Durable Capital Partners LP
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Durable Capital Partners LP reported 53 stock positions worth $12.9 billion. Its top holding was Intuit (INTU) at 7.2% of the portfolio, followed by Duolingo (DUOL, 5.3%) and HubSpot (HUBS, 5.3%). Compared with Q4 2023, it opened 3 new positions, sold out of 2, added to 16 and reduced 31. The biggest buy was a new position in Avantor (AVTR) and the biggest sale Teledyne Technologies (TDY, shares −62%).
- Most Recent 13F
- Q2 2026
- Location
- Bethesda, MD
- CIK
- 0001798849
- Portfolio Value
- $12.9B (Q1 2024)
- SEC Filing
- 0001798849-24-000006 ↗ filed May 15, 2024
Holdings Value
Holdings 53 stocks · $12.9B
| INTU Intuit Inc. | 7.18% | 1,426,264 | $927.1M | Reduce -0.7% |
| DUOL Duolingo | 5.31% | 3,105,148 | $684.9M | Reduce -2.8% |
| HUBS HubSpot Inc. | 5.30% | 1,091,362 | $683.8M | Reduce -3.0% |
| ROP Roper Technologies Inc. | 5.19% | 1,194,835 | $670.1M | Reduce -4.8% |
| JBHT Hunt (jb) Transprt SVCS Inc. | 4.97% | 3,222,501 | $642.1M | Reduce -3.0% |
| RBC RBC Bearings Inc. | 4.91% | 2,346,200 | $634.3M | Reduce -5.9% |
| BFAM Bright Horizons Family Solut | 4.39% | 4,995,579 | $566.3M | Reduce -6.0% |
| FSV Firstservice Corp. | 3.90% | 3,036,434 | $503.4M | Add +6.3% |
| BKNG Booking Holdings Inc. | 3.53% | 125,729 | $456.1M | Reduce -7.3% |
| WST West Pharmaceutical Services | 3.16% | 1,031,053 | $408.0M | Reduce -9.5% |
| TEAM Atlassian Corp. Class A | 3.15% | 2,083,614 | $406.5M | Reduce -7.0% |
| TOST Toast Inc. Class A | 3.08% | 15,943,931 | $397.3M | Add +17.4% |
| CHE Chemed Corp. | 2.84% | 570,219 | $366.0M | Add +12.8% |
| MOH Molina Healthcare Inc. | 2.76% | 868,500 | $356.8M | Reduce -26.9% |
| DSGX The Descartes Systems Grp | 2.58% | 3,634,837 | $332.7M | Reduce -5.7% |
| FOUR SHIFT4 Payments Inc. Class A | 2.44% | 4,768,807 | $315.1M | No change |
| MSCI MSCI Inc. | 2.43% | 559,077 | $313.3M | Reduce -4.2% |
| SSNC Ss&c Technologies Holdings | 2.36% | 4,741,483 | $305.2M | Add +32.6% |
| CPRT Copart Inc. | 1.96% | 4,375,101 | $253.4M | Add +55.0% |
| CIGI Colliers Intl GR-Subord Vot | 1.91% | 2,019,290 | $246.8M | Add +53.5% |
| RH RH | 1.75% | 647,296 | $225.4M | Add +7.3% |
| VEEV Veeva Systems Inc. Class A | 1.69% | 941,262 | $218.1M | Add +0.5% |
| AVTR Avantor Inc. | 1.68% | 8,499,352 | $217.3M | New |
| BIRK Birkenstock Holding PLC | 1.48% | 4,051,201 | $191.4M | Reduce -13.0% |
| PRVA Privia Health Group Inc. | 1.38% | 9,090,909 | $178.1M | No change |
| CPNG Coupang Inc. | 1.28% | 9,264,645 | $164.8M | New |
| ROL Rollins Inc. | 1.23% | 3,439,434 | $159.1M | Add +10.1% |
| PTC PTC Inc. | 1.15% | 782,773 | $147.9M | Add +10.4% |
| IR Ingersoll-Rand Inc. | 1.11% | 1,507,562 | $143.1M | Reduce -22.0% |
