Durable Capital Partners LP Q2 2021 Filing
Filed August 13, 2021
Portfolio Value
$13.6T
Holdings
57
Report Date
Q2 2021
Filing Type
13F-HR
All Holdings (57 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SHOPSHOPIFY INC | 581,511 | $849.6B | 6.27% | |
| 2 | INTUINTUIT | 1,390,768 | $681.7B | 5.03% | |
| 3 | SAMBOSTON BEER INC | 570,973 | $582.8B | 4.30% | |
| 4 | RDFNREDFIN CORP | 9,163,912 | $581.1B | 4.29% | |
| 5 | RHRH | 850,684 | $577.6B | 4.26% | |
| 6 | DASHDOORDASH INC | 3,178,350 | $566.8B | 4.18% | |
| 7 | FSVFIRSTSERVICE CORP NEW | 3,271,113 | $560.2B | 4.13% | |
| 8 | JBHTHUNT J B TRANS SVCS INC | 3,424,638 | $558.0B | 4.12% | |
| 9 | BKIEURBLACK KNIGHT INC | 6,885,837 | $537.0B | 3.96% | |
| 10 | MSCIMSCI INC | 889,942 | $474.4B | 3.50% | |
| 11 | IRINGERSOLL RAND INC | 7,487,246 | $365.5B | 2.70% | |
| 12 | ROPROPER TECHNOLOGIES INC | 768,829 | $361.5B | 2.67% | |
| 13 | COUPEURCOUPA SOFTWARE INC | 1,368,733 | $358.8B | 2.65% | |
| 14 | KWRQUAKER CHEM CORP | 1,465,603 | $347.6B | 2.56% | |
| 15 | WSTWEST PHARMACEUTICAL SVSC INC | 951,263 | $341.6B | 2.52% | |
| 16 | YOUCLEAR SECURE INC | 8,566,942 | $329.6B | 2.43% | |
| 17 | AFRMAFFIRM HLDGS INC | 4,663,868 | $314.1B | 2.32% | |
| 18 | TWLOTWILIO INC | 686,670 | $270.7B | 2.00% | |
| 19 | FOURSHIFT4 PMTS INC | 2,729,570 | $255.8B | 1.89% | |
| 20 | VRMUSDVROOM INC | 6,055,588 | $253.5B | 1.87% | |
| 21 | 0J7QIAC INTERACTIVECORP NEW | 1,635,030 | $252.1B | 1.86% | |
| 22 | AGLAGILON HEALTH INC | 6,199,700 | $244.4B | 1.80% | |
| 23 | CFLTCONFLUENT INC | 5,393,231 | $238.4B | 1.76% | |
| 24 | SOFISOFI TECHNOLOGIES INC | 12,101,541 | $232.0B | 1.71% | |
| 25 | WIXWIX COM LTD | 767,428 | $222.8B | 1.64% | |
| 26 | BURLBURLINGTON STORES INC | 646,165 | $208.1B | 1.53% | |
| 27 | WCNWASTE CONNECTIONS INC | 1,592,399 | $190.2B | 1.40% | |
| 28 | MTNVAIL RESORTS INC | 572,408 | $181.2B | 1.34% | |
| 29 | DAYCERIDIAN HCM HLDG INC | 1,836,236 | $176.1B | 1.30% | |
| 30 | ABNBAIRBNB INC | 1,100,000 | $168.5B | 1.24% | |
| 31 | EYENATIONAL VISION HLDGS INC | 2,879,036 | $147.2B | 1.09% | |
| 32 | TTCTORO CO | 1,290,509 | $141.8B | 1.05% | |
| 33 | VMEO*VIMEO INC | 2,699,377 | $132.3B | 0.98% | |
| 34 | STNESTONECO LTD | 1,964,819 | $131.8B | 0.97% | |
| 35 | XPXP INC | 2,993,710 | $130.4B | 0.96% | |
| 36 | RBCRBC BEARINGS INC | 648,237 | $129.3B | 0.95% | |
| 37 | XMTRXOMETRY INC | 1,445,516 | $123.3B | 0.91% | |
| 38 | CPNGCOUPANG INC | 2,857,142 | $119.5B | 0.88% | |
| 39 | GFLGFL ENVIRONMENTAL INC | 3,578,384 | $114.2B | 0.84% | |
| 40 | GSHDGOOSEHEAD INS INC | 869,899 | $110.7B | 0.82% | |
| 41 | BFAMBRIGHT HORIZONS FAM SOL IN D | 686,827 | $101.0B | 0.75% | |
| 42 | DSGDESCARTES SYS GROUP INC | 1,431,841 | $99.0B | 0.73% | |
| 43 | UPWKUPWORK INC | 1,495,276 | $87.2B | 0.64% | |
| 44 | FTDRFRONTDOOR INC | 1,589,842 | $79.2B | 0.58% | |
| 45 | FTCHQFARFETCH LTD | 1,544,820 | $77.8B | 0.57% | |
| 46 | IDXXIDEXX LABS INC | 119,261 | $75.3B | 0.56% | |
| 47 | ACCDEURACCOLADE INC | 1,316,136 | $71.5B | 0.53% | |
| 48 | ACVAACV AUCTIONS INC | 2,438,020 | $61.9B | 0.46% | |
| 49 | CARGCARGURUS INC | 2,226,155 | $58.4B | 0.43% | |
| 50 | BILLBILL COM HLDGS INC | 248,364 | $45.5B | 0.34% | |
| 51 | DOCSDOXIMITY INC | 750,000 | $43.6B | 0.32% | |
| 52 | ALHCALIGNMENT HEALTHCARE INC | 1,839,069 | $42.5B | 0.31% | |
| 53 | LFSTLIFESTANCE HEALTH GROUP INC | 1,500,000 | $41.8B | 0.31% | |
| 54 | —QUALTRICS INTL INC | 1,000,000 | $38.3B | 0.28% | |
| 55 | MNDYMONDAY COM LTD | 150,000 | $33.5B | 0.25% | |
| 56 | LTCHLATCH INC | 2,500,000 | $29.4B | 0.22% | |
| 57 | —ABCAM PLC | 500,000 | $9.5B | 0.07% |