SI
Super Investor
HomeClub StocksInsightsInvestorsInsidersCongressStocksAll Funds
HomeClub StocksInsightsInvestorsInsidersCongressStocksAll Funds
HoldingsActivityBuysSells

Data sourced from SEC EDGAR 13F filings

PricingTermsPrivacy© 2026 Super Investor · Not financial advice

Durable Capital Partners LP

Period:
Q2 2026
Portfolio date:
Jun 30, 2026
No. of stocks:
36
Portfolio value:
$10,282,383,000
Filed:
Aug 14, 2026
CIK:
1798849
HistStockActivityShare change% change to portfolio
Q2 2026filed Aug 14, 264 new9 added18 reduced5 exited
≡MAIR – MADISON AIR SOLUTIONS CORPBuy10,196,4863.87
≡TWLO – TWILIO INCBuy1,846,1533.70
≡IWM – ISHARES TRSell−1,027,614−2.62
≡MDLN – MEDLINE INCReduce 63.84%−4,638,532−2.32
≡FN – FABRINETAdd 178.72%386,8682.14
≡TECH – BIO-TECHNE CORPReduce 88.74%−3,954,054−2.05
≡RBC – RBC BEARINGS INCReduce 24.90%−566,715−2.02
≡CPNG – COUPANG INCReduce 69.83%−8,984,881−1.85
≡FERG – FERGUSON ENTERPRISES INCAdd 35.94%787,7601.61
≡YOU – CLEAR SECURE INCSell−2,971,595−1.48
≡SHOP – SHOPIFY INCAdd 140.34%1,363,8801.41
≡FLS – FLOWSERVE CORPAdd 205.84%1,959,2061.38
≡OPCH – OPTION CARE HEALTH INCReduce 31.45%−2,827,532−1.23
≡Q – QNITY ELECTRONICS INCReduce 10.51%−534,6941.19
≡CRH – CRH PLCAdd 80.36%1,187,5191.17
≡APG – API GROUP CORPReduce 17.89%−2,643,923−1.17
≡MELI – MERCADOLIBRE INCReduce 12.02%−42,182−1.15
≡CVNA – CARVANA COAdd 574.96%5,725,1411.08
≡XPO – XPO INCReduce 17.41%−511,015−1.04
≡XMTR – XOMETRY INCAdd 1731.92%959,5710.93
≡CIGI – COLLIERS INTL GROUP INCSell−828,839−0.91
≡AFRM – AFFIRM HLDGS INCReduce 21.67%−1,224,0280.85
≡AYI – ACUITY INCReduce 80.70%−287,083−0.77
≡FOUR – SHIFT4 PMTS INCReduce 28.26%−1,742,160−0.68
≡ENTG – ENTEGRIS INCReduce 69.83%−678,562−0.66
≡AUR – AURORA INNOVATION INCAdd 632.78%9,403,3790.66
≡CLH – CLEAN HARBORS INCReduce 15.09%−158,568−0.51
≡VSEC – VSE CORPReduce 30.22%−424,461−0.49
≡ROL – ROLLINS INCBuy1,165,6730.47
≡AGL – AGILON HEALTH INCBuy440,6420.46
≡RBLX – ROBLOX CORPSell−646,429−0.38
≡RKT – ROCKET COS INCReduce 14.59%−2,817,487−0.31
≡AIT – APPLIED INDL TECHNOLOGIES INReduce 45.36%−134,531−0.28
≡GSHD – GOOSEHEAD INS INCAdd 17.54%274,1820.18
≡ESAB – ESAB CORPORATIONSell−34,315−0.03
≡ULS – UL SOLUTIONS INCReduce 10.76%−354,0280.01
Q1 2026filed May 15, 268 new13 added10 reduced11 exited
≡Q – QNITY ELECTRONICS INCAdd 81.66%2,287,2473.88
≡CIGI – COLLIERS INTL GROUP INCReduce 75.40%−2,540,921−3.78
≡CPNG – COUPANG INCReduce 47.38%−11,586,179−2.96
≡IWM – ISHARES TRAdd 961.85%930,838
Q4 2025filed Feb 17, 268 new8 added18 reduced16 exited
≡DASH – DOORDASH INCAdd 114.08%1,907,0864.30
≡MELI – MERCADOLIBRE INCAdd 75.52%132,4962.83
≡MDLN – MEDLINE INCBuy6,900,0002.74
≡RBLX – ROBLOX CORPReduce 67.06%−2,367,252
Q3 2025filed Nov 14, 2510 new14 added16 reduced6 exited
≡IWM – ISHARES TRSell−2,596,668−4.24
≡INTU – INTUITReduce 44.11%−345,036−2.45
≡FIG – FIGMA INCBuy5,369,3802.06
≡FERG – FERGUSON ENTERPRISES INCBuy1,088,970
Q2 2025filed Aug 14, 254 new19 added12 reduced11 exited
≡BKNG – BOOKING HOLDINGS INCReduce 59.84%−55,577−2.19
≡VEEV – VEEVA SYS INCBuy976,9812.13
≡IWM – ISHARES TRAdd 105.54%1,333,3161.99
≡MELI – MERCADOLIBRE INCAdd 155.33%90,026
Q1 2025filed May 15, 2511 new17 added18 reduced6 exited
≡TEAM – ATLASSIAN CORPORATIONSell−1,575,546−3.13
≡MASI – MASIMO CORPBuy1,125,6191.68
≡ONON – ON HLDG AGReduce 58.67%−3,215,733−1.56
