DUDurable Capital Partners LP
Institutional investor · Portfolio as of Q3 2023
Top Holdings52 positions
ROPER TECHNOLOGIES INC | 1.7M | $815.6M | 7.5% | $402.29 | +18.57% | 15 qtrssince 2020-Q1 | Unchanged 0 |
INTUIT | 1.4M | $722.4M | 6.6% | $337.84 | +48.82% | 15 qtrssince 2020-Q1 | Decreased 0 |
DUOLINGO INC | 3.8M | $637.7M | 5.8% | $109.95 | +50.86% | 9 qtrssince 2021-Q3 | Decreased 0 |
RBC BEARINGS INC | 2.3M | $538M | 4.9% | $185.24 | +26.40% | 15 qtrssince 2020-Q1 | Increased 60 |
HUNT J B TRANS SVCS INC | 2.8M | $520.7M | 4.8% | $145.96 | +25.47% | 14 qtrssince 2020-Q2 | Increased 60 |
HUBSPOT INC | 1M | $514.7M | 4.7% | $427.28 | +15.26% | 7 qtrssince 2022-Q1 | Increased 63 |
MOLINA HEALTHCARE INC | 1.6M | $513.5M | 4.7% | $319.81 | +2.53% | 7 qtrssince 2022-Q1 | Increased 64 |
WEST PHARMACEUTICAL SVSC INC | 1.2M | $451M | 4.1% | $225.39 | +65.05% | 15 qtrssince 2020-Q1 | Decreased 0 |
BOOKING HOLDINGS INC | 145,114 | $447.5M | 4.1% | $91.59 | +31.56% | 4 qtrssince 2022-Q4 | Decreased 0 |
FIRSTSERVICE CORP NEW | 3M | $437.9M | 4.0% | $101.12 | +41.96% | 15 qtrssince 2020-Q1 | Decreased 0 |
BRIGHT HORIZONS FAM SOL IN D | 4.4M | $361.6M | 3.3% | $81.17 | +0.36% | 3 qtrssince 2023-Q1 | Increased 83 |
ATLASSIAN CORPORATION | 1.7M | $345.6M | 3.2% | $128.68 | +56.60% | 4 qtrssince 2022-Q4 | Decreased 0 |
MSCI INC | 583,438 | $299.4M | 2.7% | $381.58 | +29.44% | 15 qtrssince 2020-Q1 | Decreased 0 |
WASTE CONNECTIONS INC | 2.2M | $296.2M | 2.7% | $100.19 | +31.34% | 15 qtrssince 2020-Q1 | Unchanged 0 |
DESCARTES SYS GROUP INC | 3.5M | $259.1M | 2.4% | $61.28 | +19.75% | 15 qtrssince 2020-Q1 | Unchanged 0 |
CHEMED CORP NEW | 483,068 | $251.1M | 2.3% | $518.47 | -0.60% | 4 qtrssince 2022-Q4 | Increased 56 |
TOAST INC | 12.8M | $239M | 2.2% | $17.74 | +5.58% | 9 qtrssince 2021-Q3 | Increased 56 |
TELEDYNE TECHNOLOGIES INC | 571,443 | $233.5M | 2.1% | $428.64 | -4.68% | 7 qtrssince 2022-Q1 | Unchanged 0 |
SHIFT4 PMTS INC | 4.2M | $230.7M | 2.1% | $49.49 | +11.87% | 14 qtrssince 2020-Q2 | Increased 59 |
PRIVIA HEALTH GROUP INC | 9.1M | $209.1M | 1.9% | $26.56 | -13.40% | 2 qtrssince 2023-Q2 | Unchanged 0 |
Durable Capital Partners LP manages $10.9B across 52 positions as of Q3 2023. Top holdings: ROP (7.5%), INTU (6.6%), DUOL (5.8%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Added 5 new positions, exited 3, increased 16, trimmed 20. Top move: BFAM (INCREASED, conviction 83). Portfolio: $10.9B across 52 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
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