Portfolio (Quarterly)
Guide ↗
Durable Capital Partners LP
· CIK 0001798849| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | VEEV | VEEVA SYS INC | Healthcare | 951,896 | $212.5M | 2.01% | SOLD |
| 2 | DSGX | DESCARTES SYS GROUP INC | Technology | 1,710,202 | $149.9M | 1.42% | SOLD |
| 3 | SRAD | SPORTRADAR GROUP AG | Technology | 5,956,331 | $141.6M | 1.34% | SOLD |
| 4 | TWLO | TWILIO INC | Communication Services | 962,089 | $136.8M | 1.29% | SOLD |
| 5 | APP | APPLOVIN CORP | Technology | 163,405 | $110.1M | 1.04% | SOLD |
| 6 | BKNG | BOOKING HOLDINGS INC | Consumer Cyclical | 18,274 | $97.9M | 0.93% | SOLD |
| 7 | CBZ | CBIZ INC | Industrials | 1,631,969 | $82.3M | 0.78% | SOLD |
| 8 | TOST | TOAST INC | Technology | 2,299,023 | $81.6M | 0.77% | SOLD |
| 9 | FSV | FIRSTSERVICE CORP NEW | Real Estate | 436,598 | $67.9M | 0.64% | SOLD |
| 10 | FIG | FIGMA INC | Technology | 1,727,263 | $64.5M | 0.61% | SOLD |
| 11 | DUOL | DUOLINGO INC | Technology | 119,181 | $20.9M | 0.20% | SOLD |
Sector Allocation
Industrials
43.1%
Technology
19.6%
Consumer Cyclical
13.0%
Healthcare
12.7%
Communication Services
6.9%
Financial Services
3.7%
Real Estate
1.0%