≡WST – WEST PHARMACEUTICAL SVSC INCAdd 146.80%935,721
Q4 2024filed Feb 14, 257 new11 added24 reduced9 exited
≡BFAM – BRIGHT HORIZONS FAM SOL IN DReduce 69.63%−2,996,527−3.23
≡TEAM – ATLASSIAN CORPORATIONAdd 499.69%1,312,8202.82
≡SHOP – SHOPIFY INCAdd 86.86%1,836,2942.19
≡INTU – INTUITReduce 40.35%−568,624
Q3 2024filed Nov 14, 249 new17 added16 reduced10 exited
≡CHE – CHEMED CORP NEWSell−550,204−2.45
≡ONON – ON HLDG AGBuy5,618,3222.06
≡IWM – ISHARES TRBuy1,181,9111.91
≡TEAM – ATLASSIAN CORPORATIONReduce 81.09%−1,126,977
Q2 2024filed Aug 14, 244 new18 added18 reduced8 exited
≡JBHT – HUNT J B TRANS SVCS INCReduce 65.97%−2,126,005−3.53
≡CPNG – COUPANG INCAdd 143.16%13,263,2642.60
≡MNDY – MONDAY COM LTDBuy859,8131.70
≡HUBS – HUBSPOT INCReduce 24.95%−272,256
Q1 2024filed May 15, 243 new16 added24 reduced2 exited
≡AVTR – AVANTOR INCBuy8,499,3521.68
≡TDY – TELEDYNE TECHNOLOGIES INCReduce 61.69%−353,725−1.29
≡CPNG – COUPANG INCBuy9,264,6451.28
≡TOST – TOAST INCAdd 17.38%2,361,000
Q4 2023filed Feb 14, 248 new20 added15 reduced8 exited
≡ROP – ROPER TECHNOLOGIES INCReduce 25.44%−428,461−2.05
≡BIRK – BIRKENSTOCK HOLDING PLCBuy4,658,6551.79
≡WCN – WASTE CONNECTIONS INCReduce 51.60%−1,138,069−1.45
≡MOH – MOLINA HEALTHCARE INCReduce 24.13%−377,896
Q3 2023filed Nov 14, 235 new14 added15 reduced3 exited
≡ABCZF – ABCAM PLCSell−14,372,447−3.09
≡VEEV – VEEVA SYS INCBuy889,6981.65
≡KWR – QUAKER HOUGHTONReduce 74.09%−671,506−1.21
≡BFAM – BRIGHT HORIZONS FAM SOL IN DAdd 64.29%1,737,243
2.40
≡VEEV – VEEVA SYS INCSell−951,896−2.01
≡FERG – FERGUSON ENTERPRISES INCAdd 40.39%630,6331.97
≡SHOP – SHOPIFY INCReduce 52.44%−1,071,405−1.93
≡WIX – WIX COM LTDBuy2,041,6881.89
≡AYI – ACUITY INCReduce 56.37%−459,593−1.75
≡CRH – CRH PLCBuy1,477,7771.60
≡DSGX – DESCARTES SYS GROUP INCSell−1,710,202−1.42
≡SRAD – SPORTRADAR GROUP AGSell−5,956,331−1.34
≡TWLO – TWILIO INCSell−962,089−1.29
≡CLH – CLEAN HARBORS INCAdd 25.90%216,2101.25
≡TECH – BIO-TECHNE CORPAdd 113.32%2,367,1261.23
≡VSEC – VSE CORPAdd 59.77%525,5431.23
≡ENTG – ENTEGRIS INCBuy971,7011.17
≡FN – FABRINETBuy216,4721.16
≡FOUR – SHIFT4 PMTS INCReduce 6.68%−441,176−1.16
≡DASH – DOORDASH INCAdd 19.48%697,261−1.06
≡APP – APPLOVIN CORPSell−163,405−1.04
≡ULS – UL SOLUTIONS INCAdd 28.40%727,9930.99
≡BKNG – BOOKING HOLDINGS INCSell−18,274−0.93
≡AIT – APPLIED INDL TECHNOLOGIES INBuy296,6010.81
≡XPO – XPO INCReduce 25.66%−1,013,1660.80
≡CBZ – CBIZ INCSell−1,631,969−0.78
≡TOST – TOAST INCSell−2,299,023−0.77
≡FLS – FLOWSERVE CORPBuy951,7980.72
≡FSV – FIRSTSERVICE CORP NEWSell−436,598−0.64
≡FIG – FIGMA INCSell−1,727,263−0.61
≡MDLN – MEDLINE INCAdd 5.30%365,8530.59
≡RBLX – ROBLOX CORPReduce 44.40%−516,301−0.52
≡CVNA – CARVANA COAdd 7.64%70,696−0.47
≡MELI – MERCADOLIBRE INCAdd 13.94%42,9130.38
≡RKT – ROCKET COS INCAdd 10.51%1,835,528−0.37
≡YOU – CLEAR SECURE INCReduce 14.15%−489,9540.33
≡DUOL – DUOLINGO INCSell−119,181−0.20
≡AUR – AURORA INNOVATION INCReduce 78.05%−5,282,549−0.18
≡WRBY – WARBY PARKER INCReduce 12.50%−914,092−0.12
≡AFRM – AFFIRM HLDGS INCAdd 53.47%1,968,2610.07
≡ESAB – ESAB CORPORATIONBuy34,3150.03
≡XMTR – XOMETRY INCBuy55,4050.02
−2.73
≡RBC – RBC BEARINGS INCReduce 6.99%−176,1322.66
≡ENTG – ENTEGRIS INCSell−3,765,035−2.58
≡FLUT – FLUTTER ENTMT PLCSell−1,243,988−2.34
≡WST – WEST PHARMACEUTICAL SVSC INCSell−1,172,583−2.28
≡INTU – INTUITSell−437,256−2.21
