2Xideas as of March 31, 2025
Portfolio Holdings for 2Xideas
2Xideas holds 61 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Intercontinental Exchange (ICE) | 8.3 | $55M | 317k | 172.50 | |
| Fortinet (FTNT) | 8.1 | $53M | 555k | 96.26 | |
| Ptc (PTC) | 6.5 | $43M | 277k | 154.95 | |
| Iqvia Holdings (IQV) | 5.5 | $36M | 204k | 176.30 | |
| ResMed (RMD) | 2.7 | $18M | 79k | 223.85 | |
| Autodesk (ADSK) | 2.6 | $17M | 64k | 261.80 | |
| Halozyme Therapeutics (HALO) | 2.4 | $16M | 247k | 63.81 | |
| Ferguson Enterprises Common Stock New (FERG) | 2.4 | $16M | 98k | 160.23 | |
| Kinsale Cap Group (KNSL) | 2.3 | $15M | 31k | 486.71 | |
| CoStar (CSGP) | 2.1 | $14M | 176k | 79.23 | |
| Edwards Lifesciences (EW) | 2.1 | $14M | 191k | 72.48 | |
| Ryan Specialty Holdings Cl A (RYAN) | 2.0 | $13M | 181k | 73.87 | |
| Gartner (IT) | 1.9 | $13M | 30k | 419.74 | |
| Planet Fitness Cl A (PLNT) | 1.9 | $12M | 126k | 96.61 | |
| Dex (DXCM) | 1.8 | $12M | 172k | 68.29 | |
| New York Times Cl A (NYT) | 1.6 | $11M | 217k | 49.60 | |
| Kla Corp Com New (KLAC) | 1.5 | $10M | 15k | 679.80 | |
| Domino's Pizza (DPZ) | 1.5 | $10M | 22k | 459.45 | |
| ExlService Holdings (EXLS) | 1.5 | $10M | 211k | 47.21 | |
| Topbuild (BLD) | 1.5 | $9.9M | 33k | 304.95 | |
| Msci (MSCI) | 1.5 | $9.8M | 17k | 565.50 | |
| Carlisle Companies (CSL) | 1.5 | $9.7M | 29k | 340.50 | |
| Lpl Financial Holdings (LPLA) | 1.4 | $9.4M | 29k | 327.14 | |
| PerkinElmer (RVTY) | 1.4 | $9.2M | 87k | 105.80 | |
| Rli (RLI) | 1.4 | $9.1M | 113k | 80.33 | |
| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 1.4 | $9.0M | 187k | 48.40 | |
| Ares Management Corporation Cl A Com Stk (ARES) | 1.4 | $9.0M | 61k | 146.61 | |
| Ansys (ANSS) | 1.3 | $8.3M | 26k | 316.56 | |
| Ccc Intelligent Solutions Holdings (CCCS) | 1.2 | $8.1M | 899k | 9.03 | |
| Tradeweb Mkts Cl A (TW) | 1.2 | $8.1M | 54k | 148.46 | |
| Neurocrine Biosciences (NBIX) | 1.2 | $8.0M | 73k | 110.60 | |
| Hologic (HOLX) | 1.2 | $7.9M | 128k | 61.77 | |
| Cooper Cos (COO) | 1.2 | $7.8M | 93k | 84.35 | |
| Keysight Technologies (KEYS) | 1.2 | $7.7M | 51k | 149.77 | |
| Labcorp Holdings Com Shs (LH) | 1.1 | $7.6M | 33k | 232.74 | |
| Entegris (ENTG) | 1.1 | $7.1M | 82k | 87.48 | |
| Intuit (INTU) | 1.1 | $7.0M | 11k | 613.99 | |
| Teradyne (TER) | 1.1 | $6.9M | 84k | 82.60 | |
| Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) | 1.0 | $6.9M | 71k | 97.60 | |
| Dolby Laboratories Com Cl A (DLB) | 1.0 | $6.9M | 86k | 80.31 | |
| Watsco, Incorporated (WSO) | 1.0 | $6.8M | 13k | 508.30 | |
| Waste Connections (WCN) | 1.0 | $6.4M | 33k | 195.19 | |
| Align Technology (ALGN) | 1.0 | $6.3M | 40k | 158.86 | |
| Global E Online SHS (GLBE) | 0.9 | $5.9M | 166k | 35.65 | |
| MercadoLibre (MELI) | 0.9 | $5.9M | 3.0k | 1950.87 | |
| Intuitive Surgical Com New (ISRG) | 0.8 | $5.6M | 11k | 495.27 | |
| Certara Ord (CERT) | 0.8 | $5.3M | 538k | 9.90 | |
| Agilent Technologies Inc C ommon (A) | 0.8 | $5.3M | 45k | 116.98 | |
| Live Nation Entertainment (LYV) | 0.8 | $5.1M | 39k | 130.58 | |
| American Express Company (AXP) | 0.8 | $5.0M | 19k | 269.05 | |
| Paycom Software (PAYC) | 0.6 | $4.2M | 19k | 218.48 | |
| Bio-techne Corporation (TECH) | 0.6 | $4.1M | 71k | 58.63 | |
| Willscot Hldgs Corp Com Cl A (WSC) | 0.6 | $3.9M | 140k | 27.80 | |
| Pool Corporation (POOL) | 0.6 | $3.8M | 12k | 318.35 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 0.6 | $3.8M | 42k | 90.01 | |
| Api Group Corp Com Stk (APG) | 0.6 | $3.7M | 104k | 35.76 | |
| RBC Bearings Incorporated (RBC) | 0.5 | $3.6M | 11k | 321.77 | |
| Service Corporation International (SCI) | 0.5 | $3.5M | 44k | 80.20 | |
| Hyatt Hotels Corp Com Cl A (H) | 0.5 | $3.3M | 27k | 122.50 | |
| Analog Devices (ADI) | 0.5 | $3.3M | 16k | 201.67 | |
| Tyler Technologies (TYL) | 0.5 | $3.2M | 5.6k | 581.39 |
