Durable Capital Partners as of Dec. 31, 2021
Portfolio Holdings for Durable Capital Partners
Durable Capital Partners holds 59 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Intuit (INTU) | 6.6 | $842M | 1.3M | 643.22 | |
| J.B. Hunt Transport Services (JBHT) | 5.2 | $669M | 3.3M | 204.40 | |
| Firstservice Corp (FSV) | 4.8 | $619M | 3.2M | 196.47 | |
| Shopify Cl A (SHOP) | 4.8 | $618M | 449k | 1377.39 | |
| Msci (MSCI) | 4.6 | $586M | 957k | 612.69 | |
| Confluent Class A Com (CFLT) | 4.1 | $523M | 6.9M | 76.24 | |
| Warby Parker Cl A Com (WRBY) | 3.8 | $484M | 10M | 46.56 | |
| Vail Resorts (MTN) | 3.7 | $469M | 1.4M | 327.90 | |
| Roper Industries (ROP) | 3.5 | $454M | 922k | 491.86 | |
| West Pharmaceutical Services (WST) | 3.1 | $403M | 859k | 469.01 | |
| Rh (RH) | 2.8 | $354M | 660k | 535.94 | |
| Datadog Cl A Com (DDOG) | 2.7 | $341M | 1.9M | 178.11 | |
| Quaker Chemical Corporation (KWR) | 2.6 | $338M | 1.5M | 230.78 | |
| Black Knight | 2.6 | $335M | 4.0M | 82.89 | |
| Ingersoll Rand (IR) | 2.6 | $333M | 5.4M | 61.87 | |
| Redfin Corp (RDFN) | 2.6 | $333M | 8.7M | 38.39 | |
| Ceridian Hcm Hldg (DAY) | 2.4 | $312M | 3.0M | 104.46 | |
| Doordash Cl A (DASH) | 2.3 | $289M | 1.9M | 148.90 | |
| Twilio Cl A (TWLO) | 2.2 | $279M | 1.1M | 263.34 | |
| Coupang Cl A (CPNG) | 2.1 | $274M | 9.3M | 29.38 | |
| Clear Secure Com Cl A (YOU) | 2.1 | $269M | 8.6M | 31.37 | |
| RBC Bearings Incorporated (RBC) | 2.0 | $253M | 1.3M | 201.97 | |
| Duolingo Cl A Com (DUOL) | 1.7 | $215M | 2.0M | 105.63 | |
| Waste Connections (WCN) | 1.6 | $199M | 1.5M | 136.27 | |
| Peloton Interactive Cl A Com (PTON) | 1.5 | $194M | 5.4M | 35.76 | |
| On Hldg Namen Akt A (ONON) | 1.5 | $188M | 5.1M | 36.51 | |
| Clearwater Analytics Hldgs I Cl A (CWAN) | 1.4 | $180M | 8.0M | 22.38 | |
| Boston Beer Cl A (SAM) | 1.2 | $149M | 295k | 505.10 | |
| Affirm Hldgs Com Cl A (AFRM) | 1.1 | $145M | 1.4M | 100.56 | |
| Burlington Stores (BURL) | 1.1 | $143M | 492k | 291.51 | |
| XP Cl A (XP) | 1.1 | $143M | 5.0M | 28.74 | |
| National Vision Hldgs (EYE) | 1.1 | $139M | 2.9M | 47.99 | |
| Iac Interactivecorp Com New (IAC) | 1.1 | $138M | 1.1M | 130.71 | |
| Colfax Corporation | 1.1 | $136M | 3.0M | 45.97 | |
| Coupa Software | 1.0 | $134M | 845k | 158.05 | |
| Descartes Sys Grp (DSGX) | 1.0 | $133M | 1.6M | 82.68 | |
| Agilon Health (AGL) | 1.0 | $123M | 4.6M | 27.00 | |
| Toast Cl A (TOST) | 0.8 | $105M | 3.2M | 33.11 | |
| Goosehead Ins Com Cl A (GSHD) | 0.8 | $98M | 750k | 130.08 | |
| Shift4 Pmts Cl A (FOUR) | 0.7 | $88M | 1.5M | 57.93 | |
| Surgery Partners (SGRY) | 0.7 | $85M | 1.6M | 53.41 | |
| Sweetgreen Com Cl A (SG) | 0.6 | $82M | 2.6M | 31.30 | |
| Xometry Class A Com (XMTR) | 0.6 | $74M | 1.4M | 51.25 | |
| Wix SHS (WIX) | 0.6 | $72M | 456k | 157.79 | |
| Expensify Com Cl A (EXFY) | 0.6 | $71M | 1.6M | 44.00 | |
| Upwork (UPWK) | 0.5 | $62M | 1.8M | 34.16 | |
| Doximity Cl A (DOCS) | 0.4 | $53M | 1.1M | 50.13 | |
| Farfetch Ord Sh Cl A (FTCHQ) | 0.4 | $52M | 1.5M | 33.43 | |
| Sportradar Group Class A Ord Shs (SRAD) | 0.3 | $40M | 2.3M | 17.57 | |
| Cazoo Group | 0.2 | $30M | 5.1M | 5.90 | |
| Qualtrics Intl Com Cl A | 0.2 | $28M | 799k | 35.40 | |
| Accolade (ACCD) | 0.2 | $28M | 1.1M | 26.36 | |
| Vroom | 0.2 | $24M | 2.3M | 10.79 | |
| Vimeo Common Stock (VMEO) | 0.2 | $21M | 1.2M | 17.96 | |
| Cargurus Com Cl A (CARG) | 0.1 | $17M | 512k | 33.64 | |
| Abcam Ads | 0.1 | $12M | 500k | 23.55 | |
| Wheels Up Experience Com Cl A | 0.1 | $11M | 2.4M | 4.64 | |
| Bright Horizons Fam Sol In D (BFAM) | 0.1 | $6.4M | 51k | 125.89 | |
| Alignment Healthcare (ALHC) | 0.0 | $3.8M | 271k | 14.06 |
