DUDurable Capital Partners LP
Institutional investor · Portfolio as of Q2 2021
Top Holdings57 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
SHOPIFY INC - CLASS A | 581,511 | $849.6M | 6.3% | $107.80 | +37.57% | 5 qtrssince 2020-Q2 | Increased 74 |
INTUIT INC | 1.4M | $681.7M | 5.0% | $307.09 | +55.26% | 6 qtrssince 2020-Q1 | Increased 64 |
BOSTON BEER COMPANY INC-A | 570,973 | $582.8M | 4.3% | $706.23 | +46.49% | 5 qtrssince 2020-Q2 | Decreased 0 |
REDFIN CORP | 9.2M | $581.1M | 4.3% | — | — | 6 qtrssince 2020-Q1 | Increased 62 |
RH | 850,684 | $577.6M | 4.3% | $291.75 | +136.43% | 5 qtrssince 2020-Q2 | Decreased 0 |
DOORDASH INC - A | 3.2M | $566.8M | 4.2% | $140.20 | +31.18% | 3 qtrssince 2020-Q4 | Unchanged 0 |
FIRSTSERVICE CORP NEW | 3.3M | $560.2M | 4.1% | $94.97 | +77.82% | 6 qtrssince 2020-Q1 | Increased 59 |
HUNT (JB) TRANSPRT SVCS INC | 3.4M | $558M | 4.1% | $134.64 | +15.38% | 5 qtrssince 2020-Q2 | Increased 60 |
BLACK KNIGHT INC | 6.9M | $537M | 4.0% | — | — | 6 qtrssince 2020-Q1 | Decreased 0 |
MSCI INC | 889,942 | $474.4M | 3.5% | $333.85 | +50.54% | 6 qtrssince 2020-Q1 | Increased 65 |
INGERSOLL-RAND INC | 7.5M | $365.5M | 2.7% | $35.46 | +36.87% | 6 qtrssince 2020-Q1 | Increased 56 |
ROPER INDUSTRIES INC | 768,829 | $361.5M | 2.7% | $356.33 | +27.62% | 6 qtrssince 2020-Q1 | Increased 68 |
COUPA SOFTWARE INC | 1.4M | $358.8M | 2.6% | — | — | 6 qtrssince 2020-Q1 | Increased 70 |
QUAKER CHEMICAL CORPORATION | 1.5M | $347.6M | 2.6% | $149.10 | +49.71% | 6 qtrssince 2020-Q1 | Increased 58 |
WEST PHARMACEUTICAL SERVICES | 951,263 | $341.6M | 2.5% | $167.47 | +111.53% | 6 qtrssince 2020-Q1 | Decreased 0 |
CLEAR SECURE INC -CLASS A | 8.6M | $329.6M | 2.4% | $35.39 | 0.00% | 1 qtr | New 80 |
AFFIRM HOLDINGS INC | 4.7M | $314.1M | 2.3% | $70.72 | -4.77% | 2 qtrssince 2021-Q1 | Unchanged 0 |
TWILIO INC - A | 686,670 | $270.7M | 2.0% | $161.09 | +148.42% | 6 qtrssince 2020-Q1 | Decreased 0 |
SHIFT4 PAYMENTS INC-CLASS A | 2.7M | $255.8M | 1.9% | $45.08 | +110.34% | 5 qtrssince 2020-Q2 | Decreased 0 |
Vroom, Inc. | 6.1M | $253.5M | 1.9% | — | — | — | — |
Durable Capital Partners LP manages $13.6B across 57 positions as of Q2 2021. Top holdings: SHOP (6.3%), INTU (5.0%), SAM (4.3%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 1/5.0.
Active quarter - 12 new positions, 9 exits, 12 increased. Top move: YOU (NEW, conviction 80). Portfolio: $13.6B across 57 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
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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