DUDurable Capital Partners LP
Institutional investor · Portfolio as of Q2 2020
Top Holdings43 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
BRIGHT HORIZONS FAMILY SOLUT | 4.3M | $499.3M | 6.2% | $111.57 | +3.56% | 2 qtrssince 2020-Q1 | Increased 99 |
| 1.5M | $479.7M | 6.0% | — | — | 2 qtrssince 2020-Q1 | Increased 99 | |
WIX COM LTD | 1.8M | $455.5M | 5.7% | $241.85 | +3.25% | 2 qtrssince 2020-Q1 | Increased 99 |
REDFIN CORP | 9.1M | $381.1M | 4.7% | — | — | 2 qtrssince 2020-Q1 | Unchanged 0 |
FIRSTSERVICE CORP NEW | 2.9M | $292.8M | 3.6% | $88.95 | +8.22% | 2 qtrssince 2020-Q1 | Increased 92 |
WEST PHARMACEUTICAL SERVICES | 1.2M | $282M | 3.5% | $167.47 | +33.51% | 2 qtrssince 2020-Q1 | Increased 73 |
QUAKER CHEMICAL CORPORATION | 1.5M | $280M | 3.5% | $142.18 | +22.01% | 2 qtrssince 2020-Q1 | Increased 87 |
BLACK KNIGHT INC | 3.9M | $279.5M | 3.5% | — | — | 2 qtrssince 2020-Q1 | Increased 92 |
COUPA SOFTWARE INC | 998,531 | $276.6M | 3.4% | — | — | 2 qtrssince 2020-Q1 | Increased 83 |
TWILIO INC - A | 1.3M | $275.9M | 3.4% | $161.09 | +30.98% | 2 qtrssince 2020-Q1 | Increased 92 |
Vroom, Inc. | 5.4M | $273.6M | 3.4% | — | — | — | — |
INTUIT INC | 897,225 | $265.7M | 3.3% | $271.93 | +2.07% | 2 qtrssince 2020-Q1 | Increased 92 |
ROPER INDUSTRIES INC | 653,309 | $253.7M | 3.2% | $321.89 | +15.88% | 2 qtrssince 2020-Q1 | Increased 72 |
XP INC | 6M | $252.5M | 3.1% | $34.51 | +12.41% | 3 qtrssince 2019-Q4 | Increased 63 |
MSCI INC | 676,982 | $226M | 2.8% | $287.45 | +8.65% | 2 qtrssince 2020-Q1 | Increased 79 |
SHOPIFY INC - CLASS A | 232,915 | $221.1M | 2.8% | $92.24 | 0.00% | 1 qtr | New 80 |
RH | 824,329 | $205.2M | 2.6% | $252.94 | 0.00% | 1 qtr | New 80 |
LENNOX INTERNATIONAL INC | 880,365 | $205.1M | 2.6% | $213.78 | +0.72% | 2 qtrssince 2020-Q1 | Increased 86 |
BOSTON BEER COMPANY INC-A | 367,086 | $197M | 2.5% | $547.63 | 0.00% | 1 qtr | New 80 |
DATADOG INC - CLASS A | 2.3M | $195.6M | 2.4% | $72.09 | +16.14% | 2 qtrssince 2020-Q1 | Increased 85 |
Durable Capital Partners LP manages $8B across 43 positions as of Q2 2020. Top holdings: BFAM (6.2%), HNIB (6.0%), WIX (5.7%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 1/5.0.
Active quarter - 8 new positions, 9 exits, 32 increased. Top move: BFAM (INCREASED, conviction 99). Portfolio: $8.0B across 43 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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