13F filing recap · Q3 2022
What did Durable Capital Partners LP buy in Q3 2022?
Reported stock-position changes between this filing and the previous one.
Stock value
$9.10B
Positions
52
Estimated turnover
18.2%
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.
Increased positions
MSCIMsci Inc.$685.17Mreported value+116.5K shares+7.7%INTUIntuit Inc.$660.10Mreported value+150.8K shares+9.7%TEAMAtlassian Corporation$592.33Mreported value+221.2K shares+8.5%ROPRoper Technologies Inc$582.72Mreported value+159.3K shares+10.9%FSVFirstservice Corp$465.10Mreported value+247.2K shares+6.8%MOHMolina Healthcare, Inc.$372.71Mreported value+209.6K shares+22.8%WSTWest Pharmaceutical Services, Inc.$290.24Mreported value+185.4K shares+18.7%DDOGDatadog, Inc.$290.06Mreported value+122.7K shares+3.9%WCNWaste Connections, Inc.$287.78Mreported value+199.9K shares+10.4%DSGXDescartes Systems Group Inc$270.66Mreported value+440.7K shares+11.5%HUBSHubspot Inc$247.84Mreported value+148.7K shares+19.3%TOSTToast, Inc.$245.87Mreported value+6.76M shares+85.1%AGLAgilon Health, Inc.$220.83Mreported value+2.39M shares+34.0%FOURShift4 Payments, Inc.$190.69Mreported value+1.10M shares+34.8%ONONOn Holding AG$133.59Mreported value+1.32M shares+18.8%RHRh$132.45Mreported value+66.3K shares+14.1%ACHCAcadia Healthcare Company, Inc.$116.01Mreported value+923.1K shares+164.6%CPNGCoupang, Inc.$97.09Mreported value+3.08M shares+111.9%IDXXIdexx Laboratories Inc /de$67.67Mreported value+94.5K shares+83.5%SGSweetgreen, Inc.$51.84Mreported value+1.15M shares+69.3%SGRYSurgery Partners, Inc.$49.94Mreported value+439.9K shares+26.0%GSHDGoosehead Insurance, Inc.$35.59Mreported value+106.8K shares+12.0%