Durable Capital Partners LP Q4 2021 Filing
Filed February 14, 2022
Portfolio Value
$12.8T
Holdings
59
Report Date
Q4 2021
Filing Type
13F-HR
All Holdings (59 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | INTUINTUIT | 1,309,106 | $842.0B | 6.58% | |
| 2 | JBHTHUNT J B TRANS SVCS INC | 3,274,436 | $669.3B | 5.23% | |
| 3 | FSVFIRSTSERVICE CORP NEW | 3,152,276 | $619.3B | 4.84% | |
| 4 | SHOPSHOPIFY INC | 448,722 | $618.1B | 4.83% | |
| 5 | MSCIMSCI INC | 956,595 | $586.1B | 4.58% | |
| 6 | CFLTCONFLUENT INC | 6,863,959 | $523.3B | 4.09% | |
| 7 | WRBYWARBY PARKER INC | 10,402,912 | $484.4B | 3.78% | |
| 8 | MTNVAIL RESORTS INC | 1,430,023 | $468.9B | 3.66% | |
| 9 | ROPROPER TECHNOLOGIES INC | 922,357 | $453.7B | 3.54% | |
| 10 | WSTWEST PHARMACEUTICAL SVSC INC | 859,210 | $403.0B | 3.15% | |
| 11 | RHRH | 660,407 | $353.9B | 2.77% | |
| 12 | DDOGDATADOG INC | 1,914,308 | $341.0B | 2.66% | |
| 13 | KWRQUAKER HOUGHTON | 1,464,443 | $338.0B | 2.64% | |
| 14 | BKIEURBLACK KNIGHT INC | 4,037,988 | $334.7B | 2.62% | |
| 15 | IRINGERSOLL RAND INC | 5,379,462 | $332.8B | 2.60% | |
| 16 | RDFNREDFIN CORP | 8,662,502 | $332.6B | 2.60% | |
| 17 | DAYCERIDIAN HCM HLDG INC | 2,986,485 | $312.0B | 2.44% | |
| 18 | DASHDOORDASH INC | 1,939,962 | $288.9B | 2.26% | |
| 19 | TWLOTWILIO INC | 1,057,585 | $278.5B | 2.18% | |
| 20 | CPNGCOUPANG INC | 9,330,823 | $274.1B | 2.14% | |
| 21 | YOUCLEAR SECURE INC | 8,566,942 | $268.7B | 2.10% | |
| 22 | RBCRBC BEARINGS INC | 1,251,919 | $252.8B | 1.98% | |
| 23 | DUOLDUOLINGO INC | 2,032,902 | $214.7B | 1.68% | |
| 24 | WCNWASTE CONNECTIONS INC | 1,459,832 | $198.9B | 1.55% | |
| 25 | PTONPELOTON INTERACTIVE INC | 5,434,782 | $194.3B | 1.52% | |
| 26 | ONONON HLDG AG | 5,141,356 | $187.7B | 1.47% | |
| 27 | CWANCLEARWATER ANALYTICS HLDGS I | 8,037,371 | $179.9B | 1.41% | |
| 28 | SAMBOSTON BEER INC | 294,536 | $148.8B | 1.16% | |
| 29 | AFRMAFFIRM HLDGS INC | 1,441,576 | $145.0B | 1.13% | |
| 30 | BURLBURLINGTON STORES INC | 491,554 | $143.3B | 1.12% | |
| 31 | XPXP INC | 4,959,518 | $142.5B | 1.11% | |
| 32 | EYENATIONAL VISION HLDGS INC | 2,896,397 | $139.0B | 1.09% | |
| 33 | 0J7QIAC INTERACTIVECORP NEW | 1,056,465 | $138.1B | 1.08% | |
| 34 | ENOVCOLFAX CORP | 2,967,359 | $136.4B | 1.07% | |
| 35 | COUPEURCOUPA SOFTWARE INC | 844,533 | $133.5B | 1.04% | |
| 36 | DSGDESCARTES SYS GROUP INC | 1,609,332 | $133.1B | 1.04% | |
| 37 | AGLAGILON HEALTH INC | 4,556,335 | $123.0B | 0.96% | |
| 38 | TOSTTOAST INC | 3,155,302 | $104.5B | 0.82% | |
| 39 | GSHDGOOSEHEAD INS INC | 749,492 | $97.5B | 0.76% | |
| 40 | FOURSHIFT4 PMTS INC | 1,516,938 | $87.9B | 0.69% | |
| 41 | SGRYSURGERY PARTNERS INC | 1,593,229 | $85.1B | 0.66% | |
| 42 | SGSWEETGREEN INC | 2,631,327 | $82.4B | 0.64% | |
| 43 | XMTRXOMETRY INC | 1,445,516 | $74.1B | 0.58% | |
| 44 | WIXWIX COM LTD | 455,590 | $71.9B | 0.56% | |
| 45 | EXFYEXPENSIFY INC | 1,623,692 | $71.4B | 0.56% | |
| 46 | UPWKUPWORK INC | 1,823,822 | $62.3B | 0.49% | |
| 47 | DOCSDOXIMITY INC | 1,066,187 | $53.4B | 0.42% | |
| 48 | FTCHQFARFETCH LTD | 1,540,747 | $51.5B | 0.40% | |
| 49 | SRADSPORTRADAR GROUP AG | 2,263,224 | $39.8B | 0.31% | |
| 50 | —CAZOO GROUP LTD | 5,127,547 | $30.3B | 0.24% | |
| 51 | —QUALTRICS INTL INC | 798,577 | $28.3B | 0.22% | |
| 52 | ACCDEURACCOLADE INC | 1,057,390 | $27.9B | 0.22% | |
| 53 | VRMUSDVROOM INC | 2,256,636 | $24.3B | 0.19% | |
| 54 | VMEO*VIMEO INC | 1,162,940 | $20.9B | 0.16% | |
| 55 | CARGCARGURUS INC | 511,561 | $17.2B | 0.13% | |
| 56 | —ABCAM PLC | 500,000 | $11.8B | 0.09% | |
| 57 | UPGBPWHEELS UP EXPERIENCE INC | 2,412,500 | $11.2B | 0.09% | |
| 58 | BFAMBRIGHT HORIZONS FAM SOL IN D | 51,086 | $6.4B | 0.05% | |
| 59 | ALHCALIGNMENT HEALTHCARE INC | 271,118 | $3.8B | 0.03% |