Durable Capital Partners LP
- SEC CIK
- 0001798849
- Latest filing
- Aug 14, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 14, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 46
- −2 vs. Q3 2024
- Portfolio value
- $12.3B
- −$1.41B (−10.3%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| RBCRBC Bearings INC | COM | 2,631,346 | $787.1M | 6.4% | +48,287+1.9% | Added | History |
| DUOLDuolingo, Inc. | CL A COM | 2,319,294 | $752.0M | 6.1% | −710,481−23.4% | Reduced | History |
| HUBSHubSpot Inc | COM | 965,324 | $672.6M | 5.5% | −54,733−5.4% | Reduced | History |
| CPNGCoupang, Inc. | CL A | 28,636,287 | $629.4M | 5.1% | +3,420,133+13.6% | Added | History |
| TOSTToast, Inc. | Stock | 15,444,158 | $562.9M | 4.6% | −819,737−5.0% | Reduced | History |
| FOURShift4 Payments, Inc. | CL A | 5,130,841 | $532.5M | 4.3% | −970,122−15.9% | Reduced | History |
| INTUIntuit Inc. | Stock | 840,533 | $528.3M | 4.3% | −568,624−40.4% | Reduced | History |
| BKNGBooking Holdings Inc. | Stock | 94,296 | $468.5M | 3.8% | −28,111−23.0% | Reduced | History |
| FSVFirstService Corp | COM | 2,574,268 | $466.0M | 3.8% | −806,968−23.9% | Reduced | History |
| CVNACarvana Co. | CL A | 2,168,232 | $440.9M | 3.6% | +129,246+6.3% | Added | History |
| SHOPShopify Inc. | Stock | 3,950,348 | $420.0M | 3.4% | +1,836,294+86.9% | Added | History |
| TEAMAtlassian Corp | CL A | 1,575,546 | $383.5M | 3.1% | +1,312,820+499.7% | Added | History |
| CIGIColliers International Group Inc. | SUB VTG SHS | 2,644,327 | $359.5M | 2.9% | +102,586+4.0% | Added | History |
| AFRMAffirm Holdings, Inc. | COM CL A | 5,858,283 | $356.8M | 2.9% | +2,888,827+97.3% | Added | History |
| ROPRoper Technologies Inc | Stock | 641,644 | $333.6M | 2.7% | −485,764−43.1% | Reduced | History |
| DSGXDescartes Systems Group Inc | COM | 2,915,564 | $331.2M | 2.7% | −540,323−15.6% | Reduced | History |
| AYIAcuity Inc. (DE) | Stock | 1,088,477 | $318.0M | 2.6% | +668,048+158.9% | Added | History |
| ONONOn Holding AG | Stock | 5,481,302 | $300.2M | 2.4% | −137,020−2.4% | Reduced | History |
| RBLXRoblox Corp | Stock | 4,261,329 | $246.6M | 2.0% | +4,261,329 | New | History |
| RHRH | COM | 616,931 | $242.8M | 2.0% | −50,005−7.5% | Reduced | History |
| PRVAPrivia Health Group, Inc. | COM | 11,487,843 | $224.6M | 1.8% | +378,255+3.4% | Added | History |
| WRBYWarby Parker Inc. | CL A COM | 9,017,825 | $218.3M | 1.8% | +840,797+10.3% | Added | History |
| WSTWest Pharmaceutical Services Inc | COM | 637,398 | $208.8M | 1.7% | −448,521−41.3% | Reduced | History |
| ENTGEntegris Inc | COM | 2,033,219 | $201.4M | 1.6% | +288,213+16.5% | Added | History |
| iShares Russell 2000 ETF464287655 | ETF | 860,027 | $190.0M | 1.5% | −321,884−27.2% | Reduced | – |
| APGAPi Group Corp | COM STK | 5,007,539 | $180.1M | 1.5% | +3,337,468+199.8% | Added | History |
