Durable Capital Partners LP
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Durable Capital Partners LP reported 49 stock positions worth $12.2 billion. Its top holding was Intuit (INTU) at 7.6% of the portfolio, followed by Roper Technologies (ROP, 5.9%) and RBC Bearings (RBC, 5.3%). Compared with Q1 2024, it opened 4 new positions, sold out of 8, added to 22 and reduced 22. The biggest buy was Coupang (CPNG, shares +143%) and the biggest sale Hunt (jb) Transprt SVCS (JBHT, shares −66%).
- Most Recent 13F
- Q2 2026
- Location
- Bethesda, MD
- CIK
- 0001798849
- Portfolio Value
- $12.2B (Q2 2024)
- SEC Filing
- 0001798849-24-000008 ↗ filed Aug 14, 2024
Holdings Value
Holdings 49 stocks · $12.2B
| INTU Intuit Inc. | 7.64% | 1,416,101 | $930.7M | Reduce -0.7% |
| ROP Roper Technologies Inc. | 5.87% | 1,268,797 | $715.2M | Add +6.2% |
| RBC RBC Bearings Inc. | 5.30% | 2,392,576 | $645.5M | Add +2.0% |
| DUOL Duolingo | 5.04% | 2,943,622 | $614.2M | Reduce -5.2% |
| BFAM Bright Horizons Family Solut | 4.92% | 5,450,019 | $599.9M | Add +9.1% |
| FSV Firstservice Corp. | 4.42% | 3,534,869 | $538.6M | Add +16.4% |
| BKNG Booking Holdings Inc. | 4.24% | 130,497 | $517.0M | Add +3.8% |
| HUBS HubSpot Inc. | 3.97% | 819,106 | $483.1M | Reduce -24.9% |
| CPNG Coupang Inc. | 3.87% | 22,527,909 | $472.0M | Add +143.2% |
| TOST Toast Inc. Class A | 3.84% | 18,174,146 | $468.3M | Add +14.0% |
| FOUR SHIFT4 Payments Inc. Class A | 2.99% | 4,968,955 | $364.5M | Add +4.2% |
| WST West Pharmaceutical Services | 2.81% | 1,040,524 | $342.7M | Add +0.9% |
| DSGX The Descartes Systems Grp | 2.75% | 3,455,887 | $334.7M | Reduce -4.9% |
| CHE Chemed Corp. | 2.45% | 550,204 | $298.5M | Reduce -3.5% |
| CPRT Copart Inc. | 2.16% | 4,857,125 | $263.1M | Add +11.0% |
| TEAM Atlassian Corp. Class A | 2.02% | 1,389,703 | $245.8M | Reduce -33.3% |
| CIGI Colliers Intl GR-Subord Vot | 1.96% | 2,137,705 | $238.7M | Add +5.9% |
| SSNC Ss&c Technologies Holdings | 1.91% | 3,717,692 | $233.0M | Reduce -21.6% |
| RH RH | 1.78% | 885,048 | $216.3M | Add +36.7% |
| VEEV Veeva Systems Inc. Class A | 1.77% | 1,177,095 | $215.4M | Add +25.1% |
| MNDY Monday.com Ltd. | 1.70% | 859,813 | $207.0M | New |
| MOH Molina Healthcare Inc. | 1.59% | 651,327 | $193.6M | Reduce -25.0% |
| ODFL Old Dominion Freight Line | 1.54% | 1,060,816 | $187.3M | Add +605.7% |
| SHOP Shopify Inc. Class A | 1.52% | 2,794,802 | $184.6M | Add +153.8% |
| TTC Toro Co. | 1.44% | 1,878,515 | $175.7M | Add +144.5% |
