DC

Durable Capital Partners LP

13F
Durable Capital Partners LP
Last update 2024-09-13 49 Stocks (4 new)
Value $12.18 Bil Turnover 14 %
Countries:
Top Holdings: INTU(7.64%)ROP(5.87%)RBC(5.30%)DUOL(5.04%)BFAM(4.92%)
Portfolio Report
Summary Stock Picks Current Portfolio
Durable Capital Partners LP Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
INTU 		Intuit Inc
1,416,101
930675.740
-0.71%
7.640
-0.05%
0.510
+11.78%
+12.69%
196055.843
Software
ROP 		Roper Technologies Inc
1,268,797
715170.120
+6.19%
5.870
+0.34%
1.180
+8.76%
+4.18%
60559.807
Software
RBC 		RBC Bearings Inc
2,392,576
645469.150
+1.98%
5.300
+0.10%
8.190
+14.29%
+10.51%
9905.567
Industrial Products
DUOL 		Duolingo Inc
2,943,622
614245.600
-5.20%
5.040
-0.28%
6.760
+72.98%
+38.59%
13825.661
Software
BFAM 		Bright Horizons Family Solutions Inc
5,450,019
599938.090
+9.10%
4.920
+0.41%
9.390
-14.90%
+19.13%
6492.087
Personal Services
FSV 		FirstService Corp
3,534,869
538607.990
+16.42%
4.420
+0.62%
7.850
+11.54%
+15.95%
8459.588
Real Estate
BKNG 		Booking Holdings Inc
130,497
516963.870
+3.79%
4.240
+0.15%
0.390
+46.07%
+42.31%
166242.144
Travel & Leisure
HUBS 		HubSpot Inc
819,106
483100.530
-24.95%
3.970
-1.32%
1.600
+49.35%
+20.73%
36205.672
Software
CPNG 		Coupang Inc
22,527,909
471959.690
+143.16%
3.870
+2.28%
1.260
+7.72%
+51.24%
44090.047
Retail - Cyclical
TOST 		Toast Inc
18,174,146
468347.740
+13.99%
3.840
+0.47%
3.230
+64.46%
+115.88%
22396.240
Software

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
JBHT 		JB Hunt Transport Services Inc2024-06-30Reduce
-3.28%
●
154.65 ($167.66) 197.18
$192.54
14.84%
Reduce -65.97%
1,096,496
-2,126,005
CPNG 		Coupang Inc2024-06-30Add
+2.28%
●
18.2 ($21.68) 23.65
$24.51
13.05%
Add 143.16%
22,527,909
13,263,264
MNDY 		Monday.Com Ltd2024-06-30New Buy
+1.70%
●
178.07 ($210.91) 246.44
$260.59
23.56%
New holding
859,813
859,813
HUBS 		HubSpot Inc2024-06-30Reduce
-1.32%
●
557.25 ($613.26) 682.02
$701.34
14.36%
Reduce -24.95%
819,106
-272,256
ODFL 		Old Dominion Freight Line Inc2024-06-30Add
+1.32%
●
168.53 ($188.59) 224.69
$226.32
20.01%
Add 605.74%
1,060,816
910,504
TEAM 		Atlassian Corp2024-06-30Reduce
-1.05%
●
153.18 ($178.7) 214.65
$245.28
37.26%
Reduce -33.3%
1,389,703
-693,911
MSCI 		MSCI Inc2024-06-30Reduce
-1.05%
●
446 ($496.19) 554.83
$602.64
21.45%
Reduce -43.37%
316,599
-242,478
PCTY 		Paylocity Holding Corp2024-06-30Sold Out
-0.96%
●
131.85 ($154.8) 172.97
$212.82
37.48%
Sold Out
0
-717,243
SHOP 		Shopify Inc2024-06-30Add
+0.92%
●
56.97 ($66.33) 78.19
$108.92
64.21%
Add 153.78%
2,794,802
1,693,546
CVNA 		Carvana Co2024-06-30New Buy
+0.89%
●
69.16 ($100.64) 132.88
$246.75
145.18%
New holding
840,131
840,131

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 2024-06-30

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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