Durable Capital Partners LP
- SEC CIK
- 0001798849
- Latest filing
- Aug 14, 2026
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Feb 14, 2023. Long positions only; changes compare share counts with Q3 2022.
- Positions
- 51
- −1 vs. Q3 2022
- Portfolio value
- $9.62B
- +$521.4M (+5.7%) vs. Q3 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ROPRoper Technologies Inc | Stock | 1,684,142 | $727.7M | 7.6% | +63,845+3.9% | Added | History |
| INTUIntuit Inc. | Stock | 1,751,349 | $681.7M | 7.1% | +47,079+2.8% | Added | History |
| MSCIMSCI Inc. | Stock | 1,371,880 | $638.2M | 6.6% | −252,559−15.5% | Reduced | History |
| FSVFirstService Corp | COM | 3,993,742 | $489.4M | 5.1% | +85,703+2.2% | Added | History |
| MOHMolina Healthcare, Inc. | COM | 1,240,045 | $409.5M | 4.3% | +110,068+9.7% | Added | History |
| RBCRBC Bearings INC | COM | 1,855,997 | $388.6M | 4.0% | +153,744+9.0% | Added | History |
| JBHTHunt J B Transport Services Inc | COM | 2,002,843 | $349.2M | 3.6% | −289,241−12.6% | Reduced | History |
| TEAMAtlassian Corp | CL A | 2,705,654 | $348.2M | 3.6% | −107,047−3.8% | Reduced | History |
| YOUClear Secure, Inc. | COM CL A | 11,476,588 | $314.8M | 3.3% | 00.0% | Unchanged | History |
| DUOLDuolingo, Inc. | CL A COM | 4,156,738 | $295.7M | 3.1% | +379,844+10.1% | Added | History |
| WCNWaste Connections, Inc. | COM | 2,205,428 | $292.4M | 3.0% | +75,776+3.6% | Added | History |
| HUBSHubSpot Inc | COM | 986,355 | $285.2M | 3.0% | +68,833+7.5% | Added | History |
| DSGXDescartes Systems Group Inc | COM | 3,960,768 | $275.9M | 2.9% | −299,587−7.0% | Reduced | History |
| Abcam PLC000380204 | ADS | 17,460,597 | $271.7M | 2.8% | +16,960,597+3,392.1% | Added | – |
| WSTWest Pharmaceutical Services Inc | COM | 1,113,684 | $262.1M | 2.7% | −65,763−5.6% | Reduced | History |
| FOURShift4 Payments, Inc. | CL A | 4,576,010 | $255.9M | 2.7% | +301,452+7.1% | Added | History |
| KWRQuaker Chemical Corp | COM | 1,288,333 | $215.0M | 2.2% | 00.0% | Unchanged | History |
| DDOGDatadog, Inc. | CL A COM | 2,791,380 | $205.2M | 2.1% | −475,847−14.6% | Reduced | History |
| TDYTeledyne Technologies Inc | COM | 496,111 | $198.4M | 2.1% | +115,206+30.2% | Added | History |
| TTCToro Co | COM | 1,742,218 | $197.2M | 2.1% | +600,469+52.6% | Added | History |
| CWANClearwater Analytics Holdings, Inc. | CL A | 9,675,988 | $181.4M | 1.9% | 00.0% | Unchanged | History |
| TOSTToast, Inc. | Stock | 9,900,873 | $178.5M | 1.9% | −4,804,441−32.7% | Reduced | History |
| SGRYSurgery Partners, Inc. | Stock | 5,853,995 | $163.1M | 1.7% | +3,719,766+174.3% | Added | History |
| ACHCAcadia Healthcare Company, Inc. | COM | 1,941,595 | $159.8M | 1.7% | +457,687+30.8% | Added | History |
| WRBYWarby Parker Inc. | CL A COM | 11,672,306 | $157.5M | 1.6% | −3,136,187−21.2% | Reduced | History |
| BKNGBooking Holdings Inc. | Stock | 73,046 | $147.2M | 1.5% | +73,046 | New | History |
| ENOVEnovis CORP | COM | 2,714,032 | $145.3M | 1.5% | +34,825+1.3% | Added | History |