| JBHT Hunt (jb) Transprt SVCS Inc. | 1.44% | 1,096,496 | $175.4M | Reduce -66.0% |
| DOCS Doximity Inc. Class A | 1.43% | 6,218,067 | $173.9M | Add +39.6% |
| BIRK Birkenstock Holding PLC | 1.40% | 3,123,640 | $170.0M | Reduce -22.9% |
| ROL Rollins Inc. | 1.37% | 3,415,400 | $166.6M | Reduce -0.7% |
| ENTG Entegris Inc. | 1.34% | 1,209,401 | $163.8M | Add +65.9% |
| PRVA Privia Health Group Inc. | 1.30% | 9,090,909 | $158.0M | No change |
| MSCI MSCI Inc. | 1.25% | 316,599 | $152.5M | Reduce -43.4% |
| ACHC Acadia Healthcare Co. Inc. | 1.23% | 2,217,791 | $149.8M | Add +58.8% |
| PTC PTC Inc. | 1.06% | 710,316 | $129.0M | Reduce -9.3% |
| AVTR Avantor Inc. | 1.05% | 6,037,845 | $128.0M | Reduce -29.0% |
| DDOG Datadog Inc. Class A | 0.91% | 858,880 | $111.4M | Reduce -13.9% |
| WRBY Warby Parker Inc. Class A | 0.90% | 6,851,967 | $110.0M | Add +65.0% |
| IR Ingersoll-Rand Inc. | 0.90% | 1,201,176 | $109.1M | Reduce -20.3% |
| CVNA Carvana Co. | 0.89% | 840,131 | $108.1M | New |
| GGG Graco Inc. | 0.77% | 1,182,481 | $93.7M | Reduce -19.5% |
| WCN Waste Connections Inc. | 0.59% | 411,641 | $72.2M | Reduce -47.9% |
| SAIA Saia Inc. | 0.57% | 145,447 | $69.0M | Add +5.6% |
| SGRY Surgery Partners Inc. | 0.56% | 2,881,227 | $68.5M | Reduce -39.8% |
| LFST Lifestance Health Group Inc. | 0.50% | 12,395,085 | $60.9M | Add +19.7% |
| AUR Aurora Innovation Inc. | 0.31% | 13,606,038 | $37.7M | Reduce -31.9% |
| ALHC Alignment Healthcare Inc. | 0.26% | 3,980,949 | $31.1M | New |
| YOU Clear Secure Inc. Class A | 0.23% | 1,510,316 | $28.3M | Reduce -56.1% |
| VSEC Vse Corp. | 0.22% | 305,860 | $27.0M | New |
| GSHD Goosehead Insurance Inc. Class A | 0.02% | 38,256 | $2.2M | Reduce -80.8% |
Portfolio Sells Q1 2024 → Q2 2024
| JBHT Hunt (jb) Transprt SVCS Inc. | Reduce -66.0% | 1.44% | −3.53 |
| HUBS HubSpot Inc. | Reduce -24.9% | 3.97% | −1.33 |
| MSCI MSCI Inc. | Reduce -43.4% | 1.25% | −1.18 |
| MOH Molina Healthcare Inc. | Reduce -25.0% | 1.59% | −1.17 |
| TEAM Atlassian Corp. Class A | Reduce -33.3% | 2.02% | −1.13 |
| PCTY Paylocity Holding Corp. | Sold out | 0.00% | −0.95 |
| TDY Teledyne Technologies Inc. | Sold out | 0.00% | −0.73 |
| AVTR Avantor Inc. | Reduce -29.0% | 1.05% | −0.63 |
| IT Gartner Inc. | Sold out | 0.00% | −0.55 |
| SGRY Surgery Partners Inc. | Reduce -39.8% | 0.56% | −0.54 |
| WCN Waste Connections Inc. | Reduce -47.9% | 0.59% | −0.46 |
| SSNC Ss&c Technologies Holdings | Reduce -21.6% | 1.91% | −0.45 |
| CHE Chemed Corp. | Reduce -3.5% | 2.45% | −0.39 |