| ODFLOld Dominion Freight Line, Inc. | COM | 996,514 | $175.8M | 1.4% | −206,606−17.2% | Reduced | History |
| DOCSDoximity, Inc. | CL A | 2,889,675 | $154.3M | 1.3% | −4,933,734−63.1% | Reduced | History |
| BFAMBright Horizons Family Solutions Inc. | COM | 1,306,714 | $144.8M | 1.2% | −2,996,527−69.6% | Reduced | History |
| MOHMolina Healthcare, Inc. | COM | 478,706 | $139.3M | 1.1% | −570,456−54.4% | Reduced | History |
| CPRTCopart Inc | COM | 2,143,957 | $123.0M | 1.0% | −2,084,403−49.3% | Reduced | History |
| SGSweetgreen, Inc. | COM CL A | 3,494,933 | $112.0M | 0.9% | −509,973−12.7% | Reduced | History |
| BIRKBirkenstock Holding plc | COM SHS | 1,962,084 | $111.2M | 0.9% | −988,008−33.5% | Reduced | History |
| MNDYmonday.com Ltd. | SHS | 467,602 | $110.1M | 0.9% | −621,678−57.1% | Reduced | History |
| AVTRAvantor, Inc. | COM | 4,809,948 | $101.3M | 0.8% | −3,182,150−39.8% | Reduced | History |
| WIXWix.com Ltd. | SHS | 418,733 | $89.8M | 0.7% | +418,733 | New | History |
| PTCPTC Inc. | Stock | 440,842 | $81.1M | 0.7% | −233,399−34.6% | Reduced | History |
| AURAurora Innovation, Inc. | CLASS A COM | 12,757,155 | $80.4M | 0.7% | +986,475+8.4% | Added | History |
| CHWYChewy, Inc. | CL A | 2,360,417 | $79.1M | 0.6% | +2,360,417 | New | History |
| TTANServiceTitan, Inc. | SHS CL A | 741,403 | $76.3M | 0.6% | +741,403 | New | History |
| XPOXPO, Inc. | COM | 578,903 | $75.9M | 0.6% | +578,903 | New | History |
| LFSTLifeStance Health Group, Inc. | COM | 9,508,826 | $70.1M | 0.6% | −932,242−8.9% | Reduced | History |
| VSECVse Corp | COM | 609,583 | $58.0M | 0.5% | +217,439+55.4% | Added | History |
| ALHCAlignment Healthcare, Inc. | COM | 4,586,110 | $51.6M | 0.4% | −890,718−16.3% | Reduced | History |
| DASHDoorDash, Inc. | Stock | 227,553 | $38.2M | 0.3% | +227,553 | New | History |
| PCORProcore Technologies, Inc. | COM | 450,100 | $33.7M | 0.3% | +450,100 | New | History |
Sold out since Q3 2024 (9)
Positions held at the end of Q3 2024 that are gone from this filing.
| Security | Class | Shares in Q3 2024 | Value in Q3 2024 | % of portfolio in Q3 2024 | History |
|---|---|---|---|---|---|
| VEEVVeeva Systems Inc | Stock | 1,244,664 | $261.2M | 1.9% | History |
| SSNCSS&C Technologies Holdings Inc | COM | 3,263,508 | $242.2M | 1.8% | History |
| ACHCAcadia Healthcare Company, Inc. | COM | 2,255,059 | $143.0M | 1.0% | History |
| TTCToro Co | COM | 1,348,433 | $116.9M | 0.9% | History |
| MSCIMSCI Inc. | Stock | 180,610 | $105.3M | 0.8% | History |
| FNDFloor & Decor Holdings, Inc. | CL A | 724,851 | $90.0M | 0.7% | History |
| OPCHOption Care Health, Inc. | COM NEW | 2,396,385 | $75.0M | 0.5% | History |
| YOUClear Secure, Inc. | COM CL A | 1,326,241 | $44.0M | 0.3% | History |
| OSOneStream, Inc. | CL A | 500,000 | $16.9M | 0.1% | History |