Durable Capital Partners as of June 30, 2024
Portfolio Holdings for Durable Capital Partners
Durable Capital Partners holds 49 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Intuit (INTU) | 7.6 | $931M | 1.4M | 657.21 | |
| Roper Industries (ROP) | 5.9 | $715M | 1.3M | 563.66 | |
| RBC Bearings Incorporated (RBC) | 5.3 | $646M | 2.4M | 269.78 | |
| Duolingo Cl A Com (DUOL) | 5.0 | $614M | 2.9M | 208.67 | |
| Bright Horizons Fam Sol In D (BFAM) | 4.9 | $600M | 5.5M | 110.08 | |
| Firstservice Corp (FSV) | 4.4 | $539M | 3.5M | 152.37 | |
| Booking Holdings (BKNG) | 4.2 | $517M | 131k | 3961.50 | |
| Hubspot (HUBS) | 4.0 | $483M | 819k | 589.79 | |
| Coupang Cl A (CPNG) | 3.9 | $472M | 23M | 20.95 | |
| Toast Cl A (TOST) | 3.8 | $468M | 18M | 25.77 | |
| Shift4 Pmts Cl A (FOUR) | 3.0 | $365M | 5.0M | 73.35 | |
| West Pharmaceutical Services (WST) | 2.8 | $343M | 1.0M | 329.39 | |
| Descartes Sys Grp (DSGX) | 2.7 | $335M | 3.5M | 96.84 | |
| Chemed Corp Com Stk (CHE) | 2.5 | $299M | 550k | 542.58 | |
| Copart (CPRT) | 2.2 | $263M | 4.9M | 54.16 | |
| Atlassian Corporation Cl A (TEAM) | 2.0 | $246M | 1.4M | 176.88 | |
| Colliers Intl Group Sub Vtg Shs (CIGI) | 2.0 | $239M | 2.1M | 111.65 | |
| Ss&c Technologies Holding (SSNC) | 1.9 | $233M | 3.7M | 62.67 | |
| Rh (RH) | 1.8 | $216M | 885k | 244.44 | |
| Veeva Sys Cl A Com (VEEV) | 1.8 | $215M | 1.2M | 183.01 | |
| Monday SHS (MNDY) | 1.7 | $207M | 860k | 240.76 | |
| Molina Healthcare (MOH) | 1.6 | $194M | 651k | 297.30 | |
| Old Dominion Freight Line (ODFL) | 1.5 | $187M | 1.1M | 176.60 | |
| Shopify Cl A (SHOP) | 1.5 | $185M | 2.8M | 66.05 | |
| Toro Company (TTC) | 1.4 | $176M | 1.9M | 93.51 | |
| J.B. Hunt Transport Services (JBHT) | 1.4 | $175M | 1.1M | 160.00 | |
| Doximity Cl A (DOCS) | 1.4 | $174M | 6.2M | 27.97 | |
| Birkenstock Holding Com Shs (BIRK) | 1.4 | $170M | 3.1M | 54.41 | |
| Rollins (ROL) | 1.4 | $167M | 3.4M | 48.79 | |
| Entegris (ENTG) | 1.3 | $164M | 1.2M | 135.40 | |
| Privia Health Group (PRVA) | 1.3 | $158M | 9.1M | 17.38 | |
| Msci (MSCI) | 1.3 | $153M | 317k | 481.75 | |
| Acadia Healthcare (ACHC) | 1.2 | $150M | 2.2M | 67.54 | |
| Ptc (PTC) | 1.1 | $129M | 710k | 181.67 | |
| Avantor (AVTR) | 1.1 | $128M | 6.0M | 21.20 | |
| Datadog Cl A Com (DDOG) | 0.9 | $111M | 859k | 129.69 | |
| Warby Parker Cl A Com (WRBY) | 0.9 | $110M | 6.9M | 16.06 | |
| Ingersoll Rand (IR) | 0.9 | $109M | 1.2M | 90.84 | |
| Carvana Cl A (CVNA) | 0.9 | $108M | 840k | 128.72 | |
| Gra (GGG) | 0.8 | $94M | 1.2M | 79.28 | |
| Waste Connections (WCN) | 0.6 | $72M | 412k | 175.36 | |
| Saia (SAIA) | 0.6 | $69M | 145k | 474.29 | |
| Surgery Partners (SGRY) | 0.6 | $69M | 2.9M | 23.79 | |
| Lifestance Health Group (LFST) | 0.5 | $61M | 12M | 4.91 | |
| Aurora Innovation Class A Com (AUR) | 0.3 | $38M | 14M | 2.77 | |
| Alignment Healthcare (ALHC) | 0.3 | $31M | 4.0M | 7.82 | |
| Clear Secure Com Cl A (YOU) | 0.2 | $28M | 1.5M | 18.71 | |
| VSE Corporation (VSEC) | 0.2 | $27M | 306k | 88.28 | |
| Goosehead Ins Com Cl A (GSHD) | 0.0 | $2.2M | 38k | 57.44 |
