DUDurable Capital Partners LP
Institutional investor · Portfolio as of Q4 2022
Top Holdings51 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ROPER INDUSTRIES INC | 1.7M | $727.7M | 7.6% | $402.29 | +5.31% | 12 qtrssince 2020-Q1 | Increased 64 |
INTUIT INC | 1.8M | $681.7M | 7.1% | $337.84 | +12.74% | 12 qtrssince 2020-Q1 | Increased 63 |
MSCI INC | 1.4M | $638.2M | 6.6% | $381.58 | +16.44% | 12 qtrssince 2020-Q1 | Decreased 0 |
FIRSTSERVICE CORP NEW | 4M | $489.4M | 5.1% | $101.12 | +18.97% | 12 qtrssince 2020-Q1 | Increased 62 |
MOLINA HEALTHCARE INC | 1.2M | $409.5M | 4.3% | $325.23 | +1.53% | 4 qtrssince 2022-Q1 | Increased 63 |
RBC BEARINGS INC | 1.9M | $388.6M | 4.0% | $175.72 | +19.14% | 12 qtrssince 2020-Q1 | Increased 62 |
HUNT (JB) TRANSPRT SVCS INC | 2M | $349.2M | 3.6% | $134.64 | +24.99% | 11 qtrssince 2020-Q2 | Decreased 0 |
ATLASSIAN CORP-CL A | 2.7M | $348.2M | 3.6% | $128.68 | 0.00% | 1 qtr | New 86 |
CLEAR SECURE INC -CLASS A | 11.5M | $314.8M | 3.3% | $31.98 | -22.70% | 7 qtrssince 2021-Q2 | Unchanged 0 |
DUOLINGO INC | 4.2M | $295.7M | 3.1% | $109.95 | -35.31% | 6 qtrssince 2021-Q3 | Increased 62 |
WASTE CONNECTIONS INC | 2.2M | $292.4M | 3.0% | $100.19 | +28.93% | 12 qtrssince 2020-Q1 | Increased 59 |
HUBSPOT INC | 986,355 | $285.2M | 3.0% | $421.73 | -31.44% | 4 qtrssince 2022-Q1 | Increased 57 |
DESCARTES SYS GROUP INC | 4M | $275.9M | 2.9% | $61.28 | +13.66% | 12 qtrssince 2020-Q1 | Decreased 0 |
ABCAM PLC | 17.5M | $271.7M | 2.8% | — | — | 9 qtrssince 2020-Q4 | Increased 85 |
WEST PHARMACEUTICAL SERVICES | 1.1M | $262.1M | 2.7% | $206.77 | +12.66% | 12 qtrssince 2020-Q1 | Decreased 0 |
SHIFT4 PAYMENTS INC-CLASS A | 4.6M | $255.9M | 2.7% | $48.74 | +14.75% | 11 qtrssince 2020-Q2 | Increased 57 |
QUAKER CHEMICAL CORPORATION | 1.3M | $215M | 2.2% | $150.61 | +5.77% | 12 qtrssince 2020-Q1 | Unchanged 0 |
DATADOG INC - CLASS A | 2.8M | $205.2M | 2.1% | $153.72 | -52.19% | 6 qtrssince 2021-Q3 | Decreased 0 |
TELEDYNE TECHNOLOGIES INC | 496,111 | $198.4M | 2.1% | $426.57 | -6.25% | 4 qtrssince 2022-Q1 | Increased 66 |
TORO CO | 1.7M | $197.2M | 2.1% | $90.05 | +19.37% | 4 qtrssince 2022-Q1 | Increased 73 |
Durable Capital Partners LP manages $9.6B across 51 positions as of Q4 2022. Top holdings: ROP (7.6%), INTU (7.1%), MSCI (6.6%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 1/5.0.
Active quarter - 7 new positions, 8 exits, 17 increased. Top move: TEAM (NEW, conviction 86). Portfolio: $9.6B across 51 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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