Durable Capital Partners as of Dec. 31, 2023
Portfolio Holdings for Durable Capital Partners
Durable Capital Partners holds 52 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Intuit (INTU) | 7.1 | $898M | 1.4M | 625.03 | |
| Duolingo Cl A Com (DUOL) | 5.7 | $725M | 3.2M | 226.85 | |
| RBC Bearings Incorporated (RBC) | 5.6 | $710M | 2.5M | 284.89 | |
| Roper Industries (ROP) | 5.4 | $685M | 1.3M | 545.17 | |
| J.B. Hunt Transport Services (JBHT) | 5.2 | $664M | 3.3M | 199.74 | |
| Hubspot (HUBS) | 5.2 | $653M | 1.1M | 580.54 | |
| Atlassian Corporation Cl A (TEAM) | 4.2 | $533M | 2.2M | 237.86 | |
| Bright Horizons Fam Sol In D (BFAM) | 4.0 | $501M | 5.3M | 94.24 | |
| Booking Holdings (BKNG) | 3.8 | $481M | 136k | 3547.22 | |
| Firstservice Corp (FSV) | 3.7 | $463M | 2.9M | 162.09 | |
| Molina Healthcare (MOH) | 3.4 | $429M | 1.2M | 361.31 | |
| West Pharmaceutical Services (WST) | 3.2 | $401M | 1.1M | 352.12 | |
| Shift4 Pmts Cl A (FOUR) | 2.8 | $355M | 4.8M | 74.34 | |
| Msci (MSCI) | 2.6 | $330M | 583k | 565.65 | |
| Descartes Sys Grp (DSGX) | 2.6 | $324M | 3.9M | 84.06 | |
| Chemed Corp Com Stk (CHE) | 2.3 | $296M | 505k | 584.75 | |
| Teledyne Technologies Incorporated (TDY) | 2.0 | $256M | 573k | 446.29 | |
| Toast Cl A (TOST) | 2.0 | $248M | 14M | 18.26 | |
| Birkenstock Holding Com Shs (BIRK) | 1.8 | $227M | 4.7M | 48.73 | |
| Ss&c Technologies Holding (SSNC) | 1.7 | $219M | 3.6M | 61.11 | |
| Privia Health Group (PRVA) | 1.7 | $209M | 9.1M | 23.03 | |
| Veeva Sys Cl A Com (VEEV) | 1.4 | $180M | 937k | 192.52 | |
| Rh (RH) | 1.4 | $176M | 603k | 291.48 | |
| Surgery Partners (SGRY) | 1.4 | $175M | 5.5M | 31.99 | |
| Colliers Intl Group Sub Vtg Shs (CIGI) | 1.3 | $167M | 1.3M | 126.52 | |
| Waste Connections (WCN) | 1.3 | $159M | 1.1M | 149.27 | |
| Ingersoll Rand (IR) | 1.2 | $150M | 1.9M | 77.34 | |
| Ishares Tr Russell 2000 Etf (IWM) | 1.1 | $146M | 726k | 200.71 | |
| Copart (CPRT) | 1.1 | $138M | 2.8M | 49.00 | |
| Gartner (IT) | 1.1 | $138M | 306k | 451.11 | |
| Rollins (ROL) | 1.1 | $136M | 3.1M | 43.67 | |
| Acadia Healthcare (ACHC) | 1.1 | $135M | 1.7M | 77.76 | |
| Clear Secure Com Cl A (YOU) | 1.1 | $135M | 6.5M | 20.65 | |
| Ptc (PTC) | 1.0 | $124M | 709k | 174.96 | |
| Toro Company (TTC) | 0.9 | $117M | 1.2M | 95.99 | |
| Gra (GGG) | 0.9 | $115M | 1.3M | 86.76 | |
| Warby Parker Cl A Com (WRBY) | 0.7 | $90M | 6.4M | 14.10 | |
| Aurora Innovation Class A Com (AUR) | 0.7 | $87M | 20M | 4.37 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.6 | $79M | 165k | 475.31 | |
| Guidewire Software (GWRE) | 0.5 | $69M | 630k | 109.04 | |
| Iac Com New (IAC) | 0.5 | $66M | 1.3M | 52.38 | |
| Datadog Cl A Com (DDOG) | 0.5 | $66M | 543k | 121.38 | |
| Saia (SAIA) | 0.5 | $66M | 150k | 438.22 | |
| Lifestance Health Group (LFST) | 0.5 | $60M | 7.6M | 7.83 | |
| Doximity Cl A (DOCS) | 0.4 | $56M | 2.0M | 28.04 | |
| Shopify Cl A (SHOP) | 0.4 | $49M | 625k | 77.90 | |
| Entegris (ENTG) | 0.4 | $47M | 393k | 119.82 | |
| Old Dominion Freight Line (ODFL) | 0.3 | $43M | 107k | 405.33 | |
| Doordash Cl A (DASH) | 0.3 | $32M | 323k | 98.89 | |
| Agilon Health (AGL) | 0.2 | $26M | 2.1M | 12.55 | |
| Goosehead Ins Com Cl A (GSHD) | 0.2 | $22M | 295k | 75.80 | |
| Clearwater Analytics Hldgs I Cl A (CWAN) | 0.1 | $16M | 797k | 20.03 |
