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Durable Capital Partners Lp Top Holdings and 13F Report (2025)

About Durable Capital Partners Lp

Investment Activity

  • Durable Capital Partners Lp has $12.26 billion in total holdings as of December 31, 2024.
  • Durable Capital Partners Lp owns shares of 46 different stocks, but just 24 companies or ETFs make up 80% of its holdings.
  • Approximately 15.16% of the portfolio was purchased this quarter.
  • About 32.29% of the portfolio was sold this quarter.
  • This quarter, Durable Capital Partners Lp has purchased 48 new stocks and bought additional shares in 14 stocks.
  • Durable Capital Partners Lp sold shares of 25 stocks and completely divested from 9 stocks this quarter.

Largest Holdings

RBC Bearings
$787,140,842
DUOLINGO INC
$751,984,694
HubSpot
$672,608,803
Coupang
$629,425,588
Toast
$562,939,559

Largest New Holdings this Quarter

Roblox
$246,560,496 Holding
Wix.com
$89,839,165 Holding
Chewy
$79,050,365 Holding
SERVICETITAN INC
$76,268,127 Holding
XPO
$75,923,128 Holding

Largest Purchases this Quarter

Atlassian
1,312,820 shares (about $319.51M)
Roblox
4,261,329 shares (about $246.56M)
Shopify
1,836,294 shares (about $195.25M)
Acuity Brands
668,048 shares (about $195.16M)
Affirm
2,888,827 shares (about $175.93M)

Largest Sales this Quarter

Intuit
568,624 shares (about $357.38M)
Bright Horizons Family Solutions
2,996,527 shares (about $332.17M)
Doximity
4,933,734 shares (about $263.41M)
Roper Technologies
485,764 shares (about $252.52M)
DUOLINGO INC
710,481 shares (about $230.36M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofDurable Capital Partners Lp

