2Xideas as of March 31, 2023
Portfolio Holdings for 2Xideas
2Xideas holds 59 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ansys (ANSS) | 6.6 | $69M | 207k | 332.80 | |
| Intercontinental Exchange (ICE) | 6.4 | $66M | 634k | 104.29 | |
| Iqvia Holdings (IQV) | 5.9 | $61M | 307k | 198.89 | |
| ResMed (RMD) | 5.9 | $61M | 278k | 218.99 | |
| Fortinet (FTNT) | 2.9 | $31M | 458k | 66.46 | |
| New York Times Cl A (NYT) | 2.8 | $29M | 735k | 38.88 | |
| Fastenal Company (FAST) | 2.6 | $27M | 499k | 53.94 | |
| Analog Devices (ADI) | 2.6 | $27M | 136k | 197.22 | |
| Msci (MSCI) | 2.5 | $26M | 46k | 559.69 | |
| Service Corporation International (SCI) | 2.5 | $26M | 372k | 68.78 | |
| PerkinElmer (RVTY) | 2.3 | $24M | 180k | 133.26 | |
| Kinsale Cap Group (KNSL) | 2.2 | $23M | 77k | 300.15 | |
| Ptc (PTC) | 2.1 | $22M | 170k | 128.23 | |
| Halozyme Therapeutics (HALO) | 2.0 | $21M | 548k | 38.19 | |
| Align Technology (ALGN) | 1.6 | $17M | 51k | 334.14 | |
| MercadoLibre (MELI) | 1.6 | $16M | 12k | 1318.06 | |
| Universal Display Corporation (OLED) | 1.5 | $15M | 98k | 155.13 | |
| MarketAxess Holdings (MKTX) | 1.4 | $15M | 38k | 391.29 | |
| Skyworks Solutions (SWKS) | 1.3 | $14M | 117k | 117.98 | |
| Watsco, Incorporated (WSO) | 1.3 | $14M | 43k | 318.16 | |
| Ferrari Nv Ord (RACE) | 1.3 | $13M | 50k | 269.22 | |
| Entegris (ENTG) | 1.3 | $13M | 162k | 82.01 | |
| Liberty Media Corp Del Com Ser C Frmla | 1.3 | $13M | 177k | 74.83 | |
| Zebra Technologies Corporati Cl A (ZBRA) | 1.3 | $13M | 42k | 318.00 | |
| Sensata Technologies Hldg Pl SHS (ST) | 1.3 | $13M | 263k | 50.02 | |
| Tradeweb Mkts Cl A (TW) | 1.2 | $13M | 164k | 79.02 | |
| Dolby Laboratories Com Cl A (DLB) | 1.2 | $13M | 151k | 85.42 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 1.2 | $12M | 23k | 545.67 | |
| Intuit (INTU) | 1.2 | $12M | 27k | 445.83 | |
| Cyberark Software SHS (CYBR) | 1.2 | $12M | 82k | 147.98 | |
| Pool Corporation (POOL) | 1.2 | $12M | 35k | 342.44 | |
| Cooper Cos Com New | 1.1 | $12M | 32k | 373.36 | |
| American Express Company (AXP) | 1.1 | $12M | 72k | 164.95 | |
| Edwards Lifesciences (EW) | 1.1 | $12M | 142k | 82.73 | |
| Tyler Technologies (TYL) | 1.1 | $12M | 33k | 354.64 | |
| Transunion (TRU) | 1.1 | $12M | 187k | 62.14 | |
| Verisk Analytics (VRSK) | 1.1 | $12M | 60k | 191.86 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 1.1 | $12M | 37k | 315.07 | |
| Ferguson SHS (FERG) | 1.1 | $11M | 84k | 133.75 | |
| Starbucks Corporation (SBUX) | 1.1 | $11M | 107k | 104.13 | |
| Willscot Mobil Mini Hldng Com Cl A (WSC) | 1.1 | $11M | 234k | 46.88 | |
| Verisign (VRSN) | 1.0 | $11M | 52k | 211.33 | |
| Live Nation Entertainment (LYV) | 1.0 | $11M | 151k | 70.00 | |
| Lauder Estee Cos Cl A (EL) | 1.0 | $11M | 43k | 246.46 | |
| Mccormick & Co Com Non Vtg (MKC) | 1.0 | $11M | 127k | 83.21 | |
| Laboratory Corp Amer Hldgs Com New (LH) | 1.0 | $10M | 45k | 229.42 | |
| Constellation Brands Cl A (STZ) | 1.0 | $10M | 46k | 225.89 | |
| Markel Corporation (MKL) | 1.0 | $10M | 8.1k | 1277.41 | |
| Walker & Dunlop (WD) | 1.0 | $10M | 135k | 76.17 | |
| Gartner (IT) | 1.0 | $10M | 32k | 325.77 | |
| Intuitive Surgical Com New (ISRG) | 1.0 | $10M | 40k | 255.47 | |
| Domino's Pizza (DPZ) | 1.0 | $10M | 30k | 329.87 | |
| Morningstar (MORN) | 1.0 | $9.9M | 49k | 203.03 | |
| Match Group (MTCH) | 1.0 | $9.9M | 257k | 38.39 | |
| Charles River Laboratories (CRL) | 0.9 | $9.8M | 49k | 201.82 | |
| Agilent Technologies Inc C ommon (A) | 0.9 | $9.8M | 71k | 138.34 | |
| Etsy (ETSY) | 0.9 | $9.7M | 87k | 111.33 | |
| CoStar (CSGP) | 0.9 | $9.4M | 137k | 68.85 | |
| Abcam Ads | 0.9 | $8.9M | 659k | 13.46 |
