13F filing recap · Q1 2023

What did Durable Capital Partners LP buy in Q1 2023?

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

Stock value

$10.65B

Positions

Estimated turnover

19.1%

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

BFAMBright Horizons Family Solutions Inc.$139.22Mreported value+1.81M shares CTLTCatalent Inc$97.06Mreported value+1.48M shares CPRTCopart, Inc.$58.52Mreported value+778.1K shares CIGIColliers International Group Inc.$56.58Mreported value+536.0K shares

Increased positions

RBCRBC Bearings Incorporated$465.23Mreported value+143.0K shares+7.7%WSTWest Pharmaceutical Services, Inc.$430.25Mreported value+128.1K shares+11.5%HUBSHubspot Inc$423.56Mreported value+1.5K shares+0.2%JBHTJ.b. Hunt Transport Services, Inc.$366.97Mreported value+88.6K shares

Reduced positions

INTUIntuit Inc.$745.60Mreported value-79.0K shares-4.5%MSCIMsci Inc.$688.64Mreported value-141.5K shares-10.3%FSVFirstservice Corp$551.83Mreported value-79.8K shares-2.0%TEAMAtlassian Corporation$369.74Mreported value-545.6K shares

Exited positions

EYENational Vision Holdings, Inc.$119.13Mprior reported value-3.07M shares-100.0%IDXXIdexx Laboratories Inc /de$84.87Mprior reported value-208.0K shares-100.0%MTNVail Resorts, Inc.$39.83Mprior reported value-167.1K shares-100.0%XMTRXometry, Inc.$19.59Mprior reported value-607.8K shares