Durable Capital Partners LP
- SEC CIK
- 0001798849
- 最新申報
- 2026/8/14
2022 年第 3 季持倉
持倉截至 2022/9/30，2022/11/14 申報。只含多頭部位，變化是跟 2022 年第 2 季比股數。
- 持股檔數
- 52
- 較 2022 年第 2 季 −1
- 總值
- $91.0 億
- 較 2022 年第 2 季 +$3.88 億 (+4.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MSCIMSCI Inc. | Stock | 1,624,439 | $6.85 億 | 7.5% | +116,521+7.7% | 加碼 | 歷史 |
| INTUIntuit Inc. | Stock | 1,704,270 | $6.60 億 | 7.3% | +150,805+9.7% | 加碼 | 歷史 |
| TEAMAtlassian Corp | CL A | 2,812,701 | $5.92 億 | 6.5% | +221,181+8.5% | 加碼 | 歷史 |
| ROPRoper Technologies Inc | Stock | 1,620,297 | $5.83 億 | 6.4% | +159,278+10.9% | 加碼 | 歷史 |
| FSVFirstService Corp | COM | 3,908,039 | $4.65 億 | 5.1% | +247,245+6.8% | 加碼 | 歷史 |
| MOHMolina Healthcare, Inc. | COM | 1,129,977 | $3.73 億 | 4.1% | +209,584+22.8% | 加碼 | 歷史 |
| DUOLDuolingo, Inc. | CL A COM | 3,776,894 | $3.60 億 | 4.0% | 00.0% | 不變 | 歷史 |
| JBHTHunt J B Transport Services Inc | COM | 2,292,084 | $3.59 億 | 3.9% | −243,307−9.6% | 減碼 | 歷史 |
| RBCRBC Bearings INC | COM | 1,702,253 | $3.54 億 | 3.9% | −44,945−2.6% | 減碼 | 歷史 |
| WSTWest Pharmaceutical Services Inc | COM | 1,179,447 | $2.90 億 | 3.2% | +185,411+18.7% | 加碼 | 歷史 |
| DDOGDatadog, Inc. | CL A COM | 3,267,227 | $2.90 億 | 3.2% | +122,708+3.9% | 加碼 | 歷史 |
| WCNWaste Connections, Inc. | COM | 2,129,652 | $2.88 億 | 3.2% | +199,919+10.4% | 加碼 | 歷史 |
| DSGXDescartes Systems Group Inc | COM | 4,260,355 | $2.71 億 | 3.0% | +440,697+11.5% | 加碼 | 歷史 |
| YOUClear Secure, Inc. | COM CL A | 11,476,588 | $2.62 億 | 2.9% | 00.0% | 不變 | 歷史 |
| HUBSHubSpot Inc | COM | 917,522 | $2.48 億 | 2.7% | +148,657+19.3% | 加碼 | 歷史 |
| TOSTToast, Inc. | Stock | 14,705,314 | $2.46 億 | 2.7% | +6,762,023+85.1% | 加碼 | 歷史 |
| AGLagilon health, inc. | COM | 9,429,055 | $2.21 億 | 2.4% | +2,392,134+34.0% | 加碼 | 歷史 |
| WRBYWarby Parker Inc. | CL A COM | 14,808,493 | $1.98 億 | 2.2% | 00.0% | 不變 | 歷史 |
| FOURShift4 Payments, Inc. | CL A | 4,274,558 | $1.91 億 | 2.1% | +1,103,925+34.8% | 加碼 | 歷史 |
| KWRQuaker Chemical Corp | COM | 1,288,333 | $1.86 億 | 2.0% | 00.0% | 不變 | 歷史 |
| CWANClearwater Analytics Holdings, Inc. | CL A | 9,675,988 | $1.62 億 | 1.8% | 00.0% | 不變 | 歷史 |
| ONONOn Holding AG | Stock | 8,323,446 | $1.34 億 | 1.5% | +1,318,356+18.8% | 加碼 | 歷史 |
| RHRH | COM | 538,246 | $1.32 億 | 1.5% | +66,346+14.1% | 加碼 | 歷史 |
| TDYTeledyne Technologies Inc | COM | 380,905 | $1.29 億 | 1.4% | −97,776−20.4% | 減碼 | 歷史 |
| CFLTConfluent, Inc. | CLASS A COM | 5,277,220 | $1.25 億 | 1.4% | −1,985,239−27.3% | 減碼 | 歷史 |
