Durable Capital Partners LP
- SEC CIK
- 0001798849
- Latest filing
- Aug 14, 2026
Holdings in Q3 2022
Holdings as of Sep 30, 2022, filed Nov 14, 2022. Long positions only; changes compare share counts with Q2 2022.
- Positions
- 52
- −1 vs. Q2 2022
- Portfolio value
- $9.10B
- +$388.3M (+4.5%) vs. Q2 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MSCIMSCI Inc. | Stock | 1,624,439 | $685.2M | 7.5% | +116,521+7.7% | Added | History |
| INTUIntuit Inc. | Stock | 1,704,270 | $660.1M | 7.3% | +150,805+9.7% | Added | History |
| TEAMAtlassian Corp | CL A | 2,812,701 | $592.3M | 6.5% | +221,181+8.5% | Added | History |
| ROPRoper Technologies Inc | Stock | 1,620,297 | $582.7M | 6.4% | +159,278+10.9% | Added | History |
| FSVFirstService Corp | COM | 3,908,039 | $465.1M | 5.1% | +247,245+6.8% | Added | History |
| MOHMolina Healthcare, Inc. | COM | 1,129,977 | $372.7M | 4.1% | +209,584+22.8% | Added | History |
| DUOLDuolingo, Inc. | CL A COM | 3,776,894 | $359.7M | 4.0% | 00.0% | Unchanged | History |
| JBHTHunt J B Transport Services Inc | COM | 2,292,084 | $358.5M | 3.9% | −243,307−9.6% | Reduced | History |
| RBCRBC Bearings INC | COM | 1,702,253 | $353.7M | 3.9% | −44,945−2.6% | Reduced | History |
| WSTWest Pharmaceutical Services Inc | COM | 1,179,447 | $290.2M | 3.2% | +185,411+18.7% | Added | History |
| DDOGDatadog, Inc. | CL A COM | 3,267,227 | $290.1M | 3.2% | +122,708+3.9% | Added | History |
| WCNWaste Connections, Inc. | COM | 2,129,652 | $287.8M | 3.2% | +199,919+10.4% | Added | History |
| DSGXDescartes Systems Group Inc | COM | 4,260,355 | $270.7M | 3.0% | +440,697+11.5% | Added | History |
| YOUClear Secure, Inc. | COM CL A | 11,476,588 | $262.4M | 2.9% | 00.0% | Unchanged | History |
| HUBSHubSpot Inc | COM | 917,522 | $247.8M | 2.7% | +148,657+19.3% | Added | History |
| TOSTToast, Inc. | Stock | 14,705,314 | $245.9M | 2.7% | +6,762,023+85.1% | Added | History |
| AGLagilon health, inc. | COM | 9,429,055 | $220.8M | 2.4% | +2,392,134+34.0% | Added | History |
| WRBYWarby Parker Inc. | CL A COM | 14,808,493 | $197.5M | 2.2% | 00.0% | Unchanged | History |
| FOURShift4 Payments, Inc. | CL A | 4,274,558 | $190.7M | 2.1% | +1,103,925+34.8% | Added | History |
| KWRQuaker Chemical Corp | COM | 1,288,333 | $186.0M | 2.0% | 00.0% | Unchanged | History |
| CWANClearwater Analytics Holdings, Inc. | CL A | 9,675,988 | $162.5M | 1.8% | 00.0% | Unchanged | History |
| ONONOn Holding AG | Stock | 8,323,446 | $133.6M | 1.5% | +1,318,356+18.8% | Added | History |
| RHRH | COM | 538,246 | $132.4M | 1.5% | +66,346+14.1% | Added | History |
| TDYTeledyne Technologies Inc | COM | 380,905 | $128.5M | 1.4% | −97,776−20.4% | Reduced | History |
| CFLTConfluent, Inc. | CLASS A COM | 5,277,220 | $125.4M | 1.4% | −1,985,239−27.3% | Reduced | History |
