Durable Capital Partners LP
- SEC CIK
- 0001798849
- Latest filing
- Aug 14, 2026
Holdings in Q2 2024
Holdings as of Jun 30, 2024, filed Aug 14, 2024. Long positions only; changes compare share counts with Q1 2024.
- Positions
- 49
- −4 vs. Q1 2024
- Portfolio value
- $12.2B
- −$725.2M (−5.6%) vs. Q1 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| INTUIntuit Inc. | Stock | 1,416,101 | $930.7M | 7.6% | −10,163−0.7% | Reduced | History |
| ROPRoper Technologies Inc | Stock | 1,268,797 | $715.2M | 5.9% | +73,962+6.2% | Added | History |
| RBCRBC Bearings INC | COM | 2,392,576 | $645.5M | 5.3% | +46,376+2.0% | Added | History |
| DUOLDuolingo, Inc. | CL A COM | 2,943,622 | $614.2M | 5.0% | −161,526−5.2% | Reduced | History |
| BFAMBright Horizons Family Solutions Inc. | COM | 5,450,019 | $599.9M | 4.9% | +454,440+9.1% | Added | History |
| FSVFirstService Corp | COM | 3,534,869 | $538.6M | 4.4% | +498,435+16.4% | Added | History |
| BKNGBooking Holdings Inc. | Stock | 130,497 | $517.0M | 4.2% | +4,768+3.8% | Added | History |
| HUBSHubSpot Inc | COM | 819,106 | $483.1M | 4.0% | −272,256−24.9% | Reduced | History |
| CPNGCoupang, Inc. | CL A | 22,527,909 | $472.0M | 3.9% | +13,263,264+143.2% | Added | History |
| TOSTToast, Inc. | Stock | 18,174,146 | $468.3M | 3.8% | +2,230,215+14.0% | Added | History |
| FOURShift4 Payments, Inc. | CL A | 4,968,955 | $364.5M | 3.0% | +200,148+4.2% | Added | History |
| WSTWest Pharmaceutical Services Inc | COM | 1,040,524 | $342.7M | 2.8% | +9,471+0.9% | Added | History |
| DSGXDescartes Systems Group Inc | COM | 3,455,887 | $334.7M | 2.7% | −178,950−4.9% | Reduced | History |
| CHEChemed Corp | COM | 550,204 | $298.5M | 2.5% | −20,015−3.5% | Reduced | History |
| CPRTCopart Inc | COM | 4,857,125 | $263.1M | 2.2% | +482,024+11.0% | Added | History |
| TEAMAtlassian Corp | CL A | 1,389,703 | $245.8M | 2.0% | −693,911−33.3% | Reduced | History |
| CIGIColliers International Group Inc. | SUB VTG SHS | 2,137,705 | $238.7M | 2.0% | +118,415+5.9% | Added | History |
| SSNCSS&C Technologies Holdings Inc | COM | 3,717,692 | $233.0M | 1.9% | −1,023,791−21.6% | Reduced | History |
| RHRH | COM | 885,048 | $216.3M | 1.8% | +237,752+36.7% | Added | History |
| VEEVVeeva Systems Inc | Stock | 1,177,095 | $215.4M | 1.8% | +235,833+25.1% | Added | History |
| MNDYmonday.com Ltd. | SHS | 859,813 | $207.0M | 1.7% | +859,813 | New | History |
| MOHMolina Healthcare, Inc. | COM | 651,327 | $193.6M | 1.6% | −217,173−25.0% | Reduced | History |
| ODFLOld Dominion Freight Line, Inc. | COM | 1,060,816 | $187.3M | 1.5% | +910,504+605.7% | Added | History |
| SHOPShopify Inc. | Stock | 2,794,802 | $184.6M | 1.5% | +1,693,546+153.8% | Added | History |
| TTCToro Co | COM | 1,878,515 | $175.7M | 1.4% | +1,110,095+144.5% | Added | History |
| JBHTHunt J B Transport Services Inc | COM | 1,096,496 | $175.4M | 1.4% | −2,126,005−66.0% | Reduced | History |
| DOCSDoximity, Inc. | CL A | 6,218,067 | $173.9M | 1.4% | +1,763,589+39.6% | Added | History |
