DUDurable Capital Partners LP
Institutional investor · Portfolio as of Q1 2024
Top Holdings53 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
INTUIT INC | 1.4M | $927.1M | 7.2% | $342.19 | +87.52% | 17 qtrssince 2020-Q1 | Decreased 0 |
DUOLINGO INC | 3.1M | $684.9M | 5.3% | $109.95 | +100.62% | 11 qtrssince 2021-Q3 | Decreased 0 |
HUBSPOT INC | 1.1M | $683.8M | 5.3% | $438.19 | +42.99% | 9 qtrssince 2022-Q1 | Decreased 0 |
ROPER INDUSTRIES INC | 1.2M | $670.1M | 5.2% | $402.29 | +37.71% | 17 qtrssince 2020-Q1 | Decreased 0 |
HUNT (JB) TRANSPRT SVCS INC | 3.2M | $642.1M | 5.0% | $154.16 | +26.12% | 16 qtrssince 2020-Q2 | Decreased 0 |
RBC BEARINGS INC | 2.3M | $634.3M | 4.9% | $192.99 | +40.08% | 17 qtrssince 2020-Q1 | Decreased 0 |
BRIGHT HORIZONS FAMILY SOLUT | 5M | $566.3M | 4.4% | $83.32 | +36.06% | 5 qtrssince 2023-Q1 | Decreased 0 |
FIRSTSERVICE CORP NEW | 3M | $503.4M | 3.9% | $104.86 | +56.40% | 17 qtrssince 2020-Q1 | Increased 61 |
BOOKING HOLDINGS INC | 125,729 | $456.1M | 3.5% | $92.04 | +55.16% | 6 qtrssince 2022-Q4 | Decreased 0 |
WEST PHARMACEUTICAL SERVICES | 1M | $408M | 3.2% | $225.39 | +74.27% | 17 qtrssince 2020-Q1 | Decreased 0 |
ATLASSIAN CORP-CL A | 2.1M | $406.5M | 3.1% | $154.23 | +26.50% | 6 qtrssince 2022-Q4 | Decreased 0 |
TOAST INC-CLASS A | 15.9M | $397.3M | 3.1% | $18.83 | +32.34% | 11 qtrssince 2021-Q3 | Increased 67 |
CHEMED CORP | 570,219 | $366M | 2.8% | $534.41 | +19.28% | 6 qtrssince 2022-Q4 | Increased 60 |
MOLINA HEALTHCARE INC | 868,500 | $356.8M | 2.8% | $319.81 | +28.46% | 9 qtrssince 2022-Q1 | Decreased 0 |
DESCARTES SYS GROUP INC | 3.6M | $332.7M | 2.6% | $63.19 | +44.86% | 17 qtrssince 2020-Q1 | Decreased 0 |
SHIFT4 PAYMENTS INC-CLASS A | 4.8M | $315.1M | 2.4% | $52.63 | +25.54% | 16 qtrssince 2020-Q2 | Unchanged 0 |
MSCI INC | 559,077 | $313.3M | 2.4% | $381.58 | +42.18% | 17 qtrssince 2020-Q1 | Decreased 0 |
SS&C TECHNOLOGIES HOLDINGS | 4.7M | $305.2M | 2.4% | $59.49 | +5.78% | 4 qtrssince 2023-Q2 | Increased 68 |
COPART INC | 4.4M | $253.4M | 2.0% | $47.52 | +21.88% | 5 qtrssince 2023-Q1 | Increased 68 |
COLLIERS INTL GROUP INC | 2M | $246.8M | 1.9% | $111.39 | +9.23% | 5 qtrssince 2023-Q1 | Increased 68 |
Durable Capital Partners LP manages $12.9B across 53 positions as of Q1 2024. Top holdings: INTU (7.2%), DUOL (5.3%), HUBS (5.3%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 2.5/5.0.
Added 3 new positions, exited 2, increased 17, trimmed 30. Top move: SSNC (INCREASED, conviction 68). Portfolio: $12.9B across 53 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