| ENOVEnovis CORP | COM | 2,679,207 | $1.23 億 | 1.4% | −377,823−12.4% | 減碼 | 歷史 |
| ACHCAcadia Healthcare Company, Inc. | COM | 1,483,908 | $1.16 億 | 1.3% | +923,067+164.6% | 加碼 | 歷史 |
| EYENational Vision Holdings, Inc. | COM | 3,073,624 | $1.00 億 | 1.1% | −1,115,873−26.6% | 減碼 | 歷史 |
| TTCToro Co | COM | 1,141,749 | $9,874 萬 | 1.1% | −357,842−23.9% | 減碼 | 歷史 |
| CPNGCoupang, Inc. | CL A | 5,824,375 | $9,709 萬 | 1.1% | +3,075,623+111.9% | 加碼 | 歷史 |
| XPXP Inc. | CL A | 4,612,865 | $8,769 萬 | 1.0% | −786,083−14.6% | 減碼 | 歷史 |
| IRIngersoll Rand Inc. | COM | 1,836,144 | $7,943 萬 | 0.9% | −2,756,856−60.0% | 減碼 | 歷史 |
| BSYBentley Systems Inc | COM CL B | 2,227,383 | $6,814 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 207,714 | $6,767 萬 | 0.7% | +94,548+83.5% | 加碼 | 歷史 |
| PPLIPeople Inc | COM NEW | 1,066,277 | $5,905 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| SGSweetgreen, Inc. | COM CL A | 2,802,281 | $5,184 萬 | 0.6% | +1,147,298+69.3% | 加碼 | 歷史 |
| XMTRXometry, Inc. | CLASS A COM | 912,009 | $5,179 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| SGRYSurgery Partners, Inc. | Stock | 2,134,229 | $4,994 萬 | 0.5% | +439,949+26.0% | 加碼 | 歷史 |
| MTNVail Resorts Inc | COM | 231,156 | $4,985 萬 | 0.5% | −138,525−37.5% | 減碼 | 歷史 |
| RDFNRedfin Corp | COM | 6,707,745 | $3,917 萬 | 0.4% | −806,840−10.7% | 減碼 | 歷史 |
| EXFYExpensify, Inc. | COM CL A | 2,549,831 | $3,794 萬 | 0.4% | −102,435−3.9% | 減碼 | 歷史 |
| GSHDGoosehead Insurance, Inc. | COM CL A | 998,625 | $3,559 萬 | 0.4% | +106,849+12.0% | 加碼 | 歷史 |
| ROLRollins Inc | COM | 436,238 | $1,513 萬 | 0.2% | −717,684−62.2% | 減碼 | 歷史 |
| UPWKUpwork, Inc | COM | 974,665 | $1,328 萬 | 0.1% | −183,153−15.8% | 減碼 | 歷史 |
| ALHCAlignment Healthcare, Inc. | COM | 1,017,404 | $1,205 萬 | 0.1% | −5,605,939−84.6% | 減碼 | 歷史 |
| DASHDoorDash, Inc. | Stock | 192,264 | $950.7 萬 | 0.1% | −649,156−77.2% | 減碼 | 歷史 |
| BKIBlack Knight, Inc. | COM | 146,604 | $949.0 萬 | 0.1% | −1,341,570−90.1% | 減碼 | 歷史 |
| Abcam PLC000380204 | ADS | 500,000 | $749.5 萬 | 0.1% | 00.0% | 不變 | – |
| SRADSportradar Group AG | CLASS A ORD SHS | 610,875 | $537.6 萬 | 0.1% | −1,458,722−70.5% | 減碼 | 歷史 |
| SHOPShopify Inc. | Stock | 198,473 | $534.7 萬 | 0.1% | −1,275,937−86.5% | 減碼 | 歷史 |
| DOCSDoximity, Inc. | CL A | 78,515 | $237.3 萬 | <0.1% | −1,711,031−95.6% | 減碼 | 歷史 |
| BFAMBright Horizons Family Solutions Inc. | COM | 29,785 | $171.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2022 年第 2 季之後清倉（1 檔）
2022 年第 2 季季末還持有、這份申報已經沒有的部位。