Durable Capital Partners LP
- SEC CIK
- 0001798849
- Latest filing
- Aug 14, 2026
Holdings in Q3 2024
Holdings as of Sep 30, 2024, filed Nov 14, 2024. Long positions only; changes compare share counts with Q2 2024.
- Positions
- 48
- −1 vs. Q2 2024
- Portfolio value
- $13.7B
- +$1.49B (+12.2%) vs. Q2 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| INTUIntuit Inc. | Stock | 1,409,157 | $875.1M | 6.4% | −6,944−0.5% | Reduced | History |
| DUOLDuolingo, Inc. | CL A COM | 3,029,775 | $854.5M | 6.3% | +86,153+2.9% | Added | History |
| RBCRBC Bearings INC | COM | 2,583,059 | $773.3M | 5.7% | +190,483+8.0% | Added | History |
| ROPRoper Technologies Inc | Stock | 1,127,408 | $627.3M | 4.6% | −141,389−11.1% | Reduced | History |
| CPNGCoupang, Inc. | CL A | 25,216,154 | $619.1M | 4.5% | +2,688,245+11.9% | Added | History |
| FSVFirstService Corp | COM | 3,381,236 | $616.9M | 4.5% | −153,633−4.3% | Reduced | History |
| BFAMBright Horizons Family Solutions Inc. | COM | 4,303,241 | $603.0M | 4.4% | −1,146,778−21.0% | Reduced | History |
| HUBSHubSpot Inc | COM | 1,020,057 | $542.3M | 4.0% | +200,951+24.5% | Added | History |
| FOURShift4 Payments, Inc. | CL A | 6,100,963 | $540.5M | 4.0% | +1,132,008+22.8% | Added | History |
| BKNGBooking Holdings Inc. | Stock | 122,407 | $515.6M | 3.8% | −8,090−6.2% | Reduced | History |
| TOSTToast, Inc. | Stock | 16,263,895 | $460.4M | 3.4% | −1,910,251−10.5% | Reduced | History |
| CIGIColliers International Group Inc. | SUB VTG SHS | 2,541,741 | $385.9M | 2.8% | +404,036+18.9% | Added | History |
| MOHMolina Healthcare, Inc. | COM | 1,049,162 | $361.5M | 2.6% | +397,835+61.1% | Added | History |
| DSGXDescartes Systems Group Inc | COM | 3,455,887 | $355.8M | 2.6% | 00.0% | Unchanged | History |
| CVNACarvana Co. | CL A | 2,038,986 | $355.0M | 2.6% | +1,198,855+142.7% | Added | History |
| DOCSDoximity, Inc. | CL A | 7,823,409 | $340.9M | 2.5% | +1,605,342+25.8% | Added | History |
| WSTWest Pharmaceutical Services Inc | COM | 1,085,919 | $325.9M | 2.4% | +45,395+4.4% | Added | History |
| MNDYmonday.com Ltd. | SHS | 1,089,280 | $302.6M | 2.2% | +229,467+26.7% | Added | History |
| ONONOn Holding AG | Stock | 5,618,322 | $281.8M | 2.1% | +5,618,322 | New | History |
| VEEVVeeva Systems Inc | Stock | 1,244,664 | $261.2M | 1.9% | +67,569+5.7% | Added | History |
| iShares Russell 2000 ETF464287655 | ETF | 1,181,911 | $261.1M | 1.9% | +1,181,911 | New | – |
| SSNCSS&C Technologies Holdings Inc | COM | 3,263,508 | $242.2M | 1.8% | −454,184−12.2% | Reduced | History |
| ODFLOld Dominion Freight Line, Inc. | COM | 1,203,120 | $239.0M | 1.7% | +142,304+13.4% | Added | History |
| RHRH | COM | 666,936 | $223.0M | 1.6% | −218,112−24.6% | Reduced | History |
| CPRTCopart Inc | COM | 4,228,360 | $221.6M | 1.6% | −628,765−12.9% | Reduced | History |
| AVTRAvantor, Inc. | COM | 7,992,098 | $206.8M | 1.5% | +1,954,253+32.4% | Added | History |
| PRVAPrivia Health Group, Inc. | COM | 11,109,588 | $202.3M | 1.5% | +2,018,679+22.2% | Added | History |
