2Xideas AG
- SEC CIK
- 0001843587
- Latest filing
- Aug 14, 2026
Holdings in Q2 2023
Holdings as of Jun 30, 2023, filed Aug 10, 2023. Long positions only; changes compare share counts with Q1 2023.
- Positions
- 58
- −1 vs. Q1 2023
- Portfolio value
- $1.05B
- +$6.21M (+0.6%) vs. Q1 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ICEIntercontinental Exchange, Inc. | Stock | 632,011 | $71.5M | 6.8% | −2,257−0.4% | Reduced | History |
| IQVIQVIA Holdings Inc. | Stock | 309,441 | $69.6M | 6.7% | +2,526+0.8% | Added | History |
| ANSSAnsys Inc | COM | 195,138 | $64.4M | 6.2% | −11,970−5.8% | Reduced | History |
| RMDResmed Inc | COM | 277,229 | $60.6M | 5.8% | −542−0.2% | Reduced | History |
| FTNTFortinet, Inc. | Stock | 402,535 | $30.4M | 2.9% | −55,671−12.1% | Reduced | History |
| FASTFastenal Co | Stock | 473,979 | $28.0M | 2.7% | −24,839−5.0% | Reduced | History |
| NYTNew York Times Co | CL A | 684,272 | $26.9M | 2.6% | −50,956−6.9% | Reduced | History |
| KNSLKinsale Capital Group, Inc. | Stock | 66,300 | $24.8M | 2.4% | −10,851−14.1% | Reduced | History |
| ADIAnalog Devices Inc | Stock | 125,990 | $24.5M | 2.3% | −9,633−7.1% | Reduced | History |
| SCIService Corp International | COM | 375,317 | $24.2M | 2.3% | +3,189+0.9% | Added | History |
| PTCPTC Inc. | Stock | 167,993 | $23.9M | 2.3% | −1,688−1.0% | Reduced | History |
| HALOHalozyme Therapeutics, Inc. | COM | 645,288 | $23.3M | 2.2% | +97,669+17.8% | Added | History |
| RVTYRevvity, Inc. | COM | 185,806 | $22.1M | 2.1% | +5,889+3.3% | Added | History |
| Abcam PLC000380204 | ADS | 867,416 | $21.2M | 2.0% | +208,281+31.6% | Added | – |
| ENTGEntegris Inc | COM | 142,367 | $15.8M | 1.5% | −19,639−12.1% | Reduced | History |
| ISRGIntuitive Surgical Inc | COM NEW | 45,702 | $15.6M | 1.5% | +5,780+14.5% | Added | History |
| LYVLive Nation Entertainment, Inc. | COM | 166,790 | $15.2M | 1.5% | +15,530+10.3% | Added | History |
| CSGPCostar Group, Inc. | COM | 169,578 | $15.1M | 1.4% | +32,693+23.9% | Added | History |
| KLACKLA Corp | COM NEW | 29,248 | $14.2M | 1.4% | +29,248 | New | History |
| WSOWatsco Inc | COM | 36,697 | $14.0M | 1.3% | −5,936−13.9% | Reduced | History |
| FERGFerguson Enterprises Inc. | SHS | 88,788 | $14.0M | 1.3% | +4,396+5.2% | Added | History |
| VRSKVerisk Analytics, Inc. | COM | 60,853 | $13.8M | 1.3% | +743+1.2% | Added | History |
| TYLTyler Technologies Inc | COM | 32,921 | $13.7M | 1.3% | +99+0.3% | Added | History |
| EWEdwards Lifesciences Corp | Stock | 140,943 | $13.3M | 1.3% | −898−0.6% | Reduced | History |
| VRTXVertex Pharmaceuticals Inc | Stock | 37,057 | $13.0M | 1.2% | +576+1.6% | Added | History |
| POOLPool Corp | COM | 34,131 | $12.8M | 1.2% | −784−2.2% | Reduced | History |
| MTCHMatch Group, Inc. | COM | 304,127 | $12.7M | 1.2% | +46,825+18.2% | Added | History |
| STZConstellation Brands, Inc. | Stock | 51,686 | $12.7M | 1.2% | +5,925+12.9% | Added | History |
