13F HOLDINGS REPORT
Durable Capital Partners LP
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001798849-25-000003
Total Value
$12.26B
Positions
46
Other Managers
0
Confidential Omitted
No
Holdings (46)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | RBC BEARINGS INC | RBC | 2,631,346 | $787.1M | 6.42% |
| 2 | DUOLINGO INC | DUOL | 2,319,294 | $752.0M | 6.13% |
| 3 | HUBSPOT INC | HUBS | 965,324 | $672.6M | 5.49% |
| 4 | COUPANG INC | CPNG | 28,636,287 | $629.4M | 5.13% |
| 5 | TOAST INC | TOST | 15,444,158 | $562.9M | 4.59% |
| 6 | SHIFT4 PMTS INC | 82452J109 | 5,130,841 | $532.5M | 4.34% |
| 7 | INTUIT | INTU | 840,533 | $528.3M | 4.31% |
| 8 | BOOKING HOLDINGS INC | BKNG | 94,296 | $468.5M | 3.82% |
| 9 | FIRSTSERVICE CORP NEW | FSV | 2,574,268 | $466.0M | 3.80% |
| 10 | CARVANA CO | CVNA | 2,168,232 | $440.9M | 3.60% |
| 11 | SHOPIFY INC | SHOP | 3,950,348 | $420.0M | 3.43% |
| 12 | ATLASSIAN CORPORATION | TEAM | 1,575,546 | $383.5M | 3.13% |
| 13 | COLLIERS INTL GROUP INC | 194693107 | 2,644,327 | $359.5M | 2.93% |
| 14 | AFFIRM HLDGS INC | AFRM | 5,858,283 | $356.8M | 2.91% |
| 15 | ROPER TECHNOLOGIES INC | ROP | 641,644 | $333.6M | 2.72% |
| 16 | DESCARTES SYS GROUP INC | 249906108 | 2,915,564 | $331.2M | 2.70% |
| 17 | ACUITY BRANDS INC | AYI | 1,088,477 | $318.0M | 2.59% |
| 18 | ON HLDG AG | H5919C104 | 5,481,302 | $300.2M | 2.45% |
| 19 | ROBLOX CORP | RBLX | 4,261,329 | $246.6M | 2.01% |
| 20 | RH | RH | 616,931 | $242.8M | 1.98% |
| 21 | PRIVIA HEALTH GROUP INC | PRVA | 11,487,843 | $224.6M | 1.83% |
| 22 | WARBY PARKER INC | WRBY | 9,017,825 | $218.3M | 1.78% |
| 23 | WEST PHARMACEUTICAL SVSC INC | 955306105 | 637,398 | $208.8M | 1.70% |
| 24 | ENTEGRIS INC | ENTG | 2,033,219 | $201.4M | 1.64% |
| 25 | ISHARES TR | 464287655 | 860,027 | $190.0M | 1.55% |
| 26 | API GROUP CORP | APG | 5,007,539 | $180.1M | 1.47% |
| 27 | OLD DOMINION FREIGHT LINE IN | ODFL | 996,514 | $175.8M | 1.43% |
| 28 | DOXIMITY INC | DOCS | 2,889,675 | $154.3M | 1.26% |
| 29 | BRIGHT HORIZONS FAM SOL IN D | 109194100 | 1,306,714 | $144.8M | 1.18% |
| 30 | MOLINA HEALTHCARE INC | MOH | 478,706 | $139.3M | 1.14% |
| 31 | COPART INC | CPRT | 2,143,957 | $123.0M | 1.00% |
| 32 | SWEETGREEN INC | SG | 3,494,933 | $112.0M | 0.91% |
| 33 | BIRKENSTOCK HOLDING PLC | BIRK | 1,962,084 | $111.2M | 0.91% |
| 34 | MONDAY COM LTD | MNDY | 467,602 | $110.1M | 0.90% |
| 35 | AVANTOR INC | AVTR | 4,809,948 | $101.3M | 0.83% |
| 36 | WIX COM LTD | WIX | 418,733 | $89.8M | 0.73% |
| 37 | PTC INC | PTC | 440,842 | $81.1M | 0.66% |
| 38 | AURORA INNOVATION INC | AUROW | 12,757,155 | $80.4M | 0.66% |
| 39 | CHEWY INC | CHWY | 2,360,417 | $79.1M | 0.64% |
| 40 | SERVICETITAN INC | TTAN | 741,403 | $76.3M | 0.62% |
| 41 | XPO INC | XPO | 578,903 | $75.9M | 0.62% |
| 42 | LIFESTANCE HEALTH GROUP INC | LFST | 9,508,826 | $70.1M | 0.57% |
| 43 | VSE CORP | VSECU | 609,583 | $58.0M | 0.47% |
| 44 | ALIGNMENT HEALTHCARE INC | ALHC | 4,586,110 | $51.6M | 0.42% |
| 45 | DOORDASH INC | DASH | 227,553 | $38.2M | 0.31% |
| 46 | PROCORE TECHNOLOGIES INC | PCOR | 450,100 | $33.7M | 0.28% |