Durable Capital Partners LP
- SEC CIK
- 0001798849
- Latest filing
- Aug 14, 2026
Holdings in Q4 2021
Holdings as of Dec 31, 2021, filed Feb 14, 2022. Long positions only; changes compare share counts with Q3 2021.
- Positions
- 59
- −6 vs. Q3 2021
- Portfolio value
- $12.8B
- −$401.3M (−3.0%) vs. Q3 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| INTUIntuit Inc. | Stock | 1,309,106 | $842.0M | 6.6% | +35,814+2.8% | Added | History |
| JBHTHunt J B Transport Services Inc | COM | 3,274,436 | $669.3M | 5.2% | −72,753−2.2% | Reduced | History |
| FSVFirstService Corp | COM | 3,152,276 | $619.3M | 4.8% | −114,331−3.5% | Reduced | History |
| SHOPShopify Inc. | Stock | 448,722 | $618.1M | 4.8% | −88,107−16.4% | Reduced | History |
| MSCIMSCI Inc. | Stock | 956,595 | $586.1M | 4.6% | +66,653+7.5% | Added | History |
| CFLTConfluent, Inc. | CLASS A COM | 6,863,959 | $523.3M | 4.1% | +858,902+14.3% | Added | History |
| WRBYWarby Parker Inc. | CL A COM | 10,402,912 | $484.4M | 3.8% | +2,515,387+31.9% | Added | History |
| MTNVail Resorts Inc | COM | 1,430,023 | $468.9M | 3.7% | +293,604+25.8% | Added | History |
| ROPRoper Technologies Inc | Stock | 922,357 | $453.7M | 3.5% | +153,528+20.0% | Added | History |
| WSTWest Pharmaceutical Services Inc | COM | 859,210 | $403.0M | 3.1% | 00.0% | Unchanged | History |
| RHRH | COM | 660,407 | $353.9M | 2.8% | −127,710−16.2% | Reduced | History |
| DDOGDatadog, Inc. | CL A COM | 1,914,308 | $341.0M | 2.7% | +1,821,571+1,964.2% | Added | History |
| KWRQuaker Chemical Corp | COM | 1,464,443 | $338.0M | 2.6% | −31,337−2.1% | Reduced | History |
| BKIBlack Knight, Inc. | COM | 4,037,988 | $334.7M | 2.6% | −1,938,574−32.4% | Reduced | History |
| IRIngersoll Rand Inc. | COM | 5,379,462 | $332.8M | 2.6% | −45,851−0.8% | Reduced | History |
| RDFNRedfin Corp | COM | 8,662,502 | $332.6M | 2.6% | −283,544−3.2% | Reduced | History |
| DAYDayforce, Inc. | COM | 2,986,485 | $312.0M | 2.4% | +119,046+4.2% | Added | History |
| DASHDoorDash, Inc. | Stock | 1,939,962 | $288.9M | 2.3% | −205,115−9.6% | Reduced | History |
| TWLOTwilio Inc | CL A | 1,057,585 | $278.5M | 2.2% | −50,775−4.6% | Reduced | History |
| CPNGCoupang, Inc. | CL A | 9,330,823 | $274.1M | 2.1% | +853,990+10.1% | Added | History |
| YOUClear Secure, Inc. | COM CL A | 8,566,942 | $268.7M | 2.1% | 00.0% | Unchanged | History |
| RBCRBC Bearings INC | COM | 1,251,919 | $252.8M | 2.0% | −157,150−11.2% | Reduced | History |
| DUOLDuolingo, Inc. | CL A COM | 2,032,902 | $214.7M | 1.7% | +1,237,921+155.7% | Added | History |
| WCNWaste Connections, Inc. | COM | 1,459,832 | $198.9M | 1.6% | −52,947−3.5% | Reduced | History |
| PTONPeloton Interactive, Inc. | CL A COM | 5,434,782 | $194.3M | 1.5% | +5,434,782 | New | History |
| ONONOn Holding AG | Stock | 5,141,356 | $187.7M | 1.5% | −1,323,644−20.5% | Reduced | History |
| CWANClearwater Analytics Holdings, Inc. | CL A | 8,037,371 | $179.9M | 1.4% | +1,000,000+14.2% | Added | History |
| SAMBoston Beer Co Inc | CL A | 294,536 | $148.8M | 1.2% | −169,363−36.5% | Reduced | History |
| AFRMAffirm Holdings, Inc. | COM CL A | 1,441,576 | $145.0M | 1.1% | −972,087−40.3% | Reduced | History |
| BURLBurlington Stores, Inc. | COM | 491,554 | $143.3M | 1.1% | +168,633+52.2% | Added | History |
| XPXP Inc. | CL A | 4,959,518 | $142.5M | 1.1% | −438,993−8.1% | Reduced | History |
| EYENational Vision Holdings, Inc. | COM | 2,896,397 | $139.0M | 1.1% | +660,656+29.5% | Added | History |