≡Q – QNITY ELECTRONICS INCBuy2,800,8612.16
≡FSV – FIRSTSERVICE CORP NEWReduce 80.30%−1,780,122−2.06
≡ULS – UL SOLUTIONS INCBuy2,563,5231.91
≡SHOP – SHOPIFY INCReduce 55.03%−2,500,616−1.89
≡DUOL – DUOLINGO INCReduce 86.38%−755,738−1.89
≡RKT – ROCKET COS INCAdd 58.95%6,478,9611.62
≡ESAB – ESAB CORPORATIONSell−1,945,854−1.61
≡FERG – FERGUSON ENTERPRISES INCAdd 43.38%472,3721.48
≡FIG – FIGMA INCReduce 67.83%−3,642,117−1.45
≡DSGX – DESCARTES SYS GROUP INCBuy1,710,2021.42
≡WIX – WIX COM LTDSell−1,031,844−1.36
≡SRAD – SPORTRADAR GROUP AGBuy5,956,3311.34
≡TWLO – TWILIO INCBuy962,0891.29
≡BKNG – BOOKING HOLDINGS INCReduce 66.97%−37,045−1.29
≡OPCH – OPTION CARE HEALTH INCAdd 20.98%1,559,4851.18
≡HUBS – HUBSPOT INCSell−326,711−1.13
≡TOST – TOAST INCReduce 63.86%−4,061,875−0.95
≡XPO – XPO INCReduce 8.82%−382,1800.93
≡FND – FLOOR & DECOR HLDGS INCSell−1,645,369−0.90
≡CLH – CLEAN HARBORS INCAdd 45.51%261,0970.86
≡AFRM – AFFIRM HLDGS INCReduce 41.28%−2,587,342−0.80
≡VEEV – VEEVA SYS INCReduce 24.38%−306,957−0.77
≡CBZ – CBIZ INCReduce 58.42%−2,293,098−0.76
≡FOUR – SHIFT4 PMTS INCAdd 17.43%980,4850.71
≡AYI – ACUITY INCReduce 40.21%−548,297−0.70
≡MASI – MASIMO CORPSell−620,619−0.68
≡TECH – BIO-TECHNE CORPAdd 49.64%692,9250.59
≡YOU – CLEAR SECURE INCReduce 45.63%−2,904,818−0.43
≡ANDG – ANDERSEN GROUP INCBuy1,670,4850.41
≡CIGI – COLLIERS INTL GROUP INCReduce 8.90%−329,3640.41
≡RH – RHSell−221,434−0.33
≡BIRK – BIRKENSTOCK HOLDING PLCSell−886,660−0.30
≡WRBY – WARBY PARKER INCReduce 16.48%−1,442,002−0.28
≡XMTR – XOMETRY INCSell−669,274−0.27
≡AUR – AURORA INNOVATION INCReduce 43.80%−5,275,578−0.24
≡IWM – ISHARES TRBuy96,7760.23
≡ROP – ROPER TECHNOLOGIES INCSell−56,448−0.21
≡OM – OUTSET MED INCSell−1,023,706−0.11
≡VIA – VIA TRANSN INCSell−200,000−0.07
≡APP – APPLOVIN CORPReduce 13.01%−24,4310.04
≡SG – SWEETGREEN INCSell−663,890−0.04
1.81
≡FOUR – SHIFT4 PMTS INCReduce 15.59%−1,038,959−1.78
≡DSGX – DESCARTES SYS GROUP INCSell−2,253,704−1.73
≡TOST – TOAST INCReduce 37.92%−3,884,826−1.72
≡FLUT – FLUTTER ENTMT PLCAdd 274.15%911,5071.62
≡RKT – ROCKET COS INCBuy10,991,2361.58
≡CBZ – CBIZ INCBuy3,925,0671.54
≡DASH – DOORDASH INCAdd 62.83%645,0101.45
≡HUBS – HUBSPOT INCReduce 45.60%−273,828−1.40
≡WIX – WIX COM LTDBuy1,031,8441.36
≡DUOL – DUOLINGO INCReduce 18.49%−198,437−1.25
≡MOH – MOLINA HEALTHCARE INCSell−535,967−1.21
≡ROP – ROPER TECHNOLOGIES INCReduce 82.88%−273,261−1.21
≡CLH – CLEAN HARBORS INCBuy573,6660.99
≡MASI – MASIMO CORPReduce 46.68%−543,279−0.80
≡ENTG – ENTEGRIS INCAdd 23.20%709,1210.71
≡XPO – XPO INCAdd 20.48%736,2240.71
≡AYI – ACUITY INCAdd 9.10%113,7200.66
≡VEEV – VEEVA SYS INCAdd 28.85%281,8720.65
≡RH – RHReduce 65.73%−424,663−0.59
≡BKNG – BOOKING HOLDINGS INCAdd 48.28%18,0130.58
≡TECH – BIO-TECHNE CORPBuy1,395,9660.58
≡WST – WEST PHARMACEUTICAL SVSC INCAdd 12.68%131,9350.56
≡EVH – EVOLENT HEALTH INCSell−6,423,293−0.55
≡OPCH – OPTION CARE HEALTH INCReduce 9.78%−805,808−0.50
≡AFRM – AFFIRM HLDGS INCReduce 15.17%−1,120,822−0.47
≡MNDY – MONDAY COM LTDSell−189,684−0.45
≡PTC – PTC INCSell−278,710−0.36
≡ESAB – ESAB CORPORATIONAdd 40.48%560,6780.35
≡AUR – AURORA INNOVATION INCReduce 40.97%−8,360,075−0.33
≡APG – API GROUP CORPAdd 40.24%4,274,610−0.31
≡GSHD – GOOSEHEAD INS INCAdd 126.52%861,3740.31
≡BIRK – BIRKENSTOCK HOLDING PLCBuy886,6600.30
≡XMTR – XOMETRY INCBuy669,2740.27
