DUDurable Capital Partners LP
Institutional investor · Portfolio as of Q3 2020
Top Holdings53 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
BRIGHT HORIZONS FAMILY SOLUT | 3.7M | $558.1M | 6.1% | $111.57 | +34.23% | 3 qtrssince 2020-Q1 | Decreased 0 |
RH | 1.2M | $461.9M | 5.1% | $291.75 | +28.65% | 2 qtrssince 2020-Q2 | Increased 83 |
BOSTON BEER COMPANY INC-A | 494,770 | $437.1M | 4.8% | $633.51 | +38.97% | 2 qtrssince 2020-Q2 | Increased 74 |
REDFIN CORP | 8.1M | $404.6M | 4.5% | — | — | 3 qtrssince 2020-Q1 | Decreased 0 |
FIRSTSERVICE CORP NEW | 3M | $399.2M | 4.4% | $90.49 | +40.89% | 3 qtrssince 2020-Q1 | Increased 60 |
SHOPIFY INC - CLASS A | 382,104 | $390.9M | 4.3% | $96.27 | +6.54% | 2 qtrssince 2020-Q2 | Increased 83 |
BLACK KNIGHT INC | 4.3M | $372M | 4.1% | — | — | 3 qtrssince 2020-Q1 | Increased 63 |
WEST PHARMACEUTICAL SERVICES | 1.1M | $304.1M | 3.3% | $167.47 | +61.66% | 3 qtrssince 2020-Q1 | Decreased 0 |
INTUIT INC | 929,704 | $303.3M | 3.3% | $273.35 | +14.33% | 3 qtrssince 2020-Q1 | Increased 59 |
TWILIO INC - A | 1.2M | $294.2M | 3.2% | $161.09 | +54.45% | 3 qtrssince 2020-Q1 | Decreased 0 |
COUPA SOFTWARE INC | 1.1M | $290.5M | 3.2% | — | — | 3 qtrssince 2020-Q1 | Increased 60 |
QUAKER CHEMICAL CORPORATION | 1.6M | $280.7M | 3.1% | $143.07 | +17.59% | 3 qtrssince 2020-Q1 | Increased 59 |
STONECO LTD-A | 5.3M | $278.2M | 3.1% | $53.35 | 0.00% | 1 qtr | New 85 |
WIX COM LTD | 1M | $267.4M | 2.9% | $241.85 | +5.65% | 3 qtrssince 2020-Q1 | Decreased 0 |
ROPER INDUSTRIES INC | 645,699 | $255.1M | 2.8% | $321.89 | +20.76% | 3 qtrssince 2020-Q1 | Decreased 0 |
MSCI INC | 633,312 | $226M | 2.5% | $287.45 | +16.38% | 3 qtrssince 2020-Q1 | Decreased 0 |
Vroom, Inc. | 4.3M | $216.1M | 2.4% | — | — | — | — |
WASTE CONNECTIONS INC | 1.9M | $199.1M | 2.2% | $84.81 | +17.36% | 3 qtrssince 2020-Q1 | Increased 52 |
XP INC | 4.5M | $188.1M | 2.1% | $34.51 | +6.90% | 4 qtrssince 2019-Q4 | Decreased 0 |
HUNT (JB) TRANSPRT SVCS INC | 1.4M | $180.9M | 2.0% | $115.67 | +3.54% | 2 qtrssince 2020-Q2 | Increased 65 |
Durable Capital Partners LP manages $9.1B across 53 positions as of Q3 2020. Top holdings: BFAM (6.1%), RH (5.1%), SAM (4.8%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 1/5.0.
Active quarter - 11 new positions, 1 exits, 14 increased. Top move: STNE (NEW, conviction 85). Portfolio: $9.1B 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