13F filing recap · Q4 2021

What did Durable Capital Partners LP buy in Q4 2021?

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

Stock value

$12.80B

Positions

Estimated turnover

22.9%

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

PTONPeloton Interactive, Inc.$194.35Mreported value+5.43M shares SGRYSurgery Partners, Inc.$85.09Mreported value+1.59M shares SGSweetgreen, Inc.$82.37Mreported value+2.63M shares EXFYExpensify, Inc.$71.44Mreported value+1.62M shares

Increased positions

INTUIntuit Inc.$842.04Mreported value+35.8K shares+2.8%MSCIMsci Inc.$586.10Mreported value+66.7K shares+7.5%CFLTConfluent Inc$523.31Mreported value+858.9K shares+14.3%WRBYWarby Parker Inc.$484.36Mreported value+2.52M shares

Reduced positions

JBHTJ.b. Hunt Transport Services, Inc.$669.29Mreported value-72.8K shares-2.2%FSVFirstservice Corp$619.33Mreported value-114.3K shares-3.5%SHOPShopify Inc.$618.07Mreported value-88.1K shares-16.4%RHRh$353.94Mreported value-127.7K shares

Exited positions

SOFISofi Technologies, Inc.$57.13Mprior reported value-3.60M shares-100.0%MNDYMonday.com Ltd.$48.93Mprior reported value-150.0K shares-100.0%DNUTKrispy Kreme, Inc.$33.90Mprior reported value-2.42M shares-100.0%ACVAAcv Auctions Inc.$30.20Mprior reported value-1.69M shares