≡SG – SWEETGREEN INCReduce 68.95%−1,474,106−0.20
≡WRBY – WARBY PARKER INCReduce 8.81%−845,2010.19
≡OM – OUTSET MED INCReduce 38.22%−633,420−0.13
≡FSV – FIRSTSERVICE CORP NEWAdd 12.89%253,1550.11
≡MELI – MERCADOLIBRE INCAdd 18.55%27,4520.11
≡FND – FLOOR & DECOR HLDGS INCAdd 17.66%246,9910.09
≡VIA – VIA TRANSN INCBuy200,0000.07
≡RBLX – ROBLOX CORPReduce 23.07%−1,058,746−0.03
≡YOU – CLEAR SECURE INCReduce 15.01%−1,123,9840.00
1.92
≡RBLX – ROBLOX CORPAdd 32.37%1,122,1531.85
≡HUBS – HUBSPOT INCReduce 29.14%−246,924−1.80
≡ROP – ROPER TECHNOLOGIES INCReduce 41.62%−235,090−1.56
≡XPO – XPO INCAdd 79.28%1,589,7591.51
≡WST – WEST PHARMACEUTICAL SVSC INCReduce 33.85%−532,471−1.42
≡DUOL – DUOLINGO INCReduce 36.65%−620,927−1.37
≡IDXX – IDEXX LABS INCSell−364,757−1.37
≡CVNA – CARVANA COReduce 53.83%−1,040,495−1.33
≡APG – API GROUP CORPAdd 19.22%1,712,3971.26
≡AFRM – AFFIRM HLDGS INCAdd 12.28%808,4551.21
≡CPNG – COUPANG INCAdd 7.54%1,734,9801.10
≡FERG – FERGUSON ENTERPRISES INCSell−730,754−1.05
≡OPCH – OPTION CARE HEALTH INCAdd 134.25%4,720,9880.93
≡YOU – CLEAR SECURE INCAdd 153.12%4,531,1610.89
≡ONON – ON HLDG AGSell−2,265,569−0.89
≡WIX – WIX COM LTDSell−580,808−0.85
≡INTU – INTUITAdd 12.15%84,7250.84
≡DSGX – DESCARTES SYS GROUP INCReduce 20.05%−565,053−0.81
≡FND – FLOOR & DECOR HLDGS INCBuy1,398,3780.80
≡SG – SWEETGREEN INCReduce 52.75%−2,387,113−0.77
≡FOUR – SHIFT4 PMTS INCAdd 12.60%745,6500.68
≡BFAM – BRIGHT HORIZONS FAM SOL IN DSell−568,078−0.64
≡FSV – FIRSTSERVICE CORP NEWReduce 8.96%−193,148−0.60
≡ALHC – ALIGNMENT HEALTHCARE INCSell−3,589,745−0.60
≡EVH – EVOLENT HEALTH INCBuy6,423,2930.55
≡GSHD – GOOSEHEAD INS INCBuy680,8120.54
≡PCOR – PROCORE TECHNOLOGIES INCSell−825,120−0.49
≡TTAN – SERVICETITAN INCSell−516,403−0.44
≡CIGI – COLLIERS INTL GROUP INCAdd 21.96%652,7440.36
≡RH – RHAdd 125.12%359,1010.32
≡SHOP – SHOPIFY INCAdd 6.27%268,0160.32
≡FLUT – FLUTTER ENTMT PLCAdd 57.56%121,4650.30
≡APP – APPLOVIN CORPReduce 44.02%−147,722−0.30
≡ESAB – ESAB CORPORATIONAdd 41.47%406,0570.25
≡AYI – ACUITY INCAdd 13.78%151,4140.24
≡TOST – TOAST INCReduce 5.45%−590,9700.22
≡KRMN – KARMAN HLDGS INCSell−575,000−0.17
≡BIRK – BIRKENSTOCK HOLDING PLCSell−326,630−0.13
≡CHWY – CHEWY INCSell−351,266−0.10
≡AUR – AURORA INNOVATION INCAdd 36.74%5,481,969−0.09
≡WRBY – WARBY PARKER INCReduce 6.02%−614,575−0.07
≡PTC – PTC INCAdd 18.57%43,6450.04
1.44
≡ODFL – OLD DOMINION FREIGHT LINE INSell−996,514−1.43
≡DUOL – DUOLINGO INCReduce 26.95%−625,011−1.43
≡RH – RHReduce 53.48%−329,935−1.38
≡APG – API GROUP CORPAdd 77.96%3,903,6321.38
≡TOST – TOAST INCReduce 29.83%−4,607,464−1.38
≡IDXX – IDEXX LABS INCBuy364,7571.37
≡DASH – DOORDASH INCAdd 351.17%799,0961.37
≡XPO – XPO INCAdd 246.40%1,426,3941.31
≡DOCS – DOXIMITY INCSell−2,889,675−1.26
≡HUBS – HUBSPOT INCReduce 12.21%−117,861−1.16
≡OPCH – OPTION CARE HEALTH INCBuy3,516,5891.10
≡FERG – FERGUSON ENTERPRISES INCBuy730,7541.05
≡ESAB – ESAB CORPORATIONBuy979,1191.02
≡MELI – MERCADOLIBRE INCBuy57,9581.01
≡CPRT – COPART INCSell−2,143,957−1.00
≡AVTR – AVANTOR INCSell−4,809,948−0.83
≡APP – APPLOVIN CORPBuy335,5580.79
≡BIRK – BIRKENSTOCK HOLDING PLCReduce 83.35%−1,635,454−0.77
≡IWM – ISHARES TRAdd 46.90%403,3250.70
≡YOU – CLEAR SECURE INCBuy2,959,1900.69
≡ENTG – ENTEGRIS INCAdd 43.34%881,1980.64
≡CPNG – COUPANG INCReduce 19.65%−5,627,285−0.62
≡FSV – FIRSTSERVICE CORP NEWReduce 16.22%−417,555−0.60
