Durable Capital Partners as of March 31, 2025
Portfolio Holdings for Durable Capital Partners
Durable Capital Partners holds 51 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| RBC Bearings Incorporated (RBC) | 7.6 | $847M | 2.6M | 321.77 | |
| Duolingo Cl A Com (DUOL) | 4.7 | $526M | 1.7M | 310.54 | |
| Coupang Cl A (CPNG) | 4.5 | $505M | 23M | 21.93 | |
| Hubspot (HUBS) | 4.3 | $484M | 848k | 571.29 | |
| Shift4 Pmts Cl A (FOUR) | 4.3 | $484M | 5.9M | 81.71 | |
| Intuit (INTU) | 3.8 | $428M | 698k | 613.99 | |
| Booking Holdings (BKNG) | 3.8 | $428M | 93k | 4606.91 | |
| Shopify Cl A (SHOP) | 3.6 | $408M | 4.3M | 95.48 | |
| Carvana Cl A (CVNA) | 3.6 | $404M | 1.9M | 209.08 | |
| Colliers Intl Group Sub Vtg Shs (CIGI) | 3.2 | $361M | 3.0M | 121.30 | |
| Toast Cl A (TOST) | 3.2 | $360M | 11M | 33.17 | |
| Firstservice Corp (FSV) | 3.2 | $358M | 2.2M | 165.95 | |
| West Pharmaceutical Services (WST) | 3.1 | $352M | 1.6M | 223.88 | |
| Roper Industries (ROP) | 3.0 | $333M | 565k | 589.58 | |
| Api Group Corp Com Stk (APG) | 2.8 | $319M | 8.9M | 35.76 | |
| Affirm Hldgs Com Cl A (AFRM) | 2.7 | $297M | 6.6M | 45.19 | |
| Acuity Brands (AYI) | 2.6 | $289M | 1.1M | 263.35 | |
| Descartes Sys Grp (DSGX) | 2.5 | $284M | 2.8M | 100.83 | |
| Privia Health Group (PRVA) | 2.3 | $258M | 12M | 22.45 | |
| Entegris (ENTG) | 2.3 | $255M | 2.9M | 87.48 | |
| Ishares Tr Russell 2000 Etf (IWM) | 2.3 | $252M | 1.3M | 199.49 | |
| Xpo Logistics Inc equity (XPO) | 1.9 | $216M | 2.0M | 107.58 | |
| Roblox Corp Cl A (RBLX) | 1.8 | $202M | 3.5M | 58.29 | |
| Doordash Cl A (DASH) | 1.7 | $188M | 1.0M | 182.77 | |
| Masimo Corporation (MASI) | 1.7 | $188M | 1.1M | 166.60 | |
| Warby Parker Cl A Com (WRBY) | 1.7 | $186M | 10M | 18.23 | |
| Molina Healthcare (MOH) | 1.6 | $178M | 542k | 329.39 | |
| IDEXX Laboratories (IDXX) | 1.4 | $153M | 365k | 419.95 | |
| Option Care Health Com New (OPCH) | 1.1 | $123M | 3.5M | 34.95 | |
| Ferguson Enterprises Common Stock New (FERG) | 1.0 | $117M | 731k | 160.23 | |
| Esab Corporation (ESAB) | 1.0 | $114M | 979k | 116.50 | |
| Sweetgreen Com Cl A (SG) | 1.0 | $113M | 4.5M | 25.02 | |
| MercadoLibre (MELI) | 1.0 | $113M | 58k | 1950.87 | |
| VSE Corporation (VSEC) | 0.9 | $104M | 865k | 119.99 | |
| Aurora Innovation Class A Com (AUR) | 0.9 | $100M | 15M | 6.72 | |
| On Hldg Namen Akt A (ONON) | 0.9 | $100M | 2.3M | 43.92 | |
| Wix SHS (WIX) | 0.8 | $95M | 581k | 163.38 | |
| Applovin Corp Com Cl A (APP) | 0.8 | $89M | 336k | 264.97 | |
| Clear Secure Com Cl A (YOU) | 0.7 | $77M | 3.0M | 25.91 | |
| Bright Horizons Fam Sol In D (BFAM) | 0.6 | $72M | 568k | 127.04 | |
| Rh (RH) | 0.6 | $67M | 287k | 234.41 | |
| Alignment Healthcare (ALHC) | 0.6 | $67M | 3.6M | 18.62 | |
| Procore Technologies (PCOR) | 0.5 | $55M | 825k | 66.02 | |
| Servicetitan Shs Cl A (TTAN) | 0.4 | $49M | 516k | 95.11 | |
| Flutter Entmt SHS (FLUT) | 0.4 | $47M | 211k | 221.55 | |
| Monday SHS (MNDY) | 0.4 | $45M | 186k | 243.16 | |
| Ptc (PTC) | 0.3 | $36M | 235k | 154.95 | |
| Outset Med Com New (OM) | 0.2 | $19M | 1.7M | 11.06 | |
| Karman Hldgs Common Stock (KRMN) | 0.2 | $19M | 575k | 33.42 | |
| Birkenstock Holding Com Shs (BIRK) | 0.1 | $15M | 327k | 45.85 | |
| Chewy Cl A (CHWY) | 0.1 | $11M | 351k | 32.51 |
