13F filing recap · Q1 2022

What did Durable Capital Partners LP buy in Q1 2022?

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

Stock value

$11.39B

Positions

Estimated turnover

40.1%

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

TEAMAtlassian Corporation$434.14Mreported value+1.48M shares HUBSHubspot Inc$283.91Mreported value+597.8K shares MOHMolina Healthcare, Inc.$214.36Mreported value+642.6K shares SPYSPDR S&P 500 ETF Trust$207.71Mreported value+459.9K shares TTCThe Toro Company$150.80Mreported value+1.76M shares TDYTeledyne Technologies Inc$140.33Mreported value+296.9K shares IWMiShares Trust$100.41Mreported value+489.1K shares ROLRollins Inc$61.80Mreported value+1.76M shares BSYBentley Systems, Incorporated$10.13Mreported value+229.2K shares

Increased positions

INTUIntuit Inc.$684.01Mreported value+113.4K shares+8.7%ROPRoper Technologies Inc$659.01Mreported value+473.2K shares+51.3%MSCIMsci Inc.$607.62Mreported value+251.7K shares+26.3%WRBYWarby Parker Inc.$500.68Mreported value+4.41M shares

Reduced positions

JBHTJ.b. Hunt Transport Services, Inc.$652.02Mreported value-27.2K shares-0.8%WSTWest Pharmaceutical Services, Inc.$307.35Mreported value-110.9K shares-12.9%SHOPShopify Inc.$281.16Mreported value-32.8K shares-7.3%IRIngersoll Rand Inc.$248.69Mreported value-440.3K shares

Exited positions

TWLOTwilio Inc.$278.50Mprior reported value-1.06M shares-100.0%WIXWix.com Ltd.$71.89Mprior reported value-455.6K shares-100.0%FTCHFarfetch Limited$51.51Mprior reported value-1.54M shares-100.0%XM1USDQualtrics International Inc$28.27Mprior reported value-798.6K shares