≡LFST – LIFESTANCE HEALTH GROUP INCSell−9,508,826−0.57
≡CHWY – CHEWY INCReduce 85.12%−2,009,151−0.54
≡BFAM – BRIGHT HORIZONS FAM SOL IN DReduce 56.53%−738,636−0.54
≡MNDY – MONDAY COM LTDReduce 60.16%−281,290−0.49
≡INTU – INTUITReduce 17.01%−142,966−0.48
≡MOH – MOLINA HEALTHCARE INCAdd 13.14%62,8990.46
≡VSEC – VSE CORPAdd 41.90%255,4340.45
≡FLUT – FLUTTER ENTMT PLCBuy211,0160.42
≡PTC – PTC INCReduce 46.68%−205,777−0.34
≡CIGI – COLLIERS INTL GROUP INCAdd 12.42%328,4300.29
≡ROP – ROPER TECHNOLOGIES INCReduce 11.98%−76,8450.26
≡AFRM – AFFIRM HLDGS INCAdd 12.33%722,599−0.25
≡AUR – AURORA INNOVATION INCAdd 16.97%2,165,1140.24
≡SHOP – SHOPIFY INCAdd 8.24%325,4710.22
≡PCOR – PROCORE TECHNOLOGIES INCAdd 83.32%375,0200.21
≡RBLX – ROBLOX CORPReduce 18.65%−794,754−0.21
≡TTAN – SERVICETITAN INCReduce 30.35%−225,000−0.18
≡ALHC – ALIGNMENT HEALTHCARE INCReduce 21.73%−996,3650.18
≡OM – OUTSET MED INCBuy1,740,2160.17
≡KRMN – KARMAN HLDGS INCBuy575,0000.17
≡WRBY – WARBY PARKER INCAdd 13.25%1,194,558−0.12
≡WIX – WIX COM LTDAdd 38.71%162,0750.12
≡SG – SWEETGREEN INCAdd 29.48%1,030,1760.10
≡FOUR – SHIFT4 PMTS INCAdd 15.38%788,952−0.02
≡CVNA – CARVANA COReduce 10.85%−235,2600.02
−2.09
≡AFRM – AFFIRM HLDGS INCAdd 97.28%2,888,8272.02
≡RBLX – ROBLOX CORPBuy4,261,3292.01
≡VEEV – VEEVA SYS INCSell−1,244,664−1.91
≡ROP – ROPER TECHNOLOGIES INCReduce 43.09%−485,764−1.87
≡SSNC – SS&C TECHNOLOGIES HLDGS INCSell−3,263,508−1.77
≡AYI – ACUITY BRANDS INCAdd 158.90%668,0481.75
≡HUBS – HUBSPOT INCReduce 5.37%−54,7331.52
≡MOH – MOLINA HEALTHCARE INCReduce 54.37%−570,456−1.51
≡MNDY – MONDAY COM LTDReduce 57.07%−621,678−1.32
≡DOCS – DOXIMITY INCReduce 63.06%−4,933,734−1.24
≡TOST – TOAST INCReduce 5.04%−819,7371.22
≡APG – API GROUP CORPAdd 199.84%3,337,4681.07
≡ACHC – ACADIA HEALTHCARE COMPANY INSell−2,255,059−1.05
≡CVNA – CARVANA COAdd 6.34%129,2461.00
≡TTC – TORO COSell−1,348,433−0.86
≡WRBY – WARBY PARKER INCAdd 10.28%840,7970.80
≡MSCI – MSCI INCSell−180,610−0.77
≡WIX – WIX COM LTDBuy418,7330.73
≡FSV – FIRSTSERVICE CORP NEWReduce 23.87%−806,968−0.71
≡AVTR – AVANTOR INCReduce 39.82%−3,182,150−0.69
≡WST – WEST PHARMACEUTICAL SVSC INCReduce 41.30%−448,521−0.68
≡FND – FLOOR & DECOR HLDGS INCSell−724,851−0.66
≡CHWY – CHEWY INCBuy2,360,4170.64
≡TTAN – SERVICETITAN INCBuy741,4030.62
≡XPO – XPO INCBuy578,9030.62
≡CPRT – COPART INCReduce 49.30%−2,084,403−0.62
≡CPNG – COUPANG INCAdd 13.56%3,420,1330.60
≡OPCH – OPTION CARE HEALTH INCSell−2,396,385−0.55
≡FOUR – SHIFT4 PMTS INCReduce 15.90%−970,1220.39
≡IWM – ISHARES TRReduce 27.23%−321,884−0.36
≡RH – RHReduce 7.50%−50,0050.35
≡YOU – CLEAR SECURE INCSell−1,326,241−0.32
≡ODFL – OLD DOMINION FREIGHT LINE INReduce 17.17%−206,606−0.31
≡DASH – DOORDASH INCBuy227,5530.31
≡PCOR – PROCORE TECHNOLOGIES INCBuy450,1000.28
≡VSEC – VSE CORPAdd 55.45%217,4390.24
≡PTC – PTC INCReduce 34.62%−233,399−0.23
≡ENTG – ENTEGRIS INCAdd 16.52%288,2130.21
≡BIRK – BIRKENSTOCK HOLDING PLCReduce 33.49%−988,008−0.16
≡AUR – AURORA INNOVATION INCAdd 8.38%986,4750.15
≡SG – SWEETGREEN INCReduce 12.73%−509,973−0.12
≡ONESTREAM INCSell−500,000−0.12
≡DUOL – DUOLINGO INCReduce 23.45%−710,481−0.12
≡DSGX – DESCARTES SYS GROUP INCReduce 15.63%−540,3230.10
≡ALHC – ALIGNMENT HEALTHCARE INCReduce 16.26%−890,718−0.05
≡BKNG – BOOKING HOLDINGS INCReduce 22.97%−28,1110.05
