13F filing recap · Q3 2021

What did Durable Capital Partners LP buy in Q3 2021?

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

Stock value

$13.20B

Positions

Estimated turnover

35.4%

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

WRBYWarby Parker Inc.$418.43Mreported value+7.89M shares CFXEnovis Corp$220.97Mreported value+4.81M shares ONONOn Holding AG$187.16Mreported value+6.46M shares CWANClearwater Analytics Holdings, Inc.$176.37Mreported value+7.04M shares TOSTToast, Inc.$173.23Mreported value+3.65M shares DUOLDuolingo, Inc.$129.35Mreported value+795.0K shares CZOOCazoo Group Ltd$38.18Mreported value+5.13M shares DNUTKrispy Kreme, Inc.$33.90Mreported value+2.42M shares SRADSportradar Group AG$22.63Mreported value+1.00M shares UPGBPWheels Up Experience Inc$16.48Mreported value+2.50M shares DDOGDatadog, Inc.$13.11Mreported value+92.7K shares

Increased positions

MTNVail Resorts, Inc.$379.62Mreported value+564.0K shares+98.5%KWRQuaker Chemical Corporation$355.58Mreported value+30.2K shares+2.1%TWLOTwilio Inc.$353.62Mreported value+421.7K shares+61.4%CFLTConfluent Inc$349.54Mreported value+611.8K shares

Reduced positions

SHOPShopify Inc.$727.82Mreported value-44.7K shares-7.7%INTUIntuit Inc.$686.95Mreported value-117.5K shares-8.4%FSVFirstservice Corp$589.56Mreported value-4.5K shares-0.1%JBHTJ.b. Hunt Transport Services, Inc.$559.72Mreported value-77.4K shares

Exited positions

ABNBAirbnb, Inc.$168.45Mprior reported value-1.10M shares-100.0%STNEStoneco Ltd.$131.76Mprior reported value-1.96M shares-100.0%FTDRFrontdoor, Inc.$79.21Mprior reported value-1.59M shares-100.0%