2Xideas AG 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
2A 2Xideas AG | Institutional Filer | ▼ 28.50% | $255.3M | 47 |
Current Portfolio Holdings
Showing all 47 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | ICE | Intercontinental Exchange, Inc. | Financial Services | 195K | $30.7M | 12.04% |
| 2 | EW | Edwards Lifesciences Corporation | Healthcare | 352K | $28.2M | 11.05% |
| 3 | FTNT | Fortinet, Inc. | Technology | 338K | $27.6M | 10.82% |
| 4 | PTC | PTC Inc. | Technology | 142K | $20.3M | 7.94% |
| 5 | RMD | ResMed Inc. | Healthcare | 63K | $14.1M | 5.52% |
| 6 | NYT | The New York Times Company | Communication Services | 95K | $8.0M | 3.12% |
| 7 | FERG | Ferguson plc | Industrials | 29K | $6.8M | 2.67% |
| 8 | HUBB | Hubbell Incorporated | Industrials | 13K | $6.3M | 2.49% |
| 9 | APG | APi Group Corporation | Industrials | 153K | $6.2M | 2.42% |
| 10 | HALO | Halozyme Therapeutics, Inc. | Healthcare | 92K | $5.9M | 2.32% |
| 11 | DXCM | DexCom, Inc. | Healthcare | 90K | $5.7M | 2.21% |
| 12 | PLNT | Planet Fitness, Inc. | Consumer Cyclical | 69K | $5.2M | 2.02% |
| 13 | PCOR | Procore Technologies, Inc. | Technology | 78K | $4.4M | 1.74% |
| 14 | KNSL | Kinsale Capital Group, Inc. | Financial Services | 12K | $4.3M | 1.67% |
| 15 | DSGX | The Descartes Systems Group Inc. | Technology | 53K | $3.8M | 1.48% |
Showing 1 to 15 of 47 holdings