News + Filings Holdings
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2Xideas AG
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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Abcam plc
| ABCM | Common | 867,416 | 208,281 | 21,225,670,000 | 12,353,713,000 | 2.03 | 0.38 |
Hist
| 06/30/2023 |
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IQVIA HOLDINGS INC.
| IQV | COM | 309,441 | 2,526 | 69,553,054,000 | 8,510,730,000 | 6.65 | |
Hist
| 06/30/2023 |
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COSTAR GROUP, INC.
| CSGP | Common | 169,578 | 32,693 | 15,092,442,000 | 5,667,910,000 | 1.44 | 0.04 |
Hist
| 06/30/2023 |
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INTUITIVE SURGICAL INC
| ISRG | Common | 45,702 | 5,780 | 15,627,342,000 | 5,428,469,000 | 1.49 | |
Hist
| 06/30/2023 |
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Live Nation Entertainment, Inc.
| LYV | Common | 166,790 | 15,530 | 15,196,237,000 | 4,608,037,000 | 1.45 | 0.07 |
Hist
| 06/30/2023 |
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Match Group, Inc.
| MTCH | Common Stock | 304,127 | 46,825 | 12,727,715,000 | 2,849,891,000 | 1.22 | 0.11 |
Hist
| 06/30/2023 |
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Ferguson plc
| FERG | SHS | 88,788 | 4,396 | 13,967,240,000 | 2,679,810,000 | 1.34 | 0.04 |
Hist
| 06/30/2023 |
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CONSTELLATION BRANDS, INC.
| STZ | CL A | 51,686 | 5,925 | 12,721,475,000 | 2,384,523,000 | 1.22 | |
Hist
| 06/30/2023 |
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CHARLES RIVER LABORATORIES INTERNATIONAL, INC.
| CRL | Common | 57,850 | 9,330 | 12,162,962,000 | 2,370,656,000 | 1.16 | 0.11 |
Hist
| 06/30/2023 |
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HALOZYME THERAPEUTICS, INC.
| HALO | COM | 645,288 | 97,669 | 23,275,538,000 | 2,361,968,000 | 2.23 | 0.49 |
Hist
| 06/30/2023 |
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MARKEL GROUP INC.
| MKL | Common | 9,139 | 1,071 | 12,640,882,000 | 2,334,738,000 | 1.21 | |
Hist
| 06/30/2023 |
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GARTNER INC
| IT | Common | 35,840 | 4,349 | 12,555,110,000 | 2,296,287,000 | 1.20 | 0.05 |
Hist
| 06/30/2023 |
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Verisk Analytics, Inc.
| VRSK | Common | 60,853 | 743 | 13,754,604,000 | 2,221,899,000 | 1.32 | 0.04 |
Hist
| 06/30/2023 |
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TYLER TECHNOLOGIES INC
| TYL | Common | 32,921 | 99 | 13,710,609,000 | 2,070,615,000 | 1.31 | 0.08 |
Hist
| 06/30/2023 |
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LABORATORY CORP OF AMERICA HOLDINGS
| LH | Common | 50,892 | 5,804 | 12,281,766,000 | 1,937,677,000 | 1.17 | 0.06 |
Hist
| 06/30/2023 |
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DOMINOS PIZZA INC
| DPZ | Common | 35,393 | 4,975 | 11,927,087,000 | 1,893,101,000 | 1.14 | 0.10 |
Hist
| 06/30/2023 |
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Walker & Dunlop, Inc.
| WD | COMMON STOCK | 153,281 | 18,232 | 12,122,994,000 | 1,836,312,000 | 1.16 | 0.46 |
Hist
| 06/30/2023 |
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MCCORMICK & CO INC
| MKC | Common | 140,661 | 13,681 | 12,269,859,000 | 1,703,853,000 | 1.17 | 0.05 |
Hist
| 06/30/2023 |
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VERISIGN INC/CA
| VRSN | Common | 55,247 | 3,643 | 12,484,165,000 | 1,578,692,000 | 1.19 | 0.05 |
Hist
| 06/30/2023 |
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VERTEX PHARMACEUTICALS INC / MA
| VRTX | Common | 37,057 | 576 | 13,040,729,000 | 1,546,660,000 | 1.25 | |
Hist
| 06/30/2023 |
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Morningstar, Inc.
| MORN | Common | 57,562 | 8,596 | 11,286,181,000 | 1,344,614,000 | 1.08 | 0.14 |
Hist
| 06/30/2023 |
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WillScot Mobile Mini Holdings Corp.
| WSC | COM | 249,049 | 14,874 | 11,902,052,000 | 923,928,000 | 1.14 | |
Hist
| 06/30/2023 |
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AGILENT TECHNOLOGIES, INC.
| A | Common | 84,469 | 13,717 | 10,157,397,000 | 369,565,000 | 0.97 | 0.03 |
Hist
| 06/30/2023 |
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STARBUCKS CORP
| SBUX | Common | 112,123 | 4,844 | 11,106,904,000 | -64,058,000 | 1.06 | 0.01 |
Hist
| 06/30/2023 |
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ETSY INC
| ETSY | Common | 104,873 | 17,775 | 8,873,305,000 | -823,315,000 | 0.85 | |
Hist
| 06/30/2023 |
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ESTEE LAUDER COMPANIES INC
| EL | Common | 47,372 | 4,500 | 9,302,913,000 | -1,263,320,000 | 0.89 | |
Hist
| 06/30/2023 |
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SERVICE CORP INTERNATIONAL
| SCI | Common | 375,317 | 3,189 | 24,241,725,000 | -1,353,239,000 | 2.32 | |
Hist
| 06/30/2023 |
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REVVITY, INC.
| PKI | Common | 185,806 | 5,889 | 22,071,895,000 | -1,903,844,000 | 2.11 | 0.15 |
Hist
| 06/30/2023 |
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