13F filing recap · Q4 2024
What did Durable Capital Partners LP buy in Q4 2024?
Reported stock-position changes between this filing and the previous one.
Stock value
$12.26B
Positions
46
Estimated turnover
44.9%
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.
Quarter in review
Durable Capital Partners LP opened new positions in Roblox, Wix.com, Chewy, Servicetitan, Xpo, Doordash, and Procore Technologies, while exiting Acadia Healthcare, Clear Secure, Floor & Decor, Msci, Onestream, Option Care Health, SS&C Technologies, Toro, and Veeva Systems. The firm sharply increased its stakes in Atlassian, Acuity, and Api Group, and substantially added to Shopify, Affirm, and Vse. It substantially trimmed Intuit, Roper Technologies, West Pharmaceutical Services, Doximity, Bright Horizons, Molina Healthcare, Copart, Monday.com, and Avantor.