Durable Capital Partners as of Dec. 31, 2022
Portfolio Holdings for Durable Capital Partners
Durable Capital Partners holds 51 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Roper Industries (ROP) | 7.6 | $728M | 1.7M | 432.09 | |
| Intuit (INTU) | 7.1 | $682M | 1.8M | 389.22 | |
| Msci (MSCI) | 6.6 | $638M | 1.4M | 465.17 | |
| Firstservice Corp (FSV) | 5.1 | $489M | 4.0M | 122.55 | |
| Molina Healthcare (MOH) | 4.3 | $410M | 1.2M | 330.22 | |
| RBC Bearings Incorporated (RBC) | 4.0 | $389M | 1.9M | 209.35 | |
| J.B. Hunt Transport Services (JBHT) | 3.6 | $349M | 2.0M | 174.36 | |
| Atlassian Corporation Cl A (TEAM) | 3.6 | $348M | 2.7M | 128.68 | |
| Clear Secure Com Cl A (YOU) | 3.3 | $315M | 12M | 27.43 | |
| Duolingo Cl A Com (DUOL) | 3.1 | $296M | 4.2M | 71.13 | |
| Waste Connections (WCN) | 3.0 | $292M | 2.2M | 132.56 | |
| Hubspot (HUBS) | 3.0 | $285M | 986k | 289.13 | |
| Descartes Sys Grp (DSGX) | 2.9 | $276M | 4.0M | 69.65 | |
| Abcam Ads | 2.8 | $272M | 18M | 15.56 | |
| West Pharmaceutical Services (WST) | 2.7 | $262M | 1.1M | 235.35 | |
| Shift4 Pmts Cl A (FOUR) | 2.7 | $256M | 4.6M | 55.93 | |
| Quaker Chemical Corporation (KWR) | 2.2 | $215M | 1.3M | 166.90 | |
| Datadog Cl A Com (DDOG) | 2.1 | $205M | 2.8M | 73.50 | |
| Teledyne Technologies Incorporated (TDY) | 2.1 | $198M | 496k | 399.91 | |
| Toro Company (TTC) | 2.1 | $197M | 1.7M | 113.20 | |
| Clearwater Analytics Hldgs I Cl A (CWAN) | 1.9 | $181M | 9.7M | 18.75 | |
| Toast Cl A (TOST) | 1.9 | $179M | 9.9M | 18.03 | |
| Surgery Partners (SGRY) | 1.7 | $163M | 5.9M | 27.86 | |
| Acadia Healthcare (ACHC) | 1.7 | $160M | 1.9M | 82.32 | |
| Warby Parker Cl A Com (WRBY) | 1.6 | $158M | 12M | 13.49 | |
| Booking Holdings (BKNG) | 1.5 | $147M | 73k | 2015.28 | |
| Colfax Corp (ENOV) | 1.5 | $145M | 2.7M | 53.52 | |
| Agilon Health (AGL) | 1.5 | $143M | 8.8M | 16.14 | |
| National Vision Hldgs (EYE) | 1.2 | $119M | 3.1M | 38.76 | |
| On Hldg Namen Akt A (ONON) | 1.2 | $119M | 6.9M | 17.16 | |
| Humana (HUM) | 1.1 | $105M | 205k | 512.19 | |
| Chemed Corp Com Stk (CHE) | 1.0 | $99M | 193k | 510.43 | |
| Ingersoll Rand (IR) | 1.0 | $96M | 1.8M | 52.25 | |
| IDEXX Laboratories (IDXX) | 0.9 | $85M | 208k | 407.96 | |
| Bentley Sys Com Cl B (BSY) | 0.9 | $82M | 2.2M | 36.96 | |
| Equifax (EFX) | 0.7 | $65M | 332k | 194.36 | |
| Coupang Cl A (CPNG) | 0.6 | $53M | 3.6M | 14.71 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.5 | $48M | 277k | 174.36 | |
| XP Cl A (XP) | 0.5 | $46M | 3.0M | 15.34 | |
| Cargurus Com Cl A (CARG) | 0.5 | $46M | 3.3M | 14.01 | |
| Alignment Healthcare (ALHC) | 0.5 | $44M | 3.8M | 11.76 | |
| Rh (RH) | 0.4 | $42M | 157k | 267.19 | |
| Vail Resorts (MTN) | 0.4 | $40M | 167k | 238.35 | |
| Iac Com New (IAC) | 0.4 | $39M | 874k | 44.40 | |
| Goosehead Ins Com Cl A (GSHD) | 0.3 | $33M | 970k | 34.34 | |
| Xometry Class A Com (XMTR) | 0.2 | $20M | 608k | 32.23 | |
| Rollins (ROL) | 0.2 | $16M | 436k | 36.54 | |
| Confluent Class A Com (CFLT) | 0.2 | $15M | 681k | 22.24 | |
| Redfin Corp (RDFN) | 0.2 | $15M | 3.4M | 4.24 | |
| Expensify Com Cl A (EXFY) | 0.1 | $14M | 1.6M | 8.83 | |
| Upwork (UPWK) | 0.0 | $2.1M | 197k | 10.44 |
