Durable Capital Partners LP
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Durable Capital Partners LP reported 48 stock positions worth $13.7 billion. Its top holding was Intuit (INTU) at 6.4% of the portfolio, followed by Duolingo (DUOL, 6.3%) and RBC Bearings (RBC, 5.7%). Compared with Q2 2024, it opened 9 new positions, sold out of 10, added to 20 and reduced 18. The biggest buy was a new position in On Class A (ONON) and the biggest sale an exit from Chemed (CHE).
- Most Recent 13F
- Q2 2026
- Location
- Bethesda, MD
- CIK
- 0001798849
- Portfolio Value
- $13.7B (Q3 2024)
- SEC Filing
- 0001798849-24-000012 ↗ filed Nov 14, 2024
Holdings Value
Holdings 48 stocks · $13.7B
| INTU Intuit Inc. | 6.40% | 1,409,157 | $875.1M | Reduce -0.5% |
| DUOL Duolingo | 6.25% | 3,029,775 | $854.5M | Add +2.9% |
| RBC RBC Bearings Inc. | 5.66% | 2,583,059 | $773.3M | Add +8.0% |
| ROP Roper Technologies Inc. | 4.59% | 1,127,408 | $627.3M | Reduce -11.1% |
| CPNG Coupang Inc. | 4.53% | 25,216,154 | $619.1M | Add +11.9% |
| FSV Firstservice Corp. | 4.51% | 3,381,236 | $616.9M | Reduce -4.3% |
| BFAM Bright Horizons Family Solut | 4.41% | 4,303,241 | $603.0M | Reduce -21.0% |
| HUBS HubSpot Inc. | 3.97% | 1,020,057 | $542.3M | Add +24.5% |
| FOUR SHIFT4 Payments Inc. Class A | 3.95% | 6,100,963 | $540.5M | Add +22.8% |
| BKNG Booking Holdings Inc. | 3.77% | 122,407 | $515.6M | Reduce -6.2% |
| TOST Toast Inc. Class A | 3.37% | 16,263,895 | $460.4M | Reduce -10.5% |
| CIGI Colliers Intl GR-Subord Vot | 2.82% | 2,541,741 | $385.9M | Add +18.9% |
| MOH Molina Healthcare Inc. | 2.64% | 1,049,162 | $361.5M | Add +61.1% |
| DSGX The Descartes Systems Grp | 2.60% | 3,455,887 | $355.8M | No change |
| CVNA Carvana Co. | 2.60% | 2,038,986 | $355.0M | Add +142.7% |
| DOCS Doximity Inc. Class A | 2.49% | 7,823,409 | $340.9M | Add +25.8% |
| WST West Pharmaceutical Services | 2.38% | 1,085,919 | $325.9M | Add +4.4% |
| MNDY Monday.com Ltd. | 2.21% | 1,089,280 | $302.6M | Add +26.7% |
| ONON On Holding AG Class A filed as ON HLDG AG | 2.06% | 5,618,322 | $281.8M | New |
| VEEV Veeva Systems Inc. Class A | 1.91% | 1,244,664 | $261.2M | Add +5.7% |
| IWM iShares Russell 2000 ETF | 1.91% | 1,181,911 | $261.1M | New |
| SSNC Ss&c Technologies Holdings | 1.77% | 3,263,508 | $242.2M | Reduce -12.2% |
| ODFL Old Dominion Freight Line | 1.75% | 1,203,120 | $239.0M | Add +13.4% |
| RH RH | 1.63% | 666,936 | $223.0M | Reduce -24.6% |
| CPRT Copart Inc. | 1.62% | 4,228,360 | $221.6M | Reduce -12.9% |
| AVTR Avantor Inc. | 1.51% | 7,992,098 | $206.8M | Add +32.4% |
| PRVA Privia Health Group Inc. | 1.48% | 11,109,588 | $202.3M | Add +22.2% |
| ENTG Entegris Inc. | 1.44% | 1,745,006 | $196.4M | Add +44.3% |
| SHOP Shopify Inc. Class A | 1.24% | 2,114,054 | $169.4M | Reduce -24.4% |
| BIRK Birkenstock Holding PLC | 1.06% | 2,950,092 | $145.4M | Reduce -5.6% |
| ACHC Acadia Healthcare Co. Inc. | 1.05% | 2,255,059 | $143.0M | Add +1.7% |
| SG Sweetgreen Inc. Class A | 1.04% | 4,004,906 | $142.0M | New |
| WRBY Warby Parker Inc. Class A | 0.98% | 8,177,028 | $133.5M | Add +19.3% |
| PTC PTC Inc. | 0.89% | 674,241 | $121.8M | Reduce -5.1% |
| AFRM Affirm Holdings Inc. | 0.89% | 2,969,456 | $121.2M | New |
| TTC Toro Co. | 0.86% | 1,348,433 | $116.9M | Reduce -28.2% |
| AYI Acuity Inc. | 0.85% | 420,429 | $115.8M | New |
| MSCI MSCI Inc. | 0.77% | 180,610 | $105.3M | Reduce -43.0% |
| FND Floor & Decor Holdings Inc. Class A | 0.66% | 724,851 | $90.0M | New |
| OPCH Option Care Health Inc. | 0.55% | 2,396,385 | $75.0M | New |
| LFST Lifestance Health Group Inc. | 0.53% | 10,441,068 | $73.1M | Reduce -15.8% |
| AUR Aurora Innovation Inc. | 0.51% | 11,770,680 | $69.7M | Reduce -13.5% |
