Durable Capital Partners LP Q4 2020 Filing
Filed February 16, 2021
Portfolio Value
$11.2T
Holdings
53
Report Date
Q4 2020
Filing Type
13F-HR
All Holdings (53 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | RDFNREDFIN CORP | 8,983,194 | $616.5B | 5.48% | |
| 2 | SAMBOSTON BEER INC | 580,187 | $576.9B | 5.13% | |
| 3 | SHOPSHOPIFY INC | 431,869 | $488.9B | 4.35% | |
| 4 | BKIEURBLACK KNIGHT INC | 5,315,099 | $469.6B | 4.18% | |
| 5 | INTUINTUIT | 1,186,870 | $450.8B | 4.01% | |
| 6 | STNESTONECO LTD | 5,260,000 | $441.4B | 3.92% | |
| 7 | DASHDOORDASH INC | 3,178,350 | $431.5B | 3.84% | |
| 8 | RHRH | 945,609 | $423.2B | 3.76% | |
| 9 | FSVFIRSTSERVICE CORP NEW | 3,046,257 | $416.6B | 3.70% | |
| 10 | KWRQUAKER CHEM CORP | 1,561,810 | $395.7B | 3.52% | |
| 11 | —IAC INTERACTIVECORP NEW | 2,058,516 | $389.8B | 3.47% | |
| 12 | BFAMBRIGHT HORIZONS FAM SOL IN D | 2,236,644 | $386.9B | 3.44% | |
| 13 | COUPEURCOUPA SOFTWARE INC | 1,137,583 | $385.5B | 3.43% | |
| 14 | TWLOTWILIO INC | 935,466 | $316.7B | 2.82% | |
| 15 | MSCIMSCI INC | 703,957 | $314.3B | 2.79% | |
| 16 | JBHTHUNT J B TRANS SVCS INC | 2,184,127 | $298.5B | 2.65% | |
| 17 | WSTWEST PHARMACEUTICAL SVSC INC | 968,625 | $274.4B | 2.44% | |
| 18 | ROPROPER TECHNOLOGIES INC | 562,147 | $242.3B | 2.15% | |
| 19 | IRINGERSOLL RAND INC | 4,913,952 | $223.9B | 1.99% | |
| 20 | FOURSHIFT4 PMTS INC | 2,941,321 | $221.8B | 1.97% | |
| 21 | VRMUSDVROOM INC | 5,392,723 | $220.9B | 1.96% | |
| 22 | FTCHQFARFETCH LTD | 3,252,000 | $207.5B | 1.85% | |
| 23 | DAYCERIDIAN HCM HLDG INC | 1,884,982 | $200.9B | 1.79% | |
| 24 | WCNWASTE CONNECTIONS INC | 1,753,717 | $179.9B | 1.60% | |
| 25 | XPXP INC | 4,407,964 | $174.9B | 1.55% | |
| 26 | RBCRBC BEARINGS INC | 972,189 | $174.1B | 1.55% | |
| 27 | BURLBURLINGTON STORES INC | 637,115 | $166.6B | 1.48% | |
| 28 | SNOWSNOWFLAKE INC | 602,012 | $165.2B | 1.47% | |
| 29 | ABNBAIRBNB INC | 1,100,000 | $161.5B | 1.44% | |
| 30 | GFLGFL ENVIRONMENTAL INC | 5,365,339 | $156.6B | 1.39% | |
| 31 | CARGCARGURUS INC | 4,834,795 | $153.4B | 1.36% | |
| 32 | DNBDUN & BRADSTREET HLDGS INC | 5,988,683 | $149.1B | 1.33% | |
| 33 | TTCTORO CO | 1,570,859 | $149.0B | 1.32% | |
| 34 | WIXWIX COM LTD | 586,281 | $146.5B | 1.30% | |
| 35 | DDOGDATADOG INC | 1,436,833 | $141.4B | 1.26% | |
| 36 | EYENATIONAL VISION HLDGS INC | 2,657,241 | $120.3B | 1.07% | |
| 37 | IDXXIDEXX LABS INC | 199,946 | $99.9B | 0.89% | |
| 38 | TEAMATLASSIAN CORP PLC | 390,949 | $91.4B | 0.81% | |
| 39 | DSGDESCARTES SYS GROUP INC | 1,446,425 | $84.6B | 0.75% | |
| 40 | BILLBILL COM HLDGS INC | 544,153 | $74.3B | 0.66% | |
| 41 | EXASEXACT SCIENCES CORP | 471,182 | $62.4B | 0.56% | |
| 42 | GSHDGOOSEHEAD INS INC | 486,982 | $60.8B | 0.54% | |
| 43 | CABOCABLE ONE INC | 26,999 | $60.1B | 0.53% | |
| 44 | CIGICOLLIERS INTL GROUP INC | 623,064 | $55.5B | 0.49% | |
| 45 | EBEVENTBRITE INC | 2,978,237 | $53.9B | 0.48% | |
| 46 | XYZSQUARE INC | 226,972 | $49.4B | 0.44% | |
| 47 | NCNO*NCINO INC | 475,000 | $34.4B | 0.31% | |
| 48 | ACCDEURACCOLADE INC | 650,000 | $28.3B | 0.25% | |
| 49 | ROOTGBPROOT INC | 1,652,576 | $26.0B | 0.23% | |
| 50 | —DUCK CREEK TECHNOLOGIES INC | 350,000 | $15.2B | 0.13% | |
| 51 | —ABCAM PLC | 500,000 | $10.8B | 0.10% | |
| 52 | CMRCBIGCOMMERCE HLDGS INC | 57,660 | $3.7B | 0.03% | |
| 53 | LINDLINDBLAD EXPEDITIONS HLDGS I | 169,738 | $2.9B | 0.03% |