DUDurable Capital Partners LP
Institutional investor · Portfolio as of Q3 2024
Top Holdings48 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
INTUIT INC | 1.4M | $875.1M | 6.4% | $342.19 | +79.08% | 19 qtrssince 2020-Q1 | Decreased 0 |
DUOLINGO INC | 3M | $854.5M | 6.3% | $114.73 | +142.34% | 13 qtrssince 2021-Q3 | Increased 65 |
RBC BEARINGS INC | 2.6M | $773.3M | 5.7% | $202.25 | +48.26% | 19 qtrssince 2020-Q1 | Increased 68 |
ROPER INDUSTRIES INC | 1.1M | $627.3M | 4.6% | $411.34 | +33.35% | 19 qtrssince 2020-Q1 | Decreased 0 |
COUPANG INC | 25.2M | $619.1M | 4.5% | $20.20 | +22.82% | 3 qtrssince 2024-Q1 | Increased 66 |
FIRSTSERVICE CORP NEW | 3.4M | $616.9M | 4.5% | $111.37 | +60.69% | 19 qtrssince 2020-Q1 | Decreased 0 |
BRIGHT HORIZONS FAMILY SOLUT | 4.3M | $603M | 4.4% | $85.55 | +62.11% | 7 qtrssince 2023-Q1 | Decreased 0 |
HUBSPOT INC | 1M | $542.3M | 4.0% | $457.46 | +17.17% | 11 qtrssince 2022-Q1 | Increased 71 |
SHIFT4 PAYMENTS INC-CLASS A | 6.1M | $540.5M | 4.0% | $59.84 | +46.80% | 18 qtrssince 2020-Q2 | Increased 71 |
BOOKING HOLDINGS INC | 122,407 | $515.6M | 3.8% | $94.39 | +76.48% | 8 qtrssince 2022-Q4 | Decreased 0 |
TOAST INC-CLASS A | 16.3M | $460.4M | 3.4% | $19.68 | +42.26% | 13 qtrssince 2021-Q3 | Decreased 0 |
COLLIERS INTL GROUP INC | 2.5M | $385.9M | 2.8% | $117.18 | +26.16% | 7 qtrssince 2023-Q1 | Increased 64 |
MOLINA HEALTHCARE INC | 1M | $361.5M | 2.6% | $328.17 | +4.17% | 11 qtrssince 2022-Q1 | Increased 78 |
DESCARTES SYS GROUP INC | 3.5M | $355.8M | 2.6% | $63.19 | +61.71% | 19 qtrssince 2020-Q1 | Unchanged 0 |
CARVANA CO | 2M | $355M | 2.6% | $31.08 | +12.03% | 2 qtrssince 2024-Q2 | Increased 87 |
DOXIMITY INC-CLASS A | 7.8M | $340.9M | 2.5% | $30.72 | +39.66% | 4 qtrssince 2023-Q4 | Increased 66 |
WEST PHARMACEUTICAL SERVICES | 1.1M | $325.9M | 2.4% | $229.33 | +30.08% | 19 qtrssince 2020-Q1 | Increased 56 |
MONDAY COM LTD | 1.1M | $302.6M | 2.2% | $247.33 | +9.96% | 2 qtrssince 2024-Q2 | Increased 67 |
ON HLDG AG | 5.6M | $281.8M | 2.1% | $51.13 | 0.00% | 1 qtr | New 81 |
VEEVA SYSTEMS INC-CLASS A | 1.2M | $261.2M | 1.9% | $199.67 | +5.60% | 5 qtrssince 2023-Q3 | Increased 52 |
Durable Capital Partners LP manages $13.7B across 48 positions as of Q3 2024. Top holdings: INTU (6.4%), DUOL (6.3%), RBC (5.7%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 1/5.0.
Active quarter - 9 new positions, 10 exits, 20 increased. Top move: CVNA (INCREASED, conviction 87). Portfolio: $13.7B across 48 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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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