13F filing recap · Q1 2024

What did Durable Capital Partners LP buy in Q1 2024?

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

Stock value

$12.91B

Positions

Estimated turnover

19.7%

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

AVTRAvantor, Inc.$217.33Mreported value+8.50M shares CPNGCoupang, Inc.$164.82Mreported value+9.26M shares PCTYPaylocity Holding Corporation$123.27Mreported value+717.2K shares

Increased positions

FSVFirstservice Corp$503.44Mreported value+180.6K shares+6.3%TOSTToast, Inc.$397.32Mreported value+2.36M shares+17.4%CHEChemed Corporation$366.04Mreported value+64.8K shares+12.8%SSNCSS&C Technologies Holdings, Inc.$305.21Mreported value+1.17M shares

Reduced positions

INTUIntuit Inc.$927.07Mreported value-10.1K shares-0.7%DUOLDuolingo, Inc.$684.93Mreported value-90.3K shares-2.8%HUBSHubspot Inc$683.80Mreported value-33.8K shares-3.0%ROPRoper Technologies Inc$670.11Mreported value-60.8K shares

Exited positions

GWREGuidewire Software, Inc.$68.72Mprior reported value-630.3K shares-100.0%CWANClearwater Analytics Holdings, Inc.$15.96Mprior reported value-796.7K shares-100.0%