2Xideas AG
- SEC CIK
- 0001843587
- Latest filing
- Aug 14, 2026
Holdings in Q2 2021
Holdings as of Jun 30, 2021, filed Aug 16, 2021. Long positions only; changes compare share counts with Q1 2021.
- Positions
- 69
- +2 vs. Q1 2021
- Portfolio value
- $1.12B
- +$214.2M (+23.7%) vs. Q1 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Tr464288257 | MSCI ACWI ETF | 7,980 | $807.0K | 0.1% | −13,537−62.9% | Reduced | – |
| NYTNew York Times Co | CL A | 189,039 | $8.23M | 0.7% | +189,039 | New | History |
| TCOMTrip.com Group Ltd | ADS | 239,552 | $8.49M | 0.8% | −13,209−5.2% | Reduced | History |
| MKTXMarketaxess Holdings Inc | COM | 18,933 | $8.78M | 0.8% | +3,393+21.8% | Added | History |
| BKNGBooking Holdings Inc. | Stock | 4,036 | $8.83M | 0.8% | +209+5.5% | Added | History |
| CLXClorox Co | Stock | 49,166 | $8.85M | 0.8% | +6,786+16.0% | Added | History |
| OLEDUniversal Display Corp | COM | 39,922 | $8.88M | 0.8% | +2,800+7.5% | Added | History |
| VRTXVertex Pharmaceuticals Inc | Stock | 44,171 | $8.91M | 0.8% | +8,097+22.4% | Added | History |
| AZPNASPENTECH Corp | COM | 64,809 | $8.91M | 0.8% | −645−1.0% | Reduced | History |
| JDJD.com, Inc. | SPON ADS CL A | 112,147 | $8.95M | 0.8% | +15,155+15.6% | Added | History |
| KMXCarMax Inc | COM | 70,816 | $9.15M | 0.8% | −16,512−18.9% | Reduced | History |
| ABMDAbiomed Inc | COM | 29,370 | $9.17M | 0.8% | +2,218+8.2% | Added | History |
| RACEFerrari N.V. | COM | 44,789 | $9.23M | 0.8% | +6,344+16.5% | Added | History |
| VRSKVerisk Analytics, Inc. | COM | 52,872 | $9.24M | 0.8% | +9,647+22.3% | Added | History |
| CSGPCostar Group, Inc. | COM | 111,810 | $9.26M | 0.8% | +15,720+16.4% | AddedConverted for a 10-for-1 split | History |
| MKCMcCormick & Co Inc | Stock | 104,900 | $9.27M | 0.8% | +15,720+17.6% | Added | History |
| DLBDolby Laboratories, Inc. | COM CL A | 94,268 | $9.27M | 0.8% | +6,347+7.2% | Added | History |
| IPGPIpg Photonics Corp | COM | 44,129 | $9.30M | 0.8% | +6,033+15.8% | Added | History |
| Cyberark Software LtdM2682V108 | SHS | 71,489 | $9.31M | 0.8% | +15,219+27.0% | Added | – |
| CTLTCatalent, Inc. | COM | 87,858 | $9.50M | 0.8% | +5,937+7.2% | Added | History |
| SBUXStarbucks Corp | Stock | 85,014 | $9.51M | 0.8% | +5,083+6.4% | Added | History |
| LYVLive Nation Entertainment, Inc. | COM | 108,554 | $9.51M | 0.9% | −7,473−6.4% | Reduced | History |
| STZConstellation Brands, Inc. | Stock | 40,907 | $9.57M | 0.9% | +1,897+4.9% | Added | History |
| SPOTSpotify Technology S.A. | Stock | 34,798 | $9.59M | 0.9% | +34,798 | New | History |
| WABWestinghouse Air Brake Technologies Corp | Stock | 117,012 | $9.63M | 0.9% | +422+0.4% | Added | History |
| MASIMasimo Corp | COM | 40,011 | $9.70M | 0.9% | +6,259+18.5% | Added | History |
| TRMBTrimble Inc. | COM | 118,799 | $9.72M | 0.9% | −8,887−7.0% | Reduced | History |
| SCIService Corp International | COM | 181,389 | $9.72M | 0.9% | +7,220+4.1% | Added | History |
| MELIMercadolibre Inc | COM | 6,241 | $9.72M | 0.9% | +845+15.7% | Added | History |
| SWKSSkyworks Solutions, Inc. | Stock | 50,967 | $9.77M | 0.9% | −4,903−8.8% | Reduced | History |
| GGGGraco Inc | COM | 129,323 | $9.79M | 0.9% | +11,277+9.6% | Added | History |
| TYLTyler Technologies Inc | COM | 21,645 | $9.79M | 0.9% | +2,115+10.8% | Added | History |
| EAElectronic Arts Inc. | COM | 68,218 | $9.81M | 0.9% | +8,796+14.8% | Added | History |