| BIRKBirkenstock Holding plc | COM SHS | 3,123,640 | $170.0M | 1.4% | −927,561−22.9% | Reduced | History |
| ROLRollins Inc | COM | 3,415,400 | $166.6M | 1.4% | −24,034−0.7% | Reduced | History |
| ENTGEntegris Inc | COM | 1,209,401 | $163.8M | 1.3% | +480,508+65.9% | Added | History |
| PRVAPrivia Health Group, Inc. | COM | 9,090,909 | $158.0M | 1.3% | 00.0% | Unchanged | History |
| MSCIMSCI Inc. | Stock | 316,599 | $152.5M | 1.3% | −242,478−43.4% | Reduced | History |
| ACHCAcadia Healthcare Company, Inc. | COM | 2,217,791 | $149.8M | 1.2% | +821,424+58.8% | Added | History |
| PTCPTC Inc. | Stock | 710,316 | $129.0M | 1.1% | −72,457−9.3% | Reduced | History |
| AVTRAvantor, Inc. | COM | 6,037,845 | $128.0M | 1.1% | −2,461,507−29.0% | Reduced | History |
| DDOGDatadog, Inc. | CL A COM | 858,880 | $111.4M | 0.9% | −138,199−13.9% | Reduced | History |
| WRBYWarby Parker Inc. | CL A COM | 6,851,967 | $110.0M | 0.9% | +2,698,593+65.0% | Added | History |
| IRIngersoll Rand Inc. | COM | 1,201,176 | $109.1M | 0.9% | −306,386−20.3% | Reduced | History |
| CVNACarvana Co. | CL A | 840,131 | $108.1M | 0.9% | +840,131 | New | History |
| GGGGraco Inc | COM | 1,182,481 | $93.7M | 0.8% | −286,112−19.5% | Reduced | History |
| WCNWaste Connections, Inc. | COM | 411,641 | $72.2M | 0.6% | −378,601−47.9% | Reduced | History |
| SAIASaia Inc | COM | 145,447 | $69.0M | 0.6% | +7,766+5.6% | Added | History |
| SGRYSurgery Partners, Inc. | Stock | 2,881,227 | $68.5M | 0.6% | −1,903,236−39.8% | Reduced | History |
| LFSTLifeStance Health Group, Inc. | COM | 12,395,085 | $60.9M | 0.5% | +2,040,123+19.7% | Added | History |
| AURAurora Innovation, Inc. | CLASS A COM | 13,606,038 | $37.7M | 0.3% | −6,364,876−31.9% | Reduced | History |
| ALHCAlignment Healthcare, Inc. | COM | 3,980,949 | $31.1M | 0.3% | +3,980,949 | New | History |
| YOUClear Secure, Inc. | COM CL A | 1,510,316 | $28.3M | 0.2% | −1,933,318−56.1% | Reduced | History |
| VSECVse Corp | COM | 305,860 | $27.0M | 0.2% | +305,860 | New | History |
| GSHDGoosehead Insurance, Inc. | COM CL A | 38,256 | $2.20M | <0.1% | −160,802−80.8% | Reduced | History |
Sold out since Q1 2024 (8)
Positions held at the end of Q1 2024 that are gone from this filing.
| Security | Class | Shares in Q1 2024 | Value in Q1 2024 | % of portfolio in Q1 2024 | History |
|---|---|---|---|---|---|
| PCTYPaylocity Holding Corp | COM | 717,243 | $123.3M | 1.0% | History |
| TDYTeledyne Technologies Inc | COM | 219,630 | $94.3M | 0.7% | History |
| ITGartner Inc | COM | 148,882 | $71.0M | 0.5% | History |
| DASHDoorDash, Inc. | Stock | 290,644 | $40.0M | 0.3% | History |
| PPLIPeople Inc | COM NEW | 601,567 | $32.1M | 0.2% | History |
| iShares Russell 2000 ETF464287655 | ETF | 66,096 | $13.9M | 0.1% | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 14,306 | $7.48M | 0.1% | History |
| AGLagilon health, inc. | COM | 976,133 | $5.95M | <0.1% | History |