13F filing recap · Q1 2025
What did Durable Capital Partners LP buy in Q1 2025?
Reported stock-position changes between this filing and the previous one.
Stock value
$11.19B
Positions
51
Estimated turnover
39.7%
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.
Quarter in review
Durable Capital Partners LP opened new positions in Masimo, Idexx Laboratories, Option Care Health, Ferguson Enterprises, Esab Corporation, Mercadolibre, Applovin, Clear Secure, Flutter Entertainment, Outset Medical, and Karman Holdings. The firm exited Atlassian, Avantor, Copart, Doximity, Lifestance Health Group, and Old Dominion Freight Line. Among existing holdings, West Pharmaceutical Services, Xpo, and Doordash saw dramatic increases, while On Holding, Bright Horizons Family Solutions, Rh, Monday.com, Ptc, Birkenstock, and Chewy were substantially reduced.