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
RBC Bearings Incorporated stock logo
RBC
RBC Bearings
$787,140,842$14,444,573 ▲1.9%2,631,3466.4%Industrials
DUOLINGO INC
$751,984,694$230,359,255 ▼-23.4%2,319,2946.1%CL A COM
HubSpot, Inc. stock logo
HUBS
HubSpot
$672,608,803$38,136,312 ▼-5.4%965,3245.5%Computer and Technology
Coupang, Inc. stock logo
CPNG
Coupang
$629,425,588$75,174,523 ▲13.6%28,636,2875.1%Retail/Wholesale
Toast, Inc. stock logo
TOST
Toast
$562,939,559$29,879,414 ▼-5.0%15,444,1584.6%Computer and Technology
Shift4 Payments, Inc. stock logo
FOUR
Shift4 Payments
$532,478,679$100,679,261 ▼-15.9%5,130,8414.3%Business Services
Intuit Inc. stock logo
INTU
Intuit
$528,274,991$357,380,184 ▼-40.4%840,5334.3%Computer and Technology
Booking Holdings Inc. stock logo
BKNG
Booking
$468,502,132$139,667,255 ▼-23.0%94,2963.8%Retail/Wholesale
FirstService Co. stock logo
FSV
FirstService
$465,993,993$146,077,347 ▼-23.9%2,574,2683.8%Finance
Carvana Co. stock logo
CVNA
Carvana
$440,931,660$26,283,467 ▲6.3%2,168,2323.6%Retail/Wholesale
Shopify Inc. stock logo
SHOP
Shopify
$420,040,503$195,253,141 ▲86.9%3,950,3483.4%Computer and Technology
Atlassian Co. stock logo
TEAM
Atlassian
$383,456,385$319,514,131 ▲499.7%1,575,5463.1%Computer and Technology
Colliers International Group Inc. stock logo
CIGI
Colliers International Group
$359,549,142$13,948,618 ▲4.0%2,644,3272.9%Finance
Affirm Holdings, Inc. stock logo
AFRM
Affirm
$356,769,435$175,929,564 ▲97.3%5,858,2832.9%Business Services
Roper Technologies, Inc. stock logo
ROP
Roper Technologies
$333,558,633$252,524,415 ▼-43.1%641,6442.7%Computer and Technology
The Descartes Systems Group Inc. stock logo
DSGX
The Descartes Systems Group
$331,208,070$61,380,693 ▼-15.6%2,915,5642.7%Computer and Technology
Acuity Brands, Inc. stock logo
AYI
Acuity Brands
$317,976,786$195,156,862 ▲158.9%1,088,4772.6%Construction
On Holding AG stock logo
ONON
ON
$300,210,911$7,504,585 ▼-2.4%5,481,3022.4%Retail/Wholesale
Roblox Co. stock logo
RBLX
Roblox
$246,560,496$246,560,496 ▲New Holding4,261,3292.0%Consumer Discretionary
RH stock logo
RH
RH
$242,817,872$19,681,468 ▼-7.5%616,9312.0%Consumer Staples
Privia Health Group, Inc. stock logo
PRVA
Privia Health Group
$224,587,331$7,394,885 ▲3.4%11,487,8431.8%Medical
Warby Parker Inc. stock logo
WRBY
Warby Parker
$218,321,543$20,355,695 ▲10.3%9,017,8251.8%Consumer Staples
West Pharmaceutical Services, Inc. stock logo
WST
West Pharmaceutical Services
$208,786,089$146,917,539 ▼-41.3%637,3981.7%Medical
Entegris, Inc. stock logo
ENTG
Entegris
$201,410,674$28,550,380 ▲16.5%2,033,2191.6%Computer and Technology
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$190,031,566$71,123,489 ▼-27.2%860,0271.5%Finance
APi Group Co. stock logo
APG
APi Group
$180,121,178$120,048,724 ▲199.8%5,007,5391.5%Business Services
Old Dominion Freight Line, Inc. stock logo
ODFL
Old Dominion Freight Line
$175,785,070$36,445,298 ▼-17.2%996,5141.4%Transportation
Doximity, Inc. stock logo
DOCS
Doximity
$154,279,748$263,412,058 ▼-63.1%2,889,6751.3%Medical
Bright Horizons Family Solutions Inc. stock logo
BFAM
Bright Horizons Family Solutions
$144,849,247$332,165,018 ▼-69.6%1,306,7141.2%Business Services
Molina Healthcare, Inc. stock logo
MOH
Molina Healthcare
$139,327,381$166,031,218 ▼-54.4%478,7061.1%Medical
Copart, Inc. stock logo
CPRT
Copart
$123,041,692$119,623,888 ▼-49.3%2,143,9571.0%Business Services
Sweetgreen, Inc. stock logo
SG
Sweetgreen
$112,047,552$16,349,734 ▼-12.7%3,494,9330.9%Retail/Wholesale
BIRKENSTOCK HOLDING PLC
$111,171,679$55,980,533 ▼-33.5%1,962,0840.9%COM SHS
monday.com Ltd. stock logo
MNDY
monday.com
$110,092,215$146,367,868 ▼-57.1%467,6020.9%Computer and Technology
Avantor, Inc. stock logo
AVTR
Avantor
$101,345,604$67,047,900 ▼-39.8%4,809,9480.8%Medical
Wix.com Ltd. stock logo
WIX
Wix.com
$89,839,165$89,839,165 ▲New Holding418,7330.7%Computer and Technology
PTC Inc. stock logo
PTC
PTC
$81,057,619$42,915,074 ▼-34.6%440,8420.7%Computer and Technology
Aurora Innovation, Inc. stock logo
AUR
Aurora Innovation
$80,370,077$6,214,793 ▲8.4%12,757,1550.7%Business Services
Chewy, Inc. stock logo
CHWY
Chewy
$79,050,365$79,050,365 ▲New Holding2,360,4170.6%Retail/Wholesale
SERVICETITAN INC
$76,268,127$76,268,127 ▲New Holding741,4030.6%SHS CL A
XPO, Inc. stock logo
XPO
XPO
$75,923,128$75,923,128 ▲New Holding578,9030.6%Transportation
LifeStance Health Group, Inc. stock logo
LFST
LifeStance Health Group
$70,080,048$6,870,624 ▼-8.9%9,508,8260.6%Medical
VSE Co. stock logo
VSEC
VSE
$57,971,343$20,678,449 ▲55.4%609,5830.5%Construction
Alignment Healthcare, Inc. stock logo
ALHC
Alignment Healthcare
$51,593,738$10,020,578 ▼-16.3%4,586,1100.4%Medical
DOORDASH INC
$38,172,016$38,172,016 ▲New Holding227,5530.3%CL A
Procore Technologies, Inc. stock logo
PCOR
Procore Technologies
$33,725,993$33,725,993 ▲New Holding450,1000.3%Computer and Technology
Veeva Systems Inc. stock logo
VEEV
Veeva Systems
$0$261,217,634 ▼-100.0%00.0%Medical
SS&C Technologies Holdings, Inc. stock logo
SSNC
SS&C Technologies
$0$242,184,929 ▼-100.0%00.0%Computer and Technology
Acadia Healthcare Company, Inc. stock logo
ACHC
Acadia Healthcare
$0$142,993,291 ▼-100.0%00.0%Medical
The Toro Company stock logo
TTC
Toro
$0$116,949,594 ▼-100.0%00.0%Consumer Discretionary
MSCI Inc. stock logo
MSCI
MSCI
$0$105,282,987 ▼-100.0%00.0%Finance
Floor & Decor Holdings, Inc. stock logo
FND
Floor & Decor
$0$90,004,749 ▼-100.0%00.0%Retail/Wholesale
Option Care Health, Inc. stock logo
OPCH
Option Care Health
$0$75,006,851 ▼-100.0%00.0%Medical
Clear Secure, Inc. stock logo
YOU
Clear Secure
$0$43,951,627 ▼-100.0%00.0%Computer and Technology
ONESTREAM INC
$0$16,950,000 ▼-100.0%00.0%CL A

Showing largest 100 holdings. View all holdings.
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