13F filing recap · Q2 2020

What did Durable Capital Partners LP buy in Q2 2020?

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

Stock value

$8.03B

Positions

Estimated turnover

121.3%

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

VRMVroom, Inc.$273.64Mreported value+5.43M shares SHOPShopify Inc.$221.08Mreported value+232.9K shares RHRh$205.18Mreported value+824.3K shares SAMThe Boston Beer Company, Inc.$197.00Mreported value+367.1K shares JBHTJ.b. Hunt Transport Services, Inc.$118.55Mreported value+985.1K shares FOURShift4 Payments, Inc.$47.19Mreported value+1.33M shares CNNECannae Holdings, Inc.$44.26Mreported value+1.08M shares BILLBill Holdings, Inc.$22.63Mreported value+250.8K shares

Increased positions

BFAMBright Horizons Family Solutions Inc.$499.29Mreported value+3.22M shares+308.4%IACPeople Inc.$479.70Mreported value+1.25M shares+536.4%WIXWix.com Ltd.$455.54Mreported value+1.68M shares+1749.4%FSVFirstservice Corp$292.76Mreported value+1.96M shares

Reduced positions

GFLGfl Environmental Inc.$65.55Mreported value-718.2K shares-17.1%ODFLOld Dominion Freight Line, Inc.$52.17Mreported value-236.2K shares-43.4%

Exited positions

SPYSPDR S&P 500 ETF Trust$2.16Bprior reported value-8.38M shares-100.0%IWMiShares Trust$521.20Mprior reported value-4.55M shares-100.0%TRUTransunion$52.83Mprior reported value-798.3K shares-100.0%ITGartner, Inc.$49.16Mprior reported value-493.8K shares