Durable Capital Partners LP Q3 2024 Filing
Filed November 14, 2024
Portfolio Value
$13.7B
Holdings
48
Report Date
Q3 2024
Filing Type
13F-HR
All Holdings (48 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | INTUINTUIT | 1,409,157 | $875.1M | 6.40% | |
| 2 | DUOLDUOLINGO INC | 3,029,775 | $854.5M | 6.25% | |
| 3 | RBCRBC BEARINGS INC | 2,583,059 | $773.3M | 5.66% | |
| 4 | ROPROPER TECHNOLOGIES INC | 1,127,408 | $627.3M | 4.59% | |
| 5 | CPNGCOUPANG INC | 25,216,154 | $619.1M | 4.53% | |
| 6 | FSVFIRSTSERVICE CORP NEW | 3,381,236 | $616.9M | 4.51% | |
| 7 | BFAMBRIGHT HORIZONS FAM SOL IN D | 4,303,241 | $603.0M | 4.41% | |
| 8 | HUBSHUBSPOT INC | 1,020,057 | $542.3M | 3.97% | |
| 9 | FOURSHIFT4 PMTS INC | 6,100,963 | $540.5M | 3.95% | |
| 10 | BKNGBOOKING HOLDINGS INC | 122,407 | $515.6M | 3.77% | |
| 11 | TOSTTOAST INC | 16,263,895 | $460.4M | 3.37% | |
| 12 | CIGICOLLIERS INTL GROUP INC | 2,541,741 | $385.9M | 2.82% | |
| 13 | MOHMOLINA HEALTHCARE INC | 1,049,162 | $361.5M | 2.64% | |
| 14 | DSGDESCARTES SYS GROUP INC | 3,455,887 | $355.8M | 2.60% | |
| 15 | CVNACARVANA CO | 2,038,986 | $355.0M | 2.60% | |
| 16 | DOCSDOXIMITY INC | 7,823,409 | $340.9M | 2.49% | |
| 17 | WSTWEST PHARMACEUTICAL SVSC INC | 1,085,919 | $325.9M | 2.38% | |
| 18 | MNDYMONDAY COM LTD | 1,089,280 | $302.6M | 2.21% | |
| 19 | ONONON HLDG AG | 5,618,322 | $281.8M | 2.06% | |
| 20 | VEEVVEEVA SYS INC | 1,244,664 | $261.2M | 1.91% | |
| 21 | IWMISHARES TR | 1,181,911 | $261.1M | 1.91% | |
| 22 | SSNCSS&C TECHNOLOGIES HLDGS INC | 3,263,508 | $242.2M | 1.77% | |
| 23 | ODFLOLD DOMINION FREIGHT LINE IN | 1,203,120 | $239.0M | 1.75% | |
| 24 | RHRH | 666,936 | $223.0M | 1.63% | |
| 25 | CPRTCOPART INC | 4,228,360 | $221.6M | 1.62% | |
| 26 | AVTRAVANTOR INC | 7,992,098 | $206.8M | 1.51% | |
| 27 | PRVAPRIVIA HEALTH GROUP INC | 11,109,588 | $202.3M | 1.48% | |
| 28 | ENQENTEGRIS INC | 1,745,006 | $196.4M | 1.44% | |
| 29 | SHOPSHOPIFY INC | 2,114,054 | $169.4M | 1.24% | |
| 30 | BIRKBIRKENSTOCK HOLDING PLC | 2,950,092 | $145.4M | 1.06% | |
| 31 | ACHCACADIA HEALTHCARE COMPANY IN | 2,255,059 | $143.0M | 1.05% | |
| 32 | SGSWEETGREEN INC | 4,004,906 | $142.0M | 1.04% | |
| 33 | WRBYWARBY PARKER INC | 8,177,028 | $133.5M | 0.98% | |
| 34 | PTCPTC INC | 674,241 | $121.8M | 0.89% | |
| 35 | AFRMAFFIRM HLDGS INC | 2,969,456 | $121.2M | 0.89% | |
| 36 | TTCTORO CO | 1,348,433 | $116.9M | 0.86% | |
| 37 | AYIACUITY BRANDS INC | 420,429 | $115.8M | 0.85% | |
| 38 | MSCIMSCI INC | 180,610 | $105.3M | 0.77% | |
| 39 | FNDFLOOR & DECOR HLDGS INC | 724,851 | $90.0M | 0.66% | |
| 40 | OPCHOPTION CARE HEALTH INC | 2,396,385 | $75.0M | 0.55% | |
| 41 | LFSTLIFESTANCE HEALTH GROUP INC | 10,441,068 | $73.1M | 0.53% | |
| 42 | AURAURORA INNOVATION INC | 11,770,680 | $69.7M | 0.51% | |
| 43 | ALHCALIGNMENT HEALTHCARE INC | 5,476,828 | $64.7M | 0.47% | |
| 44 | APGAPI GROUP CORP | 1,670,071 | $55.1M | 0.40% | |
| 45 | YOUCLEAR SECURE INC | 1,326,241 | $44.0M | 0.32% | |
| 46 | TEAMATLASSIAN CORPORATION | 262,726 | $41.7M | 0.31% | |
| 47 | VSECVSE CORP | 392,144 | $32.4M | 0.24% | |
| 48 | OSONESTREAM INC | 500,000 | $16.9M | 0.12% |