DC

Durable Capital Partners LP

13F
Durable Capital Partners LP
Last update 2025-02-16 46 Stocks (7 new)
Value $12.26 Bil Turnover 15 %
Countries:
Top Holdings: RBC(6.42%)DUOL(6.13%)HUBS(5.49%)CPNG(5.13%)TOST(4.59%)
Summary Stock Picks Current Portfolio
Durable Capital Partners LP Top Holdings of 2024-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
RBC 		RBC Bearings Inc
2,631,346
787,140.8
+1.87%
6.420
+0.12%
8.370
+4.11%
+9.36%
10,286.4
Industrial Products
DUOL 		Duolingo Inc
2,319,294
751,984.7
-23.45%
6.130
-1.47%
5.270
+16.20%
+17.77%
17,275.1
Software
HUBS 		HubSpot Inc
965,324
672,608.8
-5.37%
5.490
-0.21%
1.850
-15.29%
-11.67%
32,099.7
Software
CPNG 		Coupang Inc
28,636,287
629,425.6
+13.56%
5.130
+0.61%
1.590
+3.90%
+6.64%
42,448.7
Retail - Cyclical
TOST 		Toast Inc
15,444,158
562,939.6
-5.04%
4.590
-0.17%
2.720
-8.21%
-0.96%
20,757.5
Software
FOUR 		Shift4 Payments Inc
5,130,841
532,478.7
-15.90%
4.340
-0.63%
7.300
-31.24%
-22.64%
5,563.2
Software
INTU 		Intuit Inc
840,533
528,275.0
-40.35%
4.310
-2.58%
0.300
+4.56%
-0.36%
174,480.2
Software
BKNG 		Booking Holdings Inc
94,296
468,502.1
-22.97%
3.820
-0.87%
0.280
+1.75%
-2.42%
157,931.0
Travel & Leisure
FSV 		FirstService Corp
2,574,268
465,994.0
-23.87%
3.800
-1.08%
5.700
-7.68%
-5.42%
7,756.1
Real Estate
CVNA 		Carvana Co
2,168,232
440,931.7
+6.34%
3.600
+0.21%
1.690
-1.38%
+16.62%
31,859.4
Vehicles & Parts

Durable Capital Partners LP's Historical Top Holdings Breakdowns

Durable Capital Partners LP's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BFAM 		Bright Horizons Family Solutions Inc2024-12-31Reduce
-3.07%
●
104 ($120) 138.19
$120.64
0.53%
Reduce -69.63%
1,306,714
-2,996,527
TEAM 		Atlassian Corp2024-12-31Add
+2.61%
●
160.24 ($230.06) 287.5
$228.68
-0.60%
Add 499.69%
1,575,546
1,312,820
INTU 		Intuit Inc2024-12-31Reduce
-2.58%
●
602.01 ($639.51) 706.25
$624.12
-2.41%
Reduce -40.35%
840,533
-568,624
RBLX 		Roblox Corp2024-12-31New Buy
+2.01%
●
39.86 ($50.43) 61.45
$66.58
32.02%
New holding
4,261,329
4,261,329
ROP 		Roper Technologies Inc2024-12-31Reduce
-1.98%
●
519.85 ($548.94) 575.95
$557.70
1.60%
Reduce -43.09%
641,644
-485,764
VEEV 		Veeva Systems Inc2024-12-31Sold Out
-1.91%
●
201.81 ($220.12) 250.45
$227.54
3.37%
Sold Out
0
-1,244,664
SSNC 		SS&C Technologies Holdings Inc2024-12-31Sold Out
-1.77%
●
69.93 ($74.83) 77.36
$72.69
-2.86%
Sold Out
0
-3,263,508
AYI 		Acuity Brands Inc2024-12-31Add
+1.59%
●
292.13 ($312.39) 333.45
$242.84
-22.26%
Add 158.9%
1,088,477
668,048
SHOP 		Shopify Inc2024-12-31Add
+1.59%
●
78.14 ($97.56) 119.49
$97.12
-0.45%
Add 86.86%
3,950,348
1,836,294
DOCS 		Doximity Inc2024-12-31Reduce
-1.57%
●
41.25 ($49.06) 61.25
$56.65
15.47%
Reduce -63.06%
2,889,675
-4,933,734

Durable Capital Partners LP Total Holding History ($B)

To

Durable Capital Partners LP's Asset Allocation

To

Durable Capital Partners LP Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Durable Capital Partners LP's Hypothetical Growth since 2024-12-31

Durable Capital Partners LP's Yearly Returns

Year Portfolio % % Excess Gain %

Durable Capital Partners LP's Holdings Heat Map

Size field:

Durable Capital Partners LP's Holdings Bubble Chart

Durable Capital Partners LP News

  • 1

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