DC
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Durable Capital Partners LP13F | |
| Durable Capital Partners LP | |
| Last update 2025-05-16 | 51 Stocks (11 new) |
| Value $11.19 Bil | Turnover 20 % |
Durable Capital Partners LP Top Holdings of 2025-03-31
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| 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 | 846,688.2 | 0% | 7.570 | 0% | 8.370 | +22.51% | +29.90% | 12,231.1 | Industrial Products | |
DUOL | Duolingo Inc | 1,694,283 | 526,142.6 | -26.95% | 4.700 | -1.65% | 3.730 | +24.84% | +20.86% | 17,811.7 | Software | |
CPNG | Coupang Inc | 23,009,002 | 504,587.4 | -19.65% | 4.510 | -1.01% | 1.270 | +41.15% | +37.81% | 54,994.9 | Retail - Cyclical | |
HUBS | HubSpot Inc | 847,463 | 484,147.1 | -12.21% | 4.330 | -0.67% | 1.610 | +6.27% | -19.51% | 29,578.4 | Software | |
FOUR | Shift4 Payments Inc | 5,919,793 | 483,706.3 | +15.38% | 4.320 | +0.58% | 8.600 | +28.39% | -1.91% | 7,005.7 | Software | |
INTU | Intuit Inc | 697,567 | 428,299.2 | -17.01% | 3.830 | -0.73% | 0.250 | +30.65% | +24.63% | 217,757.2 | Software | |
BKNG | Booking Holdings Inc | 92,883 | 427,903.6 | -1.50% | 3.820 | -0.06% | 0.290 | +28.67% | +15.50% | 186,026.6 | Travel & Leisure | |
SHOP | Shopify Inc | 4,275,819 | 408,255.2 | +8.24% | 3.650 | +0.28% | 0.330 | +41.60% | +9.58% | 151,430.0 | Software | |
CVNA | Carvana Co | 1,932,972 | 404,145.8 | -10.85% | 3.610 | -0.39% | 1.440 | +91.61% | +71.29% | 47,032.7 | Vehicles & Parts | |
CIGI | Colliers International Group Inc | 2,972,757 | 360,595.4 | +12.42% | 3.220 | +0.36% | 5.870 | +14.94% | -1.72% | 6,697.0 | Real Estate |
Durable Capital Partners LP's Historical Top Holdings Breakdowns
Durable Capital Partners LP's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
TEAM | Atlassian Corp | 2025-03-31 | Sold Out Sold Out | -3.13% | 208 ($263.86) 322.94 | $213.53 | -19.07% | Sold Out | 0 | -1,575,546 | |
WST | West Pharmaceutical Services Inc | 2025-03-31 | Add Add | +1.87% | 199.11 ($275.6) 347.87 | $222.26 | -19.35% | Add 146.8% | 1,573,119 | 935,721 | |
MASI | Masimo Corp | 2025-03-31 | New Buy New Buy | +1.68% | 163.55 ($173.51) 190.63 | $167.57 | -3.42% | New holding | 1,125,619 | 1,125,619 | |
DUOL | Duolingo Inc | 2025-03-31 | Reduce Reduce | -1.65% | 272.49 ($342.01) 441.39 | $391.86 | 14.58% | Reduce -26.95% | 1,694,283 | -625,011 | |
ONON | On Holding AG | 2025-03-31 | Reduce Reduce | -1.44% | 43.92 ($52.56) 63.62 | $54.31 | 3.33% | Reduce -58.67% | 2,265,569 | -3,215,733 | |
ODFL | Old Dominion Freight Line Inc | 2025-03-31 | Sold Out Sold Out | -1.43% | 161.13 ($181.79) 209.29 | $171.03 | -5.92% | Sold Out | 0 | -996,514 | |
IDXX | IDEXX Laboratories Inc | 2025-03-31 | New Buy New Buy | +1.37% | 406.29 ($434.21) 469.04 | $547.01 | 25.98% | New holding | 364,757 | 364,757 | |
TOST | Toast Inc | 2025-03-31 | Reduce Reduce | -1.37% | 32.61 ($37.44) 41.98 | $43.58 | 16.40% | Reduce -29.83% | 10,836,694 | -4,607,464 | |
XPO | XPO Inc | 2025-03-31 | Add Add | +1.37% | 106.12 ($127.1) 148.16 | $132.13 | 3.96% | Add 246.4% | 2,005,297 | 1,426,394 | |
DASH | DoorDash Inc | 2025-03-31 | Add Add | +1.31% | 168.37 ($188.06) 213.38 | $238.79 | 26.98% | Add 351.17% | 1,026,649 | 799,096 |
Durable Capital Partners LP Total Holding History ($B)
Durable Capital Partners LP's Asset Allocation
Durable Capital Partners LP Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Durable Capital Partners LP's Hypothetical Growth since 2025-03-31
Durable Capital Partners LP's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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Durable Capital Partners LP's Holdings Heat Map
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Durable Capital Partners LP's Holdings Bubble Chart
Durable Capital Partners LP News
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