Durable Capital Partners LP
- SEC CIK
- 0001798849
- Latest filing
- Aug 14, 2026
Holdings in Q4 2023
Holdings as of Dec 31, 2023, filed Feb 14, 2024. Long positions only; changes compare share counts with Q3 2023.
- Positions
- 52
- 0 vs. Q3 2023
- Portfolio value
- $12.7B
- +$1.73B (+15.8%) vs. Q3 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| INTUIntuit Inc. | Stock | 1,436,371 | $897.8M | 7.1% | +22,455+1.6% | Added | History |
| DUOLDuolingo, Inc. | CL A COM | 3,195,402 | $724.9M | 5.7% | −648,895−16.9% | Reduced | History |
| RBCRBC Bearings INC | COM | 2,493,613 | $710.4M | 5.6% | +195,634+8.5% | Added | History |
| ROPRoper Technologies Inc | Stock | 1,255,681 | $684.6M | 5.4% | −428,461−25.4% | Reduced | History |
| JBHTHunt J B Transport Services Inc | COM | 3,322,913 | $663.7M | 5.2% | +560,627+20.3% | Added | History |
| HUBSHubSpot Inc | COM | 1,125,113 | $653.2M | 5.2% | +80,081+7.7% | Added | History |
| TEAMAtlassian Corp | CL A | 2,239,362 | $532.7M | 4.2% | +524,133+30.6% | Added | History |
| BFAMBright Horizons Family Solutions Inc. | COM | 5,312,607 | $500.7M | 4.0% | +873,091+19.7% | Added | History |
| BKNGBooking Holdings Inc. | Stock | 135,584 | $480.9M | 3.8% | −9,530−6.6% | Reduced | History |
| FSVFirstService Corp | COM | 2,855,795 | $462.9M | 3.7% | −153,073−5.1% | Reduced | History |
| MOHMolina Healthcare, Inc. | COM | 1,188,143 | $429.3M | 3.4% | −377,896−24.1% | Reduced | History |
| WSTWest Pharmaceutical Services Inc | COM | 1,138,730 | $401.0M | 3.2% | −63,339−5.3% | Reduced | History |
| FOURShift4 Payments, Inc. | CL A | 4,768,807 | $354.5M | 2.8% | +601,419+14.4% | Added | History |
| MSCIMSCI Inc. | Stock | 583,438 | $330.0M | 2.6% | 00.0% | Unchanged | History |
| DSGXDescartes Systems Group Inc | COM | 3,853,875 | $324.0M | 2.6% | +323,069+9.2% | Added | History |
| CHEChemed Corp | COM | 505,427 | $295.5M | 2.3% | +22,359+4.6% | Added | History |
| TDYTeledyne Technologies Inc | COM | 573,355 | $255.9M | 2.0% | +1,912+0.3% | Added | History |
| TOSTToast, Inc. | Stock | 13,582,931 | $248.0M | 2.0% | +824,361+6.5% | Added | History |
| BIRKBirkenstock Holding plc | COM SHS | 4,658,655 | $227.0M | 1.8% | +4,658,655 | New | History |
| SSNCSS&C Technologies Holdings Inc | COM | 3,575,795 | $218.5M | 1.7% | +1,353,204+60.9% | Added | History |
| PRVAPrivia Health Group, Inc. | COM | 9,090,909 | $209.4M | 1.7% | 00.0% | Unchanged | History |
| VEEVVeeva Systems Inc | Stock | 936,650 | $180.3M | 1.4% | +46,952+5.3% | Added | History |
| RHRH | COM | 603,136 | $175.8M | 1.4% | +77,972+14.8% | Added | History |
| SGRYSurgery Partners, Inc. | Stock | 5,477,303 | $175.2M | 1.4% | +104,115+1.9% | Added | History |
| CIGIColliers International Group Inc. | SUB VTG SHS | 1,315,928 | $166.5M | 1.3% | +275,252+26.4% | Added | History |
| WCNWaste Connections, Inc. | COM | 1,067,359 | $159.3M | 1.3% | −1,138,069−51.6% | Reduced | History |
| IRIngersoll Rand Inc. | COM | 1,933,832 | $149.6M | 1.2% | 00.0% | Unchanged | History |
| iShares Russell 2000 ETF464287655 | ETF | 725,852 | $145.7M | 1.1% | +449,134+162.3% | Added | – |