| ALHC Alignment Healthcare Inc. | 0.47% | 5,476,828 | $64.7M | Add +37.6% |
| APG Api Group Corp. | 0.40% | 1,670,071 | $55.1M | New |
| YOU Clear Secure Inc. Class A | 0.32% | 1,326,241 | $44.0M | Reduce -12.2% |
| TEAM Atlassian Corp. Class A | 0.31% | 262,726 | $41.7M | Reduce -81.1% |
| VSEC Vse Corp. | 0.24% | 392,144 | $32.4M | Add +28.2% |
| OS Onestream Inc. | 0.12% | 500,000 | $16.9M | New |
Portfolio Sells Q2 2024 → Q3 2024
| CHE Chemed Corp. | Sold out | 0.00% | −2.45 |
| TEAM Atlassian Corp. Class A | Reduce -81.1% | 0.31% | −1.71 |
| JBHT Hunt (jb) Transprt SVCS Inc. | Sold out | 0.00% | −1.44 |
| ROL Rollins Inc. | Sold out | 0.00% | −1.37 |
| ROP Roper Technologies Inc. | Reduce -11.1% | 4.59% | −1.28 |
| INTU Intuit Inc. | Reduce -0.5% | 6.40% | −1.24 |
| DDOG Datadog Inc. Class A | Sold out | 0.00% | −0.91 |
| IR Ingersoll-Rand Inc. | Sold out | 0.00% | −0.90 |
| GGG Graco Inc. | Sold out | 0.00% | −0.77 |
| WCN Waste Connections Inc. | Sold out | 0.00% | −0.59 |
| TTC Toro Co. | Reduce -28.2% | 0.86% | −0.59 |
| SAIA Saia Inc. | Sold out | 0.00% | −0.57 |
| SGRY Surgery Partners Inc. | Sold out | 0.00% | −0.56 |
| CPRT Copart Inc. | Reduce -12.9% | 1.62% | −0.54 |
| BFAM Bright Horizons Family Solut | Reduce -21.0% | 4.41% | −0.51 |
| MSCI MSCI Inc. | Reduce -43.0% | 0.77% | −0.48 |
| TOST Toast Inc. Class A | Reduce -10.5% | 3.37% | −0.48 |
| BKNG Booking Holdings Inc. | Reduce -6.2% | 3.77% | −0.47 |
| BIRK Birkenstock Holding PLC | Reduce -5.6% | 1.06% | −0.33 |
| SHOP Shopify Inc. Class A | Reduce -24.4% | 1.24% | −0.28 |
| PTC PTC Inc. | Reduce -5.1% | 0.89% | −0.17 |
| RH RH | Reduce -24.6% | 1.63% | −0.14 |
| SSNC Ss&c Technologies Holdings | Reduce -12.2% | 1.77% | −0.14 |
| GSHD Goosehead Insurance Inc. Class A | Sold out | 0.00% | −0.02 |
| LFST Lifestance Health Group Inc. | Reduce -15.8% | 0.53% | +0.04 |
| YOU Clear Secure Inc. Class A | Reduce -12.2% | 0.32% | +0.09 |
| FSV Firstservice Corp. | Reduce -4.3% | 4.51% | +0.09 |
| AUR Aurora Innovation Inc. | Reduce -13.5% | 0.51% | +0.20 |
Portfolio Buys Q2 2024 → Q3 2024
| ONON On Holding AG Class A | New | 2.06% | +2.06 |
| IWM iShares Russell 2000 ETF | New | 1.91% | +1.91 |
| CVNA Carvana Co. | Add +142.7% | 2.60% | +1.71 |
| DUOL Duolingo | Add +2.9% | 6.25% | +1.21 |
| DOCS Doximity Inc. Class A | Add +25.8% | 2.49% | +1.07 |
| MOH Molina Healthcare Inc. | Add +61.1% | 2.64% | +1.06 |
| SG Sweetgreen Inc. Class A | New | 1.04% | +1.04 |
| FOUR SHIFT4 Payments Inc. Class A | Add +22.8% | 3.95% | +0.96 |
| AFRM Affirm Holdings Inc. | New | 0.89% | +0.89 |
| CIGI Colliers Intl GR-Subord Vot | Add +18.9% | 2.82% | +0.86 |
| AYI Acuity Inc. | New | 0.85% | +0.85 |
| FND Floor & Decor Holdings Inc. Class A | New | 0.66% | +0.66 |
| CPNG Coupang Inc. | Add +11.9% | 4.53% | +0.65 |
| OPCH Option Care Health Inc. | New | 0.55% | +0.55 |
| MNDY Monday.com Ltd. | Add +26.7% | 2.21% | +0.51 |
| AVTR Avantor Inc. | Add +32.4% | 1.51% | +0.46 |
| APG Api Group Corp. | New | 0.40% | +0.40 |
| RBC RBC Bearings Inc. | Add +8.0% | 5.66% | +0.36 |
| ALHC Alignment Healthcare Inc. | Add +37.6% | 0.47% | +0.22 |
| ODFL Old Dominion Freight Line | Add +13.4% | 1.75% | +0.21 |
| PRVA Privia Health Group Inc. | Add +22.2% | 1.48% | +0.18 |
| VEEV Veeva Systems Inc. Class A | Add +5.7% | 1.91% | +0.14 |
| OS Onestream Inc. | New | 0.12% | +0.12 |
| ENTG Entegris Inc. | Add +44.3% | 1.44% | +0.09 |
| WRBY Warby Parker Inc. Class A | Add +19.3% | 0.98% | +0.07 |
| VSEC Vse Corp. | Add +28.2% | 0.24% | +0.02 |
| HUBS HubSpot Inc. | Add +24.5% | 3.97% | +0.00 |
| ACHC Acadia Healthcare Co. Inc. | Add +1.7% | 1.05% | −0.18 |
| WST West Pharmaceutical Services | Add +4.4% | 2.38% | −0.43 |
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 |