Durable Capital Partners LP

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 51Value: $11.2BLatest: 2025Q1

Durable Capital Partners LP is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 51 holdings worth $11.2 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "FSV",
  "PCOR",
  "MASI",
  "ALHC",
  "ENTG",
  "RBC",
  "ONON",
  "AFRM",
  "APG",
  "ESAB",
  "AYI",
  "APP",
  "PRVA",
  "TTAN",
  "FERG",
  "BIRK",
  "INTU",
  "HUBS",
  "BKNG",
  null,
  null,
  "DUOL",
  "DASH",
  "SHOP",
  "ROP",
  "VSEC",
  null,
  "TOST",
  "RH",
  "OPCH",
  "FOUR",
  "CIGI",
  "IDXX",
  "SG",
  "WRBY",
  "WST",
  "WIX",
  "XPO",
  "PTC",
  "MOH",
  "MNDY",
  "RBLX",
  "CHWY",
  "MELI",
  "AUR",
  "BFAM",
  "CVNA",
  "YOU",
  "CPNG",
  "DSGX",
  "IWM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 51
Total Value: 11189852067
Accession Number: 0001798849-25-000005
Form Type: 13F-HR
CIK: durable-capital-partners-lp
Manager Name: Durable-Capital-Partners-Lp

Data Enrichment

94% identified

48 identified3 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

51 positions • $11.2B total value

SEC FilingSEC DataHachi Filing

Manager:

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RBC Bearings INC

RBC|75524B104

Shares:2.6M

Value:$846.7M

% of Portfolio:7.6% ($846.7M/$11.2B)

Duolingo, Inc.

DUOL|26603R106

Shares:1.7M

Value:$526.1M

% of Portfolio:4.7% ($526.1M/$11.2B)

Coupang, Inc.

CPNG|22266T109

Shares:23.0M

Value:$504.6M

% of Portfolio:4.5% ($504.6M/$11.2B)

HUBSPOT INC

HUBS|443573100

Shares:847.5K

Value:$484.1M

% of Portfolio:4.3% ($484.1M/$11.2B)

Shift4 Payments, Inc.

FOUR|82452J109

Shares:5.9M

Value:$483.7M

% of Portfolio:4.3% ($483.7M/$11.2B)

INTUIT INC.

INTU|461202103

Shares:697.6K

Value:$428.3M

% of Portfolio:3.8% ($428.3M/$11.2B)

Booking Holdings Inc.

BKNG|09857L108

Shares:92.9K

Value:$427.9M

% of Portfolio:3.8% ($427.9M/$11.2B)

SHOPIFY INC.

SHOP|82509L107

Shares:4.3M

Value:$408.3M

% of Portfolio:3.6% ($408.3M/$11.2B)

CARVANA CO.

CVNA|146869102

Shares:1.9M

Value:$404.1M

% of Portfolio:3.6% ($404.1M/$11.2B)

Colliers International Group Inc.

CIGI|194693107

Shares:3.0M

Value:$360.6M

% of Portfolio:3.2% ($360.6M/$11.2B)

Toast, Inc.

TOST|888787108

Shares:10.8M

Value:$359.5M

% of Portfolio:3.2% ($359.5M/$11.2B)

FirstService Corp

FSV|33767E202

Shares:2.2M

Value:$357.9M

% of Portfolio:3.2% ($357.9M/$11.2B)

WEST PHARMACEUTICAL SERVICES INC

WST|955306105

Shares:1.6M

Value:$352.2M

% of Portfolio:3.1% ($352.2M/$11.2B)

ROPER TECHNOLOGIES INC

ROP|776696106

Shares:564.8K

Value:$333.0M

% of Portfolio:3.0% ($333.0M/$11.2B)

APi Group Corp

APG|00187Y100

Shares:8.9M

Value:$318.7M

% of Portfolio:2.8% ($318.7M/$11.2B)

Affirm Holdings, Inc.

AFRM|00827B106

Shares:6.6M

Value:$297.4M

% of Portfolio:2.7% ($297.4M/$11.2B)

ACUITY BRANDS INC

AYI|00508Y102

Shares:1.1M

Value:$289.3M

% of Portfolio:2.6% ($289.3M/$11.2B)

DESCARTES SYSTEMS GROUP INC

DSGX|249906108

Shares:2.8M

Value:$284.2M

% of Portfolio:2.5% ($284.2M/$11.2B)

Privia Health Group, Inc.

PRVA|74276R102

Shares:11.5M

Value:$257.9M

% of Portfolio:2.3% ($257.9M/$11.2B)

