2Xideas as of June 30, 2025
Portfolio Holdings for 2Xideas
2Xideas holds 57 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Intercontinental Exchange (ICE) | 8.9 | $52M | 282k | 183.47 | |
| Fortinet (FTNT) | 8.8 | $51M | 485k | 105.72 | |
| Ptc (PTC) | 7.9 | $46M | 265k | 172.34 | |
| Edwards Lifesciences (EW) | 7.0 | $41M | 521k | 78.21 | |
| ResMed (RMD) | 3.3 | $19M | 75k | 258.00 | |
| Ferguson Enterprises Common Stock New (FERG) | 3.0 | $18M | 81k | 217.75 | |
| Autodesk (ADSK) | 2.9 | $17M | 55k | 309.57 | |
| Ryan Specialty Holdings Cl A (RYAN) | 2.4 | $14M | 202k | 67.99 | |
| Kinsale Cap Group (KNSL) | 2.2 | $13M | 27k | 483.90 | |
| CoStar (CSGP) | 2.2 | $13M | 160k | 80.40 | |
| Dex (DXCM) | 2.2 | $13M | 144k | 87.29 | |
| Planet Fitness Cl A (PLNT) | 2.1 | $12M | 113k | 109.05 | |
| Gartner (IT) | 1.9 | $11M | 27k | 404.22 | |
| Iqvia Holdings (IQV) | 1.7 | $9.9M | 63k | 157.59 | |
| Kla Corp Com New (KLAC) | 1.7 | $9.7M | 11k | 895.74 | |
| Halozyme Therapeutics (HALO) | 1.7 | $9.6M | 185k | 52.02 | |
| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 1.6 | $9.4M | 169k | 55.26 | |
| Neurocrine Biosciences (NBIX) | 1.5 | $8.5M | 68k | 125.69 | |
| Tradeweb Mkts Cl A (TW) | 1.5 | $8.5M | 58k | 146.40 | |
| New York Times Cl A (NYT) | 1.4 | $8.4M | 150k | 55.98 | |
| Ccc Intelligent Solutions Holdings (CCC) | 1.4 | $8.3M | 886k | 9.41 | |
| Msci (MSCI) | 1.4 | $8.0M | 14k | 576.74 | |
| ExlService Holdings (EXLS) | 1.3 | $7.5M | 171k | 43.79 | |
| Labcorp Holdings Com Shs (LH) | 1.3 | $7.3M | 28k | 262.51 | |
| Carlisle Companies (CSL) | 1.3 | $7.3M | 20k | 373.40 | |
| Lpl Financial Holdings (LPLA) | 1.3 | $7.3M | 19k | 374.97 | |
| Waste Connections (WCN) | 1.3 | $7.3M | 39k | 186.72 | |
| Domino's Pizza (DPZ) | 1.2 | $7.2M | 16k | 450.60 | |
| Ansys (ANSS) | 1.2 | $7.0M | 20k | 351.22 | |
| Entegris (ENTG) | 1.2 | $6.8M | 85k | 80.65 | |
| Keysight Technologies (KEYS) | 1.2 | $6.8M | 42k | 163.86 | |
| Dolby Laboratories Com Cl A (DLB) | 1.1 | $6.7M | 90k | 74.26 | |
| Watsco, Incorporated (WSO) | 1.1 | $6.6M | 15k | 441.62 | |
| Align Technology (ALGN) | 1.1 | $6.1M | 32k | 189.33 | |
| MercadoLibre (MELI) | 1.1 | $6.1M | 2.3k | 2613.63 | |
| Live Nation Entertainment (LYV) | 1.0 | $6.0M | 39k | 151.28 | |
| American Express Company (AXP) | 1.0 | $5.8M | 18k | 318.98 | |
| Topbuild (BLD) | 0.9 | $5.5M | 17k | 323.74 | |
| Cooper Cos (COO) | 0.9 | $5.3M | 75k | 71.16 | |
| Intuitive Surgical Com New (ISRG) | 0.9 | $5.3M | 9.7k | 543.41 | |
| Tyler Technologies (TYL) | 0.9 | $5.1M | 8.7k | 592.84 | |
| Onestream Cl A (OS) | 0.9 | $4.9M | 175k | 28.30 | |
| RBC Bearings Incorporated (RBC) | 0.9 | $4.9M | 13k | 384.80 | |
| Hologic (HOLX) | 0.8 | $4.6M | 70k | 65.16 | |
| Nvent Electric SHS (NVT) | 0.8 | $4.4M | 60k | 73.25 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 0.7 | $4.1M | 39k | 104.50 | |
| Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) | 0.7 | $4.0M | 49k | 81.86 | |
| Pool Corporation (POOL) | 0.7 | $3.9M | 13k | 291.48 | |
| Certara Ord (CERT) | 0.6 | $3.7M | 315k | 11.70 | |
| Bio-techne Corporation (TECH) | 0.6 | $3.6M | 69k | 51.45 | |
| Paycom Software (PAYC) | 0.6 | $3.5M | 15k | 231.40 | |
| Service Corporation International (SCI) | 0.5 | $3.2M | 39k | 81.40 | |
| Api Group Corp Com Stk (APG) | 0.5 | $3.1M | 91k | 34.03 | |
| Global E Online SHS (GLBE) | 0.5 | $2.9M | 88k | 33.54 | |
| Rli (RLI) | 0.5 | $2.9M | 40k | 72.22 | |
| Hyatt Hotels Corp Com Cl A (H) | 0.5 | $2.8M | 20k | 139.65 | |
| PerkinElmer (RVTY) | 0.4 | $2.1M | 21k | 96.72 |
