Durable Capital Partners LP Q1 2021 Filing
Filed May 17, 2021
Portfolio Value
$11.8T
Holdings
54
Report Date
Q1 2021
Filing Type
13F-HR
All Holdings (54 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SAMBOSTON BEER INC | 602,876 | $727.2B | 6.15% | |
| 2 | RDFNREDFIN CORP | 8,587,640 | $571.9B | 4.84% | |
| 3 | JBHTHUNT J B TRANS SVCS INC | 3,299,050 | $554.5B | 4.69% | |
| 4 | RHRH | 905,277 | $540.1B | 4.57% | |
| 5 | SHOPSHOPIFY INC | 479,750 | $530.8B | 4.49% | |
| 6 | BKIEURBLACK KNIGHT INC | 7,090,810 | $524.6B | 4.44% | |
| 7 | INTUINTUIT | 1,340,946 | $513.7B | 4.34% | |
| 8 | FSVFIRSTSERVICE CORP NEW | 3,187,445 | $472.3B | 3.99% | |
| 9 | DASHDOORDASH INC | 3,178,350 | $410.0B | 3.47% | |
| 10 | —IAC INTERACTIVECORP NEW | 1,893,952 | $409.7B | 3.46% | |
| 11 | VRMUSDVROOM INC | 9,568,448 | $373.1B | 3.15% | |
| 12 | IRINGERSOLL RAND INC | 7,087,501 | $348.8B | 2.95% | |
| 13 | KWRQUAKER CHEM CORP | 1,355,459 | $330.4B | 2.79% | |
| 14 | MSCIMSCI INC | 778,498 | $326.4B | 2.76% | |
| 15 | STNESTONECO LTD | 5,260,000 | $322.0B | 2.72% | |
| 16 | AFRMAFFIRM HLDGS INC | 4,663,868 | $317.7B | 2.69% | |
| 17 | WSTWEST PHARMACEUTICAL SVSC INC | 968,625 | $272.9B | 2.31% | |
| 18 | TWLOTWILIO INC | 752,035 | $256.3B | 2.17% | |
| 19 | BFAMBRIGHT HORIZONS FAM SOL IN D | 1,478,558 | $253.5B | 2.14% | |
| 20 | COUPEURCOUPA SOFTWARE INC | 988,933 | $251.7B | 2.13% | |
| 21 | FOURSHIFT4 PMTS INC | 2,881,952 | $236.3B | 2.00% | |
| 22 | BURLBURLINGTON STORES INC | 789,850 | $236.0B | 2.00% | |
| 23 | ROPROPER TECHNOLOGIES INC | 577,656 | $233.0B | 1.97% | |
| 24 | WIXWIX COM LTD | 786,229 | $219.5B | 1.86% | |
| 25 | ABNBAIRBNB INC | 1,100,000 | $206.7B | 1.75% | |
| 26 | WCNWASTE CONNECTIONS INC | 1,753,717 | $189.4B | 1.60% | |
| 27 | GFLGFL ENVIRONMENTAL INC | 5,365,339 | $187.5B | 1.59% | |
| 28 | DAYCERIDIAN HCM HLDG INC | 1,849,624 | $155.9B | 1.32% | |
| 29 | CPNGCOUPANG INC | 2,857,142 | $141.0B | 1.19% | |
| 30 | RBCRBC BEARINGS INC | 716,401 | $141.0B | 1.19% | |
| 31 | TTCTORO CO | 1,330,422 | $137.2B | 1.16% | |
| 32 | EYENATIONAL VISION HLDGS INC | 3,087,241 | $135.3B | 1.14% | |
| 33 | XPXP INC | 3,577,352 | $134.8B | 1.14% | |
| 34 | FTCHQFARFETCH LTD | 2,226,931 | $118.1B | 1.00% | |
| 35 | FTDRFRONTDOOR INC | 2,108,363 | $113.3B | 0.96% | |
| 36 | DDOGDATADOG INC | 1,175,360 | $98.0B | 0.83% | |
| 37 | DSGDESCARTES SYS GROUP INC | 1,476,125 | $89.9B | 0.76% | |
| 38 | BILLBILL COM HLDGS INC | 613,653 | $89.3B | 0.75% | |
| 39 | ACVAACV AUCTIONS INC | 2,438,020 | $82.3B | 0.70% | |
| 40 | CARGCARGURUS INC | 3,445,622 | $82.1B | 0.69% | |
| 41 | ACCDEURACCOLADE INC | 1,356,841 | $61.6B | 0.52% | |
| 42 | IDXXIDEXX LABS INC | 122,950 | $60.2B | 0.51% | |
| 43 | SNOWSNOWFLAKE INC | 226,509 | $51.9B | 0.44% | |
| 44 | GSHDGOOSEHEAD INS INC | 435,828 | $46.7B | 0.39% | |
| 45 | EXASEXACT SCIENCES CORP | 320,456 | $42.2B | 0.36% | |
| 46 | ALHCALIGNMENT HEALTHCARE INC | 1,839,069 | $39.1B | 0.33% | |
| 47 | NCNO*NCINO INC | 550,000 | $36.7B | 0.31% | |
| 48 | —QUALTRICS INTL INC | 1,000,000 | $32.9B | 0.28% | |
| 49 | CABOCABLE ONE INC | 16,763 | $30.6B | 0.26% | |
| 50 | —DUCK CREEK TECHNOLOGIES INC | 567,391 | $25.6B | 0.22% | |
| 51 | MTNVAIL RESORTS INC | 80,753 | $23.6B | 0.20% | |
| 52 | MKTXMARKETAXESS HLDGS INC | 46,683 | $23.2B | 0.20% | |
| 53 | —ABCAM PLC | 500,000 | $9.6B | 0.08% | |
| 54 | ROOTGBPROOT INC | 687,347 | $8.8B | 0.07% |