Durable Capital Partners LP
- SEC CIK
- 0001798849
- Latest filing
- Aug 14, 2026
Holdings in Q3 2023
Holdings as of Sep 30, 2023, filed Nov 14, 2023. Long positions only; changes compare share counts with Q2 2023.
- Positions
- 52
- +2 vs. Q2 2023
- Portfolio value
- $10.9B
- −$452.1M (−4.0%) vs. Q2 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ROPRoper Technologies Inc | Stock | 1,684,142 | $815.6M | 7.5% | 00.0% | Unchanged | History |
| INTUIntuit Inc. | Stock | 1,413,916 | $722.4M | 6.6% | −25,290−1.8% | Reduced | History |
| DUOLDuolingo, Inc. | CL A COM | 3,844,297 | $637.7M | 5.8% | −312,441−7.5% | Reduced | History |
| RBCRBC Bearings INC | COM | 2,297,979 | $538.0M | 4.9% | +95,239+4.3% | Added | History |
| JBHTHunt J B Transport Services Inc | COM | 2,762,286 | $520.7M | 4.8% | +100,001+3.8% | Added | History |
| HUBSHubSpot Inc | COM | 1,045,032 | $514.7M | 4.7% | +82,042+8.5% | Added | History |
| MOHMolina Healthcare, Inc. | COM | 1,566,039 | $513.5M | 4.7% | +146,138+10.3% | Added | History |
| WSTWest Pharmaceutical Services Inc | COM | 1,202,069 | $451.0M | 4.1% | −76,506−6.0% | Reduced | History |
| BKNGBooking Holdings Inc. | Stock | 145,114 | $447.5M | 4.1% | −3,839−2.6% | Reduced | History |
| FSVFirstService Corp | COM | 3,008,868 | $437.9M | 4.0% | −328,629−9.8% | Reduced | History |
| BFAMBright Horizons Family Solutions Inc. | COM | 4,439,516 | $361.6M | 3.3% | +1,737,243+64.3% | Added | History |
| TEAMAtlassian Corp | CL A | 1,715,229 | $345.6M | 3.2% | −64,073−3.6% | Reduced | History |
| MSCIMSCI Inc. | Stock | 583,438 | $299.4M | 2.7% | −95,118−14.0% | Reduced | History |
| WCNWaste Connections, Inc. | COM | 2,205,428 | $296.2M | 2.7% | 00.0% | Unchanged | History |
| DSGXDescartes Systems Group Inc | COM | 3,530,806 | $259.1M | 2.4% | 00.0% | Unchanged | History |
| CHEChemed Corp | COM | 483,068 | $251.1M | 2.3% | +25,568+5.6% | Added | History |
| TOSTToast, Inc. | Stock | 12,758,570 | $239.0M | 2.2% | +831,639+7.0% | Added | History |
| TDYTeledyne Technologies Inc | COM | 571,443 | $233.5M | 2.1% | 00.0% | Unchanged | History |
| FOURShift4 Payments, Inc. | CL A | 4,167,388 | $230.7M | 2.1% | +474,794+12.9% | Added | History |
| PRVAPrivia Health Group, Inc. | COM | 9,090,909 | $209.1M | 1.9% | 00.0% | Unchanged | History |
| VEEVVeeva Systems Inc | Stock | 889,698 | $181.0M | 1.7% | +889,698 | New | History |
| TTCToro Co | COM | 2,004,787 | $166.6M | 1.5% | −143,811−6.7% | Reduced | History |
| YOUClear Secure, Inc. | COM CL A | 8,337,077 | $158.7M | 1.5% | −3,112,869−27.2% | Reduced | History |
| SGRYSurgery Partners, Inc. | Stock | 5,373,188 | $157.2M | 1.4% | 00.0% | Unchanged | History |
| RHRH | COM | 525,164 | $138.8M | 1.3% | +33,524+6.8% | Added | History |
