Durable Capital Partners LP
- SEC CIK
- 0001798849
- Latest filing
- Aug 14, 2026
Holdings in Q2 2023
Holdings as of Jun 30, 2023, filed Aug 17, 2023. Long positions only; changes compare share counts with Q1 2023.
- Positions
- 50
- +1 vs. Q1 2023
- Portfolio value
- $11.4B
- +$745.3M (+7.0%) vs. Q1 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ROPRoper Technologies Inc | Stock | 1,684,142 | $809.7M | 7.1% | 00.0% | Unchanged | History |
| INTUIntuit Inc. | Stock | 1,439,206 | $659.4M | 5.8% | −233,172−13.9% | Reduced | History |
| DUOLDuolingo, Inc. | CL A COM | 4,156,738 | $594.2M | 5.2% | 00.0% | Unchanged | History |
| FSVFirstService Corp | COM | 3,337,497 | $514.3M | 4.5% | −576,443−14.7% | Reduced | History |
| HUBSHubSpot Inc | COM | 962,990 | $512.4M | 4.5% | −24,912−2.5% | Reduced | History |
| WSTWest Pharmaceutical Services Inc | COM | 1,278,575 | $489.0M | 4.3% | +36,757+3.0% | Added | History |
| JBHTHunt J B Transport Services Inc | COM | 2,662,285 | $482.0M | 4.2% | +570,831+27.3% | Added | History |
| RBCRBC Bearings INC | COM | 2,202,740 | $479.0M | 4.2% | +203,740+10.2% | Added | History |
| MOHMolina Healthcare, Inc. | COM | 1,419,901 | $427.7M | 3.8% | +61,709+4.5% | Added | History |
| BKNGBooking Holdings Inc. | Stock | 148,953 | $402.2M | 3.5% | +12,822+9.4% | Added | History |
| Abcam PLC000380204 | ADS | 14,372,447 | $351.7M | 3.1% | −3,088,150−17.7% | Reduced | – |
| MSCIMSCI Inc. | Stock | 678,556 | $318.4M | 2.8% | −551,839−44.9% | Reduced | History |
| WCNWaste Connections, Inc. | COM | 2,205,428 | $315.2M | 2.8% | 00.0% | Unchanged | History |
| TEAMAtlassian Corp | CL A | 1,779,302 | $298.6M | 2.6% | −380,776−17.6% | Reduced | History |
| DSGXDescartes Systems Group Inc | COM | 3,530,806 | $282.9M | 2.5% | −289,383−7.6% | Reduced | History |
| TOSTToast, Inc. | Stock | 11,926,931 | $269.2M | 2.4% | +85,321+0.7% | Added | History |
| YOUClear Secure, Inc. | COM CL A | 11,449,946 | $265.3M | 2.3% | −26,642−0.2% | Reduced | History |
| FOURShift4 Payments, Inc. | CL A | 3,692,594 | $250.8M | 2.2% | −598,378−13.9% | Reduced | History |
| BFAMBright Horizons Family Solutions Inc. | COM | 2,702,273 | $249.8M | 2.2% | +893,998+49.4% | Added | History |
| CHEChemed Corp | COM | 457,500 | $247.8M | 2.2% | +190,309+71.2% | Added | History |
| SGRYSurgery Partners, Inc. | Stock | 5,373,188 | $241.7M | 2.1% | −76,281−1.4% | Reduced | History |
| PRVAPrivia Health Group, Inc. | COM | 9,090,909 | $237.4M | 2.1% | +9,090,909 | New | History |
| TDYTeledyne Technologies Inc | COM | 571,443 | $234.9M | 2.1% | −29,744−4.9% | Reduced | History |
| TTCToro Co | COM | 2,148,598 | $218.4M | 1.9% | +108,275+5.3% | Added | History |
| KWRQuaker Chemical Corp | COM | 906,313 | $176.6M | 1.6% | −337,261−27.1% | Reduced | History |
| RHRH | COM | 491,640 | $162.0M | 1.4% | +320,538+187.3% | Added | History |
