13F HOLDINGS REPORT
Durable Capital Partners LP
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0001798849-24-000012
Total Value
$13.67B
Positions
48
Other Managers
0
Confidential Omitted
No
Holdings (48)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | INTUIT | INTU | 1,409,157 | $875.1M | 6.40% |
| 2 | DUOLINGO INC | DUOL | 3,029,775 | $854.5M | 6.25% |
| 3 | RBC BEARINGS INC | RBC | 2,583,059 | $773.3M | 5.66% |
| 4 | ROPER TECHNOLOGIES INC | ROP | 1,127,408 | $627.3M | 4.59% |
| 5 | COUPANG INC | CPNG | 25,216,154 | $619.1M | 4.53% |
| 6 | FIRSTSERVICE CORP NEW | FSV | 3,381,236 | $616.9M | 4.51% |
| 7 | BRIGHT HORIZONS FAM SOL IN D | 109194100 | 4,303,241 | $603.0M | 4.41% |
| 8 | HUBSPOT INC | HUBS | 1,020,057 | $542.3M | 3.97% |
| 9 | SHIFT4 PMTS INC | 82452J109 | 6,100,963 | $540.5M | 3.95% |
| 10 | BOOKING HOLDINGS INC | BKNG | 122,407 | $515.6M | 3.77% |
| 11 | TOAST INC | TOST | 16,263,895 | $460.4M | 3.37% |
| 12 | COLLIERS INTL GROUP INC | 194693107 | 2,541,741 | $385.9M | 2.82% |
| 13 | MOLINA HEALTHCARE INC | MOH | 1,049,162 | $361.5M | 2.64% |
| 14 | DESCARTES SYS GROUP INC | 249906108 | 3,455,887 | $355.8M | 2.60% |
| 15 | CARVANA CO | CVNA | 2,038,986 | $355.0M | 2.60% |
| 16 | DOXIMITY INC | DOCS | 7,823,409 | $340.9M | 2.49% |
| 17 | WEST PHARMACEUTICAL SVSC INC | 955306105 | 1,085,919 | $325.9M | 2.38% |
| 18 | MONDAY COM LTD | MNDY | 1,089,280 | $302.6M | 2.21% |
| 19 | ON HLDG AG | H5919C104 | 5,618,322 | $281.8M | 2.06% |
| 20 | VEEVA SYS INC | VEEV | 1,244,664 | $261.2M | 1.91% |
| 21 | ISHARES TR | 464287655 | 1,181,911 | $261.1M | 1.91% |
| 22 | SS&C TECHNOLOGIES HLDGS INC | SSNC | 3,263,508 | $242.2M | 1.77% |
| 23 | OLD DOMINION FREIGHT LINE IN | ODFL | 1,203,120 | $239.0M | 1.75% |
| 24 | RH | RH | 666,936 | $223.0M | 1.63% |
| 25 | COPART INC | CPRT | 4,228,360 | $221.6M | 1.62% |
| 26 | AVANTOR INC | AVTR | 7,992,098 | $206.8M | 1.51% |
| 27 | PRIVIA HEALTH GROUP INC | PRVA | 11,109,588 | $202.3M | 1.48% |
| 28 | ENTEGRIS INC | ENTG | 1,745,006 | $196.4M | 1.44% |
| 29 | SHOPIFY INC | SHOP | 2,114,054 | $169.4M | 1.24% |
| 30 | BIRKENSTOCK HOLDING PLC | BIRK | 2,950,092 | $145.4M | 1.06% |
| 31 | ACADIA HEALTHCARE COMPANY IN | ACHC | 2,255,059 | $143.0M | 1.05% |
| 32 | SWEETGREEN INC | SG | 4,004,906 | $142.0M | 1.04% |
| 33 | WARBY PARKER INC | WRBY | 8,177,028 | $133.5M | 0.98% |
| 34 | PTC INC | PTC | 674,241 | $121.8M | 0.89% |
| 35 | AFFIRM HLDGS INC | AFRM | 2,969,456 | $121.2M | 0.89% |
| 36 | TORO CO | TORO | 1,348,433 | $116.9M | 0.86% |
| 37 | ACUITY BRANDS INC | AYI | 420,429 | $115.8M | 0.85% |
| 38 | MSCI INC | MSCI | 180,610 | $105.3M | 0.77% |
| 39 | FLOOR & DECOR HLDGS INC | FND | 724,851 | $90.0M | 0.66% |
| 40 | OPTION CARE HEALTH INC | OPCH | 2,396,385 | $75.0M | 0.55% |
| 41 | LIFESTANCE HEALTH GROUP INC | LFST | 10,441,068 | $73.1M | 0.53% |
| 42 | AURORA INNOVATION INC | AUROW | 11,770,680 | $69.7M | 0.51% |
| 43 | ALIGNMENT HEALTHCARE INC | ALHC | 5,476,828 | $64.7M | 0.47% |
| 44 | API GROUP CORP | APG | 1,670,071 | $55.1M | 0.40% |
| 45 | CLEAR SECURE INC | YOU | 1,326,241 | $44.0M | 0.32% |
| 46 | ATLASSIAN CORPORATION | TEAM | 262,726 | $41.7M | 0.31% |
| 47 | VSE CORP | VSECU | 392,144 | $32.4M | 0.24% |
| 48 | ONESTREAM INC | OS | 500,000 | $16.9M | 0.12% |