Durable Capital Partners LP Q2 2024 Filing
Filed August 14, 2024
Portfolio Value
$12.2T
Holdings
49
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (49 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | INTUINTUIT | 1,416,101 | $930.7B | 7.64% | |
| 2 | ROPROPER TECHNOLOGIES INC | 1,268,797 | $715.2B | 5.87% | |
| 3 | RBCRBC BEARINGS INC | 2,392,576 | $645.5B | 5.30% | |
| 4 | DUOLDUOLINGO INC | 2,943,622 | $614.2B | 5.04% | |
| 5 | BFAMBRIGHT HORIZONS FAM SOL IN D | 5,450,019 | $599.9B | 4.92% | |
| 6 | FSVFIRSTSERVICE CORP NEW | 3,534,869 | $538.6B | 4.42% | |
| 7 | BKNGBOOKING HOLDINGS INC | 130,497 | $517.0B | 4.24% | |
| 8 | HUBSHUBSPOT INC | 819,106 | $483.1B | 3.97% | |
| 9 | CPNGCOUPANG INC | 22,527,909 | $472.0B | 3.87% | |
| 10 | TOSTTOAST INC | 18,174,146 | $468.3B | 3.84% | |
| 11 | FOURSHIFT4 PMTS INC | 4,968,955 | $364.5B | 2.99% | |
| 12 | WSTWEST PHARMACEUTICAL SVSC INC | 1,040,524 | $342.7B | 2.81% | |
| 13 | DSGDESCARTES SYS GROUP INC | 3,455,887 | $334.7B | 2.75% | |
| 14 | CHECHEMED CORP NEW | 550,204 | $298.5B | 2.45% | |
| 15 | CPRTCOPART INC | 4,857,125 | $263.1B | 2.16% | |
| 16 | TEAMATLASSIAN CORPORATION | 1,389,703 | $245.8B | 2.02% | |
| 17 | CIGICOLLIERS INTL GROUP INC | 2,137,705 | $238.7B | 1.96% | |
| 18 | SSNCSS&C TECHNOLOGIES HLDGS INC | 3,717,692 | $233.0B | 1.91% | |
| 19 | RHRH | 885,048 | $216.3B | 1.78% | |
| 20 | VEEVVEEVA SYS INC | 1,177,095 | $215.4B | 1.77% | |
| 21 | MNDYMONDAY COM LTD | 859,813 | $207.0B | 1.70% | |
| 22 | MOHMOLINA HEALTHCARE INC | 651,327 | $193.6B | 1.59% | |
| 23 | ODFLOLD DOMINION FREIGHT LINE IN | 1,060,816 | $187.3B | 1.54% | |
| 24 | SHOPSHOPIFY INC | 2,794,802 | $184.6B | 1.52% | |
| 25 | TTCTORO CO | 1,878,515 | $175.7B | 1.44% | |
| 26 | JBHTHUNT J B TRANS SVCS INC | 1,096,496 | $175.4B | 1.44% | |
| 27 | DOCSDOXIMITY INC | 6,218,067 | $173.9B | 1.43% | |
| 28 | BIRKBIRKENSTOCK HOLDING PLC | 3,123,640 | $170.0B | 1.40% | |
| 29 | ROLROLLINS INC | 3,415,400 | $166.6B | 1.37% | |
| 30 | ENQENTEGRIS INC | 1,209,401 | $163.8B | 1.34% | |
| 31 | PRVAPRIVIA HEALTH GROUP INC | 9,090,909 | $158.0B | 1.30% | |
| 32 | MSCIMSCI INC | 316,599 | $152.5B | 1.25% | |
| 33 | ACHCACADIA HEALTHCARE COMPANY IN | 2,217,791 | $149.8B | 1.23% | |
| 34 | PTCPTC INC | 710,316 | $129.0B | 1.06% | |
| 35 | AVTRAVANTOR INC | 6,037,845 | $128.0B | 1.05% | |
| 36 | DDOGDATADOG INC | 858,880 | $111.4B | 0.91% | |
| 37 | WRBYWARBY PARKER INC | 6,851,967 | $110.0B | 0.90% | |
| 38 | IRINGERSOLL RAND INC | 1,201,176 | $109.1B | 0.90% | |
| 39 | CVNACARVANA CO | 840,131 | $108.1B | 0.89% | |
| 40 | GGGGRACO INC | 1,182,481 | $93.7B | 0.77% | |
| 41 | WCNWASTE CONNECTIONS INC | 411,641 | $72.2B | 0.59% | |
| 42 | SAIASAIA INC | 145,447 | $69.0B | 0.57% | |
| 43 | SGRYSURGERY PARTNERS INC | 2,881,227 | $68.5B | 0.56% | |
| 44 | LFSTLIFESTANCE HEALTH GROUP INC | 12,395,085 | $60.9B | 0.50% | |
| 45 | AURAURORA INNOVATION INC | 13,606,038 | $37.7B | 0.31% | |
| 46 | ALHCALIGNMENT HEALTHCARE INC | 3,980,949 | $31.1B | 0.26% | |
| 47 | YOUCLEAR SECURE INC | 1,510,316 | $28.3B | 0.23% | |
| 48 | VSECVSE CORP | 305,860 | $27.0B | 0.22% | |
| 49 | GSHDGOOSEHEAD INS INC | 38,256 | $2.2B | 0.02% |