13F filing recap · Q4 2023

What did Durable Capital Partners LP buy in Q4 2023?

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

Stock value

$12.67B

Positions

Estimated turnover

27.6%

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

BIRKBirkenstock Holding Plc$227.02Mreported value+4.66M shares PTCPtc Inc.$124.10Mreported value+709.3K shares GGGGraco Inc.$115.24Mreported value+1.33M shares SPYSPDR S&P 500 ETF Trust$78.45Mreported value+165.1K shares GWREGuidewire Software, Inc.$68.72Mreported value+630.3K shares DOCSDoximity, Inc.$55.70Mreported value+1.99M shares SHOPShopify Inc.$48.70Mreported value+625.1K shares DASHDoordash, Inc.$31.98Mreported value+323.4K shares

Increased positions

INTUIntuit Inc.$897.77Mreported value+22.5K shares+1.6%RBCRBC Bearings Incorporated$710.41Mreported value+195.6K shares+8.5%JBHTJ.b. Hunt Transport Services, Inc.$663.72Mreported value+560.6K shares+20.3%HUBSHubspot Inc$653.17Mreported value+80.1K shares

Reduced positions

DUOLDuolingo, Inc.$724.88Mreported value-648.9K shares-16.9%ROPRoper Technologies Inc$684.56Mreported value-428.5K shares-25.4%BKNGBooking Holdings Inc.$480.95Mreported value-9.5K shares-6.6%FSVFirstservice Corp$462.90Mreported value-153.1K shares

Exited positions

XPXp Inc.$116.98Mprior reported value-5.08M shares-100.0%HUMHumana Inc$75.60Mprior reported value-155.4K shares-100.0%ENOVEnovis Corp$43.39Mprior reported value-822.9K shares-100.0%KWRQuaker Chemical Corporation$37.57Mprior reported value-234.8K shares