2Xideas AG
- SEC CIK
- 0001843587
- Latest filing
- Aug 14, 2026
Holdings in Q4 2021
Holdings as of Dec 31, 2021, filed Feb 14, 2022. Long positions only; changes compare share counts with Q3 2021.
- Positions
- 75
- +5 vs. Q3 2021
- Portfolio value
- $1.66B
- +$342.4M (+26.1%) vs. Q3 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Tr464288257 | MSCI ACWI ETF | 9,727 | $1.03M | 0.1% | +4,884+100.8% | Added | – |
| BFAMBright Horizons Family Solutions Inc. | COM | 17,355 | $2.19M | 0.1% | +17,355 | New | History |
| SIVBSVB Financial Group | COM | 3,316 | $2.25M | 0.1% | +3,316 | New | History |
| COOCooper Companies, Inc. | COM NEW | 5,666 | $2.37M | 0.1% | +5,666 | New | History |
| KLACKLA Corp | COM NEW | 6,083 | $2.62M | 0.2% | +6,083 | New | History |
| TERTeradyne, Inc | Stock | 17,322 | $2.83M | 0.2% | +17,322 | New | History |
| GSHDGoosehead Insurance, Inc. | COM CL A | 79,965 | $10.4M | 0.6% | −8,031−9.1% | Reduced | History |
| AVLRAvalara, Inc. | COM | 85,262 | $11.0M | 0.7% | +16,683+24.3% | Added | History |
| WIXWix.com Ltd. | SHS | 74,551 | $11.8M | 0.7% | +74,551 | New | History |
| JDJD.com, Inc. | SPON ADS CL A | 168,575 | $11.8M | 0.7% | +26,071+18.3% | Added | History |
| MELIMercadolibre Inc | COM | 8,797 | $11.9M | 0.7% | +1,673+23.5% | Added | History |
| MTCHMatch Group, Inc. | COM | 93,538 | $12.4M | 0.7% | +23,708+34.0% | Added | History |
| KMXCarMax Inc | COM | 95,172 | $12.4M | 0.7% | +9,256+10.8% | Added | History |
| CRLCharles River Laboratories International, Inc. | COM | 35,857 | $13.5M | 0.8% | +35,857 | New | History |
| CSGPCostar Group, Inc. | COM | 171,428 | $13.5M | 0.8% | +37,451+28.0% | Added | History |
| EAElectronic Arts Inc. | COM | 103,352 | $13.6M | 0.8% | +24,010+30.3% | Added | History |
| SWKSSkyworks Solutions, Inc. | Stock | 89,429 | $13.9M | 0.8% | +29,334+48.8% | Added | History |
| GGGGraco Inc | COM | 174,370 | $14.1M | 0.8% | +24,279+16.2% | Added | History |
| AXPAmerican Express Co | Stock | 86,380 | $14.1M | 0.9% | +19,104+28.4% | Added | History |
| OLEDUniversal Display Corp | COM | 85,904 | $14.2M | 0.9% | +33,526+64.0% | Added | History |
| CTLTCatalent, Inc. | COM | 111,408 | $14.3M | 0.9% | +8,781+8.6% | Added | History |
| ALGNAlign Technology Inc | COM | 21,867 | $14.4M | 0.9% | +3,707+20.4% | Added | History |
| DPZDominos Pizza Inc | COM | 25,561 | $14.4M | 0.9% | +1,746+7.3% | Added | History |
| WSOWatsco Inc | COM | 46,248 | $14.5M | 0.9% | +6,501+16.4% | Added | History |
| MKTXMarketaxess Holdings Inc | COM | 35,310 | $14.5M | 0.9% | +10,495+42.3% | Added | History |
| STZConstellation Brands, Inc. | Stock | 57,940 | $14.5M | 0.9% | +8,860+18.1% | Added | History |
| SPOTSpotify Technology S.A. | Stock | 63,161 | $14.8M | 0.9% | +21,005+49.8% | Added | History |
| AAgilent Technologies, Inc. | COM | 92,818 | $14.8M | 0.9% | +17,679+23.5% | Added | History |
| MKLMarkel Group Inc. | COM | 12,077 | $14.9M | 0.9% | −16,919−58.3% | Reduced | History |
| ETSYEtsy Inc | COM | 68,454 | $15.0M | 0.9% | +14,549+27.0% | Added | History |
| TRMBTrimble Inc. | COM | 176,843 | $15.4M | 0.9% | +41,247+30.4% | Added | History |
| TRUTransUnion | COM | 130,334 | $15.5M | 0.9% | +29,230+28.9% | Added | History |
| CLXClorox Co | Stock | 88,775 | $15.5M | 0.9% | +25,074+39.4% | Added | History |
| SBUXStarbucks Corp | Stock | 132,450 | $15.5M | 0.9% | +31,470+31.2% | Added | History |
| Cyberark Software LtdM2682V108 | SHS | 90,015 | $15.6M | 0.9% | +4,841+5.7% | Added | – |
| ISRGIntuitive Surgical Inc | COM NEW | 43,593 | $15.7M | 0.9% | +7,401+20.4% | AddedConverted for a 3-for-1 split | History |
| WSCWillScot Holdings Corp | COM CL A | 383,924 | $15.7M | 0.9% | +383,924 | New | History |
| MASIMasimo Corp | COM | 53,582 | $15.7M | 0.9% | +7,818+17.1% | Added | History |
| ENTGEntegris Inc | COM | 113,709 | $15.8M | 1.0% | +23,437+26.0% | Added | History |
