DUDurable Capital Partners LP
Institutional investor · Portfolio as of Q3 2021
Top Holdings65 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
SHOPIFY INC - CLASS A | 536,829 | $727.8M | 5.5% | $107.80 | +24.91% | 6 qtrssince 2020-Q2 | Decreased 0 |
INTUIT INC | 1.3M | $687M | 5.2% | $307.09 | +73.01% | 7 qtrssince 2020-Q1 | Decreased 0 |
FIRSTSERVICE CORP NEW | 3.3M | $589.6M | 4.5% | $94.97 | +85.85% | 7 qtrssince 2020-Q1 | Decreased 0 |
HUNT (JB) TRANSPRT SVCS INC | 3.3M | $559.7M | 4.2% | $134.64 | +18.61% | 6 qtrssince 2020-Q2 | Decreased 0 |
MSCI INC | 889,942 | $541.4M | 4.1% | $333.85 | +72.08% | 7 qtrssince 2020-Q1 | Unchanged 0 |
RH | 788,117 | $525.6M | 4.0% | $291.75 | +138.23% | 6 qtrssince 2020-Q2 | Decreased 0 |
REDFIN CORP | 8.9M | $448.2M | 3.4% | — | — | 7 qtrssince 2020-Q1 | Decreased 0 |
DOORDASH INC - A | 2.1M | $441.8M | 3.3% | $140.20 | +46.81% | 4 qtrssince 2020-Q4 | Decreased 0 |
BLACK KNIGHT INC | 6M | $430.3M | 3.3% | — | — | 7 qtrssince 2020-Q1 | Decreased 0 |
WARBY PARKER INC-CLASS A | 7.9M | $418.4M | 3.2% | $54.49 | 0.00% | 1 qtr | New 86 |
VAIL RESORTS INC | 1.1M | $379.6M | 2.9% | $273.49 | +4.57% | 3 qtrssince 2021-Q1 | Increased 86 |
WEST PHARMACEUTICAL SERVICES | 859,210 | $364.8M | 2.8% | $167.47 | +150.19% | 7 qtrssince 2020-Q1 | Decreased 0 |
QUAKER CHEMICAL CORPORATION | 1.5M | $355.6M | 2.7% | $150.61 | +48.79% | 7 qtrssince 2020-Q1 | Increased 54 |
TWILIO INC - A | 1.1M | $353.6M | 2.7% | $218.81 | +42.95% | 7 qtrssince 2020-Q1 | Increased 77 |
CONFLUENT INC | 6M | $349.5M | 2.6% | $50.89 | +15.46% | 2 qtrssince 2021-Q2 | Increased 59 |
ROPER INDUSTRIES INC | 768,829 | $343M | 2.6% | $356.33 | +24.47% | 7 qtrssince 2020-Q1 | Unchanged 0 |
CLEAR SECURE INC -CLASS A | 8.6M | $342.2M | 2.6% | $35.39 | +2.15% | 2 qtrssince 2021-Q2 | Unchanged 0 |
DAYFORCE INC | 2.9M | $322.9M | 2.4% | $80.53 | +40.30% | 7 qtrssince 2020-Q1 | Increased 75 |
RBC BEARINGS INC | 1.4M | $299M | 2.3% | $165.62 | +24.52% | 7 qtrssince 2020-Q1 | Increased 85 |
AFFIRM HOLDINGS INC | 2.4M | $287.5M | 2.2% | $70.72 | +68.45% | 3 qtrssince 2021-Q1 | Decreased 0 |
Durable Capital Partners LP manages $13.2B across 65 positions as of Q3 2021. Top holdings: SHOP (5.5%), INTU (5.2%), FSV (4.5%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 1/5.0.
Active quarter - 11 new positions, 3 exits, 12 increased. Top move: WRBY (NEW, conviction 86). Portfolio: $13.2B across 65 positions.
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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