| SGRY Surgery Partners Inc. | 1.11% | 4,784,463 | $142.7M | Reduce -12.7% |
| GGG Graco Inc. | 1.06% | 1,468,593 | $137.3M | Add +10.6% |
| WCN Waste Connections Inc. | 1.05% | 790,242 | $135.9M | Reduce -26.0% |
| PCTY Paylocity Holding Corp. | 0.95% | 717,243 | $123.3M | New |
| DDOG Datadog Inc. Class A | 0.95% | 997,079 | $123.2M | Add +83.7% |
| DOCS Doximity Inc. Class A | 0.93% | 4,454,478 | $119.9M | Add +124.2% |
| ACHC Acadia Healthcare Co. Inc. | 0.86% | 1,396,367 | $110.6M | Reduce -19.4% |
| ENTG Entegris Inc. | 0.79% | 728,893 | $102.4M | Add +85.7% |
| TDY Teledyne Technologies Inc. | 0.73% | 219,630 | $94.3M | Reduce -61.7% |
| SHOP Shopify Inc. Class A | 0.66% | 1,101,256 | $85.0M | Add +76.2% |
| SAIA Saia Inc. | 0.62% | 137,681 | $80.5M | Reduce -7.9% |
| YOU Clear Secure Inc. Class A | 0.57% | 3,443,634 | $73.2M | Reduce -47.1% |
| IT Gartner Inc. | 0.55% | 148,882 | $71.0M | Reduce -51.3% |
| TTC Toro Co. | 0.55% | 768,420 | $70.4M | Reduce -36.9% |
| LFST Lifestance Health Group Inc. | 0.49% | 10,354,962 | $63.9M | Add +36.3% |
| WRBY Warby Parker Inc. Class A | 0.44% | 4,153,374 | $56.5M | Reduce -35.2% |
| AUR Aurora Innovation Inc. | 0.44% | 19,970,914 | $56.3M | No change |
| DASH DoorDash Inc. Class A | 0.31% | 290,644 | $40.0M | Reduce -10.1% |
| ODFL Old Dominion Freight Line | 0.26% | 150,312 | $33.0M | Reduce -29.8% |
| PPLI People Inc. filed as IAC INC | 0.25% | 601,567 | $32.1M | Reduce -52.4% |
| IWM iShares Russell 2000 ETF | 0.11% | 66,096 | $13.9M | Reduce -90.9% |
| GSHD Goosehead Insurance Inc. Class A | 0.10% | 199,058 | $13.3M | Reduce -32.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.06% | 14,306 | $7.5M | Reduce -91.3% |
| AGL Agilon Health Inc. | 0.05% | 976,133 | $6.0M | Reduce -53.3% |
Portfolio Sells Q4 2023 → Q1 2024
| TDY Teledyne Technologies Inc. | Reduce -61.7% | 0.73% | −1.29 |
| TEAM Atlassian Corp. Class A | Reduce -7.0% | 3.15% | −1.05 |
| IWM iShares Russell 2000 ETF | Reduce -90.9% | 0.11% | −1.04 |
| RBC RBC Bearings Inc. | Reduce -5.9% | 4.91% | −0.69 |
| MOH Molina Healthcare Inc. | Reduce -26.9% | 2.76% | −0.62 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -91.3% | 0.06% | −0.56 |
| GWRE Guidewire Software Inc. | Sold out | 0.00% | −0.54 |
| IT Gartner Inc. | Reduce -51.3% | 0.55% | −0.54 |
| YOU Clear Secure Inc. Class A | Reduce -47.1% | 0.57% | −0.49 |
| DUOL Duolingo | Reduce -2.8% | 5.31% | −0.42 |
| TTC Toro Co. | Reduce -36.9% | 0.55% | −0.38 |
| BIRK Birkenstock Holding PLC | Reduce -13.0% | 1.48% | −0.31 |
| SGRY Surgery Partners Inc. | Reduce -12.7% | 1.11% | −0.28 |
| WRBY Warby Parker Inc. Class A | Reduce -35.2% | 0.44% | −0.28 |
| PPLI People Inc. | Reduce -52.4% | 0.25% | −0.27 |