| AGLagilon health, inc. | COM | 8,842,728 | $142.7M | 1.5% | −586,327−6.2% | Reduced | History |
| EYENational Vision Holdings, Inc. | COM | 3,073,624 | $119.1M | 1.2% | 00.0% | Unchanged | History |
| ONONOn Holding AG | Stock | 6,926,768 | $118.9M | 1.2% | −1,396,678−16.8% | Reduced | History |
| HUMHumana Inc | Stock | 205,094 | $105.0M | 1.1% | +205,094 | New | History |
| CHEChemed Corp | COM | 193,448 | $98.7M | 1.0% | +193,448 | New | History |
| IRIngersoll Rand Inc. | COM | 1,836,144 | $95.9M | 1.0% | 00.0% | Unchanged | History |
| IDXXIDEXX Laboratories Inc | COM | 208,030 | $84.9M | 0.9% | +316+0.2% | Added | History |
| BSYBentley Systems Inc | COM CL B | 2,227,383 | $82.3M | 0.9% | 00.0% | Unchanged | History |
| EFXEquifax Inc | COM | 331,615 | $64.5M | 0.7% | +331,615 | New | History |
| CPNGCoupang, Inc. | CL A | 3,602,099 | $53.0M | 0.6% | −2,222,276−38.2% | Reduced | History |
| iShares Russell 2000 ETF464287655 | ETF | 276,718 | $48.2M | 0.5% | +276,718 | New | – |
| XPXP Inc. | CL A | 3,007,035 | $46.1M | 0.5% | −1,605,830−34.8% | Reduced | History |
| CARGCarGurus, Inc. | COM CL A | 3,253,457 | $45.6M | 0.5% | +3,253,457 | New | History |
| ALHCAlignment Healthcare, Inc. | COM | 3,767,644 | $44.3M | 0.5% | +2,750,240+270.3% | Added | History |
| RHRH | COM | 157,108 | $42.0M | 0.4% | −381,138−70.8% | Reduced | History |
| MTNVail Resorts Inc | COM | 167,106 | $39.8M | 0.4% | −64,050−27.7% | Reduced | History |
| PPLIPeople Inc | COM NEW | 874,113 | $38.8M | 0.4% | −192,164−18.0% | Reduced | History |
| GSHDGoosehead Insurance, Inc. | COM CL A | 969,925 | $33.3M | 0.3% | −28,700−2.9% | Reduced | History |
| XMTRXometry, Inc. | CLASS A COM | 607,780 | $19.6M | 0.2% | −304,229−33.4% | Reduced | History |
| ROLRollins Inc | COM | 436,238 | $15.9M | 0.2% | 00.0% | Unchanged | History |
| CFLTConfluent, Inc. | CLASS A COM | 681,238 | $15.2M | 0.2% | −4,595,982−87.1% | Reduced | History |
| RDFNRedfin Corp | COM | 3,449,175 | $14.6M | 0.2% | −3,258,570−48.6% | Reduced | History |
| EXFYExpensify, Inc. | COM CL A | 1,599,905 | $14.1M | 0.1% | −949,926−37.3% | Reduced | History |
| UPWKUpwork, Inc | COM | 196,592 | $2.05M | <0.1% | −778,073−79.8% | Reduced | History |
Sold out since Q3 2022 (7)
Positions held at the end of Q3 2022 that are gone from this filing.
| Security | Class | Shares in Q3 2022 | Value in Q3 2022 | % of portfolio in Q3 2022 | History |
|---|---|---|---|---|---|
| SGSweetgreen, Inc. | COM CL A | 2,802,281 | $51.8M | 0.6% | History |
| DASHDoorDash, Inc. | Stock | 192,264 | $9.51M | 0.1% | History |
| BKIBlack Knight, Inc. | COM | 146,604 | $9.49M | 0.1% | History |
| SRADSportradar Group AG | CLASS A ORD SHS | 610,875 | $5.38M | 0.1% | History |
| SHOPShopify Inc. | Stock | 198,473 | $5.35M | 0.1% | History |
| DOCSDoximity, Inc. | CL A | 78,515 | $2.37M | <0.1% | History |
| BFAMBright Horizons Family Solutions Inc. | COM | 29,785 | $1.72M | <0.1% | History |