2Xideas

Latest statistics and disclosures from 2Xideas's latest quarterly 13F-HR filing:

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Positions held by 2Xideas consolidated in one spreadsheet with up to 7 years of data

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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 -3% 185k 362.88
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Intercontinental Exchange (ICE) 7.1 $66M -8% 513k 128.43
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Iqvia Holdings (IQV) 6.7 $62M -2% 269k 231.38
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ResMed (RMD) 5.7 $53M +2% 309k 172.02
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Ptc (PTC) 2.6 $24M -10% 137k 174.96
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New York Times Cl A (NYT) 2.6 $24M -21% 489k 48.99
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Analog Devices (ADI) 2.4 $23M -5% 115k 198.56
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Brookfield Asset Management Ltd Class A Shares Cl A Lmt Vtg Shs (BAM) 2.3 $22M NEW 537k 40.36
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Fortinet (FTNT) 2.3 $21M 365k 58.53
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Service Corporation International (SCI) 2.3 $21M -8% 312k 68.45
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Halozyme Therapeutics (HALO) 2.2 $20M -9% 544k 36.96
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PerkinElmer (RVTY) 2.1 $19M -7% 176k 109.31
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Fastenal Company (FAST) 2.0 $19M -32% 294k 64.77
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Ferguson SHS (FERG) 2.0 $18M +33% 95k 192.34
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Constellation Brands Cl A (STZ) 1.8 $17M +43% 70k 241.75
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Walker & Dunlop (WD) 1.7 $16M -6% 146k 111.01
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MarketAxess Holdings (MKTX) 1.6 $15M +5% 51k 292.85
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Gartner (IT) 1.5 $14M -10% 32k 451.11
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Entegris (ENTG) 1.5 $14M 115k 119.82
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Kla Corp Com New (KLAC) 1.5 $14M -7% 24k 581.30
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American Express Company (AXP) 1.5 $14M +2% 73k 187.34
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Etsy (ETSY) 1.5 $14M +9% 167k 81.05
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Agilent Technologies Inc C ommon (A) 1.4 $14M -5% 97k 139.03
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Ulta Salon, Cosmetics & Fragrance (ULTA) 1.4 $13M 27k 489.99
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Intuit (INTU) 1.4 $13M -11% 21k 625.03
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Certara Ord (CERT) 1.4 $13M NEW 744k 17.59
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Charles River Laboratories (CRL) 1.4 $13M -5% 55k 236.40
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Cooper Cos Com New (COO) 1.4 $13M +3% 34k 378.44
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Vertex Pharmaceuticals Incorporated (VRTX) 1.4 $13M -11% 31k 406.89
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MercadoLibre (MELI) 1.4 $13M -10% 8.0k 1571.54
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Intuitive Surgical Com New (ISRG) 1.3 $13M 37k 337.36
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Skyworks Solutions (SWKS) 1.3 $12M 110k 112.42
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Watsco, Incorporated (WSO) 1.3 $12M -10% 29k 428.47
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CoStar (CSGP) 1.3 $12M 141k 87.39
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Tradeweb Mkts Cl A (TW) 1.3 $12M -16% 135k 90.88
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Laboratory Corp Amer Hldgs Com New (LH) 1.3 $12M 54k 227.29
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Live Nation Entertainment (LYV) 1.3 $12M -3% 130k 93.60
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Pool Corporation (POOL) 1.3 $12M -7% 30k 398.71
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Msci (MSCI) 1.3 $12M -9% 21k 565.65
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Edwards Lifesciences (EW) 1.3 $12M +13% 156k 76.25
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Dolby Laboratories Com Cl A (DLB) 1.3 $12M -7% 137k 86.18
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Domino's Pizza (DPZ) 1.3 $12M -12% 29k 412.23
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Tyler Technologies (TYL) 1.3 $12M -5% 28k 418.12
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Teradyne (TER) 1.3 $12M +2715% 108k 108.52
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Willscot Mobil Mini Hldng Com Cl A (WSC) 1.2 $12M 260k 44.50
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Starbucks Corporation (SBUX) 1.2 $11M -4% 119k 96.01
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Verisign (VRSN) 1.2 $11M -4% 53k 205.96
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Liberty Media Corp Del Com Lbty One S C (FWONK) 1.2 $11M +5% 174k 63.13
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Markel Corporation (MKL) 1.1 $10M -7% 7.3k 1419.90
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Align Technology (ALGN) 1.0 $9.7M 35k 274.00
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Kinsale Cap Group (KNSL) 0.9 $8.7M -45% 26k 334.91
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Paycom Software (PAYC) 0.9 $8.6M 42k 206.72
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Past Filings by 2Xideas

SEC 13F filings are viewable for 2Xideas going back to 2020