≡LFST – LIFESTANCE HEALTH GROUP INCReduce 8.93%−932,2420.04
−1.71
≡CVNA – CARVANA COAdd 142.70%1,198,8551.71
≡JBHT – HUNT J B TRANS SVCS INCSell−1,096,496−1.44
≡ROL – ROLLINS INCSell−3,415,400−1.37
≡ROP – ROPER TECHNOLOGIES INCReduce 11.14%−141,389−1.28
≡DOCS – DOXIMITY INCAdd 25.82%1,605,3421.07
≡MOH – MOLINA HEALTHCARE INCAdd 61.08%397,8351.06
≡SG – SWEETGREEN INCBuy4,004,9061.04
≡FOUR – SHIFT4 PMTS INCAdd 22.78%1,132,0080.96
≡DDOG – DATADOG INCSell−858,880−0.91
≡IR – INGERSOLL RAND INCSell−1,201,176−0.90
≡AFRM – AFFIRM HLDGS INCBuy2,969,4560.89
≡CIGI – COLLIERS INTL GROUP INCAdd 18.90%404,0360.86
≡AYI – ACUITY BRANDS INCBuy420,4290.85
≡GGG – GRACO INCSell−1,182,481−0.77
≡FND – FLOOR & DECOR HLDGS INCBuy724,8510.66
≡CPNG – COUPANG INCAdd 11.93%2,688,2450.65
≡WCN – WASTE CONNECTIONS INCSell−411,641−0.59
≡TTC – TORO COReduce 28.22%−530,082−0.59
≡SAIA – SAIA INCSell−145,447−0.57
≡SGRY – SURGERY PARTNERS INCSell−2,881,227−0.56
≡OPCH – OPTION CARE HEALTH INCBuy2,396,3850.55
≡CPRT – COPART INCReduce 12.95%−628,765−0.54
≡MNDY – MONDAY COM LTDAdd 26.69%229,4670.51
≡BFAM – BRIGHT HORIZONS FAM SOL IN DReduce 21.04%−1,146,778−0.51
≡MSCI – MSCI INCReduce 42.95%−135,989−0.48
≡TOST – TOAST INCReduce 10.51%−1,910,251−0.48
≡BKNG – BOOKING HOLDINGS INCReduce 6.20%−8,090−0.47
≡AVTR – AVANTOR INCAdd 32.37%1,954,2530.46
≡APG – API GROUP CORPBuy1,670,0710.40
≡RBC – RBC BEARINGS INCAdd 7.96%190,4830.36
≡BIRK – BIRKENSTOCK HOLDING PLCReduce 5.56%−173,548−0.33
≡SHOP – SHOPIFY INCReduce 24.36%−680,748−0.28
≡ALHC – ALIGNMENT HEALTHCARE INCAdd 37.58%1,495,8790.22
≡ODFL – OLD DOMINION FREIGHT LINE INAdd 13.41%142,3040.21
≡AUR – AURORA INNOVATION INCReduce 13.49%−1,835,3580.20
≡PRVA – PRIVIA HEALTH GROUP INCAdd 22.21%2,018,6790.18
≡PTC – PTC INCReduce 5.08%−36,075−0.17
≡RH – RHReduce 24.64%−218,112−0.14
≡VEEV – VEEVA SYS INCAdd 5.74%67,5690.14
≡SSNC – SS&C TECHNOLOGIES HLDGS INCReduce 12.22%−454,184−0.14
≡ONESTREAM INCBuy500,0000.12
≡ENTG – ENTEGRIS INCAdd 44.29%535,6050.09
≡YOU – CLEAR SECURE INCReduce 12.19%−184,0750.09
≡WRBY – WARBY PARKER INCAdd 19.34%1,325,0610.07
≡LFST – LIFESTANCE HEALTH GROUP INCReduce 15.76%−1,954,0170.04
≡GSHD – GOOSEHEAD INS INCSell−38,256−0.02
≡VSEC – VSE CORPAdd 28.21%86,2840.02
≡HUBS – HUBSPOT INCAdd 24.53%200,9510.00
−1.33
≡ODFL – OLD DOMINION FREIGHT LINE INAdd 605.74%910,5041.28
≡MSCI – MSCI INCReduce 43.37%−242,478−1.18
≡MOH – MOLINA HEALTHCARE INCReduce 25.01%−217,173−1.17
≡TEAM – ATLASSIAN CORPORATIONReduce 33.30%−693,911−1.13
≡PCTY – PAYLOCITY HLDG CORPSell−717,243−0.96
≡TTC – TORO COAdd 144.46%1,110,0950.90
≡CVNA – CARVANA COBuy840,1310.89
≡SHOP – SHOPIFY INCAdd 153.78%1,693,5460.86
≡TOST – TOAST INCAdd 13.99%2,230,2150.77
≡TDY – TELEDYNE TECHNOLOGIES INCSell−219,630−0.73
≡ROP – ROPER TECHNOLOGIES INCAdd 6.19%73,9620.68
≡AVTR – AVANTOR INCReduce 28.96%−2,461,507−0.63
≡ENTG – ENTEGRIS INCAdd 65.92%480,5080.55
≡IT – GARTNER INCSell−148,882−0.55
≡SGRY – SURGERY PARTNERS INCReduce 39.78%−1,903,236−0.54
≡BFAM – BRIGHT HORIZONS FAM SOL IN DAdd 9.10%454,4400.54
≡FSV – FIRSTSERVICE CORP NEWAdd 16.42%498,4350.52
≡DOCS – DOXIMITY INCAdd 39.59%1,763,5890.50
≡WRBY – WARBY PARKER INCAdd 64.97%2,698,5930.47
≡WCN – WASTE CONNECTIONS INCReduce 47.91%−378,601−0.46
≡SSNC – SS&C TECHNOLOGIES HLDGS INCReduce 21.59%−1,023,791−0.45
≡ACHC – ACADIA HEALTHCARE COMPANY INAdd 58.83%821,4240.37
