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| Name: |
2Xideas AG |
| City: |
KUSNACHT |
| State: |
V8 |
| Zip: |
8700 |
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data |
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| Holdings
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16 |
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Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
RMD |
ResMed Inc |
4 |
- |
$212.88 |
$53,160,000 |
309,031 |
5.7% |
8,690,000 |
8,294 |
0.213 |
Medical Appliances & ... |
|
|
FERG |
Ferguson plc |
14 |
- |
$219.53 |
$18,300,000 |
95,147 |
1.96% |
6,617,000 |
24,115 |
0.042 |
N/A |
|
|
STZ |
Constellation Brands Inc |
15 |
- |
$