DUDurable Capital Partners LP
Institutional investor · Portfolio as of Q4 2021
Top Holdings59 positions
Intuit Inc | 1.3M | $842M | 6.6% | $315.81 | +98.15% | 8 qtrssince 2020-Q1 | Increased 63 |
JB Hunt Transport Services Inc | 3.3M | $669.3M | 5.2% | $134.64 | +45.21% | 7 qtrssince 2020-Q2 | Decreased 0 |
FirstService Corp | 3.2M | $619.3M | 4.8% | $94.97 | +101.65% | 8 qtrssince 2020-Q1 | Decreased 0 |
Shopify Inc | 448,722 | $618.1M | 4.8% | $108.63 | +26.80% | 7 qtrssince 2020-Q2 | Decreased 0 |
MSCI Inc | 956,595 | $586.1M | 4.6% | $350.97 | +65.12% | 8 qtrssince 2020-Q1 | Increased 62 |
Confluent Inc | 6.9M | $523.3M | 4.1% | $54.20 | +42.72% | 3 qtrssince 2021-Q2 | Increased 66 |
WARBY PARKER INC | 10.4M | $484.4M | 3.8% | $52.84 | -9.82% | 2 qtrssince 2021-Q3 | Increased 73 |
Vail Resorts Inc | 1.4M | $468.9M | 3.7% | $274.08 | +0.83% | 4 qtrssince 2021-Q1 | Increased 71 |
Roper Technologies Inc | 922,357 | $453.7M | 3.5% | $376.39 | +26.69% | 8 qtrssince 2020-Q1 | Increased 68 |
West Pharmaceutical Services I | 859,210 | $403M | 3.1% | $167.47 | +176.52% | 8 qtrssince 2020-Q1 | Unchanged 0 |
RH | 660,407 | $353.9M | 2.8% | $291.75 | +83.97% | 7 qtrssince 2020-Q2 | Decreased 0 |
Datadog Inc | 1.9M | $341M | 2.7% | $176.95 | +1.12% | 2 qtrssince 2021-Q3 | Increased 86 |
QUAKER HOUGHTON | 1.5M | $338M | 2.6% | $150.61 | +44.70% | 8 qtrssince 2020-Q1 | Decreased 0 |
Black Knight Inc | 4M | $334.7M | 2.6% | — | — | 8 qtrssince 2020-Q1 | Decreased 0 |
Gardner Denver Holdings Inc | 5.4M | $332.8M | 2.6% | $35.46 | +73.55% | 8 qtrssince 2020-Q1 | Decreased 0 |
Redfin Corp | 8.7M | $332.6M | 2.6% | — | — | 8 qtrssince 2020-Q1 | Decreased 0 |
Ceridian HCM Holding Inc | 3M | $312M | 2.4% | $81.49 | +28.46% | 8 qtrssince 2020-Q1 | Increased 55 |
DoorDash Inc | 1.9M | $288.9M | 2.3% | $140.20 | +8.69% | 5 qtrssince 2020-Q4 | Decreased 0 |
Twilio Inc | 1.1M | $278.5M | 2.2% | $218.81 | +21.27% | 8 qtrssince 2020-Q1 | Decreased 0 |
Coupang Inc | 9.3M | $274.1M | 2.1% | $34.57 | -15.02% | 4 qtrssince 2021-Q1 | Increased 58 |
Durable Capital Partners LP manages $12.8B across 59 positions as of Q4 2021. Top holdings: INTU (6.6%), JBHT (5.2%), FSV (4.8%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 4 new positions, 10 exits, 17 increased. Top move: DDOG (INCREASED, conviction 86). Portfolio: $12.8B across 59 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
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