13F filing recap · Q1 2020

What did Durable Capital Partners LP buy in Q1 2020?

Reported stock-position changes between this filing and the previous one.

Stock value

$4.92B

Positions

Estimated turnover

60.8%

Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.

New positions

ROPRoper Technologies Inc$156.73Mreported value+502.6K shares WSTWest Pharmaceutical Services, Inc.$143.54Mreported value+942.8K shares RDFNRedfin Corporation$140.22Mreported value+9.09M shares MSCIMsci Inc.$114.45Mreported value+396.1K shares TEAMAtlassian Corporation$113.45Mreported value+826.6K shares KWRQuaker Chemical Corporation$106.83Mreported value+846.0K shares BFAMBright Horizons Family Solutions Inc.$106.39Mreported value+1.04M shares MTNVail Resorts, Inc.$87.27Mreported value+590.8K shares COUPCoupa Software Inc$85.38Mreported value+611.1K shares FSVFirstservice Corp$73.11Mreported value+948.0K shares ODFLOld Dominion Freight Line, Inc.$71.39Mreported value+543.9K shares IRIngersoll Rand Inc.$63.72Mreported value+2.57M shares GFLGfl Environmental Inc.$63.37Mreported value+4.21M shares DAYDayforce Inc$58.05Mreported value+1.16M shares IDXXIdexx Laboratories Inc /de$55.12Mreported value+227.5K shares TRUTransunion$52.83Mreported value+798.3K shares CARGCargurus, Inc.$51.41Mreported value+2.71M shares BKIBlack Knight Inc$51.28Mreported value+883.2K shares TWLOTwilio Inc.$49.25Mreported value+550.3K shares ITGartner, Inc.$49.16Mreported value+493.8K shares WCNWaste Connections, Inc.$47.27Mreported value+610.0K shares RBCRBC Bearings Incorporated$45.01Mreported value+399.0K shares IACPeople Inc.$41.77Mreported value+233.1K shares CABOCable One, Inc.$34.94Mreported value+21.3K shares TTCThe Toro Company$28.11Mreported value+431.9K shares AWIArmstrong World Industries, Inc.$25.30Mreported value+318.6K shares BURLBurlington Stores, Inc.$24.81Mreported value+156.6K shares INTUIntuit Inc.$23.88Mreported value+103.8K shares OUTOutfront Media Inc.$23.61Mreported value+1.75M shares EYENational Vision Holdings, Inc.$21.18Mreported value+1.09M shares DDOGDatadog, Inc.$19.23Mreported value+534.5K shares SVMKUSDSvmk Inc (momentive Global Inc, Formerly Surveymonkey)$17.31Mreported value+1.28M shares DSGXDescartes Systems Group Inc$15.71Mreported value+456.8K shares ANGIAngi Inc.$12.82Mreported value+2.44M shares FTCHFarfetch Limited$12.36Mreported value+1.56M shares GSHDGoosehead Insurance, Inc.$10.87Mreported value+243.6K shares ROLRollins Inc$10.84Mreported value+300.0K shares WIXWix.com Ltd.$9.69Mreported value+96.1K shares EBEventbrite Inc$6.23Mreported value+852.9K shares LIILennox International Inc$5.98Mreported value+32.9K shares EXASExact Sciences Corporation$5.77Mreported value+99.4K shares

Increased positions

SPYSPDR S&P 500 ETF Trust$2.16Breported value+615.4K shares+7.9%IWMiShares Trust$521.20Mreported value+1.54M shares+51.0%