| YOU Clear Secure Inc. Class A | Reduce -56.1% | 0.23% | −0.34 |
| DASH DoorDash Inc. Class A | Sold out | 0.00% | −0.31 |
| GGG Graco Inc. | Reduce -19.5% | 0.77% | −0.29 |
| DUOL Duolingo | Reduce -5.2% | 5.04% | −0.26 |
| PPLI People Inc. | Sold out | 0.00% | −0.25 |
| IR Ingersoll-Rand Inc. | Reduce -20.3% | 0.90% | −0.21 |
| AUR Aurora Innovation Inc. | Reduce -31.9% | 0.31% | −0.13 |
| IWM iShares Russell 2000 ETF | Sold out | 0.00% | −0.11 |
| BIRK Birkenstock Holding PLC | Reduce -22.9% | 1.40% | −0.09 |
| PTC PTC Inc. | Reduce -9.3% | 1.06% | −0.09 |
| GSHD Goosehead Insurance Inc. Class A | Reduce -80.8% | 0.02% | −0.08 |
| SPY SS SPDR S&P 500 ETF Trust-US | Sold out | 0.00% | −0.06 |
| AGL Agilon Health Inc. | Sold out | 0.00% | −0.05 |
| DDOG Datadog Inc. Class A | Reduce -13.9% | 0.91% | −0.04 |
| ROL Rollins Inc. | Reduce -0.7% | 1.37% | +0.13 |
| DSGX The Descartes Systems Grp | Reduce -4.9% | 2.75% | +0.17 |
| INTU Intuit Inc. | Reduce -0.7% | 7.64% | +0.46 |
Portfolio Buys Q1 2024 → Q2 2024
| CPNG Coupang Inc. | Add +143.2% | 3.87% | +2.60 |
| MNDY Monday.com Ltd. | New | 1.70% | +1.70 |
| ODFL Old Dominion Freight Line | Add +605.7% | 1.54% | +1.28 |
| TTC Toro Co. | Add +144.5% | 1.44% | +0.90 |
| CVNA Carvana Co. | New | 0.89% | +0.89 |
| SHOP Shopify Inc. Class A | Add +153.8% | 1.52% | +0.86 |
| TOST Toast Inc. Class A | Add +14.0% | 3.84% | +0.77 |
| BKNG Booking Holdings Inc. | Add +3.8% | 4.24% | +0.71 |
| ROP Roper Technologies Inc. | Add +6.2% | 5.87% | +0.68 |
| FOUR SHIFT4 Payments Inc. Class A | Add +4.2% | 2.99% | +0.55 |
| ENTG Entegris Inc. | Add +65.9% | 1.34% | +0.55 |
| BFAM Bright Horizons Family Solut | Add +9.1% | 4.92% | +0.54 |
| FSV Firstservice Corp. | Add +16.4% | 4.42% | +0.52 |
| DOCS Doximity Inc. Class A | Add +39.6% | 1.43% | +0.50 |
| WRBY Warby Parker Inc. Class A | Add +65.0% | 0.90% | +0.47 |
| RBC RBC Bearings Inc. | Add +2.0% | 5.30% | +0.38 |
| ACHC Acadia Healthcare Co. Inc. | Add +58.8% | 1.23% | +0.37 |
| ALHC Alignment Healthcare Inc. | New | 0.26% | +0.26 |
| VSEC Vse Corp. | New | 0.22% | +0.22 |
| CPRT Copart Inc. | Add +11.0% | 2.16% | +0.20 |
| VEEV Veeva Systems Inc. Class A | Add +25.1% | 1.77% | +0.08 |
| CIGI Colliers Intl GR-Subord Vot | Add +5.9% | 1.96% | +0.05 |
| RH RH | Add +36.7% | 1.78% | +0.03 |
| LFST Lifestance Health Group Inc. | Add +19.7% | 0.50% | +0.00 |
| SAIA Saia Inc. | Add +5.6% | 0.57% | −0.06 |
| WST West Pharmaceutical Services | Add +0.9% | 2.81% | −0.35 |
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 |