2Xideas as of Dec. 31, 2021
Portfolio Holdings for 2Xideas
2Xideas holds 75 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Iqvia Holdings (IQV) | 6.8 | $112M | 398k | 282.14 | |
| Intercontinental Exchange (ICE) | 6.4 | $105M | 771k | 136.77 | |
| ResMed (RMD) | 6.0 | $100M | 382k | 260.48 | |
| Ansys (ANSS) | 5.9 | $98M | 243k | 401.12 | |
| Fortinet (FTNT) | 3.4 | $56M | 156k | 359.40 | |
| PerkinElmer (RVTY) | 3.2 | $53M | 262k | 201.06 | |
| Verisign (VRSN) | 2.8 | $46M | 180k | 253.82 | |
| Sensata Technologies Hldg Pl SHS (ST) | 2.7 | $45M | 733k | 61.69 | |
| Fastenal Company (FAST) | 2.7 | $45M | 695k | 64.06 | |
| Msci (MSCI) | 2.6 | $43M | 71k | 612.69 | |
| New York Times Cl A (NYT) | 2.6 | $43M | 886k | 48.30 | |
| Kinsale Cap Group (KNSL) | 1.3 | $21M | 88k | 237.89 | |
| Stoneco Com Cl A (STNE) | 1.1 | $19M | 1.1M | 16.86 | |
| Morningstar (MORN) | 1.1 | $19M | 55k | 341.99 | |
| Live Nation Entertainment (LYV) | 1.1 | $19M | 155k | 119.69 | |
| Pool Corporation (POOL) | 1.1 | $19M | 33k | 565.99 | |
| Tradeweb Mkts Cl A (TW) | 1.1 | $18M | 177k | 100.14 | |
| Mettler-Toledo International (MTD) | 1.1 | $18M | 10k | 1697.21 | |
| Lauder Estee Cos Cl A (EL) | 1.1 | $18M | 48k | 370.21 | |
| FactSet Research Systems (FDS) | 1.1 | $18M | 36k | 486.02 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 1.1 | $18M | 80k | 219.60 | |
| Aspen Technology | 1.1 | $18M | 115k | 152.20 | |
| Ferrari Nv Ord (RACE) | 1.1 | $18M | 68k | 258.51 | |
| Mccormick & Co Com Non Vtg (MKC) | 1.1 | $17M | 181k | 96.61 | |
| Intuit (INTU) | 1.0 | $17M | 27k | 643.23 | |
| Service Corporation International (SCI) | 1.0 | $17M | 239k | 70.99 | |
| Tyler Technologies (TYL) | 1.0 | $17M | 31k | 537.94 | |
| Abcam Ads | 1.0 | $17M | 711k | 23.47 | |
| Edwards Lifesciences (EW) | 1.0 | $17M | 128k | 129.55 | |
| Verisk Analytics (VRSK) | 1.0 | $17M | 72k | 228.74 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 1.0 | $17M | 40k | 412.34 | |
| Abiomed | 1.0 | $16M | 44k | 359.18 | |
| Gartner (IT) | 1.0 | $16M | 48k | 334.31 | |
| Moody's Corporation (MCO) | 1.0 | $16M | 41k | 390.58 | |
| Dolby Laboratories Com Cl A (DLB) | 1.0 | $16M | 167k | 95.22 | |
| IPG Photonics Corporation (IPGP) | 1.0 | $16M | 92k | 172.14 | |
| Entegris (ENTG) | 1.0 | $16M | 114k | 138.58 | |
| Masimo Corporation (MASI) | 0.9 | $16M | 54k | 292.78 | |
| Willscot Mobil Mini Hldng Com Cl A (WSC) | 0.9 | $16M | 384k | 40.84 | |
| Intuitive Surgical Com New (ISRG) | 0.9 | $16M | 44k | 359.30 | |
| Cyberark Software SHS (CYBR) | 0.9 | $16M | 90k | 173.28 | |
| Starbucks Corporation (SBUX) | 0.9 | $16M | 133k | 116.97 | |
| Clorox Company (CLX) | 0.9 | $16M | 89k | 174.36 | |
| Transunion (TRU) | 0.9 | $16M | 130k | 118.58 | |
| Trimble Navigation (TRMB) | 0.9 | $15M | 177k | 87.19 | |
| Etsy (ETSY) | 0.9 | $15M | 69k | 218.94 | |
| Markel Corporation (MKL) | 0.9 | $15M | 12k | 1234.00 | |
| Agilent Technologies Inc C ommon (A) | 0.9 | $15M | 93k | 159.65 | |
| Spotify Technology S A SHS (SPOT) | 0.9 | $15M | 63k | 234.04 | |
| Constellation Brands Cl A (STZ) | 0.9 | $15M | 58k | 250.97 | |
| MarketAxess Holdings (MKTX) | 0.9 | $15M | 35k | 411.27 | |
| Watsco, Incorporated (WSO) | 0.9 | $15M | 46k | 312.88 | |
| Domino's Pizza (DPZ) | 0.9 | $14M | 26k | 564.34 | |
| Align Technology (ALGN) | 0.9 | $14M | 22k | 657.20 | |
| Catalent | 0.9 | $14M | 111k | 128.03 | |
| Universal Display Corporation (OLED) | 0.9 | $14M | 86k | 165.03 | |
| American Express Company (AXP) | 0.9 | $14M | 86k | 163.60 | |
| Gra (GGG) | 0.8 | $14M | 174k | 80.62 | |
| Skyworks Solutions (SWKS) | 0.8 | $14M | 89k | 155.14 | |
| Electronic Arts (EA) | 0.8 | $14M | 103k | 131.90 | |
| CoStar (CSGP) | 0.8 | $14M | 171k | 79.03 | |
| Charles River Laboratories (CRL) | 0.8 | $14M | 36k | 376.77 | |
| CarMax (KMX) | 0.7 | $12M | 95k | 130.23 | |
| Match Group (MTCH) | 0.7 | $12M | 94k | 132.25 | |
| MercadoLibre (MELI) | 0.7 | $12M | 8.8k | 1348.41 | |
| Jd.com Spon Adr Cl A (JD) | 0.7 | $12M | 169k | 70.07 | |
| Wix SHS (WIX) | 0.7 | $12M | 75k | 157.78 | |
| Avalara | 0.7 | $11M | 85k | 129.11 | |
| Goosehead Ins Com Cl A (GSHD) | 0.6 | $10M | 80k | 130.08 | |
| Teradyne (TER) | 0.2 | $2.8M | 17k | 163.55 | |
| Kla Corp Com New (KLAC) | 0.2 | $2.6M | 6.1k | 430.05 | |
| Cooper Cos Com New | 0.1 | $2.4M | 5.7k | 418.99 | |
| SVB Financial (SIVBQ) | 0.1 | $2.2M | 3.3k | 678.23 | |
| Bright Horizons Fam Sol In D (BFAM) | 0.1 | $2.2M | 17k | 125.90 | |
| Ishares Tr Msci Acwi Etf (ACWI) | 0.1 | $1.0M | 9.7k | 105.79 |
