Specialist · Public · Bethesda, MD
Durable Capital Partners
Q1 2022 · compared with Q4 2021
Filed as Durable Capital Partners LP
Concentrated public investor. Software is a core sleeve.
- Software
- $3.6B
- Weight of 13F
- 31.8%
- Names
- 15
- Net bought
- +$743M
Filed 13 May 2022 · SEC filing.
59 positions in the whole 13F.
Quarters on file
Each quarter on file, back to June 2016 when the filing exists. Net bought is the share change from the previous quarter at that quarter’s close. A split that leaves the dollar value in place counts as flat.
- Q2 20264 names$955M+$174M
- Q1 20264 names$713M−$923M
- Q4 202511 names$1.8B−$1.3B
- Q3 202513 names$3.3B−$771M
- Q2 202513 names$4.1B−$297M
- Q1 202515 names$3.8B−$892M
- Q4 202415 names$5.1B−$1.5B
- Q3 202415 names$5.8B−$196M
- Q2 202416 names$5.4B−$88.4M
- Q1 202416 names$5.6B+$141M
- Q4 202317 names$5.3B+$130M
- Q3 202315 names$4.5B+$47.6M
- Q2 202313 names$4.4B−$101M
- Q1 202313 names$4.3B−$270M
- Q4 202213 names$3.8B+$510M
- Q3 202215 names$3.4B+$216M
- Q2 202215 names$3.1B+$1.4B
- Q1 202215 names$3.6B+$743M
- Q4 202115 names$3.8B+$308M
- Q3 202116 names$3.6B+$220M
- Q2 202112 names$3.3B+$181M
- Q1 202111 names$2.6B−$70.5M
- Q4 202013 names$2.8B−$37.0M
- Q3 202012 names$2.4B+$319M
- Q2 20209 names$1.8B+$711M
- Q1 20206 names$274M+$311M
- Q4 20190 names$0—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- IntuitINTU1,422,541 shares · 18.9% of their software · price −$231M$684M+$73.0M
- Roper Technologies, Inc.ROP1,395,525 shares · 18.2% of their software · price −$27.4M$659M+$233M
- DatadogDDOG2,533,510 shares · 10.6% of their software · price −$67.5M$384M+$110M
- DuolingoDUOL3,248,046 shares · 8.5% of their software · price −$35.7M$309M+$129M
- Clear Secure, Inc.YOU10,751,370 shares · 8.0% of their software · price −$48.3M$289M+$68.5M
- HubSpotHUBS597,787 shares · 7.8% of their software · price −$110M$284MNew · +$394M
- ShopifySHOP415,943 shares · 7.8% of their software · price −$292M$281M−$45.1M
- DescartesDSGX2,585,059 shares · 5.2% of their software · price −$24.4M$189M+$80.7M
- Clearwater AnalyticsCWAN8,945,959 shares · 5.2% of their software$188M—
- Shift4 Payments, Inc.FOUR2,305,940 shares · 3.9% of their software · price +$9.2M$143M+$45.7M
- DoximityDOCS1,648,986 shares · 2.4% of their software · price +$3.2M$85.9M+$29.2M
- Sportradar Group AGSRAD3,303,309 shares · 1.5% of their software · price −$3.1M$55.0M+$18.3M
- Expensify, Inc.EXFY2,069,629 shares · 1.0% of their software · price −$54.7M$36.3M+$19.6M
- ToastTOST1,049,264 shares · 0.6% of their software · price −$13.6M$22.8M−$73.1M
- Bentley SystemsBSY229,249 shares · 0.3% of their software · price −$951K$10.1MNew · +$11.1M