DUDurable Capital Partners LP
Institutional investor · Portfolio as of Q2 2024
Top Holdings49 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
INTUIT INC | 1.4M | $930.7M | 7.6% | $342.19 | +89.87% | 18 qtrssince 2020-Q1 | Decreased 0 |
ROPER INDUSTRIES INC | 1.3M | $715.2M | 5.9% | $411.34 | +35.54% | 18 qtrssince 2020-Q1 | Increased 66 |
RBC BEARINGS INC | 2.4M | $645.5M | 5.3% | $194.48 | +38.72% | 18 qtrssince 2020-Q1 | Increased 63 |
DUOLINGO INC | 2.9M | $614.2M | 5.0% | $109.95 | +89.79% | 12 qtrssince 2021-Q3 | Decreased 0 |
BRIGHT HORIZONS FAMILY SOLUT | 5.5M | $599.9M | 4.9% | $85.55 | +28.67% | 6 qtrssince 2023-Q1 | Increased 64 |
FIRSTSERVICE CORP NEW | 3.5M | $538.6M | 4.4% | $111.37 | +35.56% | 18 qtrssince 2020-Q1 | Increased 68 |
BOOKING HOLDINGS INC | 130,497 | $517M | 4.2% | $94.39 | +65.60% | 7 qtrssince 2022-Q4 | Increased 61 |
HUBSPOT INC | 819,106 | $483.1M | 4.0% | $438.19 | +34.60% | 10 qtrssince 2022-Q1 | Decreased 0 |
COUPANG INC | 22.5M | $472M | 3.9% | $19.65 | +6.61% | 2 qtrssince 2024-Q1 | Increased 94 |
TOAST INC-CLASS A | 18.2M | $468.3M | 3.8% | $19.68 | +30.93% | 12 qtrssince 2021-Q3 | Increased 66 |
SHIFT4 PAYMENTS INC-CLASS A | 5M | $364.5M | 3.0% | $53.46 | +37.20% | 17 qtrssince 2020-Q2 | Increased 57 |
WEST PHARMACEUTICAL SERVICES | 1M | $342.7M | 2.8% | $226.32 | +44.55% | 18 qtrssince 2020-Q1 | Increased 55 |
DESCARTES SYS GROUP INC | 3.5M | $334.7M | 2.7% | $63.19 | +53.26% | 18 qtrssince 2020-Q1 | Decreased 0 |
CHEMED CORP | 550,204 | $298.5M | 2.5% | $534.41 | -1.76% | 7 qtrssince 2022-Q4 | Decreased 0 |
COPART INC | 4.9M | $263.1M | 2.2% | $48.18 | +12.41% | 6 qtrssince 2023-Q1 | Increased 60 |
ATLASSIAN CORP-CL A | 1.4M | $245.8M | 2.0% | $154.23 | +14.68% | 7 qtrssince 2022-Q4 | Decreased 0 |
COLLIERS INTL GROUP INC | 2.1M | $238.7M | 2.0% | $111.38 | -0.08% | 6 qtrssince 2023-Q1 | Increased 52 |
SS&C TECHNOLOGIES HOLDINGS | 3.7M | $233M | 1.9% | $59.49 | +3.39% | 5 qtrssince 2023-Q2 | Decreased 0 |
RH | 885,048 | $216.3M | 1.8% | $290.25 | -15.78% | 17 qtrssince 2020-Q2 | Increased 64 |
VEEVA SYSTEMS INC-CLASS A | 1.2M | $215.4M | 1.8% | $199.03 | -8.05% | 4 qtrssince 2023-Q3 | Increased 60 |
Durable Capital Partners LP manages $12.2B across 49 positions as of Q2 2024. Top holdings: INTU (7.6%), ROP (5.9%), RBC (5.3%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 1/5.0.
Active quarter - 4 new positions, 8 exits, 22 increased. Top move: CPNG (INCREASED, conviction 94). Portfolio: $12.2B across 49 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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