2Xideas as of March 31, 2022
Portfolio Holdings for 2Xideas
2Xideas holds 74 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Intercontinental Exchange (ICE) | 7.1 | $100M | 760k | 132.12 | |
| ResMed (RMD) | 6.6 | $94M | 387k | 242.51 | |
| Iqvia Holdings (IQV) | 6.4 | $91M | 392k | 231.21 | |
| Ansys (ANSS) | 5.4 | $77M | 241k | 317.65 | |
| PerkinElmer (RVTY) | 3.1 | $45M | 256k | 174.46 | |
| New York Times Cl A (NYT) | 3.0 | $42M | 914k | 45.84 | |
| Fortinet (FTNT) | 2.9 | $42M | 122k | 341.74 | |
| Fastenal Company (FAST) | 2.8 | $39M | 663k | 59.40 | |
| Verisign (VRSN) | 2.7 | $39M | 173k | 222.46 | |
| Sensata Technologies Hldg Pl SHS (ST) | 2.6 | $37M | 727k | 50.85 | |
| Msci (MSCI) | 2.6 | $37M | 73k | 502.89 | |
| Markel Corporation (MKL) | 1.3 | $19M | 13k | 1475.22 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 1.3 | $19M | 72k | 260.98 | |
| Stoneco Com Cl A (STNE) | 1.3 | $18M | 1.5M | 11.70 | |
| American Express Company (AXP) | 1.3 | $18M | 97k | 187.00 | |
| Liberty Media Corp Del Com Ser C Frmla | 1.2 | $17M | 249k | 69.84 | |
| Mccormick & Co Com Non Vtg (MKC) | 1.1 | $16M | 163k | 99.80 | |
| Universal Display Corporation (OLED) | 1.1 | $16M | 96k | 166.95 | |
| Cooper Cos Com New | 1.1 | $16M | 38k | 417.59 | |
| Live Nation Entertainment (LYV) | 1.1 | $16M | 132k | 117.64 | |
| Cyberark Software SHS (CYBR) | 1.1 | $15M | 91k | 168.75 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 1.1 | $15M | 38k | 398.22 | |
| Kinsale Cap Group (KNSL) | 1.1 | $15M | 66k | 228.03 | |
| Entegris (ENTG) | 1.1 | $15M | 114k | 131.26 | |
| Verisk Analytics (VRSK) | 1.0 | $15M | 69k | 214.63 | |
| Service Corporation International (SCI) | 1.0 | $15M | 222k | 65.82 | |
| Abiomed | 1.0 | $15M | 44k | 331.24 | |
| Edwards Lifesciences (EW) | 1.0 | $15M | 123k | 117.72 | |
| FactSet Research Systems (FDS) | 1.0 | $14M | 33k | 434.15 | |
| Gartner (IT) | 1.0 | $14M | 47k | 297.45 | |
| Transunion (TRU) | 1.0 | $14M | 135k | 103.34 | |
| MercadoLibre (MELI) | 1.0 | $14M | 12k | 1189.49 | |
| Catalent | 1.0 | $14M | 125k | 110.90 | |
| Tradeweb Mkts Cl A (TW) | 1.0 | $14M | 158k | 87.87 | |
| Moody's Corporation (MCO) | 1.0 | $14M | 41k | 337.40 | |
| Ferrari Nv Ord (RACE) | 1.0 | $14M | 62k | 222.79 | |
| Skyworks Solutions (SWKS) | 1.0 | $14M | 102k | 133.28 | |
| CoStar (CSGP) | 0.9 | $14M | 202k | 66.61 | |
| Intuitive Surgical Com New (ISRG) | 0.9 | $13M | 45k | 301.69 | |
| Agilent Technologies Inc C ommon (A) | 0.9 | $13M | 100k | 132.33 | |
| MarketAxess Holdings (MKTX) | 0.9 | $13M | 39k | 340.21 | |
| Trimble Navigation (TRMB) | 0.9 | $13M | 183k | 72.14 | |
| Tyler Technologies (TYL) | 0.9 | $13M | 30k | 444.90 | |
| Dolby Laboratories Com Cl A (DLB) | 0.9 | $13M | 168k | 78.22 | |
| Match Group (MTCH) | 0.9 | $13M | 121k | 108.74 | |
| Mettler-Toledo International (MTD) | 0.9 | $13M | 9.4k | 1373.19 | |
| Clorox Company (CLX) | 0.9 | $13M | 92k | 139.03 | |
| Morningstar (MORN) | 0.9 | $13M | 47k | 273.17 | |
| Watsco, Incorporated (WSO) | 0.9 | $13M | 42k | 304.64 | |
| Starbucks Corporation (SBUX) | 0.9 | $13M | 137k | 90.97 | |
| Willscot Mobil Mini Hldng Com Cl A (WSC) | 0.9 | $12M | 318k | 39.13 | |
| Avalara | 0.9 | $12M | 124k | 99.51 | |
| Ferguson SHS | 0.9 | $12M | 90k | 136.71 | |
| Charles River Laboratories (CRL) | 0.8 | $12M | 42k | 283.96 | |
| Intuit (INTU) | 0.8 | $12M | 25k | 480.86 | |
| Pool Corporation (POOL) | 0.8 | $12M | 28k | 422.84 | |
| Constellation Brands Cl A (STZ) | 0.8 | $12M | 52k | 230.32 | |
| Lauder Estee Cos Cl A (EL) | 0.8 | $12M | 43k | 272.33 | |
| Gra (GGG) | 0.8 | $11M | 164k | 69.72 | |
| Align Technology (ALGN) | 0.7 | $11M | 24k | 436.01 | |
| Wix SHS (WIX) | 0.7 | $11M | 101k | 104.46 | |
| Spotify Technology S A SHS (SPOT) | 0.7 | $10M | 68k | 151.01 | |
| IPG Photonics Corporation (IPGP) | 0.7 | $10M | 93k | 109.76 | |
| CarMax (KMX) | 0.7 | $9.8M | 101k | 96.48 | |
| Domino's Pizza (DPZ) | 0.7 | $9.5M | 23k | 406.99 | |
| Etsy (ETSY) | 0.6 | $9.1M | 73k | 124.28 | |
| Goosehead Ins Com Cl A (GSHD) | 0.6 | $8.0M | 101k | 78.57 | |
| Masimo Corporation (MASI) | 0.6 | $7.9M | 55k | 145.55 | |
| Bright Horizons Fam Sol In D (BFAM) | 0.2 | $2.9M | 22k | 132.69 | |
| Electronic Arts (EA) | 0.2 | $2.7M | 21k | 126.50 | |
| Kla Corp Com New (KLAC) | 0.2 | $2.4M | 6.5k | 366.13 | |
| IDEXX Laboratories (IDXX) | 0.2 | $2.3M | 4.2k | 547.00 | |
| Teradyne (TER) | 0.1 | $2.0M | 17k | 118.22 | |
| Trupanion (TRUP) | 0.1 | $1.9M | 21k | 89.12 |