≡YOU – CLEAR SECURE INCReduce 56.14%−1,933,318−0.34
≡DASH – DOORDASH INCSell−290,644−0.31
≡GGG – GRACO INCReduce 19.48%−286,112−0.29
≡DUOL – DUOLINGO INCReduce 5.20%−161,526−0.26
≡ALHC – ALIGNMENT HEALTHCARE INCBuy3,980,9490.26
≡IAC – IAC INCSell−601,567−0.25
≡VSEC – VSE CORPBuy305,8600.22
≡IR – INGERSOLL RAND INCReduce 20.32%−306,386−0.21
≡CPRT – COPART INCAdd 11.02%482,0240.20
≡AUR – AURORA INNOVATION INCReduce 31.87%−6,364,876−0.13
≡IWM – ISHARES TRSell−66,096−0.11
≡BIRK – BIRKENSTOCK HOLDING PLCReduce 22.90%−927,561−0.09
≡PTC – PTC INCReduce 9.26%−72,457−0.09
≡GSHD – GOOSEHEAD INS INCReduce 80.78%−160,802−0.08
≡VEEV – VEEVA SYS INCAdd 25.05%235,8330.08
≡SPY – SPDR S&P 500 ETF TRSell−14,306−0.06
≡SAIA – SAIA INCAdd 5.64%7,766−0.06
≡CIGI – COLLIERS INTL GROUP INCAdd 5.86%118,4150.05
≡AGL – AGILON HEALTH INCSell−976,133−0.05
≡DDOG – DATADOG INCReduce 13.86%−138,199−0.04
≡RH – RHAdd 36.73%237,7520.03
≡LFST – LIFESTANCE HEALTH GROUP INCAdd 19.70%2,040,1230.00
1.12
≡TEAM – ATLASSIAN CORPORATIONReduce 6.96%−155,748−1.05
≡IWM – ISHARES TRReduce 90.89%−659,756−1.04
≡PCTY – PAYLOCITY HLDG CORPBuy717,2430.96
≡CPRT – COPART INCAdd 55.04%1,553,1450.87
≡RBC – RBC BEARINGS INCReduce 5.91%−147,413−0.69
≡SSNC – SS&C TECHNOLOGIES HLDGS INCAdd 32.60%1,165,6880.64
≡MOH – MOLINA HEALTHCARE INCReduce 26.90%−319,643−0.62
≡CIGI – COLLIERS INTL GROUP INCAdd 53.45%703,3620.60
≡SPY – SPDR S&P 500 ETF TRReduce 91.33%−150,746−0.56
≡GWRE – GUIDEWIRE SOFTWARE INCSell−630,256−0.54
≡IT – GARTNER INCReduce 51.34%−157,063−0.54
≡CHE – CHEMED CORP NEWAdd 12.82%64,7920.50
≡YOU – CLEAR SECURE INCReduce 47.13%−3,070,316−0.49
≡DOCS – DOXIMITY INCAdd 124.23%2,467,8750.49
≡BFAM – BRIGHT HORIZONS FAM SOL IN DReduce 5.97%−317,0280.44
≡DDOG – DATADOG INCAdd 83.74%454,4200.43
≡ENTG – ENTEGRIS INCAdd 85.68%336,3380.42
≡TTC – TORO COReduce 36.92%−449,742−0.38
≡RH – RHAdd 7.32%44,1600.36
≡BIRK – BIRKENSTOCK HOLDING PLCReduce 13.04%−607,454−0.31
≡SGRY – SURGERY PARTNERS INCReduce 12.65%−692,840−0.28
≡WRBY – WARBY PARKER INCReduce 35.23%−2,258,841−0.28
≡IAC – IAC INCReduce 52.41%−662,516−0.27
≡SHOP – SHOPIFY INCAdd 76.16%476,1130.27
≡BKNG – BOOKING HOLDINGS INCReduce 7.27%−9,855−0.26
≡FSV – FIRSTSERVICE CORP NEWAdd 6.33%180,6390.25
≡ACHC – ACADIA HEALTHCARE COMPANY INReduce 19.44%−336,936−0.21
≡WCN – WASTE CONNECTIONS INCReduce 25.96%−277,117−0.20
≡PTC – PTC INCAdd 10.36%73,4540.17
≡AGL – AGILON HEALTH INCReduce 53.28%−1,113,127−0.16
≡ROL – ROLLINS INCAdd 10.09%315,1450.16
≡GGG – GRACO INCAdd 10.56%140,2940.15
≡CWAN – CLEARWATER ANALYTICS HLDGS ISell−796,686−0.13
≡SAIA – SAIA INCReduce 7.92%−11,8460.11
≡ODFL – OLD DOMINION FREIGHT LINE INAdd 40.47%43,309−0.09
≡GSHD – GOOSEHEAD INS INCReduce 32.50%−95,855−0.07
≡IR – INGERSOLL RAND INCReduce 22.04%−426,270−0.07
≡DASH – DOORDASH INCReduce 10.14%−32,7900.06
≡LFST – LIFESTANCE HEALTH GROUP INCAdd 36.29%2,757,4430.03
≡DSGX – DESCARTES SYS GROUP INCReduce 5.68%−219,0380.02
≡WST – WEST PHARMACEUTICAL SVSC INCReduce 9.46%−107,677−0.00
−1.30
≡XP – XP INCSell−5,075,082−1.07
≡TEAM – ATLASSIAN CORPORATIONAdd 30.56%524,1331.05
≡CWAN – CLEARWATER ANALYTICS HLDGS IReduce 87.46%−5,555,463−1.00
≡PTC – PTC INCBuy709,3190.98
≡WST – WEST PHARMACEUTICAL SVSC INCReduce 5.27%−63,339−0.96
≡GGG – GRACO INCBuy1,328,2990.91
≡AGL – AGILON HEALTH INCReduce 64.06%−3,724,248−0.74