ENTEGRIS INC

ENTG|29362U104

Shares:2.9M

Value:$255.0M

% of Portfolio:2.3% ($255.0M/$11.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
RBC Bearings INC(RBCcusip75524B104)	2.6M	QoQ 0.00% (+0) YoY +12.15% (+285.1K)	All Managers (Combined)	$846.7M	7.6% ($846.7M/$11.2B)	QoQ +7.56% (+$59.5M) YoY +33.48% (+$212.4M)
Duolingo, Inc.(DUOLcusip26603R106)	1.7M	QoQ -26.94% (-625.0K) YoY -45.43% (-1.4M)	All Managers (Combined)	$526.1M	4.7% ($526.1M/$11.2B)	QoQ -30.03% (-$225.8M) YoY -23.18% (-$158.8M)
Coupang, Inc.(CPNGcusip22266T109)	23.0M	QoQ -19.65% (-5.6M) YoY +148.35% (+13.7M)	All Managers (Combined)	$504.6M	4.5% ($504.6M/$11.2B)	QoQ -19.83% (-$124.8M) YoY +206.14% (+$339.8M)
HUBSPOT INC(HUBScusip443573100)	847.5K	QoQ -12.20% (-117.9K) YoY -22.34% (-243.9K)	All Managers (Combined)	$484.1M	4.3% ($484.1M/$11.2B)	QoQ -28.01% (-$188.5M) YoY -29.19% (-$199.7M)
Shift4 Payments, Inc.(FOURcusip82452J109)	5.9M	QoQ +15.37% (-789.0K) YoY +24.13% (+1.2M)	All Managers (Combined)	$483.7M	4.3% ($483.7M/$11.2B)	QoQ -9.15% (-$48.8M) YoY +53.52% (+$168.6M)
INTUIT INC.(INTUcusip461202103)	697.6K	QoQ -17.00% (-143.0K) YoY -51.09% (-728.7K)	All Managers (Combined)	$428.3M	3.8% ($428.3M/$11.2B)	QoQ -18.92% (-$100.0M) YoY -53.80% (-$498.8M)
Booking Holdings Inc.(BKNGcusip09857L108)	92.9K	QoQ -1.49% (-1.4K) YoY -26.12% (-32.8K)	All Managers (Combined)	$427.9M	3.8% ($427.9M/$11.2B)	QoQ -8.66% (-$40.6M) YoY -6.18% (-$28.2M)
SHOPIFY INC.(SHOPcusip82509L107)	4.3M	QoQ +8.23% (-325.5K) YoY +288.26% (+3.2M)	All Managers (Combined)	$408.3M	3.6% ($408.3M/$11.2B)	QoQ -2.80% (-$11.8M) YoY +380.39% (+$323.3M)
CARVANA CO.(CVNAcusip146869102)	1.9M	QoQ -10.85% (-235.3K) YoY NEW(+1.9M)	All Managers (Combined)	$404.1M	3.6% ($404.1M/$11.2B)	QoQ -8.34% (-$36.8M) YoY NEW(+$404.1M)
Colliers International Group Inc.(CIGIcusip194693107)	3.0M	QoQ +12.42% (+328.4K) YoY +47.21% (+953.5K)	All Managers (Combined)	$360.6M	3.2% ($360.6M/$11.2B)	QoQ +0.29% (+$1.0M) YoY +46.09% (+$113.8M)
Toast, Inc.(TOSTcusip888787108)	10.8M	QoQ -29.83% (-4.6M) YoY -32.03% (-5.1M)	All Managers (Combined)	$359.5M	3.2% ($359.5M/$11.2B)	QoQ -36.14% (-$203.5M) YoY -9.53% (-$37.9M)
FirstService Corp(FSVcusip33767E202)	2.2M	QoQ -16.22% (-417.6K) YoY -28.97% (-879.7K)	All Managers (Combined)	$357.9M	3.2% ($357.9M/$11.2B)	QoQ -23.19% (-$108.1M) YoY -28.90% (-$145.5M)
WEST PHARMACEUTICAL SERVICES INC(WSTcusip955306105)	1.6M	QoQ +146.80% (+935.7K) YoY +52.57% (-542.1K)	All Managers (Combined)	$352.2M	3.1% ($352.2M/$11.2B)	QoQ +68.68% (+$143.4M) YoY -13.67% (-$55.8M)
ROPER TECHNOLOGIES INC(ROPcusip776696106)	564.8K	QoQ -11.97% (-76.8K) YoY -52.72% (-630.0K)	All Managers (Combined)	$333.0M	3.0% ($333.0M/$11.2B)	QoQ -0.16% (-$564.4K) YoY -50.30% (-$337.1M)
APi Group Corp(APGcusip00187Y100)	8.9M	QoQ +77.95% (+3.9M) YoY NEW(+8.9M)	All Managers (Combined)	$318.7M	2.8% ($318.7M/$11.2B)	QoQ +76.91% (+$138.5M) YoY NEW(+$318.7M)
Affirm Holdings, Inc.(AFRMcusip00827B106)	6.6M	QoQ +12.33% (-722.6K) YoY NEW(+6.6M)	All Managers (Combined)	$297.4M	2.7% ($297.4M/$11.2B)	QoQ -16.64% (-$59.4M) YoY NEW(+$297.4M)
ACUITY BRANDS INC(AYIcusip00508Y102)	1.1M	QoQ +0.91% (-10.0K) YoY NEW(+1.1M)	All Managers (Combined)	$289.3M	2.6% ($289.3M/$11.2B)	QoQ -9.02% (-$28.7M) YoY NEW(+$289.3M)
DESCARTES SYSTEMS GROUP INC(DSGXcusip249906108)	2.8M	QoQ -3.32% (-96.8K) YoY -22.45% (-816.1K)	All Managers (Combined)	$284.2M	2.5% ($284.2M/$11.2B)	QoQ -14.18% (-$47.0M) YoY -14.57% (-$48.5M)
Privia Health Group, Inc.(PRVAcusip74276R102)	11.5M	QoQ 0.00% (+0) YoY +26.36% (+2.4M)	All Managers (Combined)	$257.9M	2.3% ($257.9M/$11.2B)	QoQ +14.83% (+$33.3M) YoY +44.81% (+$79.8M)
ENTEGRIS INC(ENTGcusip29362U104)	2.9M	QoQ +43.34% (+881.2K) YoY +299.84% (+2.2M)	All Managers (Combined)	$255.0M	2.3% ($255.0M/$11.2B)	QoQ +26.58% (+$53.5M) YoY +148.88% (+$152.5M)