Durable Capital Partners LP Q3 2020 Filing
Filed November 16, 2020
Portfolio Value
$9.1B
Holdings
53
Report Date
Q3 2020
Filing Type
13F-HR
All Holdings (53 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BFAMBRIGHT HORIZONS FAM SOL IN D | 3,670,748 | $558.1B | 6140.87% | |
| 2 | RHRH | 1,207,104 | $461.9B | 5081.93% | |
| 3 | SAMBOSTON BEER INC | 494,770 | $437.1B | 4809.03% | |
| 4 | RDFNREDFIN CORP | 8,102,895 | $404.6B | 4451.63% | |
| 5 | FSVFIRSTSERVICE CORP NEW | 3,027,108 | $399.2B | 4392.95% | |
| 6 | SHOPSHOPIFY INC | 382,104 | $390.9B | 4300.92% | |
| 7 | BKIEURBLACK KNIGHT INC | 4,273,745 | $372.0B | 4093.50% | |
| 8 | WSTWEST PHARMACEUTICAL SVSC INC | 1,106,118 | $304.1B | 3345.75% | |
| 9 | INTUINTUIT | 929,704 | $303.3B | 3337.02% | |
| 10 | TWLOTWILIO INC | 1,190,625 | $294.2B | 3237.04% | |
| 11 | COUPEURCOUPA SOFTWARE INC | 1,059,187 | $290.5B | 3196.09% | |
| 12 | KWRQUAKER CHEM CORP | 1,561,810 | $280.7B | 3088.29% | |
| 13 | STNESTONECO LTD | 5,260,000 | $278.2B | 3061.09% | |
| 14 | WIXWIX COM LTD | 1,049,219 | $267.4B | 2942.16% | |
| 15 | ROPROPER TECHNOLOGIES INC | 645,699 | $255.1B | 2807.14% | |
| 16 | MSCIMSCI INC | 633,312 | $226.0B | 2486.19% | |
| 17 | VRMUSDVROOM INC | 4,271,569 | $216.1B | 2377.64% | |
| 18 | WCNWASTE CONNECTIONS INC | 1,917,856 | $199.1B | 2190.43% | |
| 19 | XPXP INC | 4,511,947 | $188.1B | 2069.72% | |
| 20 | JBHTHUNT J B TRANS SVCS INC | 1,431,787 | $180.9B | 1991.01% | |
| 21 | IRINGERSOLL RAND INC | 4,379,303 | $155.9B | 1715.42% | |
| 22 | DAYCERIDIAN HCM HLDG INC | 1,884,982 | $155.8B | 1714.22% | |
| 23 | —IAC INTERACTIVECORP NEW | 1,299,891 | $155.7B | 1713.20% | |
| 24 | IDXXIDEXX LABS INC | 383,058 | $150.6B | 1656.90% | |
| 25 | DDOGDATADOG INC | 1,436,833 | $146.8B | 1615.12% | |
| 26 | SNOWSNOWFLAKE INC | 602,012 | $145.5B | 1601.29% | |
| 27 | LIILENNOX INTL INC | 503,013 | $137.1B | 1508.82% | |
| 28 | FTCHQFARFETCH LTD | 5,334,823 | $134.2B | 1476.89% | |
| 29 | TEAMATLASSIAN CORP PLC | 704,502 | $128.1B | 1409.18% | |
| 30 | FOURSHIFT4 PMTS INC | 2,618,069 | $126.6B | 1393.11% | |
| 31 | RBCRBC BEARINGS INC | 1,040,637 | $126.1B | 1387.89% | |
| 32 | DNBDUN & BRADSTREET HLDGS INC | 4,863,636 | $124.8B | 1373.20% | |
| 33 | CARGCARGURUS INC | 5,423,275 | $117.3B | 1290.72% | |
| 34 | MTNVAIL RESORTS INC | 489,512 | $104.7B | 1152.48% | |
| 35 | EYENATIONAL VISION HLDGS INC | 2,657,241 | $101.6B | 1118.06% | |
| 36 | TTCTORO CO | 1,189,765 | $99.9B | 1099.01% | |
| 37 | BURLBURLINGTON STORES INC | 398,669 | $82.2B | 904.04% | |
| 38 | DSGDESCARTES SYS GROUP INC | 1,365,335 | $77.8B | 856.01% | |
| 39 | GFLGFL ENVIRONMENTAL INC | 3,091,604 | $65.7B | 723.21% | |
| 40 | BILLBILL COM HLDGS INC | 602,768 | $60.5B | 665.29% | |
| 41 | EXASEXACT SCIENCES CORP | 531,358 | $54.2B | 596.06% | |
| 42 | CABOCABLE ONE INC | 26,999 | $50.9B | 560.12% | |
| 43 | EBEVENTBRITE INC | 4,519,597 | $49.0B | 539.57% | |
| 44 | ODFLOLD DOMINION FREIGHT LINE IN | 242,926 | $44.0B | 483.59% | |
| 45 | GSHDGOOSEHEAD INS INC | 486,982 | $42.2B | 463.98% | |
| 46 | ANGI1EURANGI HOMESERVICES INC | 3,479,904 | $38.6B | 424.83% | |
| 47 | CIGICOLLIERS INTL GROUP INC | 426,284 | $28.4B | 312.81% | |
| 48 | —DUCK CREEK TECHNOLOGIES INC | 350,000 | $15.9B | 174.96% | |
| 49 | NCNO*NCINO INC | 175,000 | $13.9B | 153.43% | |
| 50 | CMRCBIGCOMMERCE HLDGS INC | 166,250 | $13.8B | 152.38% | |
| 51 | ACCDEURACCOLADE INC | 300,000 | $11.7B | 128.31% | |
| 52 | CNNECANNAE HLDGS INC | 294,304 | $11.0B | 120.66% | |
| 53 | ROLROLLINS INC | 192,557 | $10.4B | 114.82% |