2Xideas AG
- SEC CIK
- 0001843587
- 最新申報
- 2026/8/14
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/5/14 申報。只含多頭部位。
- 持股檔數
- 67
- 2020 年第 4 季沒有 13F 資料
- 總值
- $9.04 億
- 2020 年第 4 季沒有 13F 資料
Livermore 的 13F 資料從 2021 年第 1 季開始，這一季沒有前一季可以比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| ICEIntercontinental Exchange, Inc. | Stock | 643,439 | $7,186 萬 | 7.9% | – | – | 歷史 |
| ANSSAnsys Inc | COM | 186,777 | $6,342 萬 | 7.0% | – | – | 歷史 |
| RMDResmed Inc | COM | 317,074 | $6,152 萬 | 6.8% | – | – | 歷史 |
| FTNTFortinet, Inc. | Stock | 200,229 | $3,693 萬 | 4.1% | – | – | 歷史 |
| STSensata Technologies Holding plc | SHS | 562,165 | $3,258 萬 | 3.6% | – | – | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 154,321 | $2,981 萬 | 3.3% | – | – | 歷史 |
| MKLMarkel Group Inc. | COM | 24,440 | $2,785 萬 | 3.1% | – | – | 歷史 |
| RVTYRevvity, Inc. | COM | 214,243 | $2,749 萬 | 3.0% | – | – | 歷史 |
| FASTFastenal Co | Stock | 505,334 | $2,541 萬 | 2.8% | – | – | 歷史 |
| MSCIMSCI Inc. | Stock | 58,364 | $2,447 萬 | 2.7% | – | – | 歷史 |
| VRSNVerisign Inc | COM | 120,628 | $2,398 萬 | 2.7% | – | – | 歷史 |
| KMXCarMax Inc | COM | 87,328 | $1,159 萬 | 1.3% | – | – | 歷史 |
| SWKSSkyworks Solutions, Inc. | Stock | 55,870 | $1,025 萬 | 1.1% | – | – | 歷史 |
| TWTradeweb Markets Inc. | Stock | 136,622 | $1,011 萬 | 1.1% | – | – | 歷史 |
| TCOMTrip.com Group Ltd | ADS | 252,761 | $1,002 萬 | 1.1% | – | – | 歷史 |
| AXPAmerican Express Co | Stock | 70,685 | $999.8 萬 | 1.1% | – | – | 歷史 |
| TRMBTrimble Inc. | COM | 127,686 | $993.3 萬 | 1.1% | – | – | 歷史 |
| ENTGEntegris Inc | COM | 88,762 | $992.4 萬 | 1.1% | – | – | 歷史 |
| WSOWatsco Inc | COM | 37,834 | $986.5 萬 | 1.1% | – | – | 歷史 |
| LYVLive Nation Entertainment, Inc. | COM | 116,027 | $982.2 萬 | 1.1% | – | – | 歷史 |
| ITGartner Inc | COM | 53,221 | $971.5 萬 | 1.1% | – | – | 歷史 |
| AZPNASPENTECH Corp | COM | 65,454 | $944.7 萬 | 1.0% | – | – | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 32,070 | $932.8 萬 | 1.0% | – | – | 歷史 |
| WABWestinghouse Air Brake Technologies Corp | Stock | 116,590 | $922.9 萬 | 1.0% | – | – | 歷史 |
| ULTAUlta Beauty, Inc. | Stock | 29,690 | $917.9 萬 | 1.0% | – | – | 歷史 |
| SPGIS&P Global Inc. | Stock | 25,978 | $916.7 萬 | 1.0% | – | – | 歷史 |
| AAgilent Technologies, Inc. | COM | 72,036 | $915.9 萬 | 1.0% | – | – | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 3,827 | $891.6 萬 | 1.0% | – | – | 歷史 |
| STZConstellation Brands, Inc. | Stock | 39,010 | $889.4 萬 | 1.0% | – | – | 歷史 |
| SCIService Corp International | COM | 174,169 | $889.1 萬 | 1.0% | – | – | 歷史 |
| OLEDUniversal Display Corp | COM | 37,122 | $878.9 萬 | 1.0% | – | – | 歷史 |
