2Xideas as of Dec. 31, 2025
Portfolio Holdings for 2Xideas
2Xideas holds 50 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Intercontinental Exchange (ICE) | 11.8 | $42M | 260k | 161.96 | |
| Edwards Lifesciences (EW) | 10.2 | $37M | 429k | 85.25 | |
| Fortinet (FTNT) | 9.5 | $34M | 428k | 79.41 | |
| Ptc (PTC) | 8.9 | $32M | 182k | 174.21 | |
| ResMed (RMD) | 5.0 | $18M | 74k | 240.87 | |
| New York Times Cl A (NYT) | 2.5 | $8.8M | 127k | 69.42 | |
| Planet Fitness Cl A (PLNT) | 2.1 | $7.6M | 70k | 108.47 | |
| Ferguson Enterprises Common Stock New (FERG) | 2.1 | $7.6M | 34k | 222.63 | |
| Autodesk (ADSK) | 2.1 | $7.4M | 25k | 296.01 | |
| CoStar (CSGP) | 2.0 | $7.3M | 108k | 67.24 | |
| Api Group Corp Com Stk (APG) | 2.0 | $7.3M | 190k | 38.26 | |
| Halozyme Therapeutics (HALO) | 2.0 | $7.1M | 105k | 67.30 | |
| Ryan Specialty Holdings Cl A (RYAN) | 2.0 | $7.0M | 136k | 51.63 | |
| Iqvia Holdings (IQV) | 1.9 | $6.7M | 30k | 225.41 | |
| Kinsale Cap Group (KNSL) | 1.7 | $6.0M | 15k | 391.12 | |
| Ccc Intelligent Solutions Holdings (CCC) | 1.7 | $6.0M | 757k | 7.95 | |
| Dex (DXCM) | 1.7 | $6.0M | 90k | 66.37 | |
| Procore Technologies (PCOR) | 1.5 | $5.2M | 71k | 72.74 | |
| Kla Corp Com New (KLAC) | 1.3 | $4.6M | 3.8k | 1215.08 | |
| Aon Shs Cl A (AON) | 1.2 | $4.4M | 12k | 352.88 | |
| Waste Connections (WCN) | 1.2 | $4.4M | 25k | 175.36 | |
| Keysight Technologies (KEYS) | 1.2 | $4.4M | 21k | 203.19 | |
| Live Nation Entertainment (LYV) | 1.2 | $4.3M | 30k | 142.50 | |
| American Express Company (AXP) | 1.2 | $4.2M | 12k | 369.95 | |
| Neurocrine Biosciences (NBIX) | 1.2 | $4.2M | 29k | 141.83 | |
| Intuitive Surgical Com New (ISRG) | 1.1 | $4.1M | 7.2k | 566.36 | |
| ExlService Holdings (EXLS) | 1.1 | $4.0M | 95k | 42.44 | |
| Hubbell (HUBB) | 1.1 | $4.0M | 8.9k | 444.11 | |
| Stonex Group (SNEX) | 1.1 | $4.0M | 42k | 95.13 | |
| Lpl Financial Holdings (LPLA) | 1.1 | $3.9M | 11k | 357.17 | |
| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 1.0 | $3.7M | 71k | 52.44 | |
| Domino's Pizza (DPZ) | 1.0 | $3.7M | 8.9k | 416.82 | |
| Dolby Laboratories Com Cl A (DLB) | 1.0 | $3.5M | 54k | 64.22 | |
| RBC Bearings Incorporated (RBC) | 1.0 | $3.5M | 7.7k | 448.43 | |
| Labcorp Holdings Com Shs (LH) | 0.9 | $3.4M | 14k | 250.88 | |
| Agilent Technologies Inc C ommon (A) | 0.9 | $3.3M | 24k | 136.07 | |
| Tradeweb Mkts Cl A (TW) | 0.8 | $3.0M | 28k | 107.54 | |
| Carlisle Companies (CSL) | 0.8 | $3.0M | 9.2k | 319.86 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 0.8 | $2.8M | 29k | 98.51 | |
| Service Corporation International (SCI) | 0.8 | $2.8M | 36k | 77.97 | |
| On Assignment (ASGN) | 0.7 | $2.5M | 52k | 48.17 | |
| Rb Global (RBA) | 0.7 | $2.5M | 24k | 102.87 | |
| MercadoLibre (MELI) | 0.7 | $2.4M | 1.2k | 2014.26 | |
| Tyler Technologies (TYL) | 0.7 | $2.4M | 5.2k | 453.95 | |
| Veeva Sys Cl A Com (VEEV) | 0.6 | $2.3M | 10k | 223.23 | |
| Onestream Cl A (OS) | 0.6 | $2.2M | 122k | 18.38 | |
| Global E Online SHS (GLBE) | 0.6 | $2.1M | 54k | 39.31 | |
| Bio-techne Corporation (TECH) | 0.6 | $2.1M | 35k | 58.81 | |
| Gartner (IT) | 0.6 | $2.0M | 7.8k | 252.28 | |
| Watsco, Incorporated (WSO) | 0.5 | $1.6M | 4.8k | 336.95 |
