DUDurable Capital Partners LP
Institutional investor · Portfolio as of Q1 2025
Top Holdings51 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
RBC BEARINGS INC | 2.6M | $846.7M | 7.6% | $203.99 | +59.61% | 21 qtrssince 2020-Q1 | Unchanged 0 |
DUOLINGO INC | 1.7M | $526.1M | 4.7% | $114.73 | +174.56% | 15 qtrssince 2021-Q3 | Decreased 0 |
COUPANG INC | 23M | $504.6M | 4.5% | $20.44 | +9.38% | 5 qtrssince 2024-Q1 | Decreased 0 |
HUBSPOT INC | 847,463 | $484.1M | 4.3% | $457.46 | +27.25% | 13 qtrssince 2022-Q1 | Decreased 0 |
SHIFT4 PAYMENTS INC-CLASS A | 5.9M | $483.7M | 4.3% | $63.14 | +33.96% | 20 qtrssince 2020-Q2 | Increased 66 |
INTUIT INC | 697,567 | $428.3M | 3.8% | $342.19 | +73.84% | 21 qtrssince 2020-Q1 | Decreased 0 |
BOOKING HOLDINGS INC | 92,883 | $427.9M | 3.8% | $94.39 | +93.74% | 10 qtrssince 2022-Q4 | Decreased 0 |
SHOPIFY INC - CLASS A | 4.3M | $408.3M | 3.6% | $88.08 | +9.76% | 6 qtrssince 2023-Q4 | Increased 62 |
CARVANA CO | 1.9M | $404.1M | 3.6% | $31.65 | +32.11% | 4 qtrssince 2024-Q2 | Decreased 0 |
COLLIERS INTL GROUP INC | 3M | $360.6M | 3.2% | $118.05 | +1.60% | 9 qtrssince 2023-Q1 | Increased 64 |
TOAST INC-CLASS A | 10.8M | $359.5M | 3.2% | $19.68 | +70.61% | 15 qtrssince 2021-Q3 | Decreased 0 |
FIRSTSERVICE CORP NEW | 2.2M | $357.9M | 3.2% | $111.37 | +48.14% | 21 qtrssince 2020-Q1 | Decreased 0 |
WEST PHARMACEUTICAL SERVICES | 1.6M | $352.2M | 3.1% | $225.43 | -1.18% | 21 qtrssince 2020-Q1 | Increased 92 |
ROPER INDUSTRIES INC | 564,799 | $333M | 3.0% | $411.34 | +40.71% | 21 qtrssince 2020-Q1 | Decreased 0 |
API GROUP CORP | 8.9M | $318.7M | 2.8% | $23.55 | +1.23% | 3 qtrssince 2024-Q3 | Increased 81 |
AFFIRM HOLDINGS INC | 6.6M | $297.4M | 2.7% | $50.11 | -9.83% | 3 qtrssince 2024-Q3 | Increased 59 |
ACUITY BRANDS INC | 1.1M | $289.3M | 2.6% | $284.20 | -7.68% | 3 qtrssince 2024-Q3 | Increased 53 |
DESCARTES SYS GROUP INC | 2.8M | $284.2M | 2.5% | $63.19 | +58.64% | 21 qtrssince 2020-Q1 | Decreased 0 |
PRIVIA HEALTH GROUP INC | 11.5M | $257.9M | 2.3% | $24.84 | -9.04% | 8 qtrssince 2023-Q2 | Unchanged 0 |
ENTEGRIS INC | 2.9M | $255M | 2.3% | $110.26 | -21.12% | 8 qtrssince 2023-Q2 | Increased 71 |
Durable Capital Partners LP manages $11.2B across 51 positions as of Q1 2025. Top holdings: RBC (7.6%), DUOL (4.7%), CPNG (4.5%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 1/5.0.
Active quarter - 11 new positions, 6 exits, 18 increased. Top move: WST (INCREASED, conviction 92). Portfolio: $11.2B across 51 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