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Size ($ in 1000's)
At 12/31/2023: $932,849 At 09/30/2023: $924,528
2Xideas AG holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from 2Xideas AG 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the 2Xideas AG top holdings by largest position size, as per the latest 13f filing made by 2Xideas AG.
In the 2Xideas AG-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by 2Xideas AG in that top holding, then the share count change between reporting periods, and finally the 2Xideas AG top holding position size
for that row.
Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
ANSYS INC |
184,757 |
-6,801 |
$67,045 | ANSS | 184,757 | -6,801 | $67,045 | INTERCONTINENTAL EXCHANGE IN (ICE) |
513,346 |
-45,191 |
$65,929 | ICE | 513,346 | -45,191 | $65,929 | IQVIA HLDGS INC |
268,502 |
-6,911 |
$62,126 | IQV | 268,502 | -6,911 | $62,126 | RESMED INC |
309,031 |
+8,294 |
$53,160 | RMD | 309,031 | +8,294 | $53,160 | PTC INC |
137,200 |
-16,341 |
$24,005 | PTC | 137,200 | -16,341 | $24,005 | NEW YORK TIMES CO |
489,010 |
-136,833 |
$23,957 | NYT | 489,010 | -136,833 | $23,957 | ANALOG DEVICES INC |
115,089 |
-6,519 |
$22,852 | ADI | 115,089 | -6,519 | $22,852 | BROOKFIELD ASSET MANAGEMENT LTD CLASS A SHARES (BAM) |
536,600 |
+536,600 |
$21,658 | BAM | 536,600 | +536,600 | $21,658 | FORTINET INC |
364,727 |
-3,048 |
$21,347 | FTNT | 364,727 | -3,048 | $21,347 | SERVICE CORP INTL |
311,594 |
-30,671 |
$21,329 | SCI | 311,594 | -30,671 | $21,329 | HALOZYME THERAPEUTICS INC |
544,166 |
-56,633 |
$20,112 | HALO | 544,166 | -56,633 | $20,112 | REVVITY INC |
175,832 |
-13,582 |
$19,220 | RVTY | 175,832 | -13,582 | $19,220 | FASTENAL CO |
293,871 |
-139,700 |
$19,034 | FAST | 293,871 | -139,700 | $19,034 | FERGUSON PLC NEW |
95,147 |
+24,115 |
$18,300 | FERG | 95,147 | +24,115 | $18,300 | CONSTELLATION BRANDS INC |
70,431 |
+21,425 |
$17,027 | STZ | 70,431 | +21,425 | $17,027 | WALKER & DUNLOP INC |
146,409 |
-9,591 |
$16,253 | WD | 146,409 | -9,591 | $16,253 | MARKETAXESS HLDGS INC |
50,718 |
+2,458 |
$14,853 | MKTX | 50,718 | +2,458 | $14,853 | GARTNER INC |
31,460 |
-3,668 |
$14,192 | IT | 31,460 | -3,668 | $14,192 | ENTEGRIS INC |
115,207 |
+190 |
$13,804 | ENTG | 115,207 | +190 | $13,804 | KLA CORP |
23,613 |
-1,785 |
$13,726 | KLAC | 23,613 | -1,785 | $13,726 | AMERICAN EXPRESS CO |
72,673 |
+1,576 |
$13,615 | AXP | 72,673 | +1,576 | $13,615 | ETSY INC |
167,402 |
+14,506 |
$13,568 | ETSY | 167,402 | +14,506 | $13,568 | AGILENT TECHNOLOGIES INC |
96,814 |
-5,718 |
$13,460 | A | 96,814 | -5,718 | $13,460 | ULTA BEAUTY INC |
27,066 |
+291 |
$13,262 | ULTA | 27,066 | +291 | $13,262 | INTUIT |
21,189 |
-2,752 |
$13,244 | INTU | 21,189 | -2,752 | $13,244 | CERTARA INC |
743,511 |
+743,511 |
$13,078 | CERT | 743,511 | +743,511 | $13,078 | CHARLES RIV LABS INTL INC |
55,164 |
-3,467 |
$13,041 | CRL | 55,164 | -3,467 | $13,041 | COOPER COS INC |
33,994 |
+1,165 |
$12,865 | COO | 33,994 | +1,165 | $12,865 | VERTEX PHARMACEUTICALS INC |
31,089 |
-3,870 |
$12,650 | VRTX | 31,089 | -3,870 | $12,650 | MERCADOLIBRE INC |
8,017 |
-958 |
$12,599 | MELI | 8,017 | -958 | $12,599 | INTUITIVE SURGICAL INC |
36,986 |
+156 |
$12,478 | ISRG | 36,986 | +156 | $12,478 | SKYWORKS SOLUTIONS INC |
110,214 |
-1,336 |
$12,390 | SWKS | 110,214 | -1,336 | $12,390 | WATSCO INC |
28,751 |
-3,492 |
$12,319 | WSO | 28,751 | -3,492 | $12,319 | COSTAR GROUP INC |
140,598 |
+1,706 |
$12,287 | CSGP | 140,598 | +1,706 | $12,287 | TRADEWEB MKTS INC |
134,886 |
-26,198 |
$12,258 | TW | 134,886 | -26,198 | $12,258 | LABORATORY CORP AMER HLDGS |
53,905 |
+833 |
$12,252 | LH | 53,905 | +833 | $12,252 | LIVE NATION ENTERTAINMENT IN |
130,186 |
-5,200 |
$12,185 | LYV | 130,186 | -5,200 | $12,185 | POOL CORP |
30,429 |
-2,447 |
$12,132 | POOL | 30,429 | -2,447 | $12,132 | MSCI INC |
21,111 |
-2,286 |
$11,941 | MSCI | 21,111 | -2,286 | $11,941 | EDWARDS LIFESCIENCES CORP |
156,043 |
+18,652 |
$11,898 | EW | 156,043 | +18,652 | $11,898 | DOLBY LABORATORIES INC |
136,728 |
-10,513 |
$11,783 | DLB | 136,728 | -10,513 | $11,783 | DOMINOS PIZZA INC |
28,580 |
-4,191 |
$11,782 | DPZ | 28,580 | -4,191 | $11,782 | TYLER TECHNOLOGIES INC |
28,001 |
-1,594 |
$11,708 | TYL | 28,001 | -1,594 | $11,708 | TERADYNE INC |
107,703 |
+103,878 |
$11,688 | TER | 107,703 | +103,878 | $11,688 | WILLSCOT MOBIL MINI HLDNG CO |
259,934 |
-3,422 |
$11,567 | WSC | 259,934 | -3,422 | $11,567 | STARBUCKS CORP |
118,901 |
-5,608 |
$11,416 | SBUX | 118,901 | -5,608 | $11,416 | VERISIGN INC |
53,376 |
-2,266 |
$10,993 | VRSN | 53,376 | -2,266 | $10,993 | LIBERTY MEDIA CORP DEL |
173,524 |
+9,107 |
$10,955 | FWONK | 173,524 | +9,107 | $10,955 | MARKEL GROUP INC |
7,343 |
-601 |
$10,426 | MKL | 7,343 | -601 | $10,426 | ALIGN TECHNOLOGY INC |
35,410 |
+468 |
$9,702 | ALGN | 35,410 | +468 | $9,702 |
See Full List: All Stocks Held By 2Xideas AG
— Including: Biggest new positions Biggest exits Biggest increased positions Biggest decreased positions
See Details: Top 10 Stocks Held By 2Xideas AG
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