Durable Capital Partners LP Q3 2021 Filing
Filed November 15, 2021
Portfolio Value
$13.2T
Holdings
65
Report Date
Q3 2021
Filing Type
13F-HR
All Holdings (65 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SHOPSHOPIFY INC | 536,829 | $727.8B | 5.51% | |
| 2 | INTUINTUIT | 1,273,292 | $687.0B | 5.20% | |
| 3 | FSVFIRSTSERVICE CORP NEW | 3,266,607 | $589.6B | 4.47% | |
| 4 | JBHTHUNT J B TRANS SVCS INC | 3,347,189 | $559.7B | 4.24% | |
| 5 | MSCIMSCI INC | 889,942 | $541.4B | 4.10% | |
| 6 | RHRH | 788,117 | $525.6B | 3.98% | |
| 7 | RDFNREDFIN CORP | 8,946,046 | $448.2B | 3.40% | |
| 8 | DASHDOORDASH INC | 2,145,077 | $441.8B | 3.35% | |
| 9 | BKIEURBLACK KNIGHT INC | 5,976,562 | $430.3B | 3.26% | |
| 10 | WRBYWARBY PARKER INC | 7,887,525 | $418.4B | 3.17% | |
| 11 | MTNVAIL RESORTS INC | 1,136,419 | $379.6B | 2.88% | |
| 12 | WSTWEST PHARMACEUTICAL SVSC INC | 859,210 | $364.8B | 2.76% | |
| 13 | KWRQUAKER CHEM CORP | 1,495,780 | $355.6B | 2.69% | |
| 14 | TWLOTWILIO INC | 1,108,360 | $353.6B | 2.68% | |
| 15 | CFLTCONFLUENT INC | 6,005,057 | $349.5B | 2.65% | |
| 16 | ROPROPER TECHNOLOGIES INC | 768,829 | $343.0B | 2.60% | |
| 17 | YOUCLEAR SECURE INC | 8,566,942 | $342.2B | 2.59% | |
| 18 | DAYCERIDIAN HCM HLDG INC | 2,867,439 | $322.9B | 2.45% | |
| 19 | RBCRBC BEARINGS INC | 1,409,069 | $299.0B | 2.27% | |
| 20 | AFRMAFFIRM HLDGS INC | 2,413,663 | $287.5B | 2.18% | |
| 21 | IRINGERSOLL RAND INC | 5,425,313 | $273.5B | 2.07% | |
| 22 | FOURSHIFT4 PMTS INC | 3,134,819 | $243.0B | 1.84% | |
| 23 | COUPEURCOUPA SOFTWARE INC | 1,082,766 | $237.3B | 1.80% | |
| 24 | SAMBOSTON BEER INC | 463,899 | $236.5B | 1.79% | |
| 25 | CPNGCOUPANG INC | 8,476,833 | $236.1B | 1.79% | |
| 26 | ENOVCOLFAX CORP | 4,814,239 | $221.0B | 1.67% | |
| 27 | XPXP INC | 5,398,511 | $216.9B | 1.64% | |
| 28 | WCNWASTE CONNECTIONS INC | 1,512,779 | $190.5B | 1.44% | |
| 29 | 0J7QIAC INTERACTIVECORP NEW | 1,457,772 | $189.9B | 1.44% | |
| 30 | ONONON HLDG AG | 6,465,000 | $187.2B | 1.42% | |
| 31 | CWANCLEARWATER ANALYTICS HLDGS I | 7,037,371 | $176.4B | 1.34% | |
| 32 | TOSTTOAST INC | 3,650,355 | $173.2B | 1.31% | |
| 33 | AGLAGILON HEALTH INC | 6,446,363 | $167.8B | 1.27% | |
| 34 | DUOLDUOLINGO INC | 794,981 | $129.4B | 0.98% | |
| 35 | EYENATIONAL VISION HLDGS INC | 2,235,741 | $126.9B | 0.96% | |
| 36 | GSHDGOOSEHEAD INS INC | 826,404 | $125.9B | 0.95% | |
| 37 | WIXWIX COM LTD | 630,689 | $123.6B | 0.94% | |
| 38 | DSGDESCARTES SYS GROUP INC | 1,360,249 | $110.5B | 0.84% | |
| 39 | UPWKUPWORK INC | 2,347,652 | $105.7B | 0.80% | |
| 40 | VRMUSDVROOM INC | 4,188,509 | $92.4B | 0.70% | |
| 41 | BURLBURLINGTON STORES INC | 322,921 | $91.6B | 0.69% | |
| 42 | XMTRXOMETRY INC | 1,445,516 | $82.0B | 0.62% | |
| 43 | FTCHQFARFETCH LTD | 2,141,032 | $80.2B | 0.61% | |
| 44 | DOCSDOXIMITY INC | 750,000 | $60.5B | 0.46% | |
| 45 | SOFISOFI TECHNOLOGIES INC | 3,597,334 | $57.1B | 0.43% | |
| 46 | ACCDEURACCOLADE INC | 1,250,329 | $52.7B | 0.40% | |
| 47 | VMEO*VIMEO INC | 1,723,541 | $50.6B | 0.38% | |
| 48 | MNDYMONDAY COM LTD | 150,000 | $48.9B | 0.37% | |
| 49 | BFAMBRIGHT HORIZONS FAM SOL IN D | 294,277 | $41.0B | 0.31% | |
| 50 | —CAZOO GROUP LTD | 5,127,547 | $38.2B | 0.29% | |
| 51 | —QUALTRICS INTL INC | 798,577 | $34.1B | 0.26% | |
| 52 | DNUTKRISPY KREME INC | 2,421,191 | $33.9B | 0.26% | |
| 53 | ACVAACV AUCTIONS INC | 1,688,020 | $30.2B | 0.23% | |
| 54 | SRADSPORTRADAR GROUP AG | 1,000,000 | $22.6B | 0.17% | |
| 55 | BILLBILL COM HLDGS INC | 76,388 | $20.4B | 0.15% | |
| 56 | ALHCALIGNMENT HEALTHCARE INC | 1,229,776 | $19.7B | 0.15% | |
| 57 | LFSTLIFESTANCE HEALTH GROUP INC | 1,325,747 | $19.2B | 0.15% | |
| 58 | UPGBPWHEELS UP EXPERIENCE INC | 2,500,000 | $16.5B | 0.12% | |
| 59 | IDXXIDEXX LABS INC | 25,402 | $15.8B | 0.12% | |
| 60 | CARGCARGURUS INC | 419,423 | $13.2B | 0.10% | |
| 61 | DDOGDATADOG INC | 92,737 | $13.1B | 0.10% | |
| 62 | —ABCAM PLC | 500,000 | $10.1B | 0.08% | |
| 63 | GFLGFL ENVIRONMENTAL INC | 264,194 | $9.8B | 0.07% | |
| 64 | LTCHLATCH INC | 583,764 | $6.6B | 0.05% | |
| 65 | TTCTORO CO | 1,247 | $121.0M | 0.00% |