| CAECae Inc | COM | 322,475 | $9.95M | 0.9% | +14,600+4.7% | Added | History |
| BF.BBrown Forman Corp | Stock | 133,439 | $10.0M | 0.9% | +21,306+19.0% | Added | History |
| FDSFactset Research Systems Inc | Stock | 29,830 | $10.0M | 0.9% | +4,143+16.1% | Added | History |
| ELEstee Lauder Companies Inc | CL A | 31,632 | $10.1M | 0.9% | −438−1.4% | Reduced | History |
| ENTGEntegris Inc | COM | 82,232 | $10.1M | 0.9% | −6,530−7.4% | Reduced | History |
| WSOWatsco Inc | COM | 35,414 | $10.2M | 0.9% | −2,420−6.4% | Reduced | History |
| TMOThermo Fisher Scientific Inc. | Stock | 20,142 | $10.2M | 0.9% | +1,832+10.0% | Added | History |
| ULTAUlta Beauty, Inc. | Stock | 29,720 | $10.3M | 0.9% | +30+0.1% | Added | History |
| ALGNAlign Technology Inc | COM | 16,969 | $10.4M | 0.9% | +1,014+6.4% | Added | History |
| TWTradeweb Markets Inc. | Stock | 124,263 | $10.5M | 0.9% | −12,359−9.0% | Reduced | History |
| AAgilent Technologies, Inc. | COM | 72,350 | $10.7M | 1.0% | +314+0.4% | Added | History |
| SPGIS&P Global Inc. | Stock | 26,079 | $10.7M | 1.0% | +101+0.4% | Added | History |
| AXPAmerican Express Co | Stock | 64,968 | $10.7M | 1.0% | −5,717−8.1% | Reduced | History |
| MTCHMatch Group, Inc. | COM | 66,887 | $10.8M | 1.0% | +10,497+18.6% | Added | History |
| MTDMettler Toledo International Inc | COM | 7,949 | $11.0M | 1.0% | +470+6.3% | Added | History |
| AVLRAvalara, Inc. | COM | 68,868 | $11.1M | 1.0% | +68,868 | New | History |
| MCOMoodys Corp | Stock | 30,814 | $11.2M | 1.0% | +1,395+4.7% | Added | History |
| TRUTransUnion | COM | 102,163 | $11.2M | 1.0% | +13,351+15.0% | Added | History |
| EWEdwards Lifesciences Corp | Stock | 109,864 | $11.4M | 1.0% | +12,741+13.1% | Added | History |
| ISRGIntuitive Surgical Inc | COM NEW | 12,435 | $11.4M | 1.0% | +1,524+14.0% | Added | History |
| DPZDominos Pizza Inc | COM | 25,019 | $11.7M | 1.0% | +2,744+12.3% | Added | History |
| INTUIntuit Inc. | Stock | 24,011 | $11.8M | 1.1% | +1,541+6.9% | Added | History |
| ITGartner Inc | COM | 50,337 | $12.2M | 1.1% | −2,884−5.4% | Reduced | History |
| POOLPool Corp | COM | 26,651 | $12.2M | 1.1% | +3,734+16.3% | Added | History |
| FASTFastenal Co | Stock | 523,439 | $27.2M | 2.4% | +18,105+3.6% | Added | History |
| MKLMarkel Group Inc. | COM | 24,736 | $29.4M | 2.6% | +296+1.2% | Added | History |
| VRSNVerisign Inc | COM | 129,593 | $29.5M | 2.6% | +8,965+7.4% | Added | History |
| STNEStoneCo Ltd. | COM | 472,489 | $31.7M | 2.8% | +360,085+320.3% | Added | History |
| STSensata Technologies Holding plc | SHS | 566,963 | $32.9M | 2.9% | +4,798+0.9% | Added | History |
| MSCIMSCI Inc. | Stock | 62,220 | $33.2M | 3.0% | +3,856+6.6% | Added | History |
| RVTYRevvity, Inc. | COM | 227,866 | $35.2M | 3.1% | +13,623+6.4% | Added | History |
| IQVIQVIA Holdings Inc. | Stock | 157,111 | $38.1M | 3.4% | +2,790+1.8% | Added | History |
| FTNTFortinet, Inc. | Stock | 193,517 | $46.1M | 4.1% | −6,712−3.4% | Reduced | History |
| ANSSAnsys Inc | COM | 216,539 | $75.2M | 6.7% | +29,762+15.9% | Added | History |
| ICEIntercontinental Exchange, Inc. | Stock | 708,015 | $84.0M | 7.5% | +64,576+10.0% | Added | History |
| RMDResmed Inc | COM | 398,187 | $98.2M | 8.8% | +81,113+25.6% | Added | History |
Sold out since Q1 2021 (1)
Positions held at the end of Q1 2021 that are gone from this filing.