2Xideas AG holdings history

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97 is the total number of securities 2Xideas AG has owned. The longest 2Xideas AG has owned a single stock is 12 quarters.

2Xideas AG historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
ICE INTERCONTINENTAL EXCHA...12125.86%6.94%9.11%Q4 2020Q3 202312
RMD RESMED INC12124.92%6.76%8.78%Q4 2020Q3 202312
ANSS ANSYS INC12125.01%6.18%8.34%Q4 2020Q3 202312
IQV IQVIA HLDGS INC12123.22%5.74%7.52%Q4 2020Q3 202312
FTNT FORTINET INC12122.39%3.12%4.12%Q4 2020Q3 202312
PKI REVVITY INC12122.11%2.84%3.56%Q4 2020Q3 202312
FAST FASTENAL CO12122.39%2.62%2.84%Q4 2020Q3 202312
MSCI MSCI INC12120.94%2.45%3.08%Q4 2020Q3 202312
VRSN VERISIGN INC12120.99%2.03%3.03%Q4 2020Q3 202312
MKL MARKEL GROUP INC12120.88%1.67%3.08%Q4 2020Q3 202312
SCI SERVICE CORP INTL12120.87%1.58%2.69%Q4 2020Q3 202312
IT GARTNER INC12120.90%1.06%1.34%Q4 2020Q3 202312
VRTX VERTEX PHARMACEUTICALS...12120.78%1.06%1.34%Q4 2020Q3 202312
ENTG ENTEGRIS INC12120.86%1.04%1.51%Q4 2020Q3 202312
LYV LIVE NATION ENTERTAINM...12120.85%1.04%1.45%Q4 2020Q3 202312
TW TRADEWEB MKTS INC12120.83%1.03%1.43%Q4 2020Q3 202312
CYBR CYBERARK SOFTWARE LTD12120.80%1.03%1.40%Q4 2020Q3 202312
ULTA ULTA BEAUTY INC12120.88%1.03%1.19%Q4 2020Q3 202312
AXP AMERICAN EXPRESS CO12120.85%1.03%1.27%Q4 2020Q3 202312
INTU INTUIT12120.84%1.03%1.35%Q4 2020Q3 202312
POOL POOL CORP12120.82%1.03%1.30%Q4 2020Q3 202312
EW EDWARDS LIFESCIENCES CORP12120.90%1.01%1.27%Q4 2020Q3 202312
ISRG INTUITIVE SURGICAL INC12120.82%1.01%1.50%Q4 2020Q3 202312
TYL TYLER TECHNOLOGIES INC12120.86%1.01%1.31%Q4 2020Q3 202312
DLB DOLBY LABORATORIES INC12120.78%1.01%1.29%Q4 2020Q3 202312
VRSK VERISK ANALYTICS INC12120.83%1.00%1.32%Q4 2020Q3 202312
CSGP COSTAR GROUP INC12120.82%1.00%1.44%Q4 2020Q3 202312
MELI MERCADOLIBRE INC12120.66%1.00%1.57%Q4 2020Q3 202312
A AGILENT TECHNOLOGIES INC12120.90%0.99%1.27%Q4 2020Q3 202312
SBUX STARBUCKS CORP12120.85%0.99%1.26%Q4 2020Q3 202312
SWKS SKYWORKS SOLUTIONS INC12120.75%0.99%1.33%Q4 2020Q3 202312
WSO WATSCO INC12120.77%0.99%1.35%Q4 2020Q3 202312
ALGN ALIGN TECHNOLOGY INC12120.66%0.98%1.63%Q4 2020Q3 202312
MKC MCCORMICK & CO INC12120.80%0.97%1.17%Q4 2020Q3 202312
EL LAUDER ESTEE COS INC12120.81%0.97%1.11%Q4 2020Q3 202312
MKTX MARKETAXESS HLDGS INC12120.75%0.95%1.43%Q4 2020Q3 202312
STZ CONSTELLATION BRANDS INC12120.74%0.95%1.36%Q4 2020Q3 202312
MTCH MATCH GROUP INC NEW12120.75%0.94%1.25%Q4 2020Q3 202312
DPZ DOMINOS PIZZA INC12120.67%0.93%1.37%Q4 2020Q3 202312
ST SENSATA TECHNOLOGIES H...11110.77%2.39%3.60%Q4 2020Q2 202311
NYT NEW YORK TIMES CO10100.74%2.45%3.11%Q2 2021Q3 202310
RACE FERRARI N V10100.82%1.00%1.28%Q1 2021Q2 202310
OLED UNIVERSAL DISPLAY CORP10100.68%0.95%1.46%Q4 2020Q1 202310
TRU TRANSUNION10100.82%0.95%1.12%Q4 2020Q1 202310
KNSL KINSALE CAP GROUP INC990.84%1.78%2.56%Q3 2021Q3 20239
MORN MORNINGSTAR INC990.85%1.04%1.42%Q3 2021Q3 20239
TRMB TRIMBLE INC990.85%0.95%1.10%Q4 2020Q4 20229
ETSY ETSY INC990.64%0.92%1.28%Q3 2021Q3 20239
MCO MOODYS CORP990.24%0.87%1.00%Q4 2020Q4 20229
