Durable Capital Partners as of March 31, 2022
Portfolio Holdings for Durable Capital Partners
Durable Capital Partners holds 59 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Intuit (INTU) | 6.0 | $684M | 1.4M | 480.84 | |
| Roper Industries (ROP) | 5.8 | $659M | 1.4M | 472.23 | |
| J.B. Hunt Transport Services (JBHT) | 5.7 | $652M | 3.2M | 200.79 | |
| Msci (MSCI) | 5.3 | $608M | 1.2M | 502.88 | |
| Warby Parker Cl A Com (WRBY) | 4.4 | $501M | 15M | 33.81 | |
| Firstservice Corp (FSV) | 4.3 | $491M | 3.4M | 144.88 | |
| Atlassian Corp Cl A | 3.8 | $434M | 1.5M | 293.83 | |
| Datadog Cl A Com (DDOG) | 3.4 | $384M | 2.5M | 151.47 | |
| RBC Bearings Incorporated (RBC) | 2.7 | $311M | 1.6M | 193.88 | |
| Duolingo Cl A Com (DUOL) | 2.7 | $309M | 3.2M | 95.11 | |
| West Pharmaceutical Services (WST) | 2.7 | $307M | 748k | 410.71 | |
| Confluent Class A Com (CFLT) | 2.6 | $301M | 7.3M | 41.00 | |
| Clear Secure Com Cl A (YOU) | 2.5 | $289M | 11M | 26.88 | |
| Hubspot (HUBS) | 2.5 | $284M | 598k | 474.94 | |
| Shopify Cl A (SHOP) | 2.5 | $281M | 416k | 675.96 | |
| On Hldg Namen Akt A (ONON) | 2.4 | $278M | 11M | 25.24 | |
| Ingersoll Rand (IR) | 2.2 | $249M | 4.9M | 50.35 | |
| Waste Connections (WCN) | 2.2 | $246M | 1.8M | 139.70 | |
| Quaker Chemical Corporation (KWR) | 2.1 | $244M | 1.4M | 172.81 | |
| Black Knight | 2.1 | $241M | 4.2M | 57.99 | |
| Rh (RH) | 1.9 | $221M | 678k | 326.09 | |
| Molina Healthcare (MOH) | 1.9 | $214M | 643k | 333.59 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.8 | $208M | 460k | 451.64 | |
| Descartes Sys Grp (DSGX) | 1.7 | $189M | 2.6M | 73.26 | |
| Clearwater Analytics Hldgs I Cl A (CWAN) | 1.6 | $188M | 8.9M | 21.00 | |
| Colfax Corporation | 1.5 | $169M | 4.2M | 39.79 | |
| Vail Resorts (MTN) | 1.5 | $166M | 638k | 260.27 | |
| Toro Company (TTC) | 1.3 | $151M | 1.8M | 85.49 | |
| National Vision Hldgs (EYE) | 1.3 | $149M | 3.4M | 43.57 | |
| Shift4 Pmts Cl A (FOUR) | 1.3 | $143M | 2.3M | 61.93 | |
| Teledyne Technologies Incorporated (TDY) | 1.2 | $140M | 297k | 472.63 | |
| XP Cl A (XP) | 1.2 | $136M | 4.5M | 30.10 | |
| Redfin Corp (RDFN) | 1.2 | $135M | 7.5M | 18.04 | |
| Doordash Cl A (DASH) | 1.1 | $130M | 1.1M | 117.19 | |
| Coupa Software | 1.1 | $128M | 1.3M | 101.63 | |
| Surgery Partners (SGRY) | 0.9 | $106M | 1.9M | 55.05 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.9 | $100M | 489k | 205.27 | |
| Doximity Cl A (DOCS) | 0.8 | $86M | 1.6M | 52.09 | |
| Sweetgreen Com Cl A (SG) | 0.7 | $83M | 2.6M | 31.52 | |
| Agilon Health (AGL) | 0.7 | $76M | 3.0M | 25.35 | |
| Goosehead Ins Com Cl A (GSHD) | 0.6 | $73M | 932k | 78.57 | |
| Iac Interactivecorp Com New (IAC) | 0.6 | $72M | 714k | 100.28 | |
| Alignment Healthcare (ALHC) | 0.6 | $66M | 5.9M | 11.23 | |
| Burlington Stores (BURL) | 0.5 | $62M | 341k | 182.17 | |
| Rollins (ROL) | 0.5 | $62M | 1.8M | 35.05 | |
| Coupang Cl A (CPNG) | 0.5 | $56M | 3.2M | 17.68 | |
| Boston Beer Cl A (SAM) | 0.5 | $55M | 143k | 388.47 | |
| Sportradar Group Class A Ord Shs (SRAD) | 0.5 | $55M | 3.3M | 16.64 | |
| Peloton Interactive Cl A Com (PTON) | 0.4 | $45M | 1.7M | 26.42 | |
| Xometry Class A Com (XMTR) | 0.4 | $41M | 1.1M | 36.75 | |
| Expensify Com Cl A (EXFY) | 0.3 | $36M | 2.1M | 17.56 | |
| Toast Cl A (TOST) | 0.2 | $23M | 1.0M | 21.73 | |
| Upwork (UPWK) | 0.2 | $21M | 885k | 23.24 | |
| Bright Horizons Fam Sol In D (BFAM) | 0.1 | $13M | 101k | 132.69 | |
| Ceridian Hcm Hldg (DAY) | 0.1 | $13M | 184k | 68.36 | |
| Bentley Sys Com Cl B (BSY) | 0.1 | $10M | 229k | 44.18 | |
| Abcam Ads | 0.1 | $9.1M | 500k | 18.29 | |
| Affirm Hldgs Com Cl A (AFRM) | 0.1 | $8.4M | 181k | 46.28 | |
| Cazoo Group | 0.0 | $1.6M | 587k | 2.76 |
