Durable Capital Partners as of June 30, 2020
Portfolio Holdings for Durable Capital Partners
Durable Capital Partners holds 43 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Bright Horizons Fam Sol In D (BFAM) | 6.2 | $499M | 4.3M | 117.20 | |
| IAC/InterActive | 6.0 | $480M | 1.5M | 323.40 | |
| Wix SHS (WIX) | 5.7 | $456M | 1.8M | 256.22 | |
| Redfin Corp (RDFN) | 4.7 | $381M | 9.1M | 41.91 | |
| Firstservice Corp (FSV) | 3.6 | $293M | 2.9M | 100.75 | |
| West Pharmaceutical Services (WST) | 3.5 | $282M | 1.2M | 227.17 | |
| Quaker Chemical Corporation (KWR) | 3.5 | $280M | 1.5M | 185.65 | |
| Black Knight | 3.5 | $280M | 3.9M | 72.56 | |
| Coupa Software | 3.4 | $277M | 999k | 277.04 | |
| Twilio Cl A (TWLO) | 3.4 | $276M | 1.3M | 219.42 | |
| Vroom | 3.4 | $274M | 5.4M | 50.43 | |
| Intuit (INTU) | 3.3 | $266M | 897k | 296.19 | |
| Roper Industries (ROP) | 3.2 | $254M | 653k | 388.26 | |
| XP Cl A (XP) | 3.1 | $253M | 6.0M | 42.01 | |
| Msci (MSCI) | 2.8 | $226M | 677k | 333.82 | |
| Shopify Cl A (SHOP) | 2.8 | $221M | 233k | 949.20 | |
| Rh (RH) | 2.6 | $205M | 824k | 248.90 | |
| Lennox International (LII) | 2.6 | $205M | 880k | 232.99 | |
| Boston Beer Cl A (SAM) | 2.5 | $197M | 367k | 536.65 | |
| Datadog Cl A Com (DDOG) | 2.4 | $196M | 2.3M | 86.95 | |
| Waste Connections (WCN) | 2.2 | $179M | 1.9M | 93.79 | |
| Cargurus Com Cl A (CARG) | 2.1 | $168M | 6.6M | 25.35 | |
| Atlassian Corp Cl A | 2.1 | $168M | 934k | 180.27 | |
| Ingersoll Rand (IR) | 1.9 | $151M | 5.4M | 28.12 | |
| IDEXX Laboratories (IDXX) | 1.9 | $151M | 456k | 330.16 | |
| RBC Bearings Incorporated (RBC) | 1.7 | $140M | 1.0M | 134.04 | |
| Ceridian Hcm Hldg (DAY) | 1.6 | $130M | 1.6M | 79.27 | |
| Vail Resorts (MTN) | 1.5 | $119M | 653k | 182.15 | |
| J.B. Hunt Transport Services (JBHT) | 1.5 | $119M | 985k | 120.34 | |
| EXACT Sciences Corporation (EXAS) | 1.3 | $101M | 1.2M | 86.94 | |
| Farfetch Ord Sh Cl A (FTCHF) | 1.2 | $99M | 5.7M | 17.27 | |
| Toro Company (TTC) | 1.2 | $93M | 1.4M | 66.34 | |
| National Vision Hldgs (EYE) | 1.1 | $86M | 2.8M | 30.52 | |
| Burlington Stores (BURL) | 1.0 | $83M | 420k | 196.93 | |
| Descartes Sys Grp (DSGX) | 0.9 | $76M | 1.4M | 52.90 | |
| Gfl Environmental Sub Vtg Shs (GFL) | 0.8 | $66M | 3.5M | 18.77 | |
| Angi Homeservices Com Cl A (ANGI) | 0.8 | $62M | 5.1M | 12.15 | |
| Old Dominion Freight Line (ODFL) | 0.6 | $52M | 308k | 169.59 | |
| Shift4 Pmts Cl A (FOUR) | 0.6 | $47M | 1.3M | 35.50 | |
| Cannae Holdings (CNNE) | 0.6 | $44M | 1.1M | 41.10 | |
| Goosehead Ins Com Cl A (GSHD) | 0.5 | $39M | 513k | 75.16 | |
| Cable One (CABO) | 0.5 | $38M | 22k | 1774.85 | |
| Bill Com Holdings Ord (BILL) | 0.3 | $23M | 251k | 90.21 |