| XPXP Inc. | CL A | 6,752,767 | $158.4M | 1.4% | +3,159,029+87.9% | Added | History |
| DDOGDatadog, Inc. | CL A COM | 1,474,474 | $145.1M | 1.3% | +657,430+80.5% | Added | History |
| CPRTCopart Inc | COM | 1,410,978 | $128.7M | 1.1% | +632,846+81.3% | Added | History |
| IRIngersoll Rand Inc. | COM | 1,933,832 | $126.4M | 1.1% | 00.0% | Unchanged | History |
| SSNCSS&C Technologies Holdings Inc | COM | 2,007,255 | $121.6M | 1.1% | +2,007,255 | New | History |
| CWANClearwater Analytics Holdings, Inc. | CL A | 7,664,601 | $121.6M | 1.1% | −1,162,022−13.2% | Reduced | History |
| WRBYWarby Parker Inc. | CL A COM | 10,093,098 | $118.0M | 1.0% | −942,811−8.5% | Reduced | History |
| ACHCAcadia Healthcare Company, Inc. | COM | 1,388,667 | $110.6M | 1.0% | −487,441−26.0% | Reduced | History |
| AGLagilon health, inc. | COM | 6,035,629 | $104.7M | 0.9% | +532,490+9.7% | Added | History |
| ENOVEnovis CORP | COM | 1,523,064 | $97.7M | 0.9% | −1,190,968−43.9% | Reduced | History |
| CIGIColliers International Group Inc. | SUB VTG SHS | 929,736 | $91.3M | 0.8% | +393,686+73.4% | Added | History |
| EFXEquifax Inc | COM | 309,848 | $72.9M | 0.6% | +54,070+21.1% | Added | History |
| BSYBentley Systems Inc | COM CL B | 1,324,508 | $71.8M | 0.6% | −241,854−15.4% | Reduced | History |
| HUMHumana Inc | Stock | 155,393 | $69.5M | 0.6% | +17,597+12.8% | Added | History |
| ONONOn Holding AG | Stock | 1,958,198 | $64.6M | 0.6% | −1,001,162−33.8% | Reduced | History |
| PPLIPeople Inc | COM NEW | 992,493 | $62.3M | 0.5% | +321,815+48.0% | Added | History |
| ITGartner Inc | COM | 167,857 | $58.8M | 0.5% | +167,857 | New | History |
| GSHDGoosehead Insurance, Inc. | COM CL A | 902,410 | $56.8M | 0.5% | −67,515−7.0% | Reduced | History |
| iShares Russell 2000 ETF464287655 | ETF | 276,718 | $51.8M | 0.5% | 00.0% | Unchanged | – |
| ODFLOld Dominion Freight Line, Inc. | COM | 79,469 | $29.4M | 0.3% | +79,469 | New | History |
| ENTGEntegris Inc | COM | 147,657 | $16.4M | 0.1% | +147,657 | New | History |
| ROLRollins Inc | COM | 209,446 | $8.97M | 0.1% | −226,792−52.0% | Reduced | History |
| LFSTLifeStance Health Group, Inc. | COM | 943,115 | $8.61M | 0.1% | +943,115 | New | History |
| CAVACava Group, Inc. | COM | 200,000 | $8.19M | 0.1% | +200,000 | New | History |
Sold out since Q1 2023 (6)
Positions held at the end of Q1 2023 that are gone from this filing.
| Security | Class | Shares in Q1 2023 | Value in Q1 2023 | % of portfolio in Q1 2023 | History |
|---|---|---|---|---|---|
| CTLTCatalent, Inc. | COM | 1,477,116 | $97.1M | 0.9% | History |
| ALHCAlignment Healthcare, Inc. | COM | 5,412,156 | $34.4M | 0.3% | History |
| CARGCarGurus, Inc. | COM CL A | 1,542,553 | $28.8M | 0.3% | History |
| CPNGCoupang, Inc. | CL A | 872,438 | $14.0M | 0.1% | History |
| EXFYExpensify, Inc. | COM CL A | 547,526 | $4.46M | <0.1% | History |
| UPWKUpwork, Inc | COM | 196,592 | $2.23M | <0.1% | History |