Durable Capital Partners LP Portfolio Holdings by Sector
Durable Capital Partners LP
- $10.7 Billion
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Software—Application | Technology
DUOL HUBS INTU SHOP DSGX APP YOU PCOR 10 stocks |
$2.43 Million
22.69% of portfolio
|
4
|
6
|
2
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
FOUR TOST AFRM WIX 4 stocks |
$1.24 Million
11.52% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
CPNG CVNA MELI CHWY 4 stocks |
$1.03 Million
9.63% of portfolio
|
1
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
WST MASI WRBY 3 stocks |
$725,888
6.77% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Real Estate Services | Real Estate
CIGI FSV 2 stocks |
$718,501
6.7% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Tools & Accessories | Industrials
ROLL 1 stocks |
$647,205
6.04% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
BKNG 1 stocks |
$427,903
3.99% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ROP 1 stocks |
$332,994
3.11% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
APG 1 stocks |
$318,663
2.97% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
AYI 1 stocks |
$289,286
2.7% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Health Information Services | Healthcare
PRVA 1 stocks |
$257,902
2.4% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
ENTG 1 stocks |
$254,953
2.38% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
ETFs | ETFs
IWM 1 stocks |
$252,026
2.35% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
MOH ALHC 2 stocks |
$245,240
2.29% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
XPO 1 stocks |
$215,729
2.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Electronic Gaming & Multimedia | Communication Services
RBLX 1 stocks |
$202,066
1.88% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
DASH 1 stocks |
$187,640
1.75% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
IDXX 1 stocks |
$153,179
1.43% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
OPCH 1 stocks |
$122,904
1.15% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Metal Fabrication | Industrials
ESAB 1 stocks |
$114,067
1.06% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
SG 1 stocks |
$113,218
1.06% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
VSEC 1 stocks |
$103,793
0.97% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
AUR 1 stocks |
$100,426
0.94% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
ONON 1 stocks |
$99,503
0.93% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Personal Services | Consumer Cyclical
BFAM 1 stocks |
$72,168
0.67% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
RH 1 stocks |
$67,274
0.63% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|