Durable Capital Partners LP
- SEC CIK
- 0001798849
- Latest filing
- Aug 14, 2026
Holdings in Q2 2022
Holdings as of Jun 30, 2022, filed Aug 12, 2022. Long positions only; changes compare share counts with Q1 2022.
- Positions
- 53
- −6 vs. Q1 2022
- Portfolio value
- $8.71B
- −$2.68B (−23.5%) vs. Q1 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MSCIMSCI Inc. | Stock | 1,507,918 | $621.5M | 7.1% | +299,637+24.8% | Added | History |
| INTUIntuit Inc. | Stock | 1,553,465 | $598.8M | 6.9% | +130,924+9.2% | Added | History |
| ROPRoper Technologies Inc | Stock | 1,461,019 | $576.6M | 6.6% | +65,494+4.7% | Added | History |
| TEAMAtlassian Corp | CL A | 2,591,520 | $485.7M | 5.6% | +1,113,984+75.4% | Added | History |
| FSVFirstService Corp | COM | 3,660,794 | $443.7M | 5.1% | +269,538+7.9% | Added | History |
| JBHTHunt J B Transport Services Inc | COM | 2,535,391 | $399.2M | 4.6% | −711,866−21.9% | Reduced | History |
| DUOLDuolingo, Inc. | CL A COM | 3,776,894 | $330.7M | 3.8% | +528,848+16.3% | Added | History |
| RBCRBC Bearings INC | COM | 1,747,198 | $323.1M | 3.7% | +142,205+8.9% | Added | History |
| WSTWest Pharmaceutical Services Inc | COM | 994,036 | $300.6M | 3.5% | +245,705+32.8% | Added | History |
| DDOGDatadog, Inc. | CL A COM | 3,144,519 | $299.5M | 3.4% | +611,009+24.1% | Added | History |
| MOHMolina Healthcare, Inc. | COM | 920,393 | $257.4M | 3.0% | +277,799+43.2% | Added | History |
| WCNWaste Connections, Inc. | COM | 1,929,733 | $239.2M | 2.7% | +168,809+9.6% | Added | History |
| DSGXDescartes Systems Group Inc | COM | 3,819,658 | $237.0M | 2.7% | +1,234,599+47.8% | Added | History |
| HUBSHubSpot Inc | COM | 768,865 | $231.2M | 2.7% | +171,078+28.6% | Added | History |
| YOUClear Secure, Inc. | COM CL A | 11,476,588 | $229.5M | 2.6% | +725,218+6.7% | Added | History |
| IRIngersoll Rand Inc. | COM | 4,593,000 | $193.3M | 2.2% | −346,153−7.0% | Reduced | History |
| KWRQuaker Chemical Corp | COM | 1,288,333 | $192.6M | 2.2% | −124,037−8.8% | Reduced | History |
| TDYTeledyne Technologies Inc | COM | 478,681 | $179.6M | 2.1% | +181,763+61.2% | Added | History |
| CFLTConfluent, Inc. | CLASS A COM | 7,262,459 | $168.8M | 1.9% | −66,714−0.9% | Reduced | History |
| ENOVEnovis CORP | COM | 3,057,030 | $168.1M | 1.9% | +3,057,030 | New | History |
| WRBYWarby Parker Inc. | CL A COM | 14,808,493 | $166.7M | 1.9% | 00.0% | Unchanged | History |
| AGLagilon health, inc. | COM | 7,036,921 | $153.6M | 1.8% | +4,047,472+135.4% | Added | History |
| ONONOn Holding AG | Stock | 7,005,090 | $123.9M | 1.4% | −4,023,300−36.5% | Reduced | History |
| CWANClearwater Analytics Holdings, Inc. | CL A | 9,675,988 | $116.5M | 1.3% | +730,029+8.2% | Added | History |
| EYENational Vision Holdings, Inc. | COM | 4,189,497 | $115.2M | 1.3% | +778,028+22.8% | Added | History |
| TTCToro Co | COM | 1,499,591 | $113.7M | 1.3% | −264,340−15.0% | Reduced | History |
| FOURShift4 Payments, Inc. | CL A | 3,170,633 | $104.8M | 1.2% | +864,693+37.5% | Added | History |
| TOSTToast, Inc. | Stock | 7,943,291 | $102.8M | 1.2% | +6,894,027+657.0% | Added | History |
| RHRH | COM | 471,900 | $100.2M | 1.2% | −205,703−30.4% | Reduced | History |
| BKIBlack Knight, Inc. | COM | 1,488,174 | $97.3M | 1.1% | −2,667,799−64.2% | Reduced | History |
