DUDurable Capital Partners LP
Institutional investor · Portfolio as of Q1 2023
Top Holdings49 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
INTUIT INC | 1.7M | $745.6M | 7.0% | $337.84 | +27.73% | 13 qtrssince 2020-Q1 | Decreased 0 |
ROPER INDUSTRIES INC | 1.7M | $742.2M | 7.0% | $402.29 | +6.68% | 13 qtrssince 2020-Q1 | Unchanged 0 |
MSCI INC | 1.2M | $688.6M | 6.5% | $381.58 | +40.44% | 13 qtrssince 2020-Q1 | Decreased 0 |
DUOLINGO INC | 4.2M | $592.7M | 5.6% | $109.95 | +23.70% | 7 qtrssince 2021-Q3 | Unchanged 0 |
FIRSTSERVICE CORP NEW | 3.9M | $551.8M | 5.2% | $101.12 | +34.89% | 13 qtrssince 2020-Q1 | Decreased 0 |
RBC BEARINGS INC | 2M | $465.2M | 4.4% | $179.56 | +27.73% | 13 qtrssince 2020-Q1 | Increased 63 |
WEST PHARMACEUTICAL SERVICES | 1.2M | $430.3M | 4.0% | $220.84 | +55.39% | 13 qtrssince 2020-Q1 | Increased 65 |
HUBSPOT INC | 987,902 | $423.6M | 4.0% | $421.72 | -1.13% | 5 qtrssince 2022-Q1 | Increased 58 |
ATLASSIAN CORP-CL A | 2.2M | $369.7M | 3.5% | $128.68 | +24.80% | 2 qtrssince 2022-Q4 | Decreased 0 |
HUNT (JB) TRANSPRT SVCS INC | 2.1M | $367M | 3.4% | $136.12 | +24.67% | 12 qtrssince 2020-Q2 | Increased 61 |
MOLINA HEALTHCARE INC | 1.4M | $363.3M | 3.4% | $320.08 | -16.89% | 5 qtrssince 2022-Q1 | Increased 64 |
BOOKING HOLDINGS INC | 136,131 | $361.1M | 3.4% | $90.73 | +14.80% | 2 qtrssince 2022-Q4 | Increased 90 |
SHIFT4 PAYMENTS INC-CLASS A | 4.3M | $325.3M | 3.1% | $48.74 | +49.59% | 12 qtrssince 2020-Q2 | Decreased 0 |
DESCARTES SYS GROUP INC | 3.8M | $307.9M | 2.9% | $61.28 | +29.31% | 13 qtrssince 2020-Q1 | Decreased 0 |
WASTE CONNECTIONS INC | 2.2M | $306.7M | 2.9% | $100.19 | +35.52% | 13 qtrssince 2020-Q1 | Unchanged 0 |
CLEAR SECURE INC -CLASS A | 11.5M | $300.3M | 2.8% | $31.98 | -27.43% | 8 qtrssince 2021-Q2 | Unchanged 0 |
TELEDYNE TECHNOLOGIES INC | 601,187 | $268.9M | 2.5% | $428.64 | +2.28% | 5 qtrssince 2022-Q1 | Increased 64 |
QUAKER CHEMICAL CORPORATION | 1.2M | $246.2M | 2.3% | $150.61 | +25.74% | 13 qtrssince 2020-Q1 | Decreased 0 |
ABCAM PLC | 17.5M | $235M | 2.2% | — | — | 10 qtrssince 2020-Q4 | Unchanged 0 |
TORO CO | 2M | $226.8M | 2.1% | $92.02 | +12.48% | 5 qtrssince 2022-Q1 | Increased 62 |
Durable Capital Partners LP manages $10.6B across 49 positions as of Q1 2023. Top holdings: INTU (7.0%), ROP (7.0%), MSCI (6.5%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 4 new positions, 6 exits, 14 increased. Top move: BKNG (INCREASED, conviction 90). Portfolio: $10.6B across 49 positions.
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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