Durable Capital Partners as of Dec. 31, 2024
Portfolio Holdings for Durable Capital Partners
Durable Capital Partners holds 46 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| RBC Bearings Incorporated (RBC) | 6.4 | $787M | 2.6M | 299.14 | |
| Duolingo Cl A Com (DUOL) | 6.1 | $752M | 2.3M | 324.23 | |
| Hubspot (HUBS) | 5.5 | $673M | 965k | 696.77 | |
| Coupang Cl A (CPNG) | 5.1 | $629M | 29M | 21.98 | |
| Toast Cl A (TOST) | 4.6 | $563M | 15M | 36.45 | |
| Shift4 Pmts Cl A (FOUR) | 4.3 | $533M | 5.1M | 103.78 | |
| Intuit (INTU) | 4.3 | $528M | 841k | 628.50 | |
| Booking Holdings (BKNG) | 3.8 | $469M | 94k | 4968.42 | |
| Firstservice Corp (FSV) | 3.8 | $466M | 2.6M | 181.02 | |
| Carvana Cl A (CVNA) | 3.6 | $441M | 2.2M | 203.36 | |
| Shopify Cl A (SHOP) | 3.4 | $420M | 4.0M | 106.33 | |
| Atlassian Corporation Cl A (TEAM) | 3.1 | $384M | 1.6M | 243.38 | |
| Colliers Intl Group Sub Vtg Shs (CIGI) | 2.9 | $360M | 2.6M | 135.97 | |
| Affirm Hldgs Com Cl A (AFRM) | 2.9 | $357M | 5.9M | 60.90 | |
| Roper Industries (ROP) | 2.7 | $334M | 642k | 519.85 | |
| Descartes Sys Grp (DSGX) | 2.7 | $331M | 2.9M | 113.60 | |
| Acuity Brands (AYI) | 2.6 | $318M | 1.1M | 292.13 | |
| On Hldg Namen Akt A (ONON) | 2.4 | $300M | 5.5M | 54.77 | |
| Roblox Corp Cl A (RBLX) | 2.0 | $247M | 4.3M | 57.86 | |
| Rh (RH) | 2.0 | $243M | 617k | 393.59 | |
| Privia Health Group (PRVA) | 1.8 | $225M | 12M | 19.55 | |
| Warby Parker Cl A Com (WRBY) | 1.8 | $218M | 9.0M | 24.21 | |
| West Pharmaceutical Services (WST) | 1.7 | $209M | 637k | 327.56 | |
| Entegris (ENTG) | 1.6 | $201M | 2.0M | 99.06 | |
| Ishares Tr Russell 2000 Etf (IWM) | 1.5 | $190M | 860k | 220.96 | |
| Api Group Corp Com Stk (APG) | 1.5 | $180M | 5.0M | 35.97 | |
| Old Dominion Freight Line (ODFL) | 1.4 | $176M | 997k | 176.40 | |
| Doximity Cl A (DOCS) | 1.3 | $154M | 2.9M | 53.39 | |
| Bright Horizons Fam Sol In D (BFAM) | 1.2 | $145M | 1.3M | 110.85 | |
| Molina Healthcare (MOH) | 1.1 | $139M | 479k | 291.05 | |
| Copart (CPRT) | 1.0 | $123M | 2.1M | 57.39 | |
| Sweetgreen Com Cl A (SG) | 0.9 | $112M | 3.5M | 32.06 | |
| Birkenstock Holding Com Shs (BIRK) | 0.9 | $111M | 2.0M | 56.66 | |
| Monday SHS (MNDY) | 0.9 | $110M | 468k | 235.44 | |
| Avantor (AVTR) | 0.8 | $101M | 4.8M | 21.07 | |
| Wix SHS (WIX) | 0.7 | $90M | 419k | 214.55 | |
| Ptc (PTC) | 0.7 | $81M | 441k | 183.87 | |
| Aurora Innovation Class A Com (AUR) | 0.7 | $80M | 13M | 6.30 | |
| Chewy Cl A (CHWY) | 0.6 | $79M | 2.4M | 33.49 | |
| Servicetitan Shs Cl A (TTAN) | 0.6 | $76M | 741k | 102.87 | |
| Xpo Logistics Inc equity (XPO) | 0.6 | $76M | 579k | 131.15 | |
| Lifestance Health Group (LFST) | 0.6 | $70M | 9.5M | 7.37 | |
| VSE Corporation (VSEC) | 0.5 | $58M | 610k | 95.10 | |
| Alignment Healthcare (ALHC) | 0.4 | $52M | 4.6M | 11.25 | |
| Doordash Cl A (DASH) | 0.3 | $38M | 228k | 167.75 | |
| Procore Technologies (PCOR) | 0.3 | $34M | 450k | 74.93 |
