79.2M | 0.6% | −518,521−24.6% | Reduced | History |
| Farfetch Ltd30744W107 | ORD SH CL A | 1,544,820 | $77.8M | 0.6% | −682,111−30.6% | Reduced | – |
| IDXXIDEXX Laboratories Inc | COM | 119,261 | $75.3M | 0.6% | −3,689−3.0% | Reduced | History |
| ACCDAccolade, Inc. | COM | 1,316,136 | $71.5M | 0.5% | −40,705−3.0% | Reduced | History |
| ACVAACV Auctions Inc. | COM CL A | 2,438,020 | $61.9M | 0.5% | 00.0% | Unchanged | History |
| CARGCarGurus, Inc. | COM CL A | 2,226,155 | $58.4M | 0.4% | −1,219,467−35.4% | Reduced | History |
| BILLBILL Holdings, Inc. | Stock | 248,364 | $45.5M | 0.3% | −365,289−59.5% | Reduced | History |
| DOCSDoximity, Inc. | CL A | 750,000 | $43.6M | 0.3% | +750,000 | New | History |
| ALHCAlignment Healthcare, Inc. | COM | 1,839,069 | $42.5M | 0.3% | 00.0% | Unchanged | History |
| LFSTLifeStance Health Group, Inc. | COM | 1,500,000 | $41.8M | 0.3% | +1,500,000 | New | History |
| XMQualtrics International Inc. | COM CL A | 1,000,000 | $38.3M | 0.3% | 00.0% | Unchanged | History |
| MNDYmonday.com Ltd. | SHS | 150,000 | $33.5M | 0.2% | +150,000 | New | History |
| LTCHLatch, Inc. | COM | 2,500,000 | $29.4M | 0.2% | +2,500,000 | New | History |
| Abcam PLC000380204 | ADS | 500,000 | $9.52M | 0.1% | 00.0% | Unchanged | – |
Sold out since Q1 2021 (9)
Positions held at the end of Q1 2021 that are gone from this filing.
| Security | Class | Shares in Q1 2021 | Value in Q1 2021 | % of portfolio in Q1 2021 | History |
|---|---|---|---|---|---|
| IAC Interactivecorp New44891N109 | COM | 1,893,952 | $409.7M | 3.5% | – |
| DDOGDatadog, Inc. | CL A COM | 1,175,360 | $98.0M | 0.8% | History |
| SNOWSnowflake Inc. | Stock | 226,509 | $51.9M | 0.4% | History |
| EXASExact Sciences Corp | COM | 320,456 | $42.2M | 0.4% | History |
| NCNOnCino, Inc. | COM | 550,000 | $36.7M | 0.3% | History |
| CABOCable One, Inc. | COM | 16,763 | $30.6M | 0.3% | History |
| DCTDuck Creek Technologies, Inc. | SHS | 567,391 | $25.6M | 0.2% | History |
| MKTXMarketaxess Holdings Inc | COM | 46,683 | $23.2M | 0.2% | History |
| ROOTRoot, Inc. | COM CL A | 687,347 | $8.75M | 0.1% | History |