| XPXP Inc. | CL A | 5,398,948 | $97.0M | 1.1% | +894,643+19.9% | Added | History |
| PPLIPeople Inc | COM NEW | 1,066,277 | $81.0M | 0.9% | +352,820+49.5% | Added | History |
| MTNVail Resorts Inc | COM | 369,681 | $80.6M | 0.9% | −268,021−42.0% | Reduced | History |
| ALHCAlignment Healthcare, Inc. | COM | 6,623,343 | $75.6M | 0.9% | +715,123+12.1% | Added | History |
| BSYBentley Systems Inc | COM CL B | 2,227,383 | $74.2M | 0.9% | +1,998,134+871.6% | Added | History |
| DOCSDoximity, Inc. | CL A | 1,789,546 | $62.3M | 0.7% | +140,560+8.5% | Added | History |
| RDFNRedfin Corp | COM | 7,514,585 | $61.9M | 0.7% | +30,640+0.4% | Added | History |
| DASHDoorDash, Inc. | Stock | 841,420 | $54.0M | 0.6% | −268,899−24.2% | Reduced | History |
| SGRYSurgery Partners, Inc. | Stock | 1,694,280 | $49.0M | 0.6% | −224,170−11.7% | Reduced | History |
| EXFYExpensify, Inc. | COM CL A | 2,652,266 | $47.2M | 0.5% | +582,637+28.2% | Added | History |
| SHOPShopify Inc. | Stock | 1,474,410 | $46.1M | 0.5% | −2,685,020−64.6% | ReducedConverted for a 10-for-1 split | History |
| GSHDGoosehead Insurance, Inc. | COM CL A | 891,776 | $40.7M | 0.5% | −40,668−4.4% | Reduced | History |
| ROLRollins Inc | COM | 1,153,922 | $40.3M | 0.5% | −609,245−34.6% | Reduced | History |
| IDXXIDEXX Laboratories Inc | COM | 113,166 | $39.7M | 0.5% | +113,166 | New | History |
| ACHCAcadia Healthcare Company, Inc. | COM | 560,841 | $37.9M | 0.4% | +560,841 | New | History |
| CPNGCoupang, Inc. | CL A | 2,748,752 | $35.0M | 0.4% | −405,140−12.8% | Reduced | History |
| XMTRXometry, Inc. | CLASS A COM | 912,009 | $30.9M | 0.4% | −189,995−17.2% | Reduced | History |
| UPWKUpwork, Inc | COM | 1,157,818 | $23.9M | 0.3% | +273,069+30.9% | Added | History |
| SGSweetgreen, Inc. | COM CL A | 1,654,983 | $19.3M | 0.2% | −976,344−37.1% | Reduced | History |
| SRADSportradar Group AG | CLASS A ORD SHS | 2,069,597 | $16.4M | 0.2% | −1,233,712−37.3% | Reduced | History |
| LINDLindblad Expeditions Holdings, Inc. | Stock | 1,996,540 | $16.2M | 0.2% | +1,996,540 | New | History |
| Abcam PLC000380204 | ADS | 500,000 | $7.23M | 0.1% | 00.0% | Unchanged | – |
| BFAMBright Horizons Family Solutions Inc. | COM | 29,785 | $2.52M | <0.1% | −70,963−70.4% | Reduced | History |
Sold out since Q1 2022 (10)
Positions held at the end of Q1 2022 that are gone from this filing.
| Security | Class | Shares in Q1 2022 | Value in Q1 2022 | % of portfolio in Q1 2022 | History |
|---|---|---|---|---|---|
| SPYSPDR S&P 500 ETF Trust | ETF | 459,911 | $207.7M | 1.8% | History |
| ENOVEnovis CORP | COM | 4,241,017 | $168.8M | 1.5% | History |
| COUPCoupa Software Inc | COM | 1,263,662 | $128.4M | 1.1% | History |
| iShares Russell 2000 ETF464287655 | ETF | 489,142 | $100.4M | 0.9% | – |
| BURLBurlington Stores, Inc. | COM | 341,165 | $62.1M | 0.5% | History |
| SAMBoston Beer Co Inc | CL A | 142,550 | $55.4M | 0.5% | History |
| PTONPeloton Interactive, Inc. | CL A COM | 1,686,335 | $44.6M | 0.4% | History |
| DAYDayforce, Inc. | COM | 183,567 | $12.5M | 0.1% | History |
| AFRMAffirm Holdings, Inc. | COM CL A | 181,240 | $8.39M | 0.1% | History |
| Cazoo Group LtdG2007L105 | COM | 587,351 | $1.62M | <0.1% | – |