2Xideas

2Xideas as of June 30, 2024

Portfolio Holdings for 2Xideas

2Xideas holds 51 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Intercontinental Exchange (ICE) 6.5 $52M 382k 136.89
Ptc (PTC) 5.8 $47M 257k 181.67
Iqvia Holdings (IQV) 5.4 $44M 206k 211.44
Fortinet (FTNT) 5.4 $43M 713k 60.27
ResMed (RMD) 3.6 $29M 151k 191.42
Halozyme Therapeutics (HALO) 3.3 $26M 499k 52.36
New York Times Cl A (NYT) 2.8 $22M 432k 51.21
Analog Devices (ADI) 2.5 $20M 88k 228.26
Edwards Lifesciences (EW) 2.3 $19M 203k 92.37
Ryan Specialty Holdings Cl A (RYAN) 2.3 $19M 320k 57.91
PerkinElmer (RVTY) 2.3 $19M 177k 104.86
Tyler Technologies (TYL) 2.3 $18M 37k 502.78
Willscot Mobil Mini Hldng Com Cl A (WSC) 2.3 $18M 485k 37.64
Constellation Brands Cl A (STZ) 2.2 $17M 67k 257.28
Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) 2.1 $17M 446k 38.06
Teradyne (TER) 1.8 $14M 97k 148.29
Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) 1.8 $14M 177k 80.29
Kinsale Cap Group (KNSL) 1.8 $14M 37k 385.28
Ansys (ANSS) 1.8 $14M 44k 321.50
Kla Corp Com New (KLAC) 1.6 $13M 16k 824.51
Intuitive Surgical Com New (ISRG) 1.5 $12M 28k 444.85
Liberty Media Corp Del Com Lbty One S C (FWONK) 1.5 $12M 170k 71.84
Watsco, Incorporated (WSO) 1.5 $12M 26k 463.24
Domino's Pizza (DPZ) 1.5 $12M 23k 516.33
American Express Company (AXP) 1.4 $11M 49k 231.55
Tradeweb Mkts Cl A (TW) 1.4 $11M 108k 106.00
Intuit (INTU) 1.4 $11M 17k 657.21
Lpl Financial Holdings (LPLA) 1.4 $11M 40k 279.30
Ares Management Corporation Cl A Com Stk (ARES) 1.4 $11M 84k 133.28
Skyworks Solutions (SWKS) 1.4 $11M 104k 106.58
MercadoLibre (MELI) 1.4 $11M 6.7k 1643.40
Entegris (ENTG) 1.4 $11M 80k 135.40
Service Corporation International (SCI) 1.3 $11M 152k 71.13
Autodesk (ADSK) 1.3 $11M 43k 247.45
Rli (RLI) 1.3 $11M 76k 140.69
Dolby Laboratories Com Cl A (DLB) 1.3 $11M 134k 79.23
Gartner (IT) 1.3 $11M 24k 449.06
Labcorp Holdings Com Shs (LH) 1.3 $11M 52k 203.51
MarketAxess Holdings (MKTX) 1.3 $10M 52k 200.53
Agilent Technologies Inc C ommon (A) 1.3 $10M 78k 129.63
Live Nation Entertainment (LYV) 1.3 $10M 107k 93.74
Cooper Cos (COO) 1.2 $9.8M 112k 87.30
Msci (MSCI) 1.2 $9.8M 20k 481.75
Fastenal Company (FAST) 1.2 $9.4M 149k 62.84
Certara Ord (CERT) 1.1 $8.9M 644k 13.85
CoStar (CSGP) 1.1 $8.8M 119k 74.14
Charles River Laboratories (CRL) 1.1 $8.8M 42k 206.58
Pool Corporation (POOL) 1.1 $8.8M 29k 307.33
Ulta Salon, Cosmetics & Fragrance (ULTA) 1.1 $8.5M 22k 385.87
Align Technology (ALGN) 1.1 $8.5M 35k 241.43
Paycom Software (PAYC) 1.0 $8.3M 58k 143.04