| ENOVEnovis CORP | COM | 2,679,207 | $123.4M | 1.4% | −377,823−12.4% | Reduced | History |
| ACHCAcadia Healthcare Company, Inc. | COM | 1,483,908 | $116.0M | 1.3% | +923,067+164.6% | Added | History |
| EYENational Vision Holdings, Inc. | COM | 3,073,624 | $100.4M | 1.1% | −1,115,873−26.6% | Reduced | History |
| TTCToro Co | COM | 1,141,749 | $98.7M | 1.1% | −357,842−23.9% | Reduced | History |
| CPNGCoupang, Inc. | CL A | 5,824,375 | $97.1M | 1.1% | +3,075,623+111.9% | Added | History |
| XPXP Inc. | CL A | 4,612,865 | $87.7M | 1.0% | −786,083−14.6% | Reduced | History |
| IRIngersoll Rand Inc. | COM | 1,836,144 | $79.4M | 0.9% | −2,756,856−60.0% | Reduced | History |
| BSYBentley Systems Inc | COM CL B | 2,227,383 | $68.1M | 0.7% | 00.0% | Unchanged | History |
| IDXXIDEXX Laboratories Inc | COM | 207,714 | $67.7M | 0.7% | +94,548+83.5% | Added | History |
| PPLIPeople Inc | COM NEW | 1,066,277 | $59.0M | 0.6% | 00.0% | Unchanged | History |
| SGSweetgreen, Inc. | COM CL A | 2,802,281 | $51.8M | 0.6% | +1,147,298+69.3% | Added | History |
| XMTRXometry, Inc. | CLASS A COM | 912,009 | $51.8M | 0.6% | 00.0% | Unchanged | History |
| SGRYSurgery Partners, Inc. | Stock | 2,134,229 | $49.9M | 0.5% | +439,949+26.0% | Added | History |
| MTNVail Resorts Inc | COM | 231,156 | $49.8M | 0.5% | −138,525−37.5% | Reduced | History |
| RDFNRedfin Corp | COM | 6,707,745 | $39.2M | 0.4% | −806,840−10.7% | Reduced | History |
| EXFYExpensify, Inc. | COM CL A | 2,549,831 | $37.9M | 0.4% | −102,435−3.9% | Reduced | History |
| GSHDGoosehead Insurance, Inc. | COM CL A | 998,625 | $35.6M | 0.4% | +106,849+12.0% | Added | History |
| ROLRollins Inc | COM | 436,238 | $15.1M | 0.2% | −717,684−62.2% | Reduced | History |
| UPWKUpwork, Inc | COM | 974,665 | $13.3M | 0.1% | −183,153−15.8% | Reduced | History |
| ALHCAlignment Healthcare, Inc. | COM | 1,017,404 | $12.0M | 0.1% | −5,605,939−84.6% | Reduced | History |
| DASHDoorDash, Inc. | Stock | 192,264 | $9.51M | 0.1% | −649,156−77.2% | Reduced | History |
| BKIBlack Knight, Inc. | COM | 146,604 | $9.49M | 0.1% | −1,341,570−90.1% | Reduced | History |
| Abcam PLC000380204 | ADS | 500,000 | $7.50M | 0.1% | 00.0% | Unchanged | – |
| SRADSportradar Group AG | CLASS A ORD SHS | 610,875 | $5.38M | 0.1% | −1,458,722−70.5% | Reduced | History |
| SHOPShopify Inc. | Stock | 198,473 | $5.35M | 0.1% | −1,275,937−86.5% | Reduced | History |
| DOCSDoximity, Inc. | CL A | 78,515 | $2.37M | <0.1% | −1,711,031−95.6% | Reduced | History |
| BFAMBright Horizons Family Solutions Inc. | COM | 29,785 | $1.72M | <0.1% | 00.0% | Unchanged | History |
Sold out since Q2 2022 (1)
Positions held at the end of Q2 2022 that are gone from this filing.