2Xideas AG
- SEC CIK
- 0001843587
- Latest filing
- Aug 14, 2026
Holdings in Q1 2023
Holdings as of Mar 31, 2023, filed May 11, 2023. Long positions only; changes compare share counts with Q4 2022.
- Positions
- 59
- −7 vs. Q4 2022
- Portfolio value
- $1.04B
- +$94.3M (+10.0%) vs. Q4 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ANSSAnsys Inc | COM | 207,108 | $68.9M | 6.6% | −4,588−2.2% | Reduced | History |
| ICEIntercontinental Exchange, Inc. | Stock | 634,268 | $66.1M | 6.4% | +4,292+0.7% | Added | History |
| IQVIQVIA Holdings Inc. | Stock | 306,915 | $61.0M | 5.9% | +1,681+0.6% | Added | History |
| RMDResmed Inc | COM | 277,771 | $60.8M | 5.9% | −4,948−1.8% | Reduced | History |
| FTNTFortinet, Inc. | Stock | 458,206 | $30.5M | 2.9% | −21,039−4.4% | Reduced | History |
| NYTNew York Times Co | CL A | 735,228 | $28.6M | 2.8% | +15,295+2.1% | Added | History |
| FASTFastenal Co | Stock | 498,818 | $26.9M | 2.6% | +15,318+3.2% | Added | History |
| ADIAnalog Devices Inc | Stock | 135,623 | $26.7M | 2.6% | +72,700+115.5% | Added | History |
| MSCIMSCI Inc. | Stock | 45,921 | $25.7M | 2.5% | −5,836−11.3% | Reduced | History |
| SCIService Corp International | COM | 372,128 | $25.6M | 2.5% | +5,023+1.4% | Added | History |
| RVTYRevvity, Inc. | COM | 179,917 | $24.0M | 2.3% | +2,799+1.6% | Added | History |
| KNSLKinsale Capital Group, Inc. | Stock | 77,151 | $23.2M | 2.2% | −4,591−5.6% | Reduced | History |
| PTCPTC Inc. | Stock | 169,681 | $21.8M | 2.1% | +3,613+2.2% | Added | History |
| HALOHalozyme Therapeutics, Inc. | COM | 547,619 | $20.9M | 2.0% | +131,033+31.5% | Added | History |
| ALGNAlign Technology Inc | COM | 50,575 | $16.9M | 1.6% | +11,550+29.6% | Added | History |
| MELIMercadolibre Inc | COM | 12,410 | $16.4M | 1.6% | +889+7.7% | Added | History |
| OLEDUniversal Display Corp | COM | 98,127 | $15.2M | 1.5% | +2,596+2.7% | Added | History |
| MKTXMarketaxess Holdings Inc | COM | 37,881 | $14.8M | 1.4% | +662+1.8% | Added | History |
| SWKSSkyworks Solutions, Inc. | Stock | 116,796 | $13.8M | 1.3% | +3,720+3.3% | Added | History |
| WSOWatsco Inc | COM | 42,633 | $13.6M | 1.3% | +10,745+33.7% | Added | History |
| RACEFerrari N.V. | COM | 49,593 | $13.4M | 1.3% | +1,467+3.0% | Added | History |
| ENTGEntegris Inc | COM | 162,006 | $13.3M | 1.3% | +14,750+10.0% | Added | History |
| FWONKLiberty Media Corp | COM SER C FRMLA | 177,011 | $13.2M | 1.3% | +9,582+5.7% | Added | History |
| ZBRAZebra Technologies Corp | CL A | 41,595 | $13.2M | 1.3% | −45,174−52.1% | Reduced | History |
| STSensata Technologies Holding plc | SHS | 263,149 | $13.2M | 1.3% | +10,043+4.0% | Added | History |
| TWTradeweb Markets Inc. | Stock | 163,971 | $13.0M | 1.2% | +2,566+1.6% | Added | History |
| DLBDolby Laboratories, Inc. | COM CL A | 151,187 | $12.9M | 1.2% | +4,713+3.2% | Added | History |
| ULTAUlta Beauty, Inc. | Stock | 22,686 | $12.4M | 1.2% | +350+1.6% | Added | History |
| INTUIntuit Inc. | Stock | 27,289 | $12.2M | 1.2% | +1,413+5.5% | Added | History |
| Cyberark Software LtdM2682V108 | SHS | 82,169 | $12.2M | 1.2% | +5,615+7.3% | Added | – |
| POOLPool Corp | COM | 34,915 | $12.0M | 1.2% | +2,572+8.0% | Added | History |
| COOCooper Companies, Inc. | COM NEW | 31,984 | $11.9M | 1.1% | +425+1.3% | Added | History |