| IPGPIpg Photonics Corp | COM | 91,637 | $15.8M | 1.0% | +35,661+63.7% | Added | History |
| DLBDolby Laboratories, Inc. | COM CL A | 166,482 | $15.9M | 1.0% | +50,162+43.1% | Added | History |
| MCOMoodys Corp | Stock | 40,675 | $15.9M | 1.0% | +9,528+30.6% | Added | History |
| ITGartner Inc | COM | 47,539 | $15.9M | 1.0% | +1,728+3.8% | Added | History |
| ABMDAbiomed Inc | COM | 44,329 | $15.9M | 1.0% | +8,778+24.7% | Added | History |
| ULTAUlta Beauty, Inc. | Stock | 40,028 | $16.5M | 1.0% | +7,936+24.7% | Added | History |
| VRSKVerisk Analytics, Inc. | COM | 72,367 | $16.6M | 1.0% | +8,798+13.8% | Added | History |
| EWEdwards Lifesciences Corp | Stock | 128,282 | $16.6M | 1.0% | +21,148+19.7% | Added | History |
| Abcam PLC000380204 | ADS | 711,273 | $16.7M | 1.0% | +711,273 | New | – |
| TYLTyler Technologies Inc | COM | 31,154 | $16.8M | 1.0% | +6,627+27.0% | Added | History |
| SCIService Corp International | COM | 239,294 | $17.0M | 1.0% | +31,705+15.3% | Added | History |
| INTUIntuit Inc. | Stock | 26,664 | $17.2M | 1.0% | +4,008+17.7% | Added | History |
| MKCMcCormick & Co Inc | Stock | 180,624 | $17.4M | 1.1% | +51,735+40.1% | Added | History |
| RACEFerrari N.V. | COM | 67,683 | $17.5M | 1.1% | +13,327+24.5% | Added | History |
| AZPNASPENTECH Corp | COM | 114,988 | $17.5M | 1.1% | +31,623+37.9% | Added | History |
| VRTXVertex Pharmaceuticals Inc | Stock | 80,226 | $17.6M | 1.1% | +23,363+41.1% | Added | History |
| FDSFactset Research Systems Inc | Stock | 36,371 | $17.7M | 1.1% | +3,259+9.8% | Added | History |
| ELEstee Lauder Companies Inc | CL A | 47,781 | $17.7M | 1.1% | +12,283+34.6% | Added | History |
| MTDMettler Toledo International Inc | COM | 10,433 | $17.7M | 1.1% | +2,424+30.3% | Added | History |
| TWTradeweb Markets Inc. | Stock | 176,879 | $17.7M | 1.1% | +42,528+31.7% | Added | History |
| POOLPool Corp | COM | 32,734 | $18.5M | 1.1% | +8,063+32.7% | Added | History |
| LYVLive Nation Entertainment, Inc. | COM | 155,019 | $18.6M | 1.1% | +28,340+22.4% | Added | History |
| MORNMorningstar, Inc. | COM | 54,932 | $18.8M | 1.1% | +11,738+27.2% | Added | History |
| STNEStoneCo Ltd. | COM | 1,115,154 | $18.8M | 1.1% | +563,124+102.0% | Added | History |
| KNSLKinsale Capital Group, Inc. | Stock | 87,735 | $20.9M | 1.3% | +19,515+28.6% | Added | History |
| NYTNew York Times Co | CL A | 886,381 | $42.8M | 2.6% | +58,137+7.0% | Added | History |
| MSCIMSCI Inc. | Stock | 70,626 | $43.3M | 2.6% | +4,162+6.3% | Added | History |
| FASTFastenal Co | Stock | 694,796 | $44.5M | 2.7% | +56,964+8.9% | Added | History |
| STSensata Technologies Holding plc | SHS | 732,634 | $45.2M | 2.7% | +87,407+13.5% | Added | History |
| VRSNVerisign Inc | COM | 180,417 | $45.8M | 2.8% | +30,576+20.4% | Added | History |
| RVTYRevvity, Inc. | COM | 261,791 | $52.6M | 3.2% | +16,557+6.8% | Added | History |
| FTNTFortinet, Inc. | Stock | 156,250 | $56.2M | 3.4% | +4,981+3.3% | Added | History |
| ANSSAnsys Inc | COM | 243,224 | $97.6M | 5.9% | +14,128+6.2% | Added | History |
| RMDResmed Inc | COM | 382,181 | $99.6M | 6.0% | −17,659−4.4% | Reduced | History |
| ICEIntercontinental Exchange, Inc. | Stock | 770,998 | $105.4M | 6.4% | +34,627+4.7% | Added | History |
| IQVIQVIA Holdings Inc. | Stock | 397,659 | $112.2M | 6.8% | +17,685+4.7% | Added | History |
Sold out since Q3 2021 (4)
Positions held at the end of Q3 2021 that are gone from this filing.
| Security | Class | Shares in Q3 2021 | Value in Q3 2021 | % of portfolio in Q3 2021 | History |
|---|---|---|---|---|---|
| TMOThermo Fisher Scientific Inc. | Stock | 22,002 | $12.6M | 1.0% | History |
| BKNGBooking Holdings Inc. | Stock | 5,071 | $12.0M | 0.9% | History |
| WABWestinghouse Air Brake Technologies Corp | Stock | 134,951 | $11.6M | 0.9% | History |
| TCOMTrip.com Group Ltd | ADS | 312,911 | $9.62M | 0.7% | History |