Durable Capital Partners LP Q4 2022 Filing
Filed February 14, 2023
Portfolio Value
$9.6B
Holdings
51
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (51 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ROPROPER TECHNOLOGIES INC | 1,684,142 | $727.7B | 7564.98% | |
| 2 | INTUINTUIT | 1,751,349 | $681.7B | 7086.36% | |
| 3 | MSCIMSCI INC | 1,371,880 | $638.2B | 6634.12% | |
| 4 | FSVFIRSTSERVICE CORP NEW | 3,993,742 | $489.4B | 5088.02% | |
| 5 | MOHMOLINA HEALTHCARE INC | 1,240,045 | $409.5B | 4256.92% | |
| 6 | RBCRBC BEARINGS INC | 1,855,997 | $388.6B | 4039.29% | |
| 7 | JBHTHUNT J B TRANS SVCS INC | 2,002,843 | $349.2B | 3630.35% | |
| 8 | TEAMATLASSIAN CORPORATION | 2,705,654 | $348.2B | 3619.41% | |
| 9 | YOUCLEAR SECURE INC | 11,476,588 | $314.8B | 3272.60% | |
| 10 | DUOLDUOLINGO INC | 4,156,738 | $295.7B | 3073.69% | |
| 11 | WCNWASTE CONNECTIONS INC | 2,205,428 | $292.4B | 3039.21% | |
| 12 | HUBSHUBSPOT INC | 986,355 | $285.2B | 2964.70% | |
| 13 | DSGDESCARTES SYS GROUP INC | 3,960,768 | $275.9B | 2867.84% | |
| 14 | —ABCAM PLC | 17,460,597 | $271.7B | 2824.38% | |
| 15 | WSTWEST PHARMACEUTICAL SVSC INC | 1,113,684 | $262.1B | 2724.78% | |
| 16 | FOURSHIFT4 PMTS INC | 4,576,010 | $255.9B | 2660.65% | |
| 17 | KWRQUAKER HOUGHTON | 1,288,333 | $215.0B | 2235.31% | |
| 18 | DDOGDATADOG INC | 2,791,380 | $205.2B | 2132.85% | |
| 19 | TDYTELEDYNE TECHNOLOGIES INC | 496,111 | $198.4B | 2062.51% | |
| 20 | TTCTORO CO | 1,742,218 | $197.2B | 2050.24% | |
| 21 | CWANCLEARWATER ANALYTICS HLDGS I | 9,675,988 | $181.4B | 1886.04% | |
| 22 | TOSTTOAST INC | 9,900,873 | $178.5B | 1855.77% | |
| 23 | SGRYSURGERY PARTNERS INC | 5,853,995 | $163.1B | 1695.46% | |
| 24 | ACHCACADIA HEALTHCARE COMPANY IN | 1,941,595 | $159.8B | 1661.57% | |
| 25 | WRBYWARBY PARKER INC | 11,672,306 | $157.5B | 1636.90% | |
| 26 | BKNGBOOKING HOLDINGS INC | 73,046 | $147.2B | 1530.34% | |
| 27 | ENOVENOVIS CORPORATION | 2,714,032 | $145.3B | 1510.02% | |
| 28 | AGLAGILON HEALTH INC | 8,842,728 | $142.7B | 1483.69% | |
| 29 | EYENATIONAL VISION HLDGS INC | 3,073,624 | $119.1B | 1238.48% | |
| 30 | ONONON HLDG AG | 6,926,768 | $118.9B | 1235.67% | |
| 31 | HUMHUMANA INC | 205,094 | $105.0B | 1092.04% | |
| 32 | CHECHEMED CORP NEW | 193,448 | $98.7B | 1026.49% | |
| 33 | IRINGERSOLL RAND INC | 1,836,144 | $95.9B | 997.35% | |
| 34 | IDXXIDEXX LABS INC | 208,030 | $84.9B | 882.26% | |
| 35 | BSYBENTLEY SYS INC | 2,227,383 | $82.3B | 855.82% | |
| 36 | EFXEQUIFAX INC | 331,615 | $64.5B | 670.03% | |
| 37 | CPNGCOUPANG INC | 3,602,099 | $53.0B | 550.83% | |
| 38 | IWMISHARES TR | 276,718 | $48.2B | 501.57% | |
| 39 | XPXP INC | 3,007,035 | $46.1B | 479.52% | |
| 40 | CARGCARGURUS INC | 3,253,457 | $45.6B | 473.84% | |
| 41 | ALHCALIGNMENT HEALTHCARE INC | 3,767,644 | $44.3B | 460.60% | |
| 42 | RHRH | 157,108 | $42.0B | 436.38% | |
| 43 | MTNVAIL RESORTS INC | 167,106 | $39.8B | 414.05% | |
| 44 | 0J7QIAC INC | 874,113 | $38.8B | 403.46% | |
| 45 | GSHDGOOSEHEAD INS INC | 969,925 | $33.3B | 346.25% | |
| 46 | XMTRXOMETRY INC | 607,780 | $19.6B | 203.63% | |
| 47 | ROLROLLINS INC | 436,238 | $15.9B | 165.71% | |
| 48 | CFLTCONFLUENT INC | 681,238 | $15.2B | 157.50% | |
| 49 | RDFNREDFIN CORP | 3,449,175 | $14.6B | 152.03% | |
| 50 | EXFYEXPENSIFY INC | 1,599,905 | $14.1B | 146.86% | |
| 51 | UPWKUPWORK INC | 196,592 | $2.1B | 21.33% |