STNE STONECO LTD880.74%1.31%2.83%Q4 2020Q3 20228
CRL CHARLES RIV LABS INTL INC880.82%1.00%1.27%Q4 2021Q3 20238
WSC WILLSCOT MOBIL MINI HL...880.78%0.97%1.21%Q4 2021Q3 20238
COO COOPER COS INC880.14%0.95%1.16%Q4 2021Q3 20238
CTLT CATALENT INC880.74%0.93%1.14%Q4 2020Q3 20228
ABMD ABIOMED INC880.82%0.93%1.02%Q4 2020Q3 20228
CLX CLOROX CO DEL880.79%0.92%1.20%Q4 2020Q3 20228
MASI MASIMO CORP880.56%0.89%1.06%Q4 2020Q3 20228
KMX CARMAX INC880.57%0.84%1.28%Q4 2020Q3 20228
GGG GRACO INC880.76%0.84%0.94%Q4 2020Q3 20228
FDS FACTSET RESH SYS INC620.21%0.77%1.07%Q4 2020Q4 20228
FERG FERGUSON PLC NEW770.87%1.10%1.34%Q1 2022Q3 20237
EA ELECTRONIC ARTS INC770.19%0.68%0.90%Q4 2020Q2 20227
KLAC KLA CORP520.16%0.52%1.36%Q4 2021Q3 20237
HALO HALOZYME THERAPEUTICS INC660.94%1.92%2.54%Q2 2022Q3 20236
ADI ANALOG DEVICES INC660.94%1.73%2.57%Q2 2022Q3 20236
FWONK LIBERTY MEDIA CORP DEL660.97%1.12%1.28%Q1 2022Q2 20236
WD WALKER & DUNLOP INC660.92%1.05%1.28%Q2 2022Q3 20236
MTD METTLER TOLEDO INTERNA...660.84%0.94%1.07%Q4 2020Q1 20226
AVLR AVALARA INC660.66%0.92%1.22%Q2 2021Q3 20226
IPGP IPG PHOTONICS CORP660.68%0.83%0.95%Q4 2020Q1 20226
SPOT SPOTIFY TECHNOLOGY S A660.72%0.81%0.90%Q2 2021Q3 20226
GSHD GOOSEHEAD INS INC660.56%0.76%1.02%Q3 2021Q4 20226
PTC PTC INC551.94%2.17%2.41%Q3 2022Q3 20235
ABCM ABCAM PLC410.85%1.16%2.03%Q4 2021Q3 20235
AZPN ASPEN TECHNOLOGY INC550.78%0.91%1.06%Q4 2020Q4 20215
JD JD.COM INC550.71%0.82%0.90%Q4 2020Q4 20215
BFAM BRIGHT HORIZONS FAM SO...550.13%0.18%0.23%Q4 2021Q4 20225
TER TERADYNE INC410.04%0.14%0.19%Q4 2021Q3 20235
ACWI ISHARES TR550.04%0.10%0.23%Q4 2020Q4 20215
ZBRA ZEBRA TECHNOLOGIES COR...441.04%1.76%2.38%Q3 2022Q2 20234
LH LABORATORY CORP AMER H...441.00%1.11%1.18%Q4 2022Q3 20234
TMO THERMO FISHER SCIENTIF...440.90%0.92%0.96%Q4 2020Q3 20214
WAB WABTEC440.86%0.92%1.02%Q4 2020Q3 20214
BKNG BOOKING HOLDINGS INC440.79%0.90%0.99%Q4 2020Q3 20214
TCOM TRIP COM GROUP LTD440.73%0.88%1.11%Q4 2020Q3 20214
SPGI S&P GLOBAL INC330.90%0.96%1.01%Q4 2020Q2 20213
CAE CAE INC330.89%0.92%0.97%Q4 2020Q2 20213
BFB BROWN FORMAN CORP330.86%0.88%0.90%Q4 2020Q2 20213
WIX WIX COM LTD330.71%0.74%0.77%Q4 2021Q2 20223
PAYX PAYCHEX INC220.91%0.91%0.92%Q4 2020Q1 20212
IDXX IDEXX LABS INC220.16%0.16%0.16%Q1 2022Q2 20222
PAYC PAYCOM SOFTWARE INC111.20%1.20%1.20%Q3 2023Q3 20231
JBT JOHN BEAN TECHNOLOGIES...111.19%1.19%1.19%Q3 2023Q3 20231
LIBERTY MEDIA CORP DEL111.13%1.13%1.13%Q3 2023Q3 20231
CDNS CADENCE DESIGN SYSTEM INC110.21%0.21%0.21%Q4 2022Q4 20221
SIVB SVB FINANCIAL GROUP110.14%0.14%0.14%Q4 2021Q4 20211
TRUP TRUPANION INC110.13%0.13%0.13%Q1 2022Q1 20221
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The securities at the top of the list , including INTERCONTINENTAL EXCHANGE IN, RESMED INC, and ANSYS INC, are the highest-conviction holdings of 2Xideas AG.

The conviction is calculated by counting the number of quarters a security has been reported by 2Xideas AG. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that 2Xideas AG owns currently or has owned in the past.