Durable Capital Partners as of Dec. 31, 2020
Portfolio Holdings for Durable Capital Partners
Durable Capital Partners holds 53 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Redfin Corp (RDFN) | 5.5 | $617M | 9.0M | 68.63 | |
| Boston Beer Cl A (SAM) | 5.1 | $577M | 580k | 994.29 | |
| Shopify Cl A (SHOP) | 4.3 | $489M | 432k | 1131.95 | |
| Black Knight | 4.2 | $470M | 5.3M | 88.35 | |
| Intuit (INTU) | 4.0 | $451M | 1.2M | 379.85 | |
| Stoneco Com Cl A (STNE) | 3.9 | $441M | 5.3M | 83.92 | |
| Doordash Cl A (DASH) | 3.8 | $432M | 3.2M | 135.75 | |
| Rh (RH) | 3.8 | $423M | 946k | 447.52 | |
| Firstservice Corp (FSV) | 3.7 | $417M | 3.0M | 136.76 | |
| Quaker Chemical Corporation (KWR) | 3.5 | $396M | 1.6M | 253.39 | |
| Iac Interactive Ord | 3.5 | $390M | 2.1M | 189.35 | |
| Bright Horizons Fam Sol In D (BFAM) | 3.4 | $387M | 2.2M | 172.99 | |
| Coupa Software | 3.4 | $386M | 1.1M | 338.91 | |
| Twilio Cl A (TWLO) | 2.8 | $317M | 936k | 338.50 | |
| Msci (MSCI) | 2.8 | $314M | 704k | 446.53 | |
| J.B. Hunt Transport Services (JBHT) | 2.7 | $299M | 2.2M | 136.65 | |
| West Pharmaceutical Services (WST) | 2.4 | $274M | 969k | 283.31 | |
| Roper Industries (ROP) | 2.2 | $242M | 562k | 431.09 | |
| Ingersoll Rand (IR) | 2.0 | $224M | 4.9M | 45.56 | |
| Shift4 Pmts Cl A (FOUR) | 2.0 | $222M | 2.9M | 75.40 | |
| Vroom | 2.0 | $221M | 5.4M | 40.97 | |
| Farfetch Ord Sh Cl A (FTCHF) | 1.8 | $208M | 3.3M | 63.81 | |
| Ceridian Hcm Hldg (DAY) | 1.8 | $201M | 1.9M | 106.56 | |
| Waste Connections (WCN) | 1.6 | $180M | 1.8M | 102.57 | |
| XP Cl A (XP) | 1.6 | $175M | 4.4M | 39.67 | |
| RBC Bearings Incorporated (RBC) | 1.5 | $174M | 972k | 179.04 | |
| Burlington Stores (BURL) | 1.5 | $167M | 637k | 261.55 | |
| Snowflake Cl A (SNOW) | 1.5 | $165M | 602k | 274.34 | |
| Airbnb Com Cl A (ABNB) | 1.4 | $162M | 1.1M | 146.80 | |
| Gfl Environmental Sub Vtg Shs (GFL) | 1.4 | $157M | 5.4M | 29.18 | |
| Cargurus Com Cl A (CARG) | 1.4 | $153M | 4.8M | 31.73 | |
| Dun & Bradstreet Hldgs (DNB) | 1.3 | $149M | 6.0M | 24.90 | |
| Toro Company (TTC) | 1.3 | $149M | 1.6M | 94.84 | |
| Wix SHS (WIX) | 1.3 | $147M | 586k | 249.96 | |
| Datadog Cl A Com (DDOG) | 1.3 | $141M | 1.4M | 98.44 | |
| National Vision Hldgs (EYE) | 1.1 | $120M | 2.7M | 45.29 | |
| IDEXX Laboratories (IDXX) | 0.9 | $100M | 200k | 499.87 | |
| Atlassian Corp Cl A | 0.8 | $91M | 391k | 233.87 | |
| Descartes Sys Grp (DSGX) | 0.8 | $85M | 1.4M | 58.48 | |
| Bill Com Holdings Ord (BILL) | 0.7 | $74M | 544k | 136.50 | |
| EXACT Sciences Corporation (EXAS) | 0.6 | $62M | 471k | 132.49 | |
| Goosehead Ins Com Cl A (GSHD) | 0.5 | $61M | 487k | 124.76 | |
| Cable One (CABO) | 0.5 | $60M | 27k | 2227.71 | |
| Colliers Intl Group Sub Vtg Shs (CIGI) | 0.5 | $56M | 623k | 89.13 | |
| Eventbrite Com Cl A (EB) | 0.5 | $54M | 3.0M | 18.10 | |
| Square Cl A (SQ) | 0.4 | $49M | 227k | 217.64 | |
| Ncino | 0.3 | $34M | 475k | 72.41 | |
| Accolade (ACCD) | 0.3 | $28M | 650k | 43.50 | |
| Root Com Cl A | 0.2 | $26M | 1.7M | 15.71 | |
| Duck Creek Technologies SHS | 0.1 | $15M | 350k | 43.30 | |
| Abcam Ads | 0.1 | $11M | 500k | 21.55 | |
| Bigcommerce Hldgs Com Ser 1 (BIGC) | 0.0 | $3.7M | 58k | 64.15 | |
| Lindblad Expeditions Hldgs I (LIND) | 0.0 | $2.9M | 170k | 17.12 |
