13F filing recap · Q1 2021

What did Durable Capital Partners LP buy in Q1 2021?

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

Stock value

$11.83B

Positions

Estimated turnover

25.3%

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

AFRMAffirm Holdings, Inc.$317.65Mreported value+4.66M shares CPNGCoupang, Inc.$141.00Mreported value+2.86M shares FTDRFrontdoor, Inc.$113.33Mreported value+2.11M shares ACVAAcv Auctions Inc.$82.30Mreported value+2.44M shares ALHCAlignment Healthcare, Inc.$39.15Mreported value+1.84M shares XM1USDQualtrics International Inc$32.91Mreported value+1.00M shares MTNVail Resorts, Inc.$23.55Mreported value+80.8K shares MKTXMarketaxess Holdings Inc.$23.24Mreported value+46.7K shares

Increased positions

SAMThe Boston Beer Company, Inc.$727.24Mreported value+22.7K shares+3.9%JBHTJ.b. Hunt Transport Services, Inc.$554.47Mreported value+1.11M shares+51.0%SHOPShopify Inc.$530.84Mreported value+47.9K shares+11.1%BKIBlack Knight Inc$524.65Mreported value+1.78M shares

Reduced positions

RDFNRedfin Corporation$571.85Mreported value-395.6K shares-4.4%RHRh$540.09Mreported value-40.3K shares-4.3%IACIac Inc.$409.68Mreported value-164.6K shares-8.0%KWRQuaker Chemical Corporation$330.42Mreported value-206.4K shares

Exited positions

DNBDun & Bradstreet Holdings, Inc.$149.12Mprior reported value-5.99M shares-100.0%TEAMAtlassian Corporation$91.43Mprior reported value-390.9K shares-100.0%CIGIColliers International Group Inc.$55.53Mprior reported value-623.1K shares-100.0%EBEventbrite Inc$53.91Mprior reported value