| MKLMarkel Group Inc. | COM | 9,139 | $12.6M | 1.2% | +1,071+13.3% | Added | History |
| ITGartner Inc | COM | 35,840 | $12.6M | 1.2% | +4,349+13.8% | Added | History |
| VRSNVerisign Inc | COM | 55,247 | $12.5M | 1.2% | +3,643+7.1% | Added | History |
| ALGNAlign Technology Inc | COM | 34,941 | $12.4M | 1.2% | −15,634−30.9% | Reduced | History |
| AXPAmerican Express Co | Stock | 70,924 | $12.4M | 1.2% | −1,078−1.5% | Reduced | History |
| Cyberark Software LtdM2682V108 | SHS | 78,899 | $12.3M | 1.2% | −3,270−4.0% | Reduced | – |
| LHLabcorp Holdings Inc. | COM NEW | 50,892 | $12.3M | 1.2% | +5,804+12.9% | Added | History |
| MKCMcCormick & Co Inc | Stock | 140,661 | $12.3M | 1.2% | +13,681+10.8% | Added | History |
| CRLCharles River Laboratories International, Inc. | COM | 57,850 | $12.2M | 1.2% | +9,330+19.2% | Added | History |
| WDWalker & Dunlop, Inc. | COM | 153,281 | $12.1M | 1.2% | +18,232+13.5% | Added | History |
| INTUIntuit Inc. | Stock | 26,214 | $12.0M | 1.1% | −1,075−3.9% | Reduced | History |
| COOCooper Companies, Inc. | COM NEW | 31,272 | $12.0M | 1.1% | −712−2.2% | Reduced | History |
| DPZDominos Pizza Inc | COM | 35,393 | $11.9M | 1.1% | +4,975+16.4% | Added | History |
| WSCWillScot Holdings Corp | COM CL A | 249,049 | $11.9M | 1.1% | +14,874+6.4% | Added | History |
| FWONKLiberty Media Corp | COM SER C FRMLA | 156,025 | $11.7M | 1.1% | −20,986−11.9% | Reduced | History |
| DLBDolby Laboratories, Inc. | COM CL A | 136,684 | $11.4M | 1.1% | −14,503−9.6% | Reduced | History |
| MORNMorningstar, Inc. | COM | 57,562 | $11.3M | 1.1% | +8,596+17.6% | Added | History |
| SBUXStarbucks Corp | Stock | 112,123 | $11.1M | 1.1% | +4,844+4.5% | Added | History |
| SWKSSkyworks Solutions, Inc. | Stock | 98,963 | $11.0M | 1.0% | −17,833−15.3% | Reduced | History |
| ZBRAZebra Technologies Corp | CL A | 36,717 | $10.9M | 1.0% | −4,878−11.7% | Reduced | History |
| RACEFerrari N.V. | COM | 32,969 | $10.7M | 1.0% | −16,624−33.5% | Reduced | History |
| MELIMercadolibre Inc | COM | 8,859 | $10.5M | 1.0% | −3,551−28.6% | Reduced | History |
| AAgilent Technologies, Inc. | COM | 84,469 | $10.2M | 1.0% | +13,717+19.4% | Added | History |
| TWTradeweb Markets Inc. | Stock | 147,754 | $10.1M | 1.0% | −16,217−9.9% | Reduced | History |
| ULTAUlta Beauty, Inc. | Stock | 21,398 | $10.1M | 1.0% | −1,288−5.7% | Reduced | History |
| MSCIMSCI Inc. | Stock | 20,860 | $9.79M | 0.9% | −25,061−54.6% | Reduced | History |
| ELEstee Lauder Companies Inc | CL A | 47,372 | $9.30M | 0.9% | +4,500+10.5% | Added | History |
| ETSYEtsy Inc | COM | 104,873 | $8.87M | 0.8% | +17,775+20.4% | Added | History |
| STSensata Technologies Holding plc | SHS | 178,254 | $8.02M | 0.8% | −84,895−32.3% | Reduced | History |
| MKTXMarketaxess Holdings Inc | COM | 29,840 | $7.80M | 0.7% | −8,041−21.2% | Reduced | History |
Sold out since Q1 2023 (2)
Positions held at the end of Q1 2023 that are gone from this filing.