13F filing recap · Q4 2020

What did Durable Capital Partners LP buy in Q4 2020?

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

Stock value

$11.25B

Positions

Estimated turnover

30.6%

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

DASHDoordash, Inc.$431.46Mreported value+3.18M shares ABNBAirbnb, Inc.$161.48Mreported value+1.10M shares XYZBlock, Inc.$49.40Mreported value+227.0K shares ROOTGBPRoot, Inc.$25.96Mreported value+1.65M shares ABCMAbcam Plc$10.78Mreported value+500.0K shares LINDLindblad Expeditions Holdings, Inc.$2.91Mreported value+169.7K shares

Increased positions

RDFNRedfin Corporation$616.52Mreported value+880.3K shares+10.9%SAMThe Boston Beer Company, Inc.$576.87Mreported value+85.4K shares+17.3%SHOPShopify Inc.$488.85Mreported value+49.8K shares+13.0%BKIBlack Knight Inc$469.59Mreported value+1.04M shares

Reduced positions

RHRh$423.18Mreported value-261.5K shares-21.7%BFAMBright Horizons Family Solutions Inc.$386.92Mreported value-1.43M shares-39.1%TWLOTwilio Inc.$316.65Mreported value-255.2K shares-21.4%WSTWest Pharmaceutical Services, Inc.$274.42Mreported value-137.5K shares

Exited positions

LIILennox International Inc$137.13Mprior reported value-503.0K shares-100.0%MTNVail Resorts, Inc.$104.74Mprior reported value-489.5K shares-100.0%ODFLOld Dominion Freight Line, Inc.$43.95Mprior reported value-242.9K shares-100.0%ANGIAngi Inc.$38.61Mprior reported value-3.48M shares