2Xideas Ag Top Holdings and 13F Report (2024) About 2Xideas AgInvestment Activity2Xideas Ag has $742.23 million in total holdings as of September 30, 2024.2Xideas Ag owns shares of 56 different stocks, but just 37 companies or ETFs make up 80% of its holdings.Approximately 9.05% of the portfolio was purchased this quarter.About 27.35% of the portfolio was sold this quarter.This quarter, 2Xideas Ag has purchased 51 new stocks and bought additional shares in 4 stocks.2Xideas Ag sold shares of 46 stocks and completely divested from 1 stock this quarter.Largest Holdings Intercontinental Exchange $57,022,220Fortinet $52,189,211IQVIA $46,635,459PTC $43,294,627ResMed $32,774,819 Largest New Holdings this Quarter FERGUSON ENTERPRISES INC $13,589,535 HoldingCarlisle Companies $8,811,052 HoldingBio-Techne $8,559,943 HoldingTopBuild $8,102,842 HoldingWaste Connections $7,824,269 Holding Largest Purchases this Quarter FERGUSON ENTERPRISES INC 68,437 shares (about $13.59M)Carlisle Companies 19,591 shares (about $8.81M)Bio-Techne 107,093 shares (about $8.56M)TopBuild 19,918 shares (about $8.10M)Waste Connections 43,755 shares (about $7.82M) Largest Sales this Quarter Analog Devices 54,186 shares (about $12.47M)Tyler Technologies 21,288 shares (about $12.43M)Halozyme Therapeutics 193,370 shares (about $11.07M)Constellation Brands 37,624 shares (about $9.70M)Lantheus 81,151 shares (about $8.91M) Sector Allocation Over TimeMap of 500 Largest Holdings of2Xideas Ag Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorICEIntercontinental Exchange$57,022,220$4,310,453 ▼-7.0%354,9697.7%FinanceFTNTFortinet$52,189,211$3,090,755 ▼-5.6%672,9757.0%Computer and TechnologyIQVIQVIA$46,635,459$2,156,664 ▼-4.4%196,7996.3%MedicalPTCPTC$43,294,627$3,204,728 ▼-6.9%239,6475.8%Computer and TechnologyRMDResMed$32,774,819$4,096,578 ▼-11.1%134,2574.4%MedicalBAMBrookfield Asset Management$18,979,192$2,110,903 ▼-10.0%401,0002.6%FinanceRVTYRevvity$18,222,771$4,376,332 ▼-19.4%142,6442.5%MedicalHALOHalozyme Therapeutics$17,491,700$11,068,436 ▼-38.8%305,5872.4%MedicalNYTNew York Times$16,716,810$7,316,040 ▼-30.4%300,2842.3%Consumer StaplesRYANRyan Specialty$16,639,790$4,627,715 ▼-21.8%250,6372.2%FinanceWSCWillScot Mobile Mini$16,575,133$1,645,226 ▼-9.0%440,8282.2%FinanceKNSLKinsale Capital Group$16,036,093$1,028,444 ▼-6.0%34,4442.2%FinanceADSKAutodesk$14,847,270$2,927,801 ▲24.6%53,8962.0%Computer and TechnologyEWEdwards Lifesciences$14,787,171$1,412,450 ▲10.6%224,0822.0%MedicalCSGPCoStar Group$13,704,204$4,727,825 ▲52.7%181,6571.8%Computer and TechnologyFERGUSON ENTERPRISES INC$13,589,535$13,589,535 ▲New Holding68,4371.8%COMMON STOCK NEWENTGEntegris$12,494,994$3,499,008 ▲38.9%111,0371.7%Computer and TechnologyLNTHLantheus$10,488,698$8,906,322 ▼-45.9%95,5691.4%MedicalMKTXMarketAxess$9,804,518$3,411,815 ▼-25.8%38,2691.3%FinanceCOOPER COS INC$9,698,224$2,652,905 ▼-21.5%87,8941.3%COMPOOLPool$9,408,319$1,327,466 ▼-12.4%24,9691.3%Consumer DiscretionaryMSCIMSCI$9,287,241$2,521,172 ▼-21.4%15,9321.3%Computer and TechnologyAXPAmerican Express$9,006,010$4,360,083 ▼-32.6%33,2081.2%FinanceARESAres Management$8,972,020$4,145,500 ▼-31.6%57,5721.2%FinanceLYVLive Nation Entertainment$8,962,413$2,765,389 ▼-23.6%81,8561.2%Consumer DiscretionaryTWTradeweb Markets$8,952,348$4,344,404 ▼-32.7%72,3891.2%FinancePAYCPaycom Software$8,930,817$762,224 ▼-7.9%53,6161.2%Computer and TechnologyTYLTyler Technologies$8,909,318$12,426,231 ▼-58.2%15,2631.2%Computer and TechnologyCSLCarlisle Companies$8,811,052$8,811,052 ▲New Holding19,5911.2%Multi-Sector ConglomeratesAAgilent Technologies$8,799,964$2,754,155 ▼-23.8%59,2671.2%Computer and TechnologyFASTFastenal$8,725,024$1,917,913 ▼-18.0%122,1651.2%Retail/WholesaleITGartner$8,660,022$3,320,292 ▼-27.7%17,0891.2%Business ServicesTECHBio-Techne$8,559,943$8,559,943 ▲New Holding107,0931.2%MedicalSCIService Co. International$8,514,258$3,456,976 ▼-28.9%107,8711.1%Consumer StaplesISRGIntuitive Surgical$8,474,408$5,212,866 ▼-38.1%17,2501.1%MedicalRLIRLI$8,448,270$3,315,177 ▼-28.2%54,5121.1%FinanceMELIMercadoLibre$8,447,919$5,333,044 ▼-38.7%4,1171.1%Retail/WholesaleLABCORP HOLDINGS INC$8,425,866$3,107,266 ▼-26.9%37,7031.1%COM SHSFWONKFormula One Group$8,269,911$4,857,261 ▼-37.0%106,8051.1%Consumer DiscretionaryWSOWatsco$8,179,964$4,568,581 ▼-35.8%16,6301.1%ConstructionBLDTopBuild$8,102,842$8,102,842 ▲New Holding19,9181.1%ConstructionALGNAlign Technology$8,083,053$863,416 ▼-9.7%31,7831.1%MedicalWCNWaste Connections$7,824,269$7,824,269 ▲New Holding43,7551.1%Business ServicesADIAnalog Devices$7,737,395$12,471,992 ▼-61.7%33,6161.0%Computer and TechnologyHHyatt Hotels$7,687,470$7,687,470 ▲New Holding50,5091.0%Consumer DiscretionarySTZConstellation Brands$7,683,027$9,695,328 ▼-55.8%29,8151.0%Consumer StaplesANSSANSYS$7,604,424$6,294,855 ▼-45.3%23,8661.0%Computer and TechnologyDLBDolby Laboratories$7,411,471$2,873,472 ▼-27.9%96,8441.0%Consumer DiscretionaryCRLCharles River Laboratories International$7,316,254$1,037,244 ▼-12.4%37,1441.0%MedicalINTUIntuit$7,258,248$3,448,413 ▼-32.2%11,6881.0%Computer and TechnologyKLACKLA$7,206,659$5,056,123 ▼-41.2%9,3061.0%Computer and TechnologyTERTeradyne$6,941,190$6,097,163 ▼-46.8%51,8270.9%Computer and TechnologyCERTCertara$6,505,057$1,040,024 ▼-13.8%555,5130.9%MedicalDPZDomino's Pizza$6,402,634$3,273,365 ▼-33.8%14,8850.9%Retail/WholesaleLPLALPL Financial$6,399,186$2,948,120 ▼-31.5%27,5080.9%FinanceSWKSSkyworks Solutions$5,330,716$4,905,709 ▼-47.9%53,9710.7%Computer and TechnologyULTAUlta Beauty$0$8,517,309 ▼-100.0%00.0%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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