13F HOLDINGS REPORT
Durable Capital Partners LP
Quarter ended Q1 2024 · Filed May 15, 2024 · Accession 0001798849-24-000006
Total Value
$12.91B
Positions
53
Other Managers
0
Confidential Omitted
No
Holdings (53)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | INTUIT | INTU | 1,426,264 | $927.1M | 7.18% |
| 2 | DUOLINGO INC | DUOL | 3,105,148 | $684.9M | 5.31% |
| 3 | HUBSPOT INC | HUBS | 1,091,362 | $683.8M | 5.30% |
| 4 | ROPER TECHNOLOGIES INC | ROP | 1,194,835 | $670.1M | 5.19% |
| 5 | HUNT J B TRANS SVCS INC | 445658107 | 3,222,501 | $642.1M | 4.97% |
| 6 | RBC BEARINGS INC | RBC | 2,346,200 | $634.3M | 4.91% |
| 7 | BRIGHT HORIZONS FAM SOL IN D | 109194100 | 4,995,579 | $566.3M | 4.39% |
| 8 | FIRSTSERVICE CORP NEW | FSV | 3,036,434 | $503.4M | 3.90% |
| 9 | BOOKING HOLDINGS INC | BKNG | 125,729 | $456.1M | 3.53% |
| 10 | WEST PHARMACEUTICAL SVSC INC | 955306105 | 1,031,053 | $408.0M | 3.16% |
| 11 | ATLASSIAN CORPORATION | TEAM | 2,083,614 | $406.5M | 3.15% |
| 12 | TOAST INC | TOST | 15,943,931 | $397.3M | 3.08% |
| 13 | CHEMED CORP NEW | CHE | 570,219 | $366.0M | 2.84% |
| 14 | MOLINA HEALTHCARE INC | MOH | 868,500 | $356.8M | 2.76% |
| 15 | DESCARTES SYS GROUP INC | 249906108 | 3,634,837 | $332.7M | 2.58% |
| 16 | SHIFT4 PMTS INC | 82452J109 | 4,768,807 | $315.1M | 2.44% |
| 17 | MSCI INC | MSCI | 559,077 | $313.3M | 2.43% |
| 18 | SS&C TECHNOLOGIES HLDGS INC | SSNC | 4,741,483 | $305.2M | 2.36% |
| 19 | COPART INC | CPRT | 4,375,101 | $253.4M | 1.96% |
| 20 | COLLIERS INTL GROUP INC | 194693107 | 2,019,290 | $246.8M | 1.91% |
| 21 | RH | RH | 647,296 | $225.4M | 1.75% |
| 22 | VEEVA SYS INC | VEEV | 941,262 | $218.1M | 1.69% |
| 23 | AVANTOR INC | AVTR | 8,499,352 | $217.3M | 1.68% |
| 24 | BIRKENSTOCK HOLDING PLC | BIRK | 4,051,201 | $191.4M | 1.48% |
| 25 | PRIVIA HEALTH GROUP INC | PRVA | 9,090,909 | $178.1M | 1.38% |
| 26 | COUPANG INC | CPNG | 9,264,645 | $164.8M | 1.28% |
| 27 | ROLLINS INC | ROL | 3,439,434 | $159.1M | 1.23% |
| 28 | PTC INC | PTC | 782,773 | $147.9M | 1.15% |
| 29 | INGERSOLL RAND INC | IR | 1,507,562 | $143.1M | 1.11% |
| 30 | SURGERY PARTNERS INC | SGRY | 4,784,463 | $142.7M | 1.11% |
| 31 | GRACO INC | GGG | 1,468,593 | $137.3M | 1.06% |
| 32 | WASTE CONNECTIONS INC | WCN | 790,242 | $135.9M | 1.05% |
| 33 | PAYLOCITY HLDG CORP | PCTY | 717,243 | $123.3M | 0.96% |
| 34 | DATADOG INC | DDOG | 997,079 | $123.2M | 0.95% |
| 35 | DOXIMITY INC | DOCS | 4,454,478 | $119.9M | 0.93% |
| 36 | ACADIA HEALTHCARE COMPANY IN | ACHC | 1,396,367 | $110.6M | 0.86% |
| 37 | ENTEGRIS INC | ENTG | 728,893 | $102.4M | 0.79% |
| 38 | TELEDYNE TECHNOLOGIES INC | TDY | 219,630 | $94.3M | 0.73% |
| 39 | SHOPIFY INC | SHOP | 1,101,256 | $85.0M | 0.66% |
| 40 | SAIA INC | SAIA | 137,681 | $80.5M | 0.62% |
| 41 | CLEAR SECURE INC | YOU | 3,443,634 | $73.2M | 0.57% |
| 42 | GARTNER INC | IT | 148,882 | $71.0M | 0.55% |
| 43 | TORO CO | TORO | 768,420 | $70.4M | 0.55% |
| 44 | LIFESTANCE HEALTH GROUP INC | LFST | 10,354,962 | $63.9M | 0.50% |
| 45 | WARBY PARKER INC | WRBY | 4,153,374 | $56.5M | 0.44% |
| 46 | AURORA INNOVATION INC | AUROW | 19,970,914 | $56.3M | 0.44% |
| 47 | DOORDASH INC | DASH | 290,644 | $40.0M | 0.31% |
| 48 | OLD DOMINION FREIGHT LINE IN | ODFL | 150,312 | $33.0M | 0.26% |
| 49 | IAC INC | IAC | 601,567 | $32.1M | 0.25% |
| 50 | ISHARES TR | 464287655 | 66,096 | $13.9M | 0.11% |
| 51 | GOOSEHEAD INS INC | GSHD | 199,058 | $13.3M | 0.10% |
| 52 | SPDR S&P 500 ETF TR | SPY | 14,306 | $7.5M | 0.06% |
| 53 | AGILON HEALTH INC | AGL | 976,133 | $6.0M | 0.05% |