Durable Capital Partners LP Q4 2023 Filing
Filed February 14, 2024
Portfolio Value
$12.7T
Holdings
52
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (52 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | INTUINTUIT | 1,436,371 | $897.8B | 7.09% | |
| 2 | DUOLDUOLINGO INC | 3,195,402 | $724.9B | 5.72% | |
| 3 | RBCRBC BEARINGS INC | 2,493,613 | $710.4B | 5.61% | |
| 4 | ROPROPER TECHNOLOGIES INC | 1,255,681 | $684.6B | 5.40% | |
| 5 | JBHTHUNT J B TRANS SVCS INC | 3,322,913 | $663.7B | 5.24% | |
| 6 | HUBSHUBSPOT INC | 1,125,113 | $653.2B | 5.16% | |
| 7 | TEAMATLASSIAN CORPORATION | 2,239,362 | $532.7B | 4.20% | |
| 8 | BFAMBRIGHT HORIZONS FAM SOL IN D | 5,312,607 | $500.7B | 3.95% | |
| 9 | BKNGBOOKING HOLDINGS INC | 135,584 | $480.9B | 3.80% | |
| 10 | FSVFIRSTSERVICE CORP NEW | 2,855,795 | $462.9B | 3.65% | |
| 11 | MOHMOLINA HEALTHCARE INC | 1,188,143 | $429.3B | 3.39% | |
| 12 | WSTWEST PHARMACEUTICAL SVSC INC | 1,138,730 | $401.0B | 3.17% | |
| 13 | FOURSHIFT4 PMTS INC | 4,768,807 | $354.5B | 2.80% | |
| 14 | MSCIMSCI INC | 583,438 | $330.0B | 2.60% | |
| 15 | DSGDESCARTES SYS GROUP INC | 3,853,875 | $324.0B | 2.56% | |
| 16 | CHECHEMED CORP NEW | 505,427 | $295.5B | 2.33% | |
| 17 | TDYTELEDYNE TECHNOLOGIES INC | 573,355 | $255.9B | 2.02% | |
| 18 | TOSTTOAST INC | 13,582,931 | $248.0B | 1.96% | |
| 19 | BIRKBIRKENSTOCK HOLDING PLC | 4,658,655 | $227.0B | 1.79% | |
| 20 | SSNCSS&C TECHNOLOGIES HLDGS INC | 3,575,795 | $218.5B | 1.72% | |
| 21 | PRVAPRIVIA HEALTH GROUP INC | 9,090,909 | $209.4B | 1.65% | |
| 22 | VEEVVEEVA SYS INC | 936,650 | $180.3B | 1.42% | |
| 23 | RHRH | 603,136 | $175.8B | 1.39% | |
| 24 | SGRYSURGERY PARTNERS INC | 5,477,303 | $175.2B | 1.38% | |
| 25 | CIGICOLLIERS INTL GROUP INC | 1,315,928 | $166.5B | 1.31% | |
| 26 | WCNWASTE CONNECTIONS INC | 1,067,359 | $159.3B | 1.26% | |
| 27 | IRINGERSOLL RAND INC | 1,933,832 | $149.6B | 1.18% | |
| 28 | IWMISHARES TR | 725,852 | $145.7B | 1.15% | |
| 29 | CPRTCOPART INC | 2,821,956 | $138.3B | 1.09% | |
| 30 | ITGARTNER INC | 305,945 | $138.0B | 1.09% | |
| 31 | ROLROLLINS INC | 3,124,289 | $136.4B | 1.08% | |
| 32 | ACHCACADIA HEALTHCARE COMPANY IN | 1,733,303 | $134.8B | 1.06% | |
| 33 | YOUCLEAR SECURE INC | 6,513,950 | $134.5B | 1.06% | |
| 34 | PTCPTC INC | 709,319 | $124.1B | 0.98% | |
| 35 | TTCTORO CO | 1,218,162 | $116.9B | 0.92% | |
| 36 | GGGGRACO INC | 1,328,299 | $115.2B | 0.91% | |
| 37 | WRBYWARBY PARKER INC | 6,412,215 | $90.4B | 0.71% | |
| 38 | AURAURORA INNOVATION INC | 19,970,914 | $87.3B | 0.69% | |
| 39 | SPYSPDR S&P 500 ETF TR | 165,052 | $78.5B | 0.62% | |
| 40 | GWREGUIDEWIRE SOFTWARE INC | 630,256 | $68.7B | 0.54% | |
| 41 | 0J7QIAC INC | 1,264,083 | $66.2B | 0.52% | |
| 42 | DDOGDATADOG INC | 542,659 | $65.9B | 0.52% | |
| 43 | SAIASAIA INC | 149,527 | $65.5B | 0.52% | |
| 44 | LFSTLIFESTANCE HEALTH GROUP INC | 7,597,519 | $59.5B | 0.47% | |
| 45 | DOCSDOXIMITY INC | 1,986,603 | $55.7B | 0.44% | |
| 46 | SHOPSHOPIFY INC | 625,143 | $48.7B | 0.38% | |
| 47 | ENQENTEGRIS INC | 392,555 | $47.0B | 0.37% | |
| 48 | ODFLOLD DOMINION FREIGHT LINE IN | 107,003 | $43.4B | 0.34% | |
| 49 | DASHDOORDASH INC | 323,434 | $32.0B | 0.25% | |
| 50 | AGLAGILON HEALTH INC | 2,089,260 | $26.2B | 0.21% | |
| 51 | GSHDGOOSEHEAD INS INC | 294,913 | $22.4B | 0.18% | |
| 52 | CWANCLEARWATER ANALYTICS HLDGS I | 796,686 | $16.0B | 0.13% |