Durable Capital Partners LP Q2 2023 Filing
Filed August 14, 2023
Portfolio Value
$11.3B
Holdings
50
Report Date
Q2 2023
Filing Type
13F-HR
All Holdings (50 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ROPROPER TECHNOLOGIES INC | 1,684,142 | $809.7B | 7180.94% | |
| 2 | INTUINTUIT | 1,439,206 | $659.4B | 5847.99% | |
| 3 | DUOLDUOLINGO INC | 4,156,738 | $594.2B | 5269.20% | |
| 4 | FSVFIRSTSERVICE CORP NEW | 3,337,497 | $514.3B | 4560.72% | |
| 5 | HUBSHUBSPOT INC | 962,990 | $512.4B | 4544.07% | |
| 6 | WSTWEST PHARMACEUTICAL SVSC INC | 1,278,575 | $489.0B | 4336.72% | |
| 7 | JBHTHUNT J B TRANS SVCS INC | 2,662,285 | $482.0B | 4274.09% | |
| 8 | RBCRBC BEARINGS INC | 2,202,740 | $479.0B | 4248.16% | |
| 9 | MOHMOLINA HEALTHCARE INC | 1,419,901 | $427.7B | 3793.22% | |
| 10 | BKNGBOOKING HOLDINGS INC | 148,953 | $402.2B | 3567.01% | |
| 11 | —ABCAM PLC | 14,372,447 | $351.7B | 3118.91% | |
| 12 | MSCIMSCI INC | 678,556 | $318.4B | 2824.00% | |
| 13 | WCNWASTE CONNECTIONS INC | 2,205,428 | $315.2B | 2795.46% | |
| 14 | TEAMATLASSIAN CORPORATION | 1,779,302 | $298.6B | 2647.92% | |
| 15 | DSGDESCARTES SYS GROUP INC | 3,530,806 | $282.9B | 2508.41% | |
| 16 | TOSTTOAST INC | 11,926,931 | $269.2B | 2387.25% | |
| 17 | YOUCLEAR SECURE INC | 11,449,946 | $265.3B | 2352.71% | |
| 18 | FOURSHIFT4 PMTS INC | 3,692,594 | $250.8B | 2223.84% | |
| 19 | BFAMBRIGHT HORIZONS FAM SOL IN D | 2,702,273 | $249.8B | 2215.51% | |
| 20 | CHECHEMED CORP NEW | 457,500 | $247.8B | 2197.68% | |
| 21 | SGRYSURGERY PARTNERS INC | 5,373,188 | $241.7B | 2143.81% | |
| 22 | TDYTELEDYNE TECHNOLOGIES INC | 571,443 | $234.9B | 2083.38% | |
| 23 | TTCTORO CO | 2,148,598 | $218.4B | 1936.86% | |
| 24 | KWRQUAKER HOUGHTON | 906,313 | $176.6B | 1566.49% | |
| 25 | RHRH | 491,640 | $162.0B | 1437.00% | |
| 26 | XPXP INC | 6,752,767 | $158.4B | 1404.90% | |
| 27 | DDOGDATADOG INC | 1,474,474 | $145.1B | 1286.41% | |
| 28 | CPRTCOPART INC | 1,410,978 | $128.7B | 1141.30% | |
| 29 | IRINGERSOLL RAND INC | 1,933,832 | $126.4B | 1120.90% | |
| 30 | SSNCSS&C TECHNOLOGIES HLDGS INC | 2,007,255 | $121.6B | 1078.73% | |
| 31 | CWANCLEARWATER ANALYTICS HLDGS I | 7,664,601 | $121.6B | 1078.71% | |
| 32 | PRVAPRIVIA HEALTH GROUP INC | 4,545,455 | $118.7B | 1052.49% | |
| 33 | WRBYWARBY PARKER INC | 10,093,098 | $118.0B | 1046.35% | |
| 34 | ACHCACADIA HEALTHCARE COMPANY IN | 1,388,667 | $110.6B | 980.77% | |
| 35 | AGLAGILON HEALTH INC | 6,035,629 | $104.7B | 928.13% | |
| 36 | ENOVENOVIS CORPORATION | 1,523,064 | $97.7B | 866.06% | |
| 37 | CIGICOLLIERS INTL GROUP INC | 929,736 | $91.3B | 809.58% | |
| 38 | EFXEQUIFAX INC | 309,848 | $72.9B | 646.56% | |
| 39 | BSYBENTLEY SYS INC | 1,324,508 | $71.8B | 636.99% | |
| 40 | HUMHUMANA INC | 155,393 | $69.5B | 616.17% | |
| 41 | ONONON HLDG AG | 1,958,198 | $64.6B | 573.07% | |
| 42 | 0J7QIAC INC | 992,493 | $62.3B | 552.74% | |
| 43 | ITGARTNER INC | 167,857 | $58.8B | 521.46% | |
| 44 | GSHDGOOSEHEAD INS INC | 902,410 | $56.8B | 503.29% | |
| 45 | IWMISHARES TR | 276,718 | $51.8B | 459.55% | |
| 46 | ODFLOLD DOMINION FREIGHT LINE IN | 79,469 | $29.4B | 260.58% | |
| 47 | ENQENTEGRIS INC | 147,657 | $16.4B | 145.11% | |
| 48 | ROLROLLINS INC | 209,446 | $9.0B | 79.55% | |
| 49 | LFSTLIFESTANCE HEALTH GROUP INC | 943,115 | $8.6B | 76.36% | |
| 50 | CAVACAVA GROUP INC | 200,000 | $8.2B | 72.63% |