2Xideas AG
- SEC CIK
- 0001843587
- Latest filing
- Aug 14, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 14, 2021. Long positions only.
- Positions
- 67
- No 13F data for Q4 2020
- Portfolio value
- $904.1M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Tr464288257 | MSCI ACWI ETF | 21,517 | $2.05M | 0.2% | – | – | – |
| STNEStoneCo Ltd. | COM | 112,404 | $6.88M | 0.8% | – | – | History |
| Cyberark Software LtdM2682V108 | SHS | 56,270 | $7.28M | 0.8% | – | – | – |
| VRSKVerisk Analytics, Inc. | COM | 43,225 | $7.64M | 0.8% | – | – | History |
| BF.BBrown Forman Corp | Stock | 112,133 | $7.73M | 0.9% | – | – | History |
| MKTXMarketaxess Holdings Inc | COM | 15,540 | $7.74M | 0.9% | – | – | History |
| MTCHMatch Group, Inc. | COM | 56,390 | $7.75M | 0.9% | – | – | History |
| MASIMasimo Corp | COM | 33,752 | $7.75M | 0.9% | – | – | History |
| VRTXVertex Pharmaceuticals Inc | Stock | 36,074 | $7.75M | 0.9% | – | – | History |
| CSGPCostar Group, Inc. | COM | 9,609 | $7.90M | 0.9% | – | – | History |
| POOLPool Corp | COM | 22,917 | $7.91M | 0.9% | – | – | History |
| FDSFactset Research Systems Inc | Stock | 25,687 | $7.93M | 0.9% | – | – | History |
| MELIMercadolibre Inc | COM | 5,396 | $7.94M | 0.9% | – | – | History |
| MKCMcCormick & Co Inc | Stock | 89,180 | $7.95M | 0.9% | – | – | History |
| TRUTransUnion | COM | 88,812 | $7.99M | 0.9% | – | – | History |
| IPGPIpg Photonics Corp | COM | 38,096 | $8.04M | 0.9% | – | – | History |
| EAElectronic Arts Inc. | COM | 59,422 | $8.04M | 0.9% | – | – | History |
| RACEFerrari N.V. | COM | 38,445 | $8.05M | 0.9% | – | – | History |
| ISRGIntuitive Surgical Inc | COM NEW | 10,911 | $8.06M | 0.9% | – | – | History |
| EWEdwards Lifesciences Corp | Stock | 97,123 | $8.12M | 0.9% | – | – | History |
| CLXClorox Co | Stock | 42,380 | $8.17M | 0.9% | – | – | History |
| JDJD.com, Inc. | SPON ADS CL A | 96,992 | $8.18M | 0.9% | – | – | History |
| DPZDominos Pizza Inc | COM | 22,275 | $8.19M | 0.9% | – | – | History |
| TYLTyler Technologies Inc | COM | 19,530 | $8.29M | 0.9% | – | – | History |
| PAYXPaychex Inc | Stock | 85,061 | $8.34M | 0.9% | – | – | History |
| TMOThermo Fisher Scientific Inc. | Stock | 18,310 | $8.36M | 0.9% | – | – | History |
| GGGGraco Inc | COM | 118,046 | $8.45M | 0.9% | – | – | History |
| INTUIntuit Inc. | Stock | 22,470 | $8.61M | 1.0% | – | – | History |
| CTLTCatalent, Inc. | COM | 81,921 | $8.63M | 1.0% | – | – | History |
| ALGNAlign Technology Inc | COM | 15,955 | $8.64M | 1.0% | – | – | History |
| MTDMettler Toledo International Inc | COM | 7,479 | $8.64M | 1.0% | – | – | History |
| ABMDAbiomed Inc | COM | 27,152 | $8.65M | 1.0% | – | – | History |
| DLBDolby Laboratories, Inc. | COM CL A | 87,921 | $8.68M | 1.0% | – | – | History |
| SBUXStarbucks Corp | Stock | 79,931 | $8.73M | 1.0% | – | – | History |
| CAECae Inc | COM | 307,875 | $8.77M | 1.0% | – | – | History |
| MCOMoodys Corp | Stock | 29,419 | $8.79M | 1.0% | – | – | History |
| OLEDUniversal Display Corp | COM | 37,122 | $8.79M | 1.0% | – | – | History |
| SCIService Corp International | COM | 174,169 | $8.89M | 1.0% | – | – | History |
| STZConstellation Brands, Inc. | Stock | 39,010 | $8.89M | 1.0% | – | – | History |
| BKNGBooking Holdings Inc. | Stock | 3,827 | $8.92M | 1.0% | – | – | History |
| AAgilent Technologies, Inc. | COM | 72,036 | $9.16M | 1.0% | – | – | History |
| SPGIS&P Global Inc. | Stock | 25,978 | $9.17M | 1.0% | – | – | History |
| ULTAUlta Beauty, Inc. | Stock | 29,690 | $9.18M | 1.0% | – | – | History |
| WABWestinghouse Air Brake Technologies Corp | Stock | 116,590 | $9.23M | 1.0% | – | – | History |
| ELEstee Lauder Companies Inc | CL A | 32,070 | $9.33M | 1.0% | – | – | History |
| AZPNASPENTECH Corp | COM | 65,454 | $9.45M | 1.0% | – | – | History |
| ITGartner Inc | COM | 53,221 | $9.71M | 1.1% | – | – | History |
| LYVLive Nation Entertainment, Inc. | COM | 116,027 | $9.82M | 1.1% | – | – | History |
| WSOWatsco Inc | COM | 37,834 | $9.87M | 1.1% | – | – | History |
| ENTGEntegris Inc | COM | 88,762 | $9.92M | 1.1% | – | – | History |
| TRMBTrimble Inc. | COM | 127,686 | $9.93M | 1.1% | – | – | History |
| AXPAmerican Express Co | Stock | 70,685 | $10.0M | 1.1% | – | – | History |
| TCOMTrip.com Group Ltd | ADS | 252,761 | $10.0M | 1.1% | – | – | History |
| TWTradeweb Markets Inc. | Stock | 136,622 | $10.1M | 1.1% | – | – | History |
| SWKSSkyworks Solutions, Inc. | Stock | 55,870 | $10.3M | 1.1% | – | – | History |
| KMXCarMax Inc | COM | 87,328 | $11.6M | 1.3% | – | – | History |
| VRSNVerisign Inc | COM | 120,628 | $24.0M | 2.7% | – | – | History |
| MSCIMSCI Inc. | Stock | 58,364 | $24.5M | 2.7% | – | – | History |
| FASTFastenal Co | Stock | 505,334 | $25.4M | 2.8% | – | – | History |
| RVTYRevvity, Inc. | COM | 214,243 | $27.5M | 3.0% | – | – | History |
| MKLMarkel Group Inc. | COM | 24,440 | $27.9M | 3.1% | – | – | History |
| IQVIQVIA Holdings Inc. | Stock | 154,321 | $29.8M | 3.3% | – | – | History |
| STSensata Technologies Holding plc | SHS | 562,165 | $32.6M | 3.6% | – | – | History |
| FTNTFortinet, Inc. | Stock | 200,229 | $36.9M | 4.1% | – | – | History |
| RMDResmed Inc | COM | 317,074 | $61.5M | 6.8% | – | – | History |
| ANSSAnsys Inc | COM | 186,777 | $63.4M | 7.0% | – | – | History |
| ICEIntercontinental Exchange, Inc. | Stock | 643,439 | $71.9M | 7.9% | – | – | History |