| MCOMoodys Corp | Stock | 29,419 | $878.5 萬 | 1.0% | – | – | 歷史 |
| CAECae Inc | COM | 307,875 | $877.2 萬 | 1.0% | – | – | 歷史 |
| SBUXStarbucks Corp | Stock | 79,931 | $873.4 萬 | 1.0% | – | – | 歷史 |
| DLBDolby Laboratories, Inc. | COM CL A | 87,921 | $868.0 萬 | 1.0% | – | – | 歷史 |
| ABMDAbiomed Inc | COM | 27,152 | $865.4 萬 | 1.0% | – | – | 歷史 |
| MTDMettler Toledo International Inc | COM | 7,479 | $864.3 萬 | 1.0% | – | – | 歷史 |
| ALGNAlign Technology Inc | COM | 15,955 | $864.0 萬 | 1.0% | – | – | 歷史 |
| CTLTCatalent, Inc. | COM | 81,921 | $862.7 萬 | 1.0% | – | – | 歷史 |
| INTUIntuit Inc. | Stock | 22,470 | $860.7 萬 | 1.0% | – | – | 歷史 |
| GGGGraco Inc | COM | 118,046 | $845.4 萬 | 0.9% | – | – | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 18,310 | $835.6 萬 | 0.9% | – | – | 歷史 |
| PAYXPaychex Inc | Stock | 85,061 | $833.8 萬 | 0.9% | – | – | 歷史 |
| TYLTyler Technologies Inc | COM | 19,530 | $829.1 萬 | 0.9% | – | – | 歷史 |
| DPZDominos Pizza Inc | COM | 22,275 | $819.3 萬 | 0.9% | – | – | 歷史 |
| JDJD.com, Inc. | SPON ADS CL A | 96,992 | $817.9 萬 | 0.9% | – | – | 歷史 |
| CLXClorox Co | Stock | 42,380 | $817.4 萬 | 0.9% | – | – | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 97,123 | $812.3 萬 | 0.9% | – | – | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 10,911 | $806.3 萬 | 0.9% | – | – | 歷史 |
| RACEFerrari N.V. | COM | 38,445 | $804.6 萬 | 0.9% | – | – | 歷史 |
| EAElectronic Arts Inc. | COM | 59,422 | $804.4 萬 | 0.9% | – | – | 歷史 |
| IPGPIpg Photonics Corp | COM | 38,096 | $803.6 萬 | 0.9% | – | – | 歷史 |
| TRUTransUnion | COM | 88,812 | $799.3 萬 | 0.9% | – | – | 歷史 |
| MKCMcCormick & Co Inc | Stock | 89,180 | $795.1 萬 | 0.9% | – | – | 歷史 |
| MELIMercadolibre Inc | COM | 5,396 | $794.4 萬 | 0.9% | – | – | 歷史 |
| FDSFactset Research Systems Inc | Stock | 25,687 | $792.7 萬 | 0.9% | – | – | 歷史 |
| POOLPool Corp | COM | 22,917 | $791.2 萬 | 0.9% | – | – | 歷史 |
| CSGPCostar Group, Inc. | COM | 9,609 | $789.8 萬 | 0.9% | – | – | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 36,074 | $775.2 萬 | 0.9% | – | – | 歷史 |
| MASIMasimo Corp | COM | 33,752 | $775.1 萬 | 0.9% | – | – | 歷史 |
| MTCHMatch Group, Inc. | COM | 56,390 | $774.7 萬 | 0.9% | – | – | 歷史 |
| MKTXMarketaxess Holdings Inc | COM | 15,540 | $773.8 萬 | 0.9% | – | – | 歷史 |
| BF.BBrown Forman Corp | Stock | 112,133 | $773.4 萬 | 0.9% | – | – | 歷史 |
| VRSKVerisk Analytics, Inc. | COM | 43,225 | $763.7 萬 | 0.8% | – | – | 歷史 |
| Cyberark Software LtdM2682V108 | SHS | 56,270 | $727.8 萬 | 0.8% | – | – | – |
| STNEStoneCo Ltd. | COM | 112,404 | $688.1 萬 | 0.8% | – | – | 歷史 |
| iShares Tr464288257 | MSCI ACWI ETF | 21,517 | $204.7 萬 | 0.2% | – | – | – |