DUDurable Capital Partners LP
Institutional investor · Portfolio as of Q2 2023
Top Holdings50 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ROPER INDUSTRIES INC | 1.7M | $809.7M | 7.1% | $402.29 | +16.41% | 14 qtrssince 2020-Q1 | Unchanged 0 |
INTUIT INC | 1.4M | $659.4M | 5.8% | $337.84 | +32.53% | 14 qtrssince 2020-Q1 | Decreased 0 |
DUOLINGO INC | 4.2M | $594.2M | 5.2% | $109.95 | +26.04% | 8 qtrssince 2021-Q3 | Unchanged 0 |
FIRSTSERVICE CORP NEW | 3.3M | $514.3M | 4.5% | $101.12 | +47.02% | 14 qtrssince 2020-Q1 | Decreased 0 |
HUBSPOT INC | 962,990 | $512.4M | 4.5% | $421.72 | +22.45% | 6 qtrssince 2022-Q1 | Decreased 0 |
WEST PHARMACEUTICAL SERVICES | 1.3M | $489M | 4.3% | $225.39 | +68.16% | 14 qtrssince 2020-Q1 | Increased 60 |
HUNT (JB) TRANSPRT SVCS INC | 2.7M | $482M | 4.2% | $144.57 | +21.40% | 13 qtrssince 2020-Q2 | Increased 72 |
RBC BEARINGS INC | 2.2M | $479M | 4.2% | $183.05 | +18.72% | 14 qtrssince 2020-Q1 | Increased 64 |
MOLINA HEALTHCARE INC | 1.4M | $427.7M | 3.8% | $318.98 | -7.59% | 6 qtrssince 2022-Q1 | Increased 61 |
BOOKING HOLDINGS INC | 148,953 | $402.2M | 3.5% | $92.04 | +15.20% | 3 qtrssince 2022-Q4 | Increased 64 |
ABCAM PLC | 14.4M | $351.7M | 3.1% | — | — | 11 qtrssince 2020-Q4 | Decreased 0 |
MSCI INC | 678,556 | $318.4M | 2.8% | $381.58 | +18.10% | 14 qtrssince 2020-Q1 | Decreased 0 |
WASTE CONNECTIONS INC | 2.2M | $315.2M | 2.8% | $100.19 | +39.53% | 14 qtrssince 2020-Q1 | Unchanged 0 |
ATLASSIAN CORP-CL A | 1.8M | $298.6M | 2.6% | $128.68 | +25.61% | 3 qtrssince 2022-Q4 | Decreased 0 |
DESCARTES SYS GROUP INC | 3.5M | $282.9M | 2.5% | $61.28 | +27.99% | 14 qtrssince 2020-Q1 | Decreased 0 |
TOAST INC-CLASS A | 11.9M | $269.2M | 2.4% | $17.67 | +29.47% | 8 qtrssince 2021-Q3 | Increased 54 |
CLEAR SECURE INC -CLASS A | 11.4M | $265.3M | 2.3% | $31.98 | -33.59% | 9 qtrssince 2021-Q2 | Decreased 0 |
SHIFT4 PAYMENTS INC-CLASS A | 3.7M | $250.8M | 2.2% | $48.74 | +35.85% | 13 qtrssince 2020-Q2 | Decreased 0 |
BRIGHT HORIZONS FAMILY SOLUT | 2.7M | $249.8M | 2.2% | $80.98 | +12.02% | 2 qtrssince 2023-Q1 | Increased 74 |
CHEMED CORP | 457,500 | $247.8M | 2.2% | $518.64 | +2.41% | 3 qtrssince 2022-Q4 | Increased 80 |
Durable Capital Partners LP manages $11.4B across 50 positions as of Q2 2023. Top holdings: ROP (7.1%), INTU (5.8%), DUOL (5.2%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 1/5.0.
Active quarter - 7 new positions, 6 exits, 18 increased. Top move: CHE (INCREASED, conviction 80). Portfolio: $11.4B across 50 positions.
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Portfolio allocation by GICS sector
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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