DUDurable Capital Partners LP
Institutional investor · Portfolio as of Q3 2023
Top Holdings52 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ROPER INDUSTRIES INC | 1.7M | $815.6M | 7.5% | $402.29 | +18.57% | 15 qtrssince 2020-Q1 | Unchanged 0 |
INTUIT INC | 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% | $185.17 | +26.44% | 15 qtrssince 2020-Q1 | Increased 60 |
HUNT (JB) TRANSPRT 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 SERVICES | 1.2M | $451M | 4.1% | $225.39 | +65.05% | 15 qtrssince 2020-Q1 | Decreased 0 |
BOOKING HOLDINGS INC | 145,114 | $447.5M | 4.1% | $92.04 | +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 FAMILY SOLUT | 4.4M | $361.6M | 3.3% | $81.17 | +0.36% | 3 qtrssince 2023-Q1 | Increased 83 |
ATLASSIAN CORP-CL A | 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 | 483,068 | $251.1M | 2.3% | $518.47 | -0.60% | 4 qtrssince 2022-Q4 | Increased 56 |
TOAST INC-CLASS A | 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 PAYMENTS INC-CLASS A | 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: Concentrated Value. HoldingsIntel Rating: 1/5.0.
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
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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