13F HOLDINGS REPORT
Durable Capital Partners LP
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001798849-25-000005
Total Value
$11.19B
Positions
51
Other Managers
0
Confidential Omitted
No
Holdings (51)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | RBC BEARINGS INC | RBC | 2,631,346 | $846.7M | 7.57% |
| 2 | DUOLINGO INC | DUOL | 1,694,283 | $526.1M | 4.70% |
| 3 | COUPANG INC | CPNG | 23,009,002 | $504.6M | 4.51% |
| 4 | HUBSPOT INC | HUBS | 847,463 | $484.1M | 4.33% |
| 5 | SHIFT4 PMTS INC | 82452J109 | 5,919,793 | $483.7M | 4.32% |
| 6 | INTUIT | INTU | 697,567 | $428.3M | 3.83% |
| 7 | BOOKING HOLDINGS INC | BKNG | 92,883 | $427.9M | 3.82% |
| 8 | SHOPIFY INC | SHOP | 4,275,819 | $408.3M | 3.65% |
| 9 | CARVANA CO | CVNA | 1,932,972 | $404.1M | 3.61% |
| 10 | COLLIERS INTL GROUP INC | 194693107 | 2,972,757 | $360.6M | 3.22% |
| 11 | TOAST INC | TOST | 10,836,694 | $359.5M | 3.21% |
| 12 | FIRSTSERVICE CORP NEW | FSV | 2,156,713 | $357.9M | 3.20% |
| 13 | WEST PHARMACEUTICAL SVSC INC | 955306105 | 1,573,119 | $352.2M | 3.15% |
| 14 | ROPER TECHNOLOGIES INC | ROP | 564,799 | $333.0M | 2.98% |
| 15 | API GROUP CORP | APG | 8,911,171 | $318.7M | 2.85% |
| 16 | AFFIRM HLDGS INC | AFRM | 6,580,882 | $297.4M | 2.66% |
| 17 | ACUITY INC | AYI | 1,098,485 | $289.3M | 2.59% |
| 18 | DESCARTES SYS GROUP INC | 249906108 | 2,818,757 | $284.2M | 2.54% |
| 19 | PRIVIA HEALTH GROUP INC | PRVA | 11,487,843 | $257.9M | 2.30% |
| 20 | ENTEGRIS INC | ENTG | 2,914,417 | $255.0M | 2.28% |
| 21 | ISHARES TR | 464287655 | 1,263,352 | $252.0M | 2.25% |
| 22 | XPO INC | XPO | 2,005,297 | $215.7M | 1.93% |
| 23 | ROBLOX CORP | RBLX | 3,466,575 | $202.1M | 1.81% |
| 24 | DOORDASH INC | DASH | 1,026,649 | $187.6M | 1.68% |
| 25 | MASIMO CORP | MASI | 1,125,619 | $187.5M | 1.68% |
| 26 | WARBY PARKER INC | WRBY | 10,212,383 | $186.2M | 1.66% |
| 27 | MOLINA HEALTHCARE INC | MOH | 541,605 | $178.4M | 1.59% |
| 28 | IDEXX LABS INC | 45168D104 | 364,757 | $153.2M | 1.37% |
| 29 | OPTION CARE HEALTH INC | OPCH | 3,516,589 | $122.9M | 1.10% |
| 30 | FERGUSON ENTERPRISES INC | FERG | 730,754 | $117.1M | 1.05% |
| 31 | ESAB CORPORATION | ESAB | 979,119 | $114.1M | 1.02% |
| 32 | SWEETGREEN INC | SG | 4,525,109 | $113.2M | 1.01% |
| 33 | MERCADOLIBRE INC | MELI | 57,958 | $113.1M | 1.01% |
| 34 | VSE CORP | VSECU | 865,017 | $103.8M | 0.93% |
| 35 | AURORA INNOVATION INC | AUROW | 14,922,269 | $100.4M | 0.90% |
| 36 | ON HLDG AG | H5919C104 | 2,265,569 | $99.5M | 0.89% |
| 37 | WIX COM LTD | WIX | 580,808 | $94.9M | 0.85% |
| 38 | APPLOVIN CORP | APP | 335,558 | $88.9M | 0.79% |
| 39 | CLEAR SECURE INC | YOU | 2,959,190 | $76.7M | 0.69% |
| 40 | BRIGHT HORIZONS FAM SOL IN D | 109194100 | 568,078 | $72.2M | 0.64% |
| 41 | RH | RH | 286,996 | $67.3M | 0.60% |
| 42 | ALIGNMENT HEALTHCARE INC | ALHC | 3,589,745 | $66.8M | 0.60% |
| 43 | PROCORE TECHNOLOGIES INC | PCOR | 825,120 | $54.5M | 0.49% |
| 44 | SERVICETITAN INC | TTAN | 516,403 | $49.1M | 0.44% |
| 45 | FLUTTER ENTMT PLC | G3643J108 | 211,016 | $46.8M | 0.42% |
| 46 | MONDAY COM LTD | MNDY | 186,312 | $45.3M | 0.40% |
| 47 | PTC INC | PTC | 235,065 | $36.4M | 0.33% |
| 48 | OUTSET MED INC | OM | 1,740,216 | $19.2M | 0.17% |
| 49 | KARMAN HLDGS INC | KRMN | 575,000 | $19.2M | 0.17% |
| 50 | BIRKENSTOCK HOLDING PLC | BIRK | 326,630 | $15.0M | 0.13% |
| 51 | CHEWY INC | CHWY | 351,266 | $11.4M | 0.10% |