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CIK: 0001798849
Total reported value
$10.3B
$10.3B
46 檔
33.1%
In Q4 2024, Durable Capital Partners LP's U.S. equity holdings reached a combined market value of $10.3B, distributed across 46 disclosed stock positions.
In Q4 2024, Durable Capital Partners LP adopted a defensive or profit-taking posture, trimming 25 positions and completely liquidating 9 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | RBC | RBC Bearings Inc | Stock-Industrials | 6.42% | -2.02% | +1.87% | |
| 2 | DUOL | Duolingo | Stock-Tech | 6.13% | — | -23.45% | |
| 3 | HUBS | Hubspot Inc | Stock-Tech | 5.49% | — | -5.37% | |
| 4 | CPNG | Coupang Inc | Stock-Consumer Disc | 5.13% | -1.84% | +13.56% | |
| 5 | TOST | Toast Inc-class A | Stock-Tech | 4.59% | — | -5.04% | |
| 6 | FOUR | Shift4 Payments Inc-class A | Stock-Tech | 4.34% | -0.69% | -15.90% | |
| 7 | INTU | Intuit Inc | Stock-Tech | 4.31% | — | -40.35% | |
| 8 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 3.82% | — | -22.97% | |
| 9 | FSV | Firstservice CORP | Stock-Other | 3.80% | — | -23.87% | |
| 10 | CVNA | Carvana Co | Stock-Consumer Disc | 3.60% | +1.08% | +6.34% | |
| 11 | SHOP | Shopify Inc - Class A | Stock-Tech | 3.43% | +1.40% | +86.86% | |
| 12 | TEAM | Atlassian Corp-cl A | Stock-Tech | 3.13% | — | +499.69% | |
| 13 | CIGI | Colliers Intl Gr-subord Vot | Stock-Other | 2.93% | -0.91% | EXIT | |
| 14 | AFRM | Affirm Holdings Inc | Stock-Financials | 2.91% | +0.85% | +97.28% | |
| 15 | ROP | Roper Technologies Inc | Stock-Tech | 2.72% | — | -43.09% | |
| 16 | DSGX | Descartes Systems Grp/the | Stock-Tech | 2.70% | — | -15.63% | |
| 17 | AYI | Acuity Inc | Stock-Industrials | 2.59% | -0.78% | +158.90% | |
| 18 | ✓ | On Holding AG | Stock-Other | 2.45% | — | -2.44% | |
| 19 | RBLX | Roblox CORP -class A | Stock-Comm Services | 2.01% | -0.38% | EXIT | |
| 20 | RH | Rh | Stock-Consumer Disc | 1.98% | — | -7.50% | |
| 21 | PRVA | Privia Health Group Inc | Stock-Other | 1.83% | +0.35% | +3.40% | |
| 22 | WRBY | Warby Parker Inc-class A | Stock-Other | 1.78% | +0.50% | +10.28% | |
| 23 | WST | West Pharmaceutical Services | Stock-Healthcare | 1.70% | — | -41.30% | |
| 24 | ENTG | Entegris Inc | Stock-Tech | 1.64% | -0.66% | +16.52% | |
| 25 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.55% | -2.62% | EXIT | |
| 26 | APG | Api Group CORP | Stock-Industrials | 1.47% | -1.16% | +199.84% | |
| 27 | ODFL | Old Dominion Freight Line | Stock-Industrials | 1.43% | — | -17.17% | |
| 28 | DOCS | Doximity Inc-class A | Stock-Healthcare | 1.26% | — | -63.06% | |
| 29 | BFAM | Bright Horizons Family Solut | Stock-Consumer Disc | 1.18% | — | -69.63% | |
| 30 | MOH | Molina Healthcare Inc | Stock-Healthcare | 1.14% | — | -54.37% | |
| 31 | CPRT | Copart Inc | Stock-Industrials | 1.00% | — | -49.30% | |
| 32 | SG | Sweetgreen Inc - Class A | Stock-Other | 0.91% | — | -12.73% | |
| 33 | BIRK | Birkenstock Holding plc | Stock-Other | 0.91% | — | -33.49% | |
| 34 | MNDY | monday.com Ltd. | Stock-Tech | 0.90% | — | -57.07% | |
| 35 | AVTR | Avantor Inc | Stock-Healthcare | 0.83% | — | -39.82% | |
| 36 | WIX | Wix.com Ltd. | Stock-Tech | 0.73% | -0.99% | — | |
| 37 | PTC | Ptc Inc | Stock-Tech | 0.66% | — | -34.62% | |
| 38 | AUR | Aurora Innovation Inc | Stock-Consumer Disc | 0.66% | +0.66% | +8.38% | |
| 39 | CHWY | Chewy Inc - Class A | Stock-Consumer Disc | 0.64% | — | — | |
| 40 | TTAN | Servicetitan Inc-a | Stock-Tech | 0.62% | — | — | |
| 41 | XPO | Xpo Inc | Stock-Industrials | 0.62% | -1.04% | — | |
| 42 | LFST | Lifestance Health Group Inc | Stock-Other | 0.57% | — | -8.93% | |
| 43 | VSEC | Vse CORP | Stock-Industrials | 0.47% | -0.49% | +55.45% | |
| 44 | ALHC | Alignment Healthcare Inc | Stock-Other | 0.42% | — | -16.26% | |
| 45 | DASH | Doordash Inc - A | Stock-Consumer Disc | 0.31% | +0.85% | — | |