| AXPAmerican Express Co | Stock | 72,002 | $11.9M | 1.1% | +2,520+3.6% | Added | History |
| EWEdwards Lifesciences Corp | Stock | 141,841 | $11.7M | 1.1% | +10,847+8.3% | Added | History |
| TYLTyler Technologies Inc | COM | 32,822 | $11.6M | 1.1% | +2,363+7.8% | Added | History |
| TRUTransUnion | COM | 187,081 | $11.6M | 1.1% | +11,124+6.3% | Added | History |
| VRSKVerisk Analytics, Inc. | COM | 60,110 | $11.5M | 1.1% | +2,699+4.7% | Added | History |
| VRTXVertex Pharmaceuticals Inc | Stock | 36,481 | $11.5M | 1.1% | +2,521+7.4% | Added | History |
| FERGFerguson Enterprises Inc. | SHS | 84,392 | $11.3M | 1.1% | +831+1.0% | Added | History |
| SBUXStarbucks Corp | Stock | 107,279 | $11.2M | 1.1% | +2,186+2.1% | Added | History |
| WSCWillScot Holdings Corp | COM CL A | 234,175 | $11.0M | 1.1% | +58,367+33.2% | Added | History |
| VRSNVerisign Inc | COM | 51,604 | $10.9M | 1.0% | +995+2.0% | Added | History |
| LYVLive Nation Entertainment, Inc. | COM | 151,260 | $10.6M | 1.0% | +12,416+8.9% | Added | History |
| ELEstee Lauder Companies Inc | CL A | 42,872 | $10.6M | 1.0% | +846+2.0% | Added | History |
| MKCMcCormick & Co Inc | Stock | 126,980 | $10.6M | 1.0% | +4,435+3.6% | Added | History |
| LHLabcorp Holdings Inc. | COM NEW | 45,088 | $10.3M | 1.0% | +1,001+2.3% | Added | History |
| STZConstellation Brands, Inc. | Stock | 45,761 | $10.3M | 1.0% | +11,390+33.1% | Added | History |
| MKLMarkel Group Inc. | COM | 8,068 | $10.3M | 1.0% | +55+0.7% | Added | History |
| WDWalker & Dunlop, Inc. | COM | 135,049 | $10.3M | 1.0% | +8,980+7.1% | Added | History |
| ITGartner Inc | COM | 31,491 | $10.3M | 1.0% | +440+1.4% | Added | History |
| ISRGIntuitive Surgical Inc | COM NEW | 39,922 | $10.2M | 1.0% | −928−2.3% | Reduced | History |
| DPZDominos Pizza Inc | COM | 30,418 | $10.0M | 1.0% | +7,955+35.4% | Added | History |
| MORNMorningstar, Inc. | COM | 48,966 | $9.94M | 1.0% | +2,565+5.5% | Added | History |
| MTCHMatch Group, Inc. | COM | 257,302 | $9.88M | 1.0% | +16,147+6.7% | Added | History |
| CRLCharles River Laboratories International, Inc. | COM | 48,520 | $9.79M | 0.9% | +1,939+4.2% | Added | History |
| AAgilent Technologies, Inc. | COM | 70,752 | $9.79M | 0.9% | +940+1.3% | Added | History |
| ETSYEtsy Inc | COM | 87,098 | $9.70M | 0.9% | +4,482+5.4% | Added | History |
| CSGPCostar Group, Inc. | COM | 136,885 | $9.42M | 0.9% | +5,193+3.9% | Added | History |
| Abcam PLC000380204 | ADS | 659,135 | $8.87M | 0.9% | +61,849+10.4% | Added | – |
Sold out since Q4 2022 (7)
Positions held at the end of Q4 2022 that are gone from this filing.
| Security | Class | Shares in Q4 2022 | Value in Q4 2022 | % of portfolio in Q4 2022 | History |
|---|---|---|---|---|---|
| TRMBTrimble Inc. | COM | 200,009 | $10.1M | 1.1% | History |
| GSHDGoosehead Insurance, Inc. | COM CL A | 265,523 | $9.12M | 1.0% | History |
| KLACKLA Corp | COM NEW | 6,642 | $2.50M | 0.3% | History |
| MCOMoodys Corp | Stock | 8,268 | $2.30M | 0.2% | History |
| BFAMBright Horizons Family Solutions Inc. | COM | 34,742 | $2.19M | 0.2% | History |
| FDSFactset Research Systems Inc | Stock | 5,024 | $2.02M | 0.2% | History |
| CDNSCadence Design Systems Inc | Stock | 12,300 | $1.98M | 0.2% | History |