| ENTGEntegris Inc | COM | 1,745,006 | $196.4M | 1.4% | +535,605+44.3% | Added | History |
| SHOPShopify Inc. | Stock | 2,114,054 | $169.4M | 1.2% | −680,748−24.4% | Reduced | History |
| BIRKBirkenstock Holding plc | COM SHS | 2,950,092 | $145.4M | 1.1% | −173,548−5.6% | Reduced | History |
| ACHCAcadia Healthcare Company, Inc. | COM | 2,255,059 | $143.0M | 1.0% | +37,268+1.7% | Added | History |
| SGSweetgreen, Inc. | COM CL A | 4,004,906 | $142.0M | 1.0% | +4,004,906 | New | History |
| WRBYWarby Parker Inc. | CL A COM | 8,177,028 | $133.5M | 1.0% | +1,325,061+19.3% | Added | History |
| PTCPTC Inc. | Stock | 674,241 | $121.8M | 0.9% | −36,075−5.1% | Reduced | History |
| AFRMAffirm Holdings, Inc. | COM CL A | 2,969,456 | $121.2M | 0.9% | +2,969,456 | New | History |
| TTCToro Co | COM | 1,348,433 | $116.9M | 0.9% | −530,082−28.2% | Reduced | History |
| AYIAcuity Inc. (DE) | Stock | 420,429 | $115.8M | 0.8% | +420,429 | New | History |
| MSCIMSCI Inc. | Stock | 180,610 | $105.3M | 0.8% | −135,989−43.0% | Reduced | History |
| FNDFloor & Decor Holdings, Inc. | CL A | 724,851 | $90.0M | 0.7% | +724,851 | New | History |
| OPCHOption Care Health, Inc. | COM NEW | 2,396,385 | $75.0M | 0.5% | +2,396,385 | New | History |
| LFSTLifeStance Health Group, Inc. | COM | 10,441,068 | $73.1M | 0.5% | −1,954,017−15.8% | Reduced | History |
| AURAurora Innovation, Inc. | CLASS A COM | 11,770,680 | $69.7M | 0.5% | −1,835,358−13.5% | Reduced | History |
| ALHCAlignment Healthcare, Inc. | COM | 5,476,828 | $64.7M | 0.5% | +1,495,879+37.6% | Added | History |
| APGAPi Group Corp | COM STK | 1,670,071 | $55.1M | 0.4% | +1,670,071 | New | History |
| YOUClear Secure, Inc. | COM CL A | 1,326,241 | $44.0M | 0.3% | −184,075−12.2% | Reduced | History |
| TEAMAtlassian Corp | CL A | 262,726 | $41.7M | 0.3% | −1,126,977−81.1% | Reduced | History |
| VSECVse Corp | COM | 392,144 | $32.4M | 0.2% | +86,284+28.2% | Added | History |
| OSOneStream, Inc. | CL A | 500,000 | $16.9M | 0.1% | +500,000 | New | History |
Sold out since Q2 2024 (10)
Positions held at the end of Q2 2024 that are gone from this filing.
| Security | Class | Shares in Q2 2024 | Value in Q2 2024 | % of portfolio in Q2 2024 | History |
|---|---|---|---|---|---|
| CHEChemed Corp | COM | 550,204 | $298.5M | 2.5% | History |
| JBHTHunt J B Transport Services Inc | COM | 1,096,496 | $175.4M | 1.4% | History |
| ROLRollins Inc | COM | 3,415,400 | $166.6M | 1.4% | History |
| DDOGDatadog, Inc. | CL A COM | 858,880 | $111.4M | 0.9% | History |
| IRIngersoll Rand Inc. | COM | 1,201,176 | $109.1M | 0.9% | History |
| GGGGraco Inc | COM | 1,182,481 | $93.7M | 0.8% | History |
| WCNWaste Connections, Inc. | COM | 411,641 | $72.2M | 0.6% | History |
| SAIASaia Inc | COM | 145,447 | $69.0M | 0.6% | History |
| SGRYSurgery Partners, Inc. | Stock | 2,881,227 | $68.5M | 0.6% | History |
| GSHDGoosehead Insurance, Inc. | COM CL A | 38,256 | $2.20M | <0.1% | History |