Durable Capital Partners LP Q3 2023 Filing
Filed November 14, 2023
Portfolio Value
$10.9B
Holdings
52
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (52 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ROPROPER TECHNOLOGIES INC | 1,684,142 | $815.6M | 7.45% | |
| 2 | INTUINTUIT | 1,413,916 | $722.4M | 6.60% | |
| 3 | DUOLDUOLINGO INC | 3,844,297 | $637.7M | 5.83% | |
| 4 | RBCRBC BEARINGS INC | 2,297,979 | $538.0M | 4.92% | |
| 5 | JBHTHUNT J B TRANS SVCS INC | 2,762,286 | $520.7M | 4.76% | |
| 6 | HUBSHUBSPOT INC | 1,045,032 | $514.7M | 4.70% | |
| 7 | MOHMOLINA HEALTHCARE INC | 1,566,039 | $513.5M | 4.69% | |
| 8 | WSTWEST PHARMACEUTICAL SVSC INC | 1,202,069 | $451.0M | 4.12% | |
| 9 | BKNGBOOKING HOLDINGS INC | 145,114 | $447.5M | 4.09% | |
| 10 | FSVFIRSTSERVICE CORP NEW | 3,008,868 | $437.9M | 4.00% | |
| 11 | BFAMBRIGHT HORIZONS FAM SOL IN D | 4,439,516 | $361.6M | 3.30% | |
| 12 | TEAMATLASSIAN CORPORATION | 1,715,229 | $345.6M | 3.16% | |
| 13 | MSCIMSCI INC | 583,438 | $299.4M | 2.74% | |
| 14 | WCNWASTE CONNECTIONS INC | 2,205,428 | $296.2M | 2.71% | |
| 15 | DSGDESCARTES SYS GROUP INC | 3,530,806 | $259.1M | 2.37% | |
| 16 | CHECHEMED CORP NEW | 483,068 | $251.1M | 2.29% | |
| 17 | TOSTTOAST INC | 12,758,570 | $239.0M | 2.18% | |
| 18 | TDYTELEDYNE TECHNOLOGIES INC | 571,443 | $233.5M | 2.13% | |
| 19 | FOURSHIFT4 PMTS INC | 4,167,388 | $230.7M | 2.11% | |
| 20 | PRVAPRIVIA HEALTH GROUP INC | 9,090,909 | $209.1M | 1.91% | |
| 21 | VEEVVEEVA SYS INC | 889,698 | $181.0M | 1.65% | |
| 22 | TTCTORO CO | 2,004,787 | $166.6M | 1.52% | |
| 23 | YOUCLEAR SECURE INC | 8,337,077 | $158.7M | 1.45% | |
| 24 | SGRYSURGERY PARTNERS INC | 5,373,188 | $157.2M | 1.44% | |
| 25 | RHRH | 525,164 | $138.8M | 1.27% | |
| 26 | ITGARTNER INC | 396,868 | $136.4M | 1.25% | |
| 27 | WRBYWARBY PARKER INC | 9,641,933 | $126.9M | 1.16% | |
| 28 | IRINGERSOLL RAND INC | 1,933,832 | $123.2M | 1.13% | |
| 29 | CWANCLEARWATER ANALYTICS HLDGS I | 6,352,149 | $122.8M | 1.12% | |
| 30 | CPRTCOPART INC | 2,821,956 | $121.6M | 1.11% | |
| 31 | XPXP INC | 5,075,082 | $117.0M | 1.07% | |
| 32 | SSNCSS&C TECHNOLOGIES HLDGS INC | 2,222,591 | $116.8M | 1.07% | |
| 33 | ROLROLLINS INC | 3,066,588 | $114.5M | 1.05% | |
| 34 | ACHCACADIA HEALTHCARE COMPANY IN | 1,511,067 | $106.2M | 0.97% | |
| 35 | AGLAGILON HEALTH INC | 5,813,508 | $103.2M | 0.94% | |
| 36 | CIGICOLLIERS INTL GROUP INC | 1,040,676 | $99.1M | 0.91% | |
| 37 | HUMHUMANA INC | 155,393 | $75.6M | 0.69% | |
| 38 | DDOGDATADOG INC | 684,641 | $62.4M | 0.57% | |
| 39 | GSHDGOOSEHEAD INS INC | 767,260 | $57.2M | 0.52% | |
| 40 | IWMISHARES TR | 276,718 | $48.9M | 0.45% | |
| 41 | 0J7QIAC INC | 887,438 | $44.7M | 0.41% | |
| 42 | ENOVENOVIS CORPORATION | 822,883 | $43.4M | 0.40% | |
| 43 | KWRQUAKER HOUGHTON | 234,807 | $37.6M | 0.34% | |
| 44 | ODFLOLD DOMINION FREIGHT LINE IN | 79,469 | $32.5M | 0.30% | |
| 45 | SAIASAIA INC | 75,091 | $29.9M | 0.27% | |
| 46 | PCTYPAYLOCITY HLDG CORP | 152,342 | $27.7M | 0.25% | |
| 47 | BSYBENTLEY SYS INC | 451,504 | $22.6M | 0.21% | |
| 48 | ENQENTEGRIS INC | 147,657 | $13.9M | 0.13% | |
| 49 | AURAURORA INNOVATION INC | 5,748,967 | $13.5M | 0.12% | |
| 50 | LFSTLIFESTANCE HEALTH GROUP INC | 1,444,207 | $9.9M | 0.09% | |
| 51 | FTCHQFARFETCH LTD | 2,323,620 | $4.9M | 0.04% | |
| 52 | CAVACAVA GROUP INC | 117,442 | $3.6M | 0.03% |