2Xideas as of Dec. 31, 2020
Portfolio Holdings for 2Xideas
2Xideas holds 66 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Intercontinental Exchange (ICE) | 9.1 | $73M | 634k | 115.29 | |
| Ansys (ANSS) | 8.3 | $67M | 184k | 363.80 | |
| ResMed (RMD) | 8.2 | $66M | 310k | 212.56 | |
| PerkinElmer (RVTY) | 3.6 | $29M | 199k | 143.50 | |
| Fortinet (FTNT) | 3.5 | $28M | 188k | 148.53 | |
| Sensata Technologies Hldg Pl SHS (ST) | 3.5 | $28M | 527k | 52.74 | |
| Iqvia Holdings (IQV) | 3.2 | $26M | 144k | 179.17 | |
| Msci (MSCI) | 3.0 | $24M | 55k | 446.53 | |
| Verisign (VRSN) | 3.0 | $24M | 112k | 216.40 | |
| Markel Corporation (MKL) | 2.9 | $24M | 23k | 1033.32 | |
| Fastenal Company (FAST) | 2.8 | $23M | 467k | 48.83 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.9 | $7.3M | 26k | 287.16 | |
| CarMax (KMX) | 0.9 | $7.3M | 78k | 94.46 | |
| Trip Com Group Ads (TCOM) | 0.9 | $7.3M | 218k | 33.73 | |
| Moody's Corporation (MCO) | 0.9 | $7.3M | 25k | 290.25 | |
| Align Technology (ALGN) | 0.9 | $7.3M | 14k | 534.35 | |
| Tyler Technologies (TYL) | 0.9 | $7.3M | 17k | 436.54 | |
| Edwards Lifesciences (EW) | 0.9 | $7.3M | 80k | 91.23 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.9 | $7.3M | 31k | 236.33 | |
| MarketAxess Holdings (MKTX) | 0.9 | $7.3M | 13k | 570.54 | |
| Tradeweb Mkts Cl A (TW) | 0.9 | $7.3M | 117k | 62.45 | |
| Pool Corporation (POOL) | 0.9 | $7.3M | 20k | 372.47 | |
| FactSet Research Systems (FDS) | 0.9 | $7.3M | 22k | 332.48 | |
| Paychex (PAYX) | 0.9 | $7.3M | 78k | 93.18 | |
| Mccormick & Co Com Non Vtg (MKC) | 0.9 | $7.3M | 76k | 95.60 | |
| Wabtec Corporation (WAB) | 0.9 | $7.3M | 99k | 73.20 | |
| Service Corporation International (SCI) | 0.9 | $7.3M | 148k | 49.10 | |
| Abiomed | 0.9 | $7.3M | 22k | 324.22 | |
| Gartner (IT) | 0.9 | $7.3M | 45k | 160.19 | |
| Brown Forman Corp CL B (BF.B) | 0.9 | $7.2M | 91k | 79.43 | |
| Agilent Technologies Inc C ommon (A) | 0.9 | $7.2M | 61k | 118.49 | |
| Verisk Analytics (VRSK) | 0.9 | $7.2M | 35k | 207.60 | |
| Catalent (CTLT) | 0.9 | $7.2M | 70k | 104.07 | |
| Electronic Arts (EA) | 0.9 | $7.2M | 50k | 143.61 | |
| Stoneco Com Cl A (STNE) | 0.9 | $7.2M | 86k | 83.92 | |
| Trimble Navigation (TRMB) | 0.9 | $7.2M | 108k | 66.77 | |
| Entegris (ENTG) | 0.9 | $7.2M | 75k | 96.11 | |
| Transunion (TRU) | 0.9 | $7.2M | 73k | 99.22 | |
| S&p Global (SPGI) | 0.9 | $7.2M | 22k | 328.74 | |
| Clorox Company (CLX) | 0.9 | $7.2M | 36k | 201.92 | |
| Skyworks Solutions (SWKS) | 0.9 | $7.2M | 47k | 152.88 | |
| Constellation Brands Cl A (STZ) | 0.9 | $7.2M | 33k | 219.05 | |
| Lauder Estee Cos Cl A (EL) | 0.9 | $7.2M | 27k | 266.17 | |
| Cyberark Software SHS (CYBR) | 0.9 | $7.2M | 45k | 161.59 | |
| Masimo Corporation (MASI) | 0.9 | $7.2M | 27k | 268.39 | |
| Gra (GGG) | 0.9 | $7.2M | 100k | 72.35 | |
| Intuit (INTU) | 0.9 | $7.2M | 19k | 379.84 | |
| American Express Company (AXP) | 0.9 | $7.2M | 60k | 120.90 | |
| Dolby Laboratories Com Cl A (DLB) | 0.9 | $7.2M | 74k | 97.13 | |
| Cae (CAE) | 0.9 | $7.2M | 260k | 27.62 | |
| Starbucks Corporation (SBUX) | 0.9 | $7.2M | 67k | 106.98 | |
| CoStar (CSGP) | 0.9 | $7.2M | 7.8k | 924.27 | |
| Thermo Fisher Scientific (TMO) | 0.9 | $7.2M | 15k | 465.78 | |
| IPG Photonics Corporation (IPGP) | 0.9 | $7.2M | 32k | 223.80 | |
| Booking Holdings (BKNG) | 0.9 | $7.2M | 3.2k | 2227.30 | |
| Domino's Pizza (DPZ) | 0.9 | $7.2M | 19k | 383.46 | |
| Mettler-Toledo International (MTD) | 0.9 | $7.1M | 6.3k | 1139.67 | |
| Universal Display Corporation (OLED) | 0.9 | $7.1M | 31k | 229.81 | |
| Match Group (MTCH) | 0.9 | $7.1M | 47k | 151.18 | |
| Watsco, Incorporated (WSO) | 0.9 | $7.1M | 32k | 226.55 | |
| Intuitive Surgical Com New (ISRG) | 0.9 | $7.1M | 8.7k | 818.07 | |
| Jd.com Spon Adr Cl A (JD) | 0.9 | $7.1M | 81k | 87.90 | |
| Aspen Technology | 0.9 | $7.1M | 55k | 130.24 | |
| Live Nation Entertainment (LYV) | 0.9 | $7.1M | 96k | 73.48 | |
| MercadoLibre (MELI) | 0.9 | $7.0M | 4.2k | 1675.16 | |
| Ishares Tr Msci Acwi Etf (ACWI) | 0.1 | $1.0M | 11k | 90.72 |