| 46 | PCOR | Procore Technologies Inc | Stock-Tech | 0.28% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TEAM | Atlassian Corp-cl A | +2.8% | +499.69% | Add |
| 2 | SHOP | Shopify Inc - Class A | +2.2% | +86.86% | Add |
| 3 | AFRM | Affirm Holdings Inc | +2% | +97.28% | Add |
| 4 | RBLX | Roblox CORP -class A | +2% | NEW | New buy |
| 5 | AYI | Acuity Inc | +1.7% | +158.90% | Add |
| 6 | HUBS | Hubspot Inc | +1.5% | -5.37% | Trim |
| 7 | TOST | Toast Inc-class A | +1.2% | -5.04% | Trim |
| 8 | APG | Api Group CORP | +1.1% | +199.84% | Add |
| 9 | CVNA | Carvana Co | +1% | +6.34% | Add |
| 10 | WRBY | Warby Parker Inc-class A | +0.8% | +10.28% | Add |
| 11 | RBC | RBC Bearings Inc | +0.8% | +1.87% | Add |
| 12 | WIX | Wix.com Ltd. | +0.7% | NEW | New buy |
| 13 | CHWY | Chewy Inc - Class A | +0.6% | NEW | New buy |
| 14 | TTAN | Servicetitan Inc-a | +0.6% | NEW | New buy |
| 15 | XPO | Xpo Inc | +0.6% | NEW | New buy |
| 16 | CPNG | Coupang Inc | +0.6% | +13.56% | Add |
| 17 | ✓ | On Holding AG | +0.4% | -2.44% | Trim |
| 18 | FOUR | Shift4 Payments Inc-class A | +0.4% | -15.90% | Trim |
| 19 | PRVA | Privia Health Group Inc | +0.4% | +3.40% | Add |
| 20 | RH | Rh | +0.4% | -7.50% | Trim |
| 21 | DASH | Doordash Inc - A | +0.3% | NEW | New buy |
| 22 | PCOR | Procore Technologies Inc | +0.3% | NEW | New buy |
| 23 | VSEC | Vse CORP | +0.2% | +55.45% | Add |
| 24 | ENTG | Entegris Inc | +0.2% | +16.52% | Add |
| 25 | AUR | Aurora Innovation Inc | +0.2% | +8.38% | Add |
| 26 | CIGI | Colliers Intl Gr-subord Vot | +0.1% | +4.04% | Add |
| 27 | DSGX | Descartes Systems Grp/the | +0.1% | -15.63% | Trim |
| 28 | BKNG | Booking Holdings Inc | +0.1% | -22.97% | Trim |
| 29 | LFST | Lifestance Health Group Inc | 0% | -8.93% | Trim |
| 30 | ALHC | Alignment Healthcare Inc | -0.1% | -16.26% | Trim |
| 31 | DUOL | Duolingo | -0.1% | -23.45% | Trim |
| 32 | K4F | Onestream Inc | -0.1% | EXIT | Sold out |
| 33 | SG | Sweetgreen Inc - Class A | -0.1% | -12.73% | Trim |
| 34 | BIRK | Birkenstock Holding plc | -0.2% | -33.49% | Trim |
| 35 | PTC | Ptc Inc | -0.2% | -34.62% | Trim |
| 36 | ODFL | Old Dominion Freight Line | -0.3% | -17.17% | Trim |
| 37 | YOU | Clear Secure Inc -class A | -0.3% | EXIT | Sold out |
| 38 | IWM | Ishares Russell 2000 ETF | -0.4% | -27.23% | Trim |
| 39 | OPCH | Option Care Health Inc | -0.6% | EXIT | Sold out |
| 40 | CPRT | Copart Inc | -0.6% | -49.30% | Trim |
| 41 | FND | Floor & Decor Holdings Inc-a | -0.7% | EXIT | Sold out |
| 42 | WST | West Pharmaceutical Services | -0.7% | -41.30% | Trim |
| 43 | AVTR | Avantor Inc | -0.7% | -39.82% | Trim |
| 44 | FSV | Firstservice CORP | -0.7% | -23.87% | Trim |
| 45 | MSCI | Msci Inc | -0.8% | EXIT | Sold out |
| 46 | TTC | Toro Co | -0.9% | EXIT | Sold out |
| 47 | ACHC | Acadia Healthcare Co Inc | -1.1% | EXIT | Sold out |
| 48 | DOCS | Doximity Inc-class A | -1.2% | -63.06% | Trim |
| 49 | MNDY | monday.com Ltd. | -1.3% | -57.07% | Trim |
| 50 | MOH | Molina Healthcare Inc | -1.5% | -54.37% | Trim |
According to official SEC Form 13F filings, Durable Capital Partners LP reported a total U.S. public equity portfolio value of $10.3B across 46 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including RBC, DUOL, HUBS) accounted for 33.1% of total reported equity market value during Q4 2024.
Top New Position Initiated
RBLX
市值: $246.6M
Top Position Liquidated / Trimmed
VEEV
前期市值: $261.2M
During Q4 2024, Durable Capital Partners LP's top holdings by market value included RBC (6.4%)、DUOL (6.1%)、HUBS (5.5%). The largest single position, RBC, represented 6.4% of total portfolio value.
In Q4 2024, Durable Capital Partners LP made 55 total portfolio adjustments, initiating 7 new buys, adding to 14 positions, trimming 25 holdings, and fully liquidating 9 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
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