Durable Capital Partners as of March 31, 2023
Portfolio Holdings for Durable Capital Partners
Durable Capital Partners holds 49 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Intuit (INTU) | 7.0 | $746M | 1.7M | 445.83 | |
| Roper Industries (ROP) | 7.0 | $742M | 1.7M | 440.69 | |
| Msci (MSCI) | 6.5 | $689M | 1.2M | 559.69 | |
| Duolingo Cl A Com (DUOL) | 5.6 | $593M | 4.2M | 142.59 | |
| Firstservice Corp (FSV) | 5.2 | $552M | 3.9M | 140.99 | |
| RBC Bearings Incorporated (RBC) | 4.4 | $465M | 2.0M | 232.73 | |
| West Pharmaceutical Services (WST) | 4.0 | $430M | 1.2M | 346.47 | |
| Hubspot (HUBS) | 4.0 | $424M | 988k | 428.75 | |
| Atlassian Corporation Cl A (TEAM) | 3.5 | $370M | 2.2M | 171.17 | |
| J.B. Hunt Transport Services (JBHT) | 3.4 | $367M | 2.1M | 175.46 | |
| Molina Healthcare (MOH) | 3.4 | $363M | 1.4M | 267.49 | |
| Booking Holdings (BKNG) | 3.4 | $361M | 136k | 2652.41 | |
| Shift4 Pmts Cl A (FOUR) | 3.1 | $325M | 4.3M | 75.80 | |
| Descartes Sys Grp (DSGX) | 2.9 | $308M | 3.8M | 80.61 | |
| Waste Connections (WCN) | 2.9 | $307M | 2.2M | 139.07 | |
| Clear Secure Com Cl A (YOU) | 2.8 | $300M | 12M | 26.17 | |
| Teledyne Technologies Incorporated (TDY) | 2.5 | $269M | 601k | 447.36 | |
| Quaker Chemical Corporation (KWR) | 2.3 | $246M | 1.2M | 197.95 | |
| Abcam Ads | 2.2 | $235M | 18M | 13.46 | |
| Toro Company (TTC) | 2.1 | $227M | 2.0M | 111.16 | |
| Toast Cl A (TOST) | 2.0 | $210M | 12M | 17.75 | |
| Surgery Partners (SGRY) | 1.8 | $188M | 5.4M | 34.47 | |
| Colfax Corp (ENOV) | 1.4 | $145M | 2.7M | 53.49 | |
| Chemed Corp Com Stk (CHE) | 1.3 | $144M | 267k | 537.75 | |
| Clearwater Analytics Hldgs I Cl A (CWAN) | 1.3 | $141M | 8.8M | 15.96 | |
| Bright Horizons Fam Sol In D (BFAM) | 1.3 | $139M | 1.8M | 76.99 | |
| Acadia Healthcare (ACHC) | 1.3 | $136M | 1.9M | 72.25 | |
| Agilon Health (AGL) | 1.2 | $131M | 5.5M | 23.75 | |
| Warby Parker Cl A Com (WRBY) | 1.1 | $117M | 11M | 10.59 | |
| Ingersoll Rand (IR) | 1.1 | $113M | 1.9M | 58.18 | |
| Catalent (CTLT) | 0.9 | $97M | 1.5M | 65.71 | |
| On Hldg Namen Akt A (ONON) | 0.9 | $92M | 3.0M | 31.03 | |
| Bentley Sys Com Cl B (BSY) | 0.6 | $67M | 1.6M | 42.99 | |
| Humana (HUM) | 0.6 | $67M | 138k | 485.46 | |
| Datadog Cl A Com (DDOG) | 0.6 | $59M | 817k | 72.66 | |
| Copart (CPRT) | 0.5 | $59M | 778k | 75.21 | |
| Colliers Intl Group Sub Vtg Shs (CIGI) | 0.5 | $57M | 536k | 105.55 | |
| Equifax (EFX) | 0.5 | $52M | 256k | 202.84 | |
| Goosehead Ins Com Cl A (GSHD) | 0.5 | $51M | 970k | 52.20 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.5 | $49M | 277k | 178.40 | |
| XP Cl A (XP) | 0.4 | $43M | 3.6M | 11.87 | |
| Rh (RH) | 0.4 | $42M | 171k | 243.55 | |
| Iac Com New (IAC) | 0.3 | $35M | 671k | 51.60 | |
| Alignment Healthcare (ALHC) | 0.3 | $34M | 5.4M | 6.36 | |
| Cargurus Com Cl A (CARG) | 0.3 | $29M | 1.5M | 18.68 | |
| Rollins (ROL) | 0.2 | $16M | 436k | 37.53 | |
| Coupang Cl A (CPNG) | 0.1 | $14M | 872k | 16.00 | |
| Expensify Com Cl A (EXFY) | 0.0 | $4.5M | 548k | 8.15 | |
| Upwork (UPWK) | 0.0 | $2.2M | 197k | 11.32 |
