DUDurable Capital Partners LP
Institutional investor · Portfolio as of Q2 2023
Top Holdings50 positions
ROPER TECHNOLOGIES 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% | $183.12 | +18.76% | 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 CORPORATION | 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 | 11.9M | $269.2M | 2.4% | $17.67 | +29.47% | 8 qtrssince 2021-Q3 | Increased 54 |
CLEAR SECURE INC | 11.4M | $265.3M | 2.3% | $31.98 | -33.59% | 9 qtrssince 2021-Q2 | Decreased 0 |
SHIFT4 PMTS INC | 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: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 7 new positions, 6 exits, 18 increased. Top move: CHE (INCREASED, conviction 80). Portfolio: $11.4B across 50 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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
Verify source filings on SEC EDGAR