| CPRTCopart Inc | COM | 2,821,956 | $138.3M | 1.1% | 00.0% | Unchanged | History |
| ITGartner Inc | COM | 305,945 | $138.0M | 1.1% | −90,923−22.9% | Reduced | History |
| ROLRollins Inc | COM | 3,124,289 | $136.4M | 1.1% | +57,701+1.9% | Added | History |
| ACHCAcadia Healthcare Company, Inc. | COM | 1,733,303 | $134.8M | 1.1% | +222,236+14.7% | Added | History |
| YOUClear Secure, Inc. | COM CL A | 6,513,950 | $134.5M | 1.1% | −1,823,127−21.9% | Reduced | History |
| PTCPTC Inc. | Stock | 709,319 | $124.1M | 1.0% | +709,319 | New | History |
| TTCToro Co | COM | 1,218,162 | $116.9M | 0.9% | −786,625−39.2% | Reduced | History |
| GGGGraco Inc | COM | 1,328,299 | $115.2M | 0.9% | +1,328,299 | New | History |
| WRBYWarby Parker Inc. | CL A COM | 6,412,215 | $90.4M | 0.7% | −3,229,718−33.5% | Reduced | History |
| AURAurora Innovation, Inc. | CLASS A COM | 19,970,914 | $87.3M | 0.7% | +14,221,947+247.4% | Added | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 165,052 | $78.5M | 0.6% | +165,052 | New | History |
| GWREGuidewire Software, Inc. | COM | 630,256 | $68.7M | 0.5% | +630,256 | New | History |
| PPLIPeople Inc | COM NEW | 1,264,083 | $66.2M | 0.5% | +376,645+42.4% | Added | History |
| DDOGDatadog, Inc. | CL A COM | 542,659 | $65.9M | 0.5% | −141,982−20.7% | Reduced | History |
| SAIASaia Inc | COM | 149,527 | $65.5M | 0.5% | +74,436+99.1% | Added | History |
| LFSTLifeStance Health Group, Inc. | COM | 7,597,519 | $59.5M | 0.5% | +6,153,312+426.1% | Added | History |
| DOCSDoximity, Inc. | CL A | 1,986,603 | $55.7M | 0.4% | +1,986,603 | New | History |
| SHOPShopify Inc. | Stock | 625,143 | $48.7M | 0.4% | +625,143 | New | History |
| ENTGEntegris Inc | COM | 392,555 | $47.0M | 0.4% | +244,898+165.9% | Added | History |
| ODFLOld Dominion Freight Line, Inc. | COM | 107,003 | $43.4M | 0.3% | +27,534+34.6% | Added | History |
| DASHDoorDash, Inc. | Stock | 323,434 | $32.0M | 0.3% | +323,434 | New | History |
| AGLagilon health, inc. | COM | 2,089,260 | $26.2M | 0.2% | −3,724,248−64.1% | Reduced | History |
| GSHDGoosehead Insurance, Inc. | COM CL A | 294,913 | $22.4M | 0.2% | −472,347−61.6% | Reduced | History |
| CWANClearwater Analytics Holdings, Inc. | CL A | 796,686 | $16.0M | 0.1% | −5,555,463−87.5% | Reduced | History |
Sold out since Q3 2023 (8)
Positions held at the end of Q3 2023 that are gone from this filing.
| Security | Class | Shares in Q3 2023 | Value in Q3 2023 | % of portfolio in Q3 2023 | History |
|---|---|---|---|---|---|
| XPXP Inc. | CL A | 5,075,082 | $117.0M | 1.1% | History |
| HUMHumana Inc | Stock | 155,393 | $75.6M | 0.7% | History |
| ENOVEnovis CORP | COM | 822,883 | $43.4M | 0.4% | History |
| KWRQuaker Chemical Corp | COM | 234,807 | $37.6M | 0.3% | History |
| PCTYPaylocity Holding Corp | COM | 152,342 | $27.7M | 0.3% | History |
| BSYBentley Systems Inc | COM CL B | 451,504 | $22.6M | 0.2% | History |
| Farfetch Ltd30744W107 | ORD SH CL A | 2,323,620 | $4.86M | <0.1% | – |
| CAVACava Group, Inc. | COM | 117,442 | $3.60M | <0.1% | History |