DUDurable Capital Partners LP
Institutional investor · Portfolio as of Q2 2022
Top Holdings53 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MSCI INC | 1.5M | $621.5M | 7.1% | $380.02 | +3.06% | 10 qtrssince 2020-Q1 | Increased 75 |
INTUIT INC | 1.6M | $598.8M | 6.9% | $331.71 | +14.54% | 10 qtrssince 2020-Q1 | Increased 67 |
ROPER INDUSTRIES INC | 1.5M | $576.6M | 6.6% | $406.07 | -5.28% | 10 qtrssince 2020-Q1 | Increased 64 |
| 2.6M | $485.7M | 5.6% | — | — | 2 qtrssince 2022-Q1 | Increased 92 | |
FIRSTSERVICE CORP NEW | 3.7M | $443.7M | 5.1% | $99.69 | +17.89% | 10 qtrssince 2020-Q1 | Increased 66 |
HUNT (JB) TRANSPRT SVCS INC | 2.5M | $399.2M | 4.6% | $134.64 | +12.36% | 9 qtrssince 2020-Q2 | Decreased 0 |
DUOLINGO INC | 3.8M | $330.7M | 3.8% | $113.85 | -21.13% | 4 qtrssince 2021-Q3 | Increased 66 |
RBC BEARINGS INC | 1.7M | $323.1M | 3.7% | $172.69 | +5.64% | 10 qtrssince 2020-Q1 | Increased 62 |
WEST PHARMACEUTICAL SERVICES | 994,036 | $300.6M | 3.5% | $199.94 | +49.46% | 10 qtrssince 2020-Q1 | Increased 73 |
DATADOG INC - CLASS A | 3.1M | $299.5M | 3.4% | $156.31 | -37.07% | 4 qtrssince 2021-Q3 | Increased 69 |
MOLINA HEALTHCARE INC | 920,393 | $257.4M | 3.0% | $323.29 | -12.94% | 2 qtrssince 2022-Q1 | Increased 71 |
WASTE CONNECTIONS INC | 1.9M | $239.2M | 2.7% | $95.82 | +25.63% | 10 qtrssince 2020-Q1 | Increased 58 |
DESCARTES SYS GROUP INC | 3.8M | $237M | 2.7% | $60.94 | +1.89% | 10 qtrssince 2020-Q1 | Increased 72 |
HUBSPOT INC | 768,865 | $231.2M | 2.7% | $462.10 | -32.83% | 2 qtrssince 2022-Q1 | Increased 66 |
CLEAR SECURE INC -CLASS A | 11.5M | $229.5M | 2.6% | $31.98 | -43.69% | 5 qtrssince 2021-Q2 | Increased 56 |
INGERSOLL-RAND INC | 4.6M | $193.3M | 2.2% | $35.46 | +18.14% | 10 qtrssince 2020-Q1 | Decreased 0 |
QUAKER CHEMICAL CORPORATION | 1.3M | $192.6M | 2.2% | $150.61 | -5.83% | 10 qtrssince 2020-Q1 | Decreased 0 |
TELEDYNE TECHNOLOGIES INC | 478,681 | $179.6M | 2.1% | $434.63 | -14.47% | 2 qtrssince 2022-Q1 | Increased 75 |
CONFLUENT INC | 7.3M | $168.8M | 1.9% | $53.39 | -55.67% | 5 qtrssince 2021-Q2 | Decreased 0 |
ENOVIS CORPORATION | 3.1M | $168.1M | 1.9% | $55.67 | 0.00% | 1 qtr | New 69 |
Durable Capital Partners LP manages $8.7B across 53 positions as of Q2 2022. Top holdings: MSCI (7.1%), INTU (6.9%), ROP (6.6%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 1/5.0.
Active quarter - 4 new positions, 10 exits, 29 increased. Top move: TEAMN (INCREASED, conviction 92). Portfolio: $8.7B 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