DUDurable Capital Partners LP
Institutional investor · Portfolio as of Q4 2024
Top Holdings46 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
RBC BEARINGS INC | 2.6M | $787.1M | 6.4% | $203.99 | +45.64% | 20 qtrssince 2020-Q1 | Increased 64 |
DUOLINGO INC | 2.3M | $752M | 6.1% | $114.73 | +183.45% | 14 qtrssince 2021-Q3 | Decreased 0 |
HUBSPOT INC | 965,324 | $672.6M | 5.5% | $457.46 | +52.91% | 12 qtrssince 2022-Q1 | Decreased 0 |
COUPANG INC | 28.6M | $629.4M | 5.1% | $20.44 | +8.70% | 4 qtrssince 2024-Q1 | Increased 70 |
TOAST INC-CLASS A | 15.4M | $562.9M | 4.6% | $19.68 | +87.38% | 14 qtrssince 2021-Q3 | Decreased 0 |
SHIFT4 PAYMENTS INC-CLASS A | 5.1M | $532.5M | 4.3% | $59.84 | +75.21% | 19 qtrssince 2020-Q2 | Decreased 0 |
INTUIT INC | 840,533 | $528.3M | 4.3% | $342.19 | +82.65% | 20 qtrssince 2020-Q1 | Decreased 0 |
BOOKING HOLDINGS INC | 94,296 | $468.5M | 3.8% | $94.39 | +108.52% | 9 qtrssince 2022-Q4 | Decreased 0 |
FIRSTSERVICE CORP NEW | 2.6M | $466M | 3.8% | $111.37 | +61.69% | 20 qtrssince 2020-Q1 | Decreased 0 |
CARVANA CO | 2.2M | $440.9M | 3.6% | $31.65 | +28.49% | 3 qtrssince 2024-Q2 | Increased 62 |
SHOPIFY INC - CLASS A | 4M | $420M | 3.4% | $87.37 | +22.11% | 5 qtrssince 2023-Q4 | Increased 90 |
ATLASSIAN CORP-CL A | 1.6M | $383.5M | 3.1% | $231.61 | -29.96% | 9 qtrssince 2022-Q4 | Increased 93 |
COLLIERS INTL GROUP INC | 2.6M | $359.5M | 2.9% | $117.81 | +13.36% | 8 qtrssince 2023-Q1 | Increased 56 |
AFFIRM HOLDINGS INC | 5.9M | $356.8M | 2.9% | $50.72 | +20.07% | 2 qtrssince 2024-Q3 | Increased 86 |
ROPER INDUSTRIES INC | 641,644 | $333.6M | 2.7% | $411.34 | +25.35% | 20 qtrssince 2020-Q1 | Decreased 0 |
DESCARTES SYS GROUP INC | 2.9M | $331.2M | 2.7% | $63.19 | +80.59% | 20 qtrssince 2020-Q1 | Decreased 0 |
ACUITY BRANDS INC | 1.1M | $318M | 2.6% | $284.40 | +2.28% | 2 qtrssince 2024-Q3 | Increased 87 |
ON HLDG AG | 5.5M | $300.2M | 2.4% | $51.13 | +7.94% | 2 qtrssince 2024-Q3 | Decreased 0 |
ROBLOX CORP -CLASS A | 4.3M | $246.6M | 2.0% | $58.48 | 0.00% | 1 qtr | New 81 |
RH | 616,931 | $242.8M | 2.0% | $290.25 | +35.72% | 19 qtrssince 2020-Q2 | Decreased 0 |
Durable Capital Partners LP manages $12.3B across 46 positions as of Q4 2024. Top holdings: RBC (6.4%), DUOL (6.1%), HUBS (5.5%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 1/5.0.
Active quarter - 7 new positions, 9 exits, 14 increased. Top move: TEAM (INCREASED, conviction 93). Portfolio: $12.3B across 46 positions.
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Portfolio allocation by GICS sector
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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