| JBHT Hunt (jb) Transprt SVCS Inc. | Reduce -3.0% | 4.97% | −0.26 |
| BKNG Booking Holdings Inc. | Reduce -7.3% | 3.53% | −0.26 |
| ROP Roper Technologies Inc. | Reduce -4.8% | 5.19% | −0.21 |
| ACHC Acadia Healthcare Co. Inc. | Reduce -19.4% | 0.86% | −0.21 |
| WCN Waste Connections Inc. | Reduce -26.0% | 1.05% | −0.20 |
| MSCI MSCI Inc. | Reduce -4.2% | 2.43% | −0.18 |
| AGL Agilon Health Inc. | Reduce -53.3% | 0.05% | −0.16 |
| CWAN Clearwater Analytics HDS-A | Sold out | 0.00% | −0.13 |
| ODFL Old Dominion Freight Line | Reduce -29.8% | 0.26% | −0.09 |
| GSHD Goosehead Insurance Inc. Class A | Reduce -32.5% | 0.10% | −0.07 |
| IR Ingersoll-Rand Inc. | Reduce -22.0% | 1.11% | −0.07 |
| WST West Pharmaceutical Services | Reduce -9.5% | 3.16% | −0.00 |
| DSGX The Descartes Systems Grp | Reduce -5.7% | 2.58% | +0.02 |
| DASH DoorDash Inc. Class A | Reduce -10.1% | 0.31% | +0.06 |
| INTU Intuit Inc. | Reduce -0.7% | 7.18% | +0.10 |
| SAIA Saia Inc. | Reduce -7.9% | 0.62% | +0.11 |
| HUBS HubSpot Inc. | Reduce -3.0% | 5.30% | +0.14 |
| BFAM Bright Horizons Family Solut | Reduce -6.0% | 4.39% | +0.44 |
Portfolio Buys Q4 2023 → Q1 2024
| AVTR Avantor Inc. | New | 1.68% | +1.68 |
| CPNG Coupang Inc. | New | 1.28% | +1.28 |
| TOST Toast Inc. Class A | Add +17.4% | 3.08% | +1.12 |
| PCTY Paylocity Holding Corp. | New | 0.95% | +0.95 |
| CPRT Copart Inc. | Add +55.0% | 1.96% | +0.87 |
| SSNC Ss&c Technologies Holdings | Add +32.6% | 2.36% | +0.64 |
| CIGI Colliers Intl GR-Subord Vot | Add +53.5% | 1.91% | +0.60 |
| CHE Chemed Corp. | Add +12.8% | 2.84% | +0.50 |
| DOCS Doximity Inc. Class A | Add +124.2% | 0.93% | +0.49 |
| DDOG Datadog Inc. Class A | Add +83.7% | 0.95% | +0.43 |
| ENTG Entegris Inc. | Add +85.7% | 0.79% | +0.42 |
| RH RH | Add +7.3% | 1.75% | +0.36 |
| SHOP Shopify Inc. Class A | Add +76.2% | 0.66% | +0.27 |
| VEEV Veeva Systems Inc. Class A | Add +0.5% | 1.69% | +0.27 |
| FSV Firstservice Corp. | Add +6.3% | 3.90% | +0.25 |
| PTC PTC Inc. | Add +10.4% | 1.15% | +0.17 |
| ROL Rollins Inc. | Add +10.1% | 1.23% | +0.16 |
| GGG Graco Inc. | Add +10.6% | 1.06% | +0.15 |
| LFST Lifestance Health Group Inc. | Add +36.3% | 0.49% | +0.03 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 36 | $10.3B | RBC, DASH, Q, FERG, MELI |
| Q1 2026 | 37 | $9.7B | RBC, DASH, MELI, APG, Q |
| Q4 2025 | 40 | $10.6B | RBC, DASH, MELI, CPNG, APG |
| Q3 2025 | 48 | $13.5B | RBC, CPNG, SHOP, CIGI, XPO |
| Q2 2025 | 44 | $13.2B | RBC, CPNG, FOUR, INTU, IWM |
| Q1 2025 | 51 | $11.2B | RBC, DUOL, CPNG, HUBS, FOUR |
| Q4 2024 | 46 | $12.3B | RBC, DUOL, HUBS, CPNG, TOST |
| Q3 2024 | 48 | $13.7B | INTU, DUOL, RBC, ROP, CPNG |
| Q2 2024 | 49 | $12.2B | INTU, ROP, RBC, DUOL, BFAM |
| Q1 2024 | 53 | $12.9B | INTU, DUOL, HUBS, ROP, JBHT |