2Xideas as of Sept. 30, 2025
Portfolio Holdings for 2Xideas
2Xideas holds 56 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Intercontinental Exchange (ICE) | 9.4 | $45M | 264k | 168.48 | |
| Ptc (PTC) | 9.0 | $43M | 210k | 203.02 | |
| Fortinet (FTNT) | 9.0 | $42M | 505k | 84.08 | |
| Edwards Lifesciences (EW) | 8.0 | $38M | 486k | 77.77 | |
| ResMed (RMD) | 4.8 | $23M | 84k | 273.73 | |
| Autodesk (ADSK) | 2.9 | $14M | 44k | 317.67 | |
| Halozyme Therapeutics (HALO) | 2.5 | $12M | 159k | 73.34 | |
| CoStar (CSGP) | 2.2 | $11M | 124k | 84.37 | |
| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 2.2 | $10M | 184k | 56.86 | |
| Planet Fitness Cl A (PLNT) | 2.1 | $10M | 96k | 103.80 | |
| Ryan Specialty Holdings Cl A (RYAN) | 2.1 | $9.7M | 173k | 56.36 | |
| Iqvia Holdings (IQV) | 2.0 | $9.6M | 51k | 189.94 | |
| Kinsale Cap Group (KNSL) | 2.0 | $9.6M | 23k | 425.26 | |
| Dex (DXCM) | 1.9 | $9.1M | 135k | 67.29 | |
| Ferguson Enterprises Common Stock New (FERG) | 1.9 | $8.8M | 39k | 224.58 | |
| Kla Corp Com New (KLAC) | 1.8 | $8.5M | 7.9k | 1078.60 | |
| Ccc Intelligent Solutions Holdings (CCCS) | 1.7 | $7.9M | 862k | 9.11 | |
| Neurocrine Biosciences (NBIX) | 1.5 | $7.1M | 51k | 140.38 | |
| New York Times Cl A (NYT) | 1.4 | $6.8M | 118k | 57.40 | |
| Brown & Brown (BRO) | 1.4 | $6.6M | 71k | 93.79 | |
| Msci (MSCI) | 1.4 | $6.5M | 11k | 567.41 | |
| Lpl Financial Holdings (LPLA) | 1.3 | $6.3M | 19k | 332.69 | |
| ExlService Holdings (EXLS) | 1.3 | $6.2M | 141k | 44.03 | |
| Keysight Technologies (KEYS) | 1.3 | $6.0M | 35k | 174.92 | |
| Labcorp Holdings Com Shs (LH) | 1.3 | $6.0M | 21k | 287.06 | |
| Domino's Pizza (DPZ) | 1.2 | $5.7M | 13k | 431.71 | |
| Nvent Electric SHS (NVT) | 1.2 | $5.5M | 56k | 98.64 | |
| Waste Connections (WCN) | 1.1 | $5.4M | 31k | 175.80 | |
| Live Nation Entertainment (LYV) | 1.1 | $5.2M | 32k | 163.40 | |
| American Express Company (AXP) | 1.1 | $5.0M | 15k | 332.16 | |
| Tradeweb Mkts Cl A (TW) | 1.1 | $5.0M | 45k | 110.98 | |
| Dolby Laboratories Com Cl A (DLB) | 1.0 | $4.9M | 68k | 72.37 | |
| Intuitive Surgical Com New (ISRG) | 1.0 | $4.8M | 11k | 447.23 | |
| RBC Bearings Incorporated (RBC) | 1.0 | $4.6M | 12k | 390.29 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 0.9 | $4.5M | 43k | 104.45 | |
| Cooper Cos (COO) | 0.9 | $4.4M | 64k | 68.56 | |
| Hologic (HOLX) | 0.9 | $4.3M | 64k | 67.49 | |
| MercadoLibre (MELI) | 0.9 | $4.2M | 1.8k | 2336.94 | |
| Carlisle Companies (CSL) | 0.8 | $3.8M | 12k | 328.96 | |
| Manhattan Associates (MANH) | 0.8 | $3.8M | 19k | 204.98 | |
| Pool Corporation (POOL) | 0.8 | $3.7M | 12k | 310.07 | |
| Tyler Technologies (TYL) | 0.7 | $3.5M | 6.7k | 523.16 | |
| Gartner (IT) | 0.7 | $3.5M | 13k | 262.87 | |
| Service Corporation International (SCI) | 0.7 | $3.4M | 41k | 83.22 | |
| Paycom Software (PAYC) | 0.6 | $2.9M | 14k | 208.14 | |
| Hyatt Hotels Corp Com Cl A (H) | 0.6 | $2.7M | 19k | 141.93 | |
| Bio-techne Corporation (TECH) | 0.6 | $2.7M | 48k | 55.63 | |
| Entegris (ENTG) | 0.5 | $2.6M | 28k | 92.46 | |
| Onestream Cl A (OS) | 0.5 | $2.5M | 136k | 18.43 | |
| Synopsys (SNPS) | 0.5 | $2.4M | 4.9k | 493.39 | |
| Api Group Corp Com Stk (APG) | 0.5 | $2.4M | 69k | 34.37 | |
| Certara Ord (CERT) | 0.5 | $2.3M | 184k | 12.22 | |
| Align Technology (ALGN) | 0.4 | $2.0M | 16k | 125.22 | |
| Vertex Cl A (VERX) | 0.3 | $1.6M | 63k | 24.79 | |
| On Assignment (ASGN) | 0.3 | $1.5M | 31k | 47.35 | |
| Rli (RLI) | 0.3 | $1.4M | 22k | 65.22 |
