13F filing recap · Q2 2021

What did Durable Capital Partners LP buy in Q2 2021?

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

Stock value

$13.56B

Positions

Estimated turnover

27.1%

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

YOUClear Secure, Inc.$329.64Mreported value+8.57M shares PPLIIac Inc.MIXED CORP ACTION$252.07Mreported value+1.64M shares AGLAgilon Health, Inc.$244.38Mreported value+6.20M shares CFLTConfluent Inc$238.37Mreported value+5.39M shares SOFISofi Technologies, Inc.$231.99Mreported value+12.10M shares VMEOVimeo, Inc.MIXED CORP ACTION$132.27Mreported value+2.70M shares XMTRXometry, Inc.$123.34Mreported value+1.45M shares UPWKUpwork Inc.$87.16Mreported value+1.50M shares DOCSDoximity, Inc.$43.65Mreported value+750.0K shares LFSTLifestance Health Group, Inc.$41.79Mreported value+1.50M shares MNDYMonday.com Ltd.$33.54Mreported value+150.0K shares LTCHLatch, Inc.$29.35Mreported value+2.50M shares

Increased positions

SHOPShopify Inc.$849.58Mreported value+101.8K shares+21.2%INTUIntuit Inc.$681.71Mreported value+49.8K shares+3.7%RDFNRedfin Corporation$581.08Mreported value+576.3K shares+6.7%FSVFirstservice Corp$560.21Mreported value+83.7K shares

Reduced positions

SAMThe Boston Beer Company, Inc.$582.85Mreported value-31.9K shares-5.3%RHRh$577.61Mreported value-54.6K shares-6.0%BKIBlack Knight Inc$536.96Mreported value-205.0K shares-2.9%WSTWest Pharmaceutical Services, Inc.$341.60Mreported value-17.4K shares

Exited positions

IACIac Inc.MIXED CORP ACTION$409.68Mprior reported value-1.89M shares-100.0%DDOGDatadog, Inc.$97.95Mprior reported value-1.18M shares-100.0%SNOWSnowflake Inc.$51.93Mprior reported value-226.5K shares-100.0%EXASExact Sciences Corporation$42.23M