13F filing recap · Q3 2023

What did Durable Capital Partners LP buy in Q3 2023?

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

Stock value

$10.94B

Positions

Estimated turnover

17.9%

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

VEEVVeeva Systems Inc.$181.01Mreported value+889.7K shares SAIASaia, Inc.$29.94Mreported value+75.1K shares PCTYPaylocity Holding Corporation$27.68Mreported value+152.3K shares AURAurora Innovation, Inc.$13.51Mreported value+5.75M shares FTCHFarfetch Limited$4.86Mreported value+2.32M shares

Increased positions

RBCRBC Bearings Incorporated$538.03Mreported value+95.2K shares+4.3%JBHTJ.b. Hunt Transport Services, Inc.$520.75Mreported value+100.0K shares+3.8%HUBSHubspot Inc$514.68Mreported value+82.0K shares+8.5%MOHMolina Healthcare, Inc.$513.49Mreported value+146.1K shares

Reduced positions

INTUIntuit Inc.$722.43Mreported value-25.3K shares-1.8%DUOLDuolingo, Inc.$637.65Mreported value-312.4K shares-7.5%WSTWest Pharmaceutical Services, Inc.$451.03Mreported value-76.5K shares-6.0%BKNGBooking Holdings Inc.$447.52Mreported value-3.8K shares

Exited positions

ABCMAbcam Plc$351.69Mprior reported value-14.37M shares-100.0%EFXEquifax Inc$72.91Mprior reported value-309.8K shares-100.0%ONONOn Holding AG$64.62Mprior reported value-1.96M shares-100.0%