13F HOLDINGS REPORT
Durable Capital Partners LP
Quarter ended Q2 2024 · Filed August 14, 2024 · Accession 0001798849-24-000008
Total Value
$12.18B
Positions
49
Other Managers
0
Confidential Omitted
No
Holdings (49)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | INTUIT | INTU | 1,416,101 | $930.7M | 7.64% |
| 2 | ROPER TECHNOLOGIES INC | ROP | 1,268,797 | $715.2M | 5.87% |
| 3 | RBC BEARINGS INC | RBC | 2,392,576 | $645.5M | 5.30% |
| 4 | DUOLINGO INC | DUOL | 2,943,622 | $614.2M | 5.04% |
| 5 | BRIGHT HORIZONS FAM SOL IN D | 109194100 | 5,450,019 | $599.9M | 4.92% |
| 6 | FIRSTSERVICE CORP NEW | FSV | 3,534,869 | $538.6M | 4.42% |
| 7 | BOOKING HOLDINGS INC | BKNG | 130,497 | $517.0M | 4.24% |
| 8 | HUBSPOT INC | HUBS | 819,106 | $483.1M | 3.97% |
| 9 | COUPANG INC | CPNG | 22,527,909 | $472.0M | 3.87% |
| 10 | TOAST INC | TOST | 18,174,146 | $468.3M | 3.84% |
| 11 | SHIFT4 PMTS INC | 82452J109 | 4,968,955 | $364.5M | 2.99% |
| 12 | WEST PHARMACEUTICAL SVSC INC | 955306105 | 1,040,524 | $342.7M | 2.81% |
| 13 | DESCARTES SYS GROUP INC | 249906108 | 3,455,887 | $334.7M | 2.75% |
| 14 | CHEMED CORP NEW | CHE | 550,204 | $298.5M | 2.45% |
| 15 | COPART INC | CPRT | 4,857,125 | $263.1M | 2.16% |
| 16 | ATLASSIAN CORPORATION | TEAM | 1,389,703 | $245.8M | 2.02% |
| 17 | COLLIERS INTL GROUP INC | 194693107 | 2,137,705 | $238.7M | 1.96% |
| 18 | SS&C TECHNOLOGIES HLDGS INC | SSNC | 3,717,692 | $233.0M | 1.91% |
| 19 | RH | RH | 885,048 | $216.3M | 1.78% |
| 20 | VEEVA SYS INC | VEEV | 1,177,095 | $215.4M | 1.77% |
| 21 | MONDAY COM LTD | MNDY | 859,813 | $207.0M | 1.70% |
| 22 | MOLINA HEALTHCARE INC | MOH | 651,327 | $193.6M | 1.59% |
| 23 | OLD DOMINION FREIGHT LINE IN | ODFL | 1,060,816 | $187.3M | 1.54% |
| 24 | SHOPIFY INC | SHOP | 2,794,802 | $184.6M | 1.52% |
| 25 | TORO CO | TORO | 1,878,515 | $175.7M | 1.44% |
| 26 | HUNT J B TRANS SVCS INC | 445658107 | 1,096,496 | $175.4M | 1.44% |
| 27 | DOXIMITY INC | DOCS | 6,218,067 | $173.9M | 1.43% |
| 28 | BIRKENSTOCK HOLDING PLC | BIRK | 3,123,640 | $170.0M | 1.40% |
| 29 | ROLLINS INC | ROL | 3,415,400 | $166.6M | 1.37% |
| 30 | ENTEGRIS INC | ENTG | 1,209,401 | $163.8M | 1.34% |
| 31 | PRIVIA HEALTH GROUP INC | PRVA | 9,090,909 | $158.0M | 1.30% |
| 32 | MSCI INC | MSCI | 316,599 | $152.5M | 1.25% |
| 33 | ACADIA HEALTHCARE COMPANY IN | ACHC | 2,217,791 | $149.8M | 1.23% |
| 34 | PTC INC | PTC | 710,316 | $129.0M | 1.06% |
| 35 | AVANTOR INC | AVTR | 6,037,845 | $128.0M | 1.05% |
| 36 | DATADOG INC | DDOG | 858,880 | $111.4M | 0.91% |
| 37 | WARBY PARKER INC | WRBY | 6,851,967 | $110.0M | 0.90% |
| 38 | INGERSOLL RAND INC | IR | 1,201,176 | $109.1M | 0.90% |
| 39 | CARVANA CO | CVNA | 840,131 | $108.1M | 0.89% |
| 40 | GRACO INC | GGG | 1,182,481 | $93.7M | 0.77% |
| 41 | WASTE CONNECTIONS INC | WCN | 411,641 | $72.2M | 0.59% |
| 42 | SAIA INC | SAIA | 145,447 | $69.0M | 0.57% |
| 43 | SURGERY PARTNERS INC | SGRY | 2,881,227 | $68.5M | 0.56% |
| 44 | LIFESTANCE HEALTH GROUP INC | LFST | 12,395,085 | $60.9M | 0.50% |
| 45 | AURORA INNOVATION INC | AUROW | 13,606,038 | $37.7M | 0.31% |
| 46 | ALIGNMENT HEALTHCARE INC | ALHC | 3,980,949 | $31.1M | 0.26% |
| 47 | CLEAR SECURE INC | YOU | 1,510,316 | $28.3M | 0.23% |
| 48 | VSE CORP | VSECU | 305,860 | $27.0M | 0.22% |
| 49 | GOOSEHEAD INS INC | GSHD | 38,256 | $2.2M | 0.02% |