2Xideas as of Dec. 31, 2024
Portfolio Holdings for 2Xideas
2Xideas holds 59 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Fortinet (FTNT) | 7.3 | $55M | 578k | 94.48 | |
| Ptc (PTC) | 6.9 | $52M | 281k | 183.87 | |
| Intercontinental Exchange (ICE) | 6.9 | $51M | 344k | 149.01 | |
| Iqvia Holdings (IQV) | 5.9 | $44M | 225k | 196.51 | |
| Autodesk (ADSK) | 2.9 | $21M | 72k | 295.57 | |
| ResMed (RMD) | 2.9 | $21M | 94k | 228.69 | |
| New York Times Cl A (NYT) | 2.6 | $20M | 377k | 52.05 | |
| Kinsale Cap Group (KNSL) | 2.5 | $19M | 40k | 465.13 | |
| Halozyme Therapeutics (HALO) | 2.4 | $18M | 379k | 47.81 | |
| Ferguson Enterprises Common Stock New (FERG) | 2.4 | $18M | 103k | 173.57 | |
| CoStar (CSGP) | 2.4 | $18M | 247k | 71.59 | |
| Neurocrine Biosciences (NBIX) | 2.0 | $15M | 109k | 136.50 | |
| Willscot Hldgs Corp Com Cl A (WSC) | 2.0 | $15M | 440k | 33.45 | |
| Lpl Financial Holdings (LPLA) | 2.0 | $15M | 45k | 326.51 | |
| ExlService Holdings (EXLS) | 1.9 | $14M | 323k | 44.38 | |
| American Express Company (AXP) | 1.8 | $14M | 46k | 296.79 | |
| Rli (RLI) | 1.8 | $13M | 81k | 164.83 | |
| Ansys (ANSS) | 1.8 | $13M | 39k | 337.33 | |
| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 1.8 | $13M | 245k | 54.21 | |
| Edwards Lifesciences (EW) | 1.8 | $13M | 177k | 74.03 | |
| Msci (MSCI) | 1.7 | $13M | 22k | 600.01 | |
| Labcorp Holdings Com Shs (LH) | 1.7 | $13M | 56k | 229.32 | |
| Dolby Laboratories Com Cl A (DLB) | 1.7 | $13M | 161k | 78.10 | |
| Domino's Pizza (DPZ) | 1.6 | $12M | 29k | 419.76 | |
| Watsco, Incorporated (WSO) | 1.6 | $12M | 26k | 473.89 | |
| Waste Connections (WCN) | 1.6 | $12M | 70k | 171.58 | |
| Gartner (IT) | 1.6 | $12M | 25k | 484.47 | |
| MarketAxess Holdings (MKTX) | 1.5 | $11M | 49k | 226.04 | |
| Paycom Software (PAYC) | 1.4 | $11M | 53k | 204.97 | |
| Cooper Cos (COO) | 1.4 | $11M | 114k | 91.93 | |
| Carlisle Companies (CSL) | 1.4 | $10M | 28k | 368.84 | |
| Kla Corp Com New (KLAC) | 1.4 | $10M | 16k | 630.12 | |
| Ryan Specialty Holdings Cl A (RYAN) | 1.3 | $9.9M | 154k | 64.16 | |
| PerkinElmer (RVTY) | 1.3 | $9.9M | 88k | 111.61 | |
| Topbuild (BLD) | 1.3 | $9.6M | 31k | 311.34 | |
| RBC Bearings Incorporated (RBC) | 1.2 | $9.3M | 31k | 299.14 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 1.2 | $8.6M | 93k | 92.66 | |
| Entegris (ENTG) | 1.0 | $7.7M | 78k | 99.06 | |
| Intuitive Surgical Com New (ISRG) | 1.0 | $7.6M | 15k | 521.96 | |
| Intuit (INTU) | 1.0 | $7.5M | 12k | 628.50 | |
| Charles River Laboratories (CRL) | 0.9 | $6.8M | 37k | 184.60 | |
| Tyler Technologies (TYL) | 0.9 | $6.6M | 12k | 576.64 | |
| Teradyne (TER) | 0.9 | $6.4M | 51k | 125.92 | |
| Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) | 0.8 | $6.3M | 71k | 89.46 | |
| Planet Fitness Cl A (PLNT) | 0.8 | $6.1M | 62k | 98.87 | |
| MercadoLibre (MELI) | 0.8 | $5.9M | 3.4k | 1700.44 | |
| Constellation Brands Cl A (STZ) | 0.6 | $4.7M | 21k | 221.00 | |
| Live Nation Entertainment (LYV) | 0.6 | $4.1M | 32k | 129.50 | |
| Pool Corporation (POOL) | 0.5 | $3.5M | 10k | 340.94 | |
| Agilent Technologies Inc C ommon (A) | 0.5 | $3.4M | 26k | 134.34 | |
| Ares Management Corporation Cl A Com Stk (ARES) | 0.4 | $2.7M | 15k | 177.03 | |
| Ccc Intelligent Solutions Holdings (CCCS) | 0.3 | $2.5M | 215k | 11.73 | |
| Tradeweb Mkts Cl A (TW) | 0.3 | $2.5M | 19k | 130.92 | |
| Hyatt Hotels Corp Com Cl A (H) | 0.3 | $2.5M | 16k | 156.98 | |
| Service Corporation International (SCI) | 0.3 | $2.4M | 30k | 79.82 | |
| Analog Devices (ADI) | 0.3 | $2.3M | 11k | 212.46 | |
| Certara Ord (CERT) | 0.3 | $2.2M | 206k | 10.65 | |
| Align Technology (ALGN) | 0.3 | $2.2M | 10k | 208.51 | |
| Bio-techne Corporation (TECH) | 0.3 | $2.2M | 30k | 72.03 |
