DUDurable Capital Partners LP
Institutional investor · Portfolio as of Q1 2022
Top Holdings59 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
INTUIT INC | 1.4M | $684M | 6.0% | $327.27 | +40.42% | 9 qtrssince 2020-Q1 | Increased 67 |
ROPER INDUSTRIES INC | 1.4M | $659M | 5.8% | $407.08 | +14.70% | 9 qtrssince 2020-Q1 | Increased 85 |
HUNT (JB) TRANSPRT SVCS INC | 3.2M | $652M | 5.7% | $134.64 | +42.93% | 8 qtrssince 2020-Q2 | Decreased 0 |
MSCI INC | 1.2M | $607.6M | 5.3% | $377.13 | +26.37% | 9 qtrssince 2020-Q1 | Increased 76 |
WARBY PARKER INC-CLASS A | 14.8M | $500.7M | 4.4% | $47.83 | -24.70% | 3 qtrssince 2021-Q3 | Increased 77 |
FIRSTSERVICE CORP NEW | 3.4M | $491.3M | 4.3% | $98.28 | +44.39% | 9 qtrssince 2020-Q1 | Increased 62 |
| 1.5M | $434.1M | 3.8% | — | — | 1 qtr | New 86 | |
DATADOG INC - CLASS A | 2.5M | $383.8M | 3.4% | $170.28 | -12.11% | 3 qtrssince 2021-Q3 | Increased 73 |
RBC BEARINGS INC | 1.6M | $311.2M | 2.7% | $171.82 | +12.80% | 9 qtrssince 2020-Q1 | Increased 66 |
DUOLINGO INC | 3.2M | $308.9M | 2.7% | $117.77 | -22.18% | 3 qtrssince 2021-Q3 | Increased 76 |
WEST PHARMACEUTICAL SERVICES | 748,331 | $307.3M | 2.7% | $167.47 | +142.26% | 9 qtrssince 2020-Q1 | Decreased 0 |
CONFLUENT INC | 7.3M | $300.5M | 2.6% | $53.39 | -22.39% | 4 qtrssince 2021-Q2 | Increased 57 |
CLEAR SECURE INC -CLASS A | 10.8M | $289M | 2.5% | $32.92 | -29.38% | 4 qtrssince 2021-Q2 | Increased 65 |
HUBSPOT INC | 597,787 | $283.9M | 2.5% | $505.52 | 0.00% | 1 qtr | New 80 |
SHOPIFY INC - CLASS A | 415,943 | $281.2M | 2.5% | $107.80 | -34.55% | 8 qtrssince 2020-Q2 | Decreased 0 |
ON HLDG AG | 11M | $278.4M | 2.4% | $28.41 | -7.66% | 3 qtrssince 2021-Q3 | Increased 85 |
INGERSOLL-RAND INC | 4.9M | $248.7M | 2.2% | $35.46 | +41.30% | 9 qtrssince 2020-Q1 | Decreased 0 |
WASTE CONNECTIONS INC | 1.8M | $246M | 2.2% | $93.46 | +44.89% | 9 qtrssince 2020-Q1 | Increased 63 |
QUAKER CHEMICAL CORPORATION | 1.4M | $244.1M | 2.1% | $150.61 | +8.56% | 9 qtrssince 2020-Q1 | Decreased 0 |
BLACK KNIGHT INC | 4.2M | $241M | 2.1% | — | — | 9 qtrssince 2020-Q1 | Increased 54 |
Durable Capital Partners LP manages $11.4B across 59 positions as of Q1 2022. Top holdings: INTU (6.0%), ROP (5.8%), JBHT (5.7%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 1/5.0.
Active quarter - 9 new positions, 9 exits, 27 increased. Top move: TEAMN (NEW, conviction 86). Portfolio: $11.4B across 59 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer