2Xideas as of Dec. 31, 2023
Portfolio Holdings for 2Xideas
2Xideas holds 52 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ansys (ANSS) | 7.2 | $67M | 185k | 362.88 | |
| Intercontinental Exchange (ICE) | 7.1 | $66M | 513k | 128.43 | |
| Iqvia Holdings (IQV) | 6.7 | $62M | 269k | 231.38 | |
| ResMed (RMD) | 5.7 | $53M | 309k | 172.02 | |
| Ptc (PTC) | 2.6 | $24M | 137k | 174.96 | |
| New York Times Cl A (NYT) | 2.6 | $24M | 489k | 48.99 | |
| Analog Devices (ADI) | 2.4 | $23M | 115k | 198.56 | |
| Brookfield Asset Management Ltd Class A Shares Cl A Lmt Vtg Shs (BAM) | 2.3 | $22M | 537k | 40.36 | |
| Fortinet (FTNT) | 2.3 | $21M | 365k | 58.53 | |
| Service Corporation International (SCI) | 2.3 | $21M | 312k | 68.45 | |
| Halozyme Therapeutics (HALO) | 2.2 | $20M | 544k | 36.96 | |
| PerkinElmer (RVTY) | 2.1 | $19M | 176k | 109.31 | |
| Fastenal Company (FAST) | 2.0 | $19M | 294k | 64.77 | |
| Ferguson SHS (FERG) | 2.0 | $18M | 95k | 192.34 | |
| Constellation Brands Cl A (STZ) | 1.8 | $17M | 70k | 241.75 | |
| Walker & Dunlop (WD) | 1.7 | $16M | 146k | 111.01 | |
| MarketAxess Holdings (MKTX) | 1.6 | $15M | 51k | 292.85 | |
| Gartner (IT) | 1.5 | $14M | 32k | 451.11 | |
| Entegris (ENTG) | 1.5 | $14M | 115k | 119.82 | |
| Kla Corp Com New (KLAC) | 1.5 | $14M | 24k | 581.30 | |
| American Express Company (AXP) | 1.5 | $14M | 73k | 187.34 | |
| Etsy (ETSY) | 1.5 | $14M | 167k | 81.05 | |
| Agilent Technologies Inc C ommon (A) | 1.4 | $14M | 97k | 139.03 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 1.4 | $13M | 27k | 489.99 | |
| Intuit (INTU) | 1.4 | $13M | 21k | 625.03 | |
| Certara Ord (CERT) | 1.4 | $13M | 744k | 17.59 | |
| Charles River Laboratories (CRL) | 1.4 | $13M | 55k | 236.40 | |
| Cooper Cos Com New | 1.4 | $13M | 34k | 378.44 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 1.4 | $13M | 31k | 406.89 | |
| MercadoLibre (MELI) | 1.4 | $13M | 8.0k | 1571.54 | |
| Intuitive Surgical Com New (ISRG) | 1.3 | $13M | 37k | 337.36 | |
| Skyworks Solutions (SWKS) | 1.3 | $12M | 110k | 112.42 | |
| Watsco, Incorporated (WSO) | 1.3 | $12M | 29k | 428.47 | |
| CoStar (CSGP) | 1.3 | $12M | 141k | 87.39 | |
| Tradeweb Mkts Cl A (TW) | 1.3 | $12M | 135k | 90.88 | |
| Laboratory Corp Amer Hldgs Com New (LH) | 1.3 | $12M | 54k | 227.29 | |
| Live Nation Entertainment (LYV) | 1.3 | $12M | 130k | 93.60 | |
| Pool Corporation (POOL) | 1.3 | $12M | 30k | 398.71 | |
| Msci (MSCI) | 1.3 | $12M | 21k | 565.65 | |
| Edwards Lifesciences (EW) | 1.3 | $12M | 156k | 76.25 | |
| Dolby Laboratories Com Cl A (DLB) | 1.3 | $12M | 137k | 86.18 | |
| Domino's Pizza (DPZ) | 1.3 | $12M | 29k | 412.23 | |
| Tyler Technologies (TYL) | 1.3 | $12M | 28k | 418.12 | |
| Teradyne (TER) | 1.3 | $12M | 108k | 108.52 | |
| Willscot Mobil Mini Hldng Com Cl A (WSC) | 1.2 | $12M | 260k | 44.50 | |
| Starbucks Corporation (SBUX) | 1.2 | $11M | 119k | 96.01 | |
| Verisign (VRSN) | 1.2 | $11M | 53k | 205.96 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 1.2 | $11M | 174k | 63.13 | |
| Markel Corporation (MKL) | 1.1 | $10M | 7.3k | 1419.90 | |
| Align Technology (ALGN) | 1.0 | $9.7M | 35k | 274.00 | |
| Kinsale Cap Group (KNSL) | 0.9 | $8.7M | 26k | 334.91 | |
| Paycom Software (PAYC) | 0.9 | $8.6M | 42k | 206.72 |