≡IWM – ISHARES TRAdd 162.31%449,1340.70
≡HUM – HUMANA INCSell−155,393−0.69
≡RBC – RBC BEARINGS INCAdd 8.51%195,6340.69
≡FOUR – SHIFT4 PMTS INCAdd 14.43%601,4190.69
≡SSNC – SS&C TECHNOLOGIES HLDGS INCAdd 60.88%1,353,2040.66
≡BFAM – BRIGHT HORIZONS FAM SOL IN DAdd 19.67%873,0910.65
≡SPY – SPDR S&P 500 ETF TRBuy165,0520.62
≡TTC – TORO COReduce 39.24%−786,625−0.60
≡AUR – AURORA INNOVATION INCAdd 247.38%14,221,9470.57
≡GWRE – GUIDEWIRE SOFTWARE INCBuy630,2560.54
≡JBHT – HUNT J B TRANS SVCS INCAdd 20.30%560,6270.48
≡HUBS – HUBSPOT INCAdd 7.66%80,0810.45
≡WRBY – WARBY PARKER INCReduce 33.50%−3,229,718−0.45
≡DOCS – DOXIMITY INCBuy1,986,6030.44
≡CIGI – COLLIERS INTL GROUP INCAdd 26.45%275,2520.41
≡ENOV – ENOVIS CORPORATIONSell−822,883−0.40
≡YOU – CLEAR SECURE INCReduce 21.87%−1,823,127−0.39
≡SHOP – SHOPIFY INCBuy625,1430.38
≡LFST – LIFESTANCE HEALTH GROUP INCAdd 426.07%6,153,3120.38
≡FSV – FIRSTSERVICE CORP NEWReduce 5.09%−153,073−0.35
≡GSHD – GOOSEHEAD INS INCReduce 61.56%−472,347−0.35
≡KWR – QUAKER HOUGHTONSell−234,807−0.34
≡BKNG – BOOKING HOLDINGS INCReduce 6.57%−9,530−0.29
≡PCTY – PAYLOCITY HLDG CORPSell−152,342−0.25
≡DASH – DOORDASH INCBuy323,4340.25
≡ENTG – ENTEGRIS INCAdd 165.86%244,8980.24
≡SAIA – SAIA INCAdd 99.13%74,4360.24
≡VEEV – VEEVA SYS INCAdd 5.28%46,952−0.23
≡TOST – TOAST INCAdd 6.46%824,361−0.23
≡BSY – BENTLEY SYS INCSell−451,504−0.21
≡DSGX – DESCARTES SYS GROUP INCAdd 9.15%323,0690.19
≡IT – GARTNER INCReduce 22.91%−90,923−0.16
≡RH – RHAdd 14.85%77,9720.12
≡IAC – IAC INCAdd 42.44%376,6450.11
≡DUOL – DUOLINGO INCReduce 16.88%−648,895−0.11
≡ACHC – ACADIA HEALTHCARE COMPANY INAdd 14.71%222,2360.09
≡DDOG – DATADOG INCReduce 20.74%−141,982−0.05
≡ODFL – OLD DOMINION FREIGHT LINE INAdd 34.65%27,5340.05
≡FTCHQ – FARFETCH LTDSell−2,323,620−0.04
≡CAVA – CAVA GROUP INCSell−117,442−0.03
1.11
≡ROL – ROLLINS INCAdd 1364.14%2,857,1420.97
≡MOH – MOLINA HEALTHCARE INCAdd 10.29%146,1380.94
≡YOU – CLEAR SECURE INCReduce 27.19%−3,112,869−0.88
≡IT – GARTNER INCAdd 136.43%229,0110.73
≡DDOG – DATADOG INCReduce 53.57%−789,833−0.70
≡EFX – EQUIFAX INCSell−309,848−0.64
≡DUOL – DUOLINGO INCReduce 7.52%−312,4410.61
≡ONON – ON HLDG AGSell−1,958,198−0.57
≡FSV – FIRSTSERVICE CORP NEWReduce 9.85%−328,629−0.51
≡ENOV – ENOVIS CORPORATIONReduce 45.97%−700,181−0.46
≡BSY – BENTLEY SYS INCReduce 65.91%−873,004−0.42
≡TTC – TORO COReduce 6.69%−143,811−0.39
≡XP – XP INCReduce 24.84%−1,677,685−0.32
≡SAIA – SAIA INCBuy75,0910.27
≡PCTY – PAYLOCITY HLDG CORPBuy152,3420.25
≡HUBS – HUBSPOT INCAdd 8.52%82,0420.21
≡TOST – TOAST INCAdd 6.97%831,639−0.18
≡WST – WEST PHARMACEUTICAL SVSC INCReduce 5.98%−76,506−0.17
≡RH – RHAdd 6.82%33,524−0.15
≡IAC – IAC INCReduce 10.58%−105,055−0.14
≡AUR – AURORA INNOVATION INCBuy5,748,9670.12
≡CHE – CHEMED CORP NEWAdd 5.59%25,5680.12
≡CIGI – COLLIERS INTL GROUP INCAdd 11.93%110,9400.10
≡FOUR – SHIFT4 PMTS INCAdd 12.86%474,794−0.09
≡MSCI – MSCI INCReduce 14.02%−95,118−0.06
≡CWAN – CLEARWATER ANALYTICS HLDGS IReduce 17.12%−1,312,4520.06
≡FTCHQ – FARFETCH LTDBuy2,323,6200.04
≡CAVA – CAVA GROUP INCReduce 41.28%−82,558−0.04
≡GSHD – GOOSEHEAD INS INCReduce 14.98%−135,1500.02
≡CPRT – COPART INCAdd 100.00%1,410,978−0.02
≡LFST – LIFESTANCE HEALTH GROUP INCAdd 53.13%501,0920.02
≡SSNC – SS&C TECHNOLOGIES HLDGS INCAdd 10.73%215,336−0.00
≡ACHC – ACADIA HEALTHCARE COMPANY INAdd 8.81%122,4000.00