Durable Capital Partners as of March 31, 2024
Portfolio Holdings for Durable Capital Partners
Durable Capital Partners holds 53 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Intuit (INTU) | 7.2 | $927M | 1.4M | 650.00 | |
| Duolingo Cl A Com (DUOL) | 5.3 | $685M | 3.1M | 220.58 | |
| Hubspot (HUBS) | 5.3 | $684M | 1.1M | 626.56 | |
| Roper Industries (ROP) | 5.2 | $670M | 1.2M | 560.84 | |
| J.B. Hunt Transport Services (JBHT) | 5.0 | $642M | 3.2M | 199.25 | |
| RBC Bearings Incorporated (RBC) | 4.9 | $634M | 2.3M | 270.35 | |
| Bright Horizons Fam Sol In D (BFAM) | 4.4 | $566M | 5.0M | 113.36 | |
| Firstservice Corp (FSV) | 3.9 | $503M | 3.0M | 165.80 | |
| Booking Holdings (BKNG) | 3.5 | $456M | 126k | 3627.88 | |
| West Pharmaceutical Services (WST) | 3.2 | $408M | 1.0M | 395.71 | |
| Atlassian Corporation Cl A (TEAM) | 3.1 | $407M | 2.1M | 195.11 | |
| Toast Cl A (TOST) | 3.1 | $397M | 16M | 24.92 | |
| Chemed Corp Com Stk (CHE) | 2.8 | $366M | 570k | 641.93 | |
| Molina Healthcare (MOH) | 2.8 | $357M | 869k | 410.83 | |
| Descartes Sys Grp (DSGX) | 2.6 | $333M | 3.6M | 91.53 | |
| Shift4 Pmts Cl A (FOUR) | 2.4 | $315M | 4.8M | 66.07 | |
| Msci (MSCI) | 2.4 | $313M | 559k | 560.45 | |
| Ss&c Technologies Holding (SSNC) | 2.4 | $305M | 4.7M | 64.37 | |
| Copart (CPRT) | 2.0 | $253M | 4.4M | 57.92 | |
| Colliers Intl Group Sub Vtg Shs (CIGI) | 1.9 | $247M | 2.0M | 122.23 | |
| Rh (RH) | 1.7 | $225M | 647k | 348.26 | |
| Veeva Sys Cl A Com (VEEV) | 1.7 | $218M | 941k | 231.69 | |
| Avantor (AVTR) | 1.7 | $217M | 8.5M | 25.57 | |
| Birkenstock Holding Com Shs (BIRK) | 1.5 | $191M | 4.1M | 47.25 | |
| Privia Health Group (PRVA) | 1.4 | $178M | 9.1M | 19.59 | |
| Coupang Cl A (CPNG) | 1.3 | $165M | 9.3M | 17.79 | |
| Rollins (ROL) | 1.2 | $159M | 3.4M | 46.27 | |
| Ptc (PTC) | 1.1 | $148M | 783k | 188.94 | |
| Ingersoll Rand (IR) | 1.1 | $143M | 1.5M | 94.95 | |
| Surgery Partners (SGRY) | 1.1 | $143M | 4.8M | 29.83 | |
| Gra (GGG) | 1.1 | $137M | 1.5M | 93.46 | |
| Waste Connections (WCN) | 1.1 | $136M | 790k | 172.01 | |
| Paylocity Holding Corporation (PCTY) | 1.0 | $123M | 717k | 171.86 | |
| Datadog Cl A Com (DDOG) | 1.0 | $123M | 997k | 123.60 | |
| Doximity Cl A (DOCS) | 0.9 | $120M | 4.5M | 26.91 | |
| Acadia Healthcare (ACHC) | 0.9 | $111M | 1.4M | 79.22 | |
| Entegris (ENTG) | 0.8 | $102M | 729k | 140.54 | |
| Teledyne Technologies Incorporated (TDY) | 0.7 | $94M | 220k | 429.32 | |
| Shopify Cl A (SHOP) | 0.7 | $85M | 1.1M | 77.17 | |
| Saia (SAIA) | 0.6 | $81M | 138k | 585.00 | |
| Clear Secure Com Cl A (YOU) | 0.6 | $73M | 3.4M | 21.27 | |
| Gartner (IT) | 0.5 | $71M | 149k | 476.67 | |
| Toro Company (TTC) | 0.5 | $70M | 768k | 91.63 | |
| Lifestance Health Group (LFST) | 0.5 | $64M | 10M | 6.17 | |
| Warby Parker Cl A Com (WRBY) | 0.4 | $57M | 4.2M | 13.61 | |
| Aurora Innovation Class A Com (AUR) | 0.4 | $56M | 20M | 2.82 | |
| Doordash Cl A (DASH) | 0.3 | $40M | 291k | 137.72 | |
| Old Dominion Freight Line (ODFL) | 0.3 | $33M | 150k | 219.31 | |
| Iac Com New (IAC) | 0.2 | $32M | 602k | 53.34 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $14M | 66k | 210.30 | |
| Goosehead Ins Com Cl A (GSHD) | 0.1 | $13M | 199k | 66.62 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $7.5M | 14k | 523.07 | |
| Agilon Health (AGL) | 0.0 | $6.0M | 976k | 6.10 |
