HoldingsChannel.com
| 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 | $9,702 |
See Full List: All Stocks Held By 2Xideas AG
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By 2Xideas AG
|
Size ($ 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 |