| ITGartner Inc | COM | 396,868 | $136.4M | 1.2% | +229,011+136.4% | Added | History |
| WRBYWarby Parker Inc. | CL A COM | 9,641,933 | $126.9M | 1.2% | −451,165−4.5% | Reduced | History |
| IRIngersoll Rand Inc. | COM | 1,933,832 | $123.2M | 1.1% | 00.0% | Unchanged | History |
| CWANClearwater Analytics Holdings, Inc. | CL A | 6,352,149 | $122.9M | 1.1% | −1,312,452−17.1% | Reduced | History |
| CPRTCopart Inc | COM | 2,821,956 | $121.6M | 1.1% | 00.0% | UnchangedConverted for a 2-for-1 split | History |
| XPXP Inc. | CL A | 5,075,082 | $117.0M | 1.1% | −1,677,685−24.8% | Reduced | History |
| SSNCSS&C Technologies Holdings Inc | COM | 2,222,591 | $116.8M | 1.1% | +215,336+10.7% | Added | History |
| ROLRollins Inc | COM | 3,066,588 | $114.5M | 1.0% | +2,857,142+1,364.1% | Added | History |
| ACHCAcadia Healthcare Company, Inc. | COM | 1,511,067 | $106.2M | 1.0% | +122,400+8.8% | Added | History |
| AGLagilon health, inc. | COM | 5,813,508 | $103.2M | 0.9% | −222,121−3.7% | Reduced | History |
| CIGIColliers International Group Inc. | SUB VTG SHS | 1,040,676 | $99.1M | 0.9% | +110,940+11.9% | Added | History |
| HUMHumana Inc | Stock | 155,393 | $75.6M | 0.7% | 00.0% | Unchanged | History |
| DDOGDatadog, Inc. | CL A COM | 684,641 | $62.4M | 0.6% | −789,833−53.6% | Reduced | History |
| GSHDGoosehead Insurance, Inc. | COM CL A | 767,260 | $57.2M | 0.5% | −135,150−15.0% | Reduced | History |
| iShares Russell 2000 ETF464287655 | ETF | 276,718 | $48.9M | 0.4% | 00.0% | Unchanged | – |
| PPLIPeople Inc | COM NEW | 887,438 | $44.7M | 0.4% | −105,055−10.6% | Reduced | History |
| ENOVEnovis CORP | COM | 822,883 | $43.4M | 0.4% | −700,181−46.0% | Reduced | History |
| KWRQuaker Chemical Corp | COM | 234,807 | $37.6M | 0.3% | −671,506−74.1% | Reduced | History |
| ODFLOld Dominion Freight Line, Inc. | COM | 79,469 | $32.5M | 0.3% | 00.0% | Unchanged | History |
| SAIASaia Inc | COM | 75,091 | $29.9M | 0.3% | +75,091 | New | History |
| PCTYPaylocity Holding Corp | COM | 152,342 | $27.7M | 0.3% | +152,342 | New | History |
| BSYBentley Systems Inc | COM CL B | 451,504 | $22.6M | 0.2% | −873,004−65.9% | Reduced | History |
| ENTGEntegris Inc | COM | 147,657 | $13.9M | 0.1% | 00.0% | Unchanged | History |
| AURAurora Innovation, Inc. | CLASS A COM | 5,748,967 | $13.5M | 0.1% | +5,748,967 | New | History |
| LFSTLifeStance Health Group, Inc. | COM | 1,444,207 | $9.92M | 0.1% | +501,092+53.1% | Added | History |
| Farfetch Ltd30744W107 | ORD SH CL A | 2,323,620 | $4.86M | <0.1% | +2,323,620 | New | – |
| CAVACava Group, Inc. | COM | 117,442 | $3.60M | <0.1% | −82,558−41.3% | Reduced | History |
Sold out since Q2 2023 (3)
Positions held at the end of Q2 2023 that are gone from this filing.