Durable Capital Partners LP Q3 2022 Filing
Filed November 14, 2022
Portfolio Value
$9.1B
Holdings
52
Report Date
Q3 2022
Filing Type
13F-HR
All Holdings (52 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSCIMSCI INC | 1,624,439 | $685.2B | 7531.08% | |
| 2 | INTUINTUIT | 1,704,270 | $660.1B | 7255.47% | |
| 3 | TEAMATLASSIAN CORP PLC | 2,812,701 | $592.3B | 6510.57% | |
| 4 | ROPROPER TECHNOLOGIES INC | 1,620,297 | $582.7B | 6405.02% | |
| 5 | FSVFIRSTSERVICE CORP NEW | 3,908,039 | $465.1B | 5112.11% | |
| 6 | MOHMOLINA HEALTHCARE INC | 1,129,977 | $372.7B | 4096.67% | |
| 7 | DUOLDUOLINGO INC | 3,776,894 | $359.7B | 3953.36% | |
| 8 | JBHTHUNT J B TRANS SVCS INC | 2,292,084 | $358.5B | 3940.76% | |
| 9 | RBCRBC BEARINGS INC | 1,702,253 | $353.7B | 3888.19% | |
| 10 | WSTWEST PHARMACEUTICAL SVSC INC | 1,179,447 | $290.2B | 3190.15% | |
| 11 | DDOGDATADOG INC | 3,267,227 | $290.1B | 3188.24% | |
| 12 | WCNWASTE CONNECTIONS INC | 2,129,652 | $287.8B | 3163.14% | |
| 13 | DSGDESCARTES SYS GROUP INC | 4,260,355 | $270.7B | 2974.96% | |
| 14 | YOUCLEAR SECURE INC | 11,476,588 | $262.4B | 2883.68% | |
| 15 | HUBSHUBSPOT INC | 917,522 | $247.8B | 2724.15% | |
| 16 | TOSTTOAST INC | 14,705,314 | $245.9B | 2702.52% | |
| 17 | AGLAGILON HEALTH INC | 9,429,055 | $220.8B | 2427.23% | |
| 18 | WRBYWARBY PARKER INC | 14,808,493 | $197.5B | 2171.32% | |
| 19 | FOURSHIFT4 PMTS INC | 4,274,558 | $190.7B | 2095.95% | |
| 20 | KWRQUAKER HOUGHTON | 1,288,333 | $186.0B | 2044.53% | |
| 21 | CWANCLEARWATER ANALYTICS HLDGS I | 9,675,988 | $162.5B | 1785.68% | |
| 22 | ONONON HLDG AG | 8,323,446 | $133.6B | 1468.37% | |
| 23 | RHRH | 538,246 | $132.4B | 1455.78% | |
| 24 | TDYTELEDYNE TECHNOLOGIES INC | 380,905 | $128.5B | 1412.89% | |
| 25 | CFLTCONFLUENT INC | 5,277,220 | $125.4B | 1378.78% | |
| 26 | ENOVENOVIS CORPORATION | 2,679,207 | $123.4B | 1356.69% | |
| 27 | ACHCACADIA HEALTHCARE COMPANY IN | 1,483,908 | $116.0B | 1275.15% | |
| 28 | EYENATIONAL VISION HLDGS INC | 3,073,624 | $100.4B | 1103.04% | |
| 29 | TTCTORO CO | 1,141,749 | $98.7B | 1085.28% | |
| 30 | CPNGCOUPANG INC | 5,824,375 | $97.1B | 1067.19% | |
| 31 | XPXP INC | 4,612,865 | $87.7B | 963.86% | |
| 32 | IRINGERSOLL RAND INC | 1,836,144 | $79.4B | 873.08% | |
| 33 | BSYBENTLEY SYS INC | 2,227,383 | $68.1B | 748.92% | |
| 34 | IDXXIDEXX LABS INC | 207,714 | $67.7B | 743.83% | |
| 35 | 0J7QIAC INC | 1,066,277 | $59.0B | 649.05% | |
| 36 | SGSWEETGREEN INC | 2,802,281 | $51.8B | 569.82% | |
| 37 | XMTRXOMETRY INC | 912,009 | $51.8B | 569.28% | |
| 38 | SGRYSURGERY PARTNERS INC | 2,134,229 | $49.9B | 548.93% | |
| 39 | MTNVAIL RESORTS INC | 231,156 | $49.8B | 547.88% | |
| 40 | RDFNREDFIN CORP | 6,707,745 | $39.2B | 430.57% | |
| 41 | EXFYEXPENSIFY INC | 2,549,831 | $37.9B | 417.03% | |
| 42 | GSHDGOOSEHEAD INS INC | 998,625 | $35.6B | 391.20% | |
| 43 | ROLROLLINS INC | 436,238 | $15.1B | 166.29% | |
| 44 | UPWKUPWORK INC | 974,665 | $13.3B | 145.91% | |
| 45 | ALHCALIGNMENT HEALTHCARE INC | 1,017,404 | $12.0B | 132.40% | |
| 46 | DASHDOORDASH INC | 192,264 | $9.5B | 104.50% | |
| 47 | BKIEURBLACK KNIGHT INC | 146,604 | $9.5B | 104.31% | |
| 48 | —ABCAM PLC | 500,000 | $7.5B | 82.38% | |
| 49 | SRADSPORTRADAR GROUP AG | 610,875 | $5.4B | 59.09% | |
| 50 | SHOPSHOPIFY INC | 198,473 | $5.3B | 58.77% | |
| 51 | DOCSDOXIMITY INC | 78,515 | $2.4B | 26.08% | |
| 52 | BFAMBRIGHT HORIZONS FAM SOL IN D | 29,785 | $1.7B | 18.87% |