| PPLIPeople Inc | COM NEW | 1,056,465 | $138.1M | 1.1% | −401,307−27.5% | Reduced | History |
| ENOVEnovis CORP | COM | 2,967,359 | $136.4M | 1.1% | −1,846,880−38.4% | Reduced | History |
| COUPCoupa Software Inc | COM | 844,533 | $133.5M | 1.0% | −238,233−22.0% | Reduced | History |
| DSGXDescartes Systems Group Inc | COM | 1,609,332 | $133.1M | 1.0% | +249,083+18.3% | Added | History |
| AGLagilon health, inc. | COM | 4,556,335 | $123.0M | 1.0% | −1,890,028−29.3% | Reduced | History |
| TOSTToast, Inc. | Stock | 3,155,302 | $104.5M | 0.8% | −495,053−13.6% | Reduced | History |
| GSHDGoosehead Insurance, Inc. | COM CL A | 749,492 | $97.5M | 0.8% | −76,912−9.3% | Reduced | History |
| FOURShift4 Payments, Inc. | CL A | 1,516,938 | $87.9M | 0.7% | −1,617,881−51.6% | Reduced | History |
| SGRYSurgery Partners, Inc. | Stock | 1,593,229 | $85.1M | 0.7% | +1,593,229 | New | History |
| SGSweetgreen, Inc. | COM CL A | 2,631,327 | $82.4M | 0.6% | +2,631,327 | New | History |
| XMTRXometry, Inc. | CLASS A COM | 1,445,516 | $74.1M | 0.6% | 00.0% | Unchanged | History |
| WIXWix.com Ltd. | SHS | 455,590 | $71.9M | 0.6% | −175,099−27.8% | Reduced | History |
| EXFYExpensify, Inc. | COM CL A | 1,623,692 | $71.4M | 0.6% | +1,623,692 | New | History |
| UPWKUpwork, Inc | COM | 1,823,822 | $62.3M | 0.5% | −523,830−22.3% | Reduced | History |
| DOCSDoximity, Inc. | CL A | 1,066,187 | $53.4M | 0.4% | +316,187+42.2% | Added | History |
| Farfetch Ltd30744W107 | ORD SH CL A | 1,540,747 | $51.5M | 0.4% | −600,285−28.0% | Reduced | – |
| SRADSportradar Group AG | CLASS A ORD SHS | 2,263,224 | $39.8M | 0.3% | +1,263,224+126.3% | Added | History |
| Cazoo Group LtdG2007L105 | COM | 5,127,547 | $30.3M | 0.2% | 00.0% | Unchanged | – |
| XMQualtrics International Inc. | COM CL A | 798,577 | $28.3M | 0.2% | 00.0% | Unchanged | History |
| ACCDAccolade, Inc. | COM | 1,057,390 | $27.9M | 0.2% | −192,939−15.4% | Reduced | History |
| VRMVroom, Inc. | COM | 2,256,636 | $24.3M | 0.2% | −1,931,873−46.1% | Reduced | History |
| VMEOVimeo, Inc. | COMMON STOCK | 1,162,940 | $20.9M | 0.2% | −560,601−32.5% | Reduced | History |
| CARGCarGurus, Inc. | COM CL A | 511,561 | $17.2M | 0.1% | +92,138+22.0% | Added | History |
| Abcam PLC000380204 | ADS | 500,000 | $11.8M | 0.1% | 00.0% | Unchanged | – |
| UPWheels Up Experience Inc. | COMMON STOCK | 2,412,500 | $11.2M | 0.1% | −87,500−3.5% | Reduced | History |
| BFAMBright Horizons Family Solutions Inc. | COM | 51,086 | $6.43M | 0.1% | −243,191−82.6% | Reduced | History |
| ALHCAlignment Healthcare, Inc. | COM | 271,118 | $3.81M | <0.1% | −958,658−78.0% | Reduced | History |
Sold out since Q3 2021 (10)
Positions held at the end of Q3 2021 that are gone from this filing.
| Security | Class | Shares in Q3 2021 | Value in Q3 2021 | % of portfolio in Q3 2021 | History |
|---|---|---|---|---|---|
| SOFISoFi Technologies, Inc. | Stock | 3,597,334 | $57.1M | 0.4% | History |
| MNDYmonday.com Ltd. | SHS | 150,000 | $48.9M | 0.4% | History |
| DNUTKrispy Kreme, Inc. | COM | 2,421,191 | $33.9M | 0.3% | History |
| ACVAACV Auctions Inc. | COM CL A | 1,688,020 | $30.2M | 0.2% | History |
| BILLBILL Holdings, Inc. | Stock | 76,388 | $20.4M | 0.2% | History |
| LFSTLifeStance Health Group, Inc. | COM | 1,325,747 | $19.2M | 0.1% | History |
| IDXXIDEXX Laboratories Inc | COM | 25,402 | $15.8M | 0.1% | History |
| GFLGFL Environmental Inc. | SUB VTG SHS | 264,194 | $9.81M | 0.1% | History |
| LTCHLatch, Inc. | COM | 583,764 | $6.58M | <0.1% | History |
| TTCToro Co | COM | 1,247 | $121.0K | <0.1% | History |