2Xideas AG Q4 2024 Filing
Filed February 13, 2025
Portfolio Value
$746.6B
Holdings
59
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (59 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | FTNTFORTINET INC | 577,897 | $54.6B | 7.31% | |
| 2 | PTCPTC INC | 280,711 | $51.6B | 6.91% | |
| 3 | ICEINTERCONTINENTAL EXCHANGE IN | 343,493 | $51.2B | 6.86% | |
| 4 | IQVIQVIA HLDGS INC | 225,423 | $44.3B | 5.93% | |
| 5 | ADSKAUTODESK INC | 72,348 | $21.4B | 2.86% | |
| 6 | RMERESMED INC | 93,505 | $21.4B | 2.86% | |
| 7 | NYTNEW YORK TIMES CO | 376,570 | $19.6B | 2.63% | |
| 8 | KNSLKINSALE CAP GROUP INC | 39,998 | $18.6B | 2.49% | |
| 9 | HALOHALOZYME THERAPEUTICS INC | 379,240 | $18.1B | 2.43% | |
| 10 | FERGFERGUSON ENTERPRISES INC | 102,542 | $17.8B | 2.38% | |
| 11 | CSGPCOSTAR GROUP INC | 246,570 | $17.7B | 2.36% | |
| 12 | NBIXNEUROCRINE BIOSCIENCES INC | 109,018 | $14.9B | 1.99% | |
| 13 | WSCWILLSCOT HLDGS CORP | 440,409 | $14.7B | 1.97% | |
| 14 | LPLALPL FINL HLDGS INC | 45,071 | $14.7B | 1.97% | |
| 15 | EXLSEXLSERVICE HOLDINGS INC | 322,481 | $14.3B | 1.92% | |
| 16 | AXPAMERICAN EXPRESS CO | 46,381 | $13.8B | 1.84% | |
| 17 | RLIRLI CORP | 80,923 | $13.3B | 1.79% | |
| 18 | AKXANSYS INC | 39,428 | $13.3B | 1.78% | |
| 19 | BAMBROOKFIELD ASSET MANAGMT LTD | 245,118 | $13.3B | 1.78% | |
| 20 | EWEDWARDS LIFESCIENCES CORP | 177,296 | $13.1B | 1.76% | |
| 21 | MSCIMSCI INC | 21,557 | $12.9B | 1.73% | |
| 22 | LHLABCORP HOLDINGS INC | 56,198 | $12.9B | 1.73% | |
| 23 | FUODOLBY LABORATORIES INC | 161,398 | $12.6B | 1.69% | |
| 24 | DPZDOMINOS PIZZA INC | 29,188 | $12.3B | 1.64% | |
| 25 | WSOWATSCO INC | 25,531 | $12.1B | 1.62% | |
| 26 | WCNWASTE CONNECTIONS INC | 70,192 | $12.0B | 1.61% | |
| 27 | ITGARTNER INC | 24,776 | $12.0B | 1.61% | |
| 28 | MKTXMARKETAXESS HLDGS INC | 48,974 | $11.1B | 1.48% | |
| 29 | PAYCPAYCOM SOFTWARE INC | 52,612 | $10.8B | 1.44% | |
| 30 | COOCOOPER COS INC | 113,781 | $10.5B | 1.40% | |
| 31 | CSLCARLISLE COS INC | 27,951 | $10.3B | 1.38% | |
| 32 | KLACKLA CORP | 16,238 | $10.2B | 1.37% | |
| 33 | RYANRYAN SPECIALTY HOLDINGS INC | 153,897 | $9.9B | 1.32% | |
| 34 | PKNREVVITY INC | 88,381 | $9.9B | 1.32% | |
| 35 | BLDTOPBUILD CORP | 30,871 | $9.6B | 1.29% | |
| 36 | RBCRBC BEARINGS INC | 31,086 | $9.3B | 1.25% | |
| 37 | FWONALIBERTY MEDIA CORP DEL | 92,859 | $8.6B | 1.15% | |
| 38 | ENQENTEGRIS INC | 77,913 | $7.7B | 1.03% | |
| 39 | ISRGINTUITIVE SURGICAL INC | 14,472 | $7.6B | 1.01% | |
| 40 | INTUINTUIT | 11,910 | $7.5B | 1.00% | |
| 41 | CRLCHARLES RIV LABS INTL INC | 36,758 | $6.8B | 0.91% | |
| 42 | TYLTYLER TECHNOLOGIES INC | 11,454 | $6.6B | 0.88% | |
| 43 | TERTERADYNE INC | 50,882 | $6.4B | 0.86% | |
| 44 | LNTHLANTHEUS HLDGS INC | 70,654 | $6.3B | 0.85% | |
| 45 | PLNTPLANET FITNESS INC | 62,156 | $6.1B | 0.82% | |
| 46 | MLB1MERCADOLIBRE INC | 3,447 | $5.9B | 0.79% | |
| 47 | STZCONSTELLATION BRANDS INC | 21,100 | $4.7B | 0.62% | |
| 48 | LYVLIVE NATION ENTERTAINMENT IN | 31,819 | $4.1B | 0.55% | |
| 49 | POOLPOOL CORP | 10,269 | $3.5B | 0.47% | |
| 50 | AG8AGILENT TECHNOLOGIES INC | 25,455 | $3.4B | 0.46% | |
| 51 | ARESARES MANAGEMENT CORPORATION | 15,270 | $2.7B | 0.36% | |
| 52 | CCCCCC INTELLIGENT SOLUTIONS HL | 215,148 | $2.5B | 0.34% | |
| 53 | TWTRADEWEB MKTS INC | 19,124 | $2.5B | 0.34% | |
| 54 | HHYATT HOTELS CORP | 15,775 | $2.5B | 0.33% | |
| 55 | SCISERVICE CORP INTL | 30,060 | $2.4B | 0.32% | |
| 56 | ADIANALOG DEVICES INC | 10,765 | $2.3B | 0.31% | |
| 57 | CERTCERTARA INC | 206,014 | $2.2B | 0.29% | |
| 58 | AFWALIGN TECHNOLOGY INC | 10,376 | $2.2B | 0.29% | |
| 59 | TECHBIO-TECHNE CORP | 29,941 | $2.2B | 0.29% |