Durable Capital Partners LP Q1 2024 Filing
Filed May 15, 2024
Portfolio Value
$12.9T
Holdings
53
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (53 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | INTUINTUIT | 1,426,264 | $927.1B | 7.18% | |
| 2 | DUOLDUOLINGO INC | 3,105,148 | $684.9B | 5.31% | |
| 3 | HUBSHUBSPOT INC | 1,091,362 | $683.8B | 5.30% | |
| 4 | ROPROPER TECHNOLOGIES INC | 1,194,835 | $670.1B | 5.19% | |
| 5 | JBHTHUNT J B TRANS SVCS INC | 3,222,501 | $642.1B | 4.97% | |
| 6 | RBCRBC BEARINGS INC | 2,346,200 | $634.3B | 4.91% | |
| 7 | BFAMBRIGHT HORIZONS FAM SOL IN D | 4,995,579 | $566.3B | 4.39% | |
| 8 | FSVFIRSTSERVICE CORP NEW | 3,036,434 | $503.4B | 3.90% | |
| 9 | BKNGBOOKING HOLDINGS INC | 125,729 | $456.1B | 3.53% | |
| 10 | WSTWEST PHARMACEUTICAL SVSC INC | 1,031,053 | $408.0B | 3.16% | |
| 11 | TEAMATLASSIAN CORPORATION | 2,083,614 | $406.5B | 3.15% | |
| 12 | TOSTTOAST INC | 15,943,931 | $397.3B | 3.08% | |
| 13 | CHECHEMED CORP NEW | 570,219 | $366.0B | 2.84% | |
| 14 | MOHMOLINA HEALTHCARE INC | 868,500 | $356.8B | 2.76% | |
| 15 | DSGDESCARTES SYS GROUP INC | 3,634,837 | $332.7B | 2.58% | |
| 16 | FOURSHIFT4 PMTS INC | 4,768,807 | $315.1B | 2.44% | |
| 17 | MSCIMSCI INC | 559,077 | $313.3B | 2.43% | |
| 18 | SSNCSS&C TECHNOLOGIES HLDGS INC | 4,741,483 | $305.2B | 2.36% | |
| 19 | CPRTCOPART INC | 4,375,101 | $253.4B | 1.96% | |
| 20 | CIGICOLLIERS INTL GROUP INC | 2,019,290 | $246.8B | 1.91% | |
| 21 | RHRH | 647,296 | $225.4B | 1.75% | |
| 22 | VEEVVEEVA SYS INC | 941,262 | $218.1B | 1.69% | |
| 23 | AVTRAVANTOR INC | 8,499,352 | $217.3B | 1.68% | |
| 24 | BIRKBIRKENSTOCK HOLDING PLC | 4,051,201 | $191.4B | 1.48% | |
| 25 | PRVAPRIVIA HEALTH GROUP INC | 9,090,909 | $178.1B | 1.38% | |
| 26 | CPNGCOUPANG INC | 9,264,645 | $164.8B | 1.28% | |
| 27 | ROLROLLINS INC | 3,439,434 | $159.1B | 1.23% | |
| 28 | PTCPTC INC | 782,773 | $147.9B | 1.15% | |
| 29 | IRINGERSOLL RAND INC | 1,507,562 | $143.1B | 1.11% | |
| 30 | SGRYSURGERY PARTNERS INC | 4,784,463 | $142.7B | 1.11% | |
| 31 | GGGGRACO INC | 1,468,593 | $137.3B | 1.06% | |
| 32 | WCNWASTE CONNECTIONS INC | 790,242 | $135.9B | 1.05% | |
| 33 | PCTYPAYLOCITY HLDG CORP | 717,243 | $123.3B | 0.96% | |
| 34 | DDOGDATADOG INC | 997,079 | $123.2B | 0.95% | |
| 35 | DOCSDOXIMITY INC | 4,454,478 | $119.9B | 0.93% | |
| 36 | ACHCACADIA HEALTHCARE COMPANY IN | 1,396,367 | $110.6B | 0.86% | |
| 37 | ENQENTEGRIS INC | 728,893 | $102.4B | 0.79% | |
| 38 | TDYTELEDYNE TECHNOLOGIES INC | 219,630 | $94.3B | 0.73% | |
| 39 | SHOPSHOPIFY INC | 1,101,256 | $85.0B | 0.66% | |
| 40 | SAIASAIA INC | 137,681 | $80.5B | 0.62% | |
| 41 | YOUCLEAR SECURE INC | 3,443,634 | $73.2B | 0.57% | |
| 42 | ITGARTNER INC | 148,882 | $71.0B | 0.55% | |
| 43 | TTCTORO CO | 768,420 | $70.4B | 0.55% | |
| 44 | LFSTLIFESTANCE HEALTH GROUP INC | 10,354,962 | $63.9B | 0.50% | |
| 45 | WRBYWARBY PARKER INC | 4,153,374 | $56.5B | 0.44% | |
| 46 | AURAURORA INNOVATION INC | 19,970,914 | $56.3B | 0.44% | |
| 47 | DASHDOORDASH INC | 290,644 | $40.0B | 0.31% | |
| 48 | ODFLOLD DOMINION FREIGHT LINE IN | 150,312 | $33.0B | 0.26% | |
| 49 | 0J7QIAC INC | 601,567 | $32.1B | 0.25% | |
| 50 | IWMISHARES TR | 66,096 | $13.9B | 0.11% | |
| 51 | GSHDGOOSEHEAD INS INC | 199,058 | $13.3B | 0.10% | |
| 52 | SPYSPDR S&P 500 ETF TR | 14,306 | $7.5B | 0.06% | |
| 53 | AGLAGILON HEALTH INC | 976,133 | $6.0B | 0.05% |