13F filing recap · Q3 2020

What did Durable Capital Partners LP buy in Q3 2020?

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

Stock value

$9.09B

Positions

Estimated turnover

28.3%

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

STNEStoneco Ltd.$278.20Mreported value+5.26M shares IACIac Inc.MIXED CORP ACTION$155.70Mreported value+1.30M shares SNOWSnowflake Inc.$145.53Mreported value+602.0K shares DNBDun & Bradstreet Holdings, Inc.$124.80Mreported value+4.86M shares EBEventbrite Inc$49.04Mreported value+4.52M shares CIGIColliers International Group Inc.$28.43Mreported value+426.3K shares DCTDuck Creek Technologies Inc$15.90Mreported value+350.0K shares NCNONcino, Inc.$13.94Mreported value+175.0K shares CMRCCommerce.com, Inc.$13.85Mreported value+166.3K shares ACCDAccolade Inc$11.66Mreported value+300.0K shares ROLRollins Inc$10.44Mreported value+192.6K shares

Increased positions

RHRh$461.86Mreported value+382.8K shares+46.4%SAMThe Boston Beer Company, Inc.$437.06Mreported value+127.7K shares+34.8%FSVFirstservice Corp$399.25Mreported value+121.3K shares+4.2%SHOPShopify Inc.$390.88Mreported value+149.2K shares

Reduced positions

BFAMBright Horizons Family Solutions Inc.$558.10Mreported value-589.4K shares-13.8%RDFNRedfin Corporation$404.58Mreported value-990.5K shares-10.9%WSTWest Pharmaceutical Services, Inc.$304.07Mreported value-135.1K shares-10.9%TWLOTwilio Inc.$294.19Mreported value-66.6K shares

Exited positions

IACPeople Inc.MIXED CORP ACTION$479.70Mprior reported value-1.48M shares-100.0%