Durable Capital Partners as of March 31, 2020
Portfolio Holdings for Durable Capital Partners
Durable Capital Partners holds 44 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 43.9 | $2.2B | 8.4M | 257.75 | |
| Ishares Tr Russell 2000 Etf (IWM) | 10.6 | $521M | 4.6M | 114.46 | |
| Roper Industries (ROP) | 3.2 | $157M | 503k | 311.81 | |
| West Pharmaceutical Services (WST) | 2.9 | $144M | 943k | 152.25 | |
| Redfin Corp (RDFN) | 2.9 | $140M | 9.1M | 15.42 | |
| Msci (MSCI) | 2.3 | $114M | 396k | 288.96 | |
| Atlassian Corp Cl A | 2.3 | $114M | 827k | 137.26 | |
| Quaker Chemical Corporation (KWR) | 2.2 | $107M | 846k | 126.28 | |
| Bright Horizons Fam Sol In D (BFAM) | 2.2 | $106M | 1.0M | 102.00 | |
| XP Cl A (XP) | 2.1 | $102M | 5.5M | 18.57 | |
| Vail Resorts (MTN) | 1.8 | $87M | 591k | 147.71 | |
| Coupa Software | 1.7 | $85M | 611k | 139.73 | |
| Firstservice Corp (FSV) | 1.5 | $73M | 948k | 77.12 | |
| Old Dominion Freight Line (ODFL) | 1.5 | $71M | 544k | 131.26 | |
| Ingersoll Rand (IR) | 1.3 | $64M | 2.6M | 24.80 | |
| Gfl Environmental Sub Vtg Shs (GFL) | 1.3 | $63M | 4.2M | 15.05 | |
| Ceridian Hcm Hldg (DAY) | 1.2 | $58M | 1.2M | 50.07 | |
| IDEXX Laboratories (IDXX) | 1.1 | $55M | 228k | 242.24 | |
| Transunion (TRU) | 1.1 | $53M | 798k | 66.18 | |
| Cargurus Com Cl A (CARG) | 1.0 | $51M | 2.7M | 18.94 | |
| Black Knight | 1.0 | $51M | 883k | 58.06 | |
| Twilio Cl A (TWLO) | 1.0 | $49M | 550k | 89.49 | |
| Gartner (IT) | 1.0 | $49M | 494k | 99.57 | |
| Waste Connections (WCN) | 1.0 | $47M | 610k | 77.50 | |
| RBC Bearings Incorporated (RBC) | 0.9 | $45M | 399k | 112.79 | |
| IAC/InterActive | 0.8 | $42M | 233k | 179.23 | |
| Cable One (CABO) | 0.7 | $35M | 21k | 1643.99 | |
| Toro Company (TTC) | 0.6 | $28M | 432k | 65.09 | |
| Armstrong World Industries (AWI) | 0.5 | $25M | 319k | 79.42 | |
| Burlington Stores (BURL) | 0.5 | $25M | 157k | 158.46 | |
| Intuit (INTU) | 0.5 | $24M | 104k | 230.00 | |
| Outfront Media (OUT) | 0.5 | $24M | 1.8M | 13.48 | |
| National Vision Hldgs (EYE) | 0.4 | $21M | 1.1M | 19.42 | |
| Datadog Cl A Com (DDOG) | 0.4 | $19M | 535k | 35.98 | |
| Svmk Inc ordinary shares | 0.4 | $17M | 1.3M | 13.51 | |
| Descartes Sys Grp (DSGX) | 0.3 | $16M | 457k | 34.39 | |
| Angi Homeservices Com Cl A (ANGI) | 0.3 | $13M | 2.4M | 5.25 | |
| Farfetch Ord Sh Cl A (FTCHF) | 0.3 | $12M | 1.6M | 7.90 | |
| Goosehead Ins Com Cl A (GSHD) | 0.2 | $11M | 244k | 44.63 | |
| Rollins (ROL) | 0.2 | $11M | 300k | 36.14 | |
| Wix SHS (WIX) | 0.2 | $9.7M | 96k | 100.82 | |
| Eventbrite Com Cl A (EB) | 0.1 | $6.2M | 853k | 7.30 | |
| Lennox International (LII) | 0.1 | $6.0M | 33k | 181.78 | |
| EXACT Sciences Corporation (EXAS) | 0.1 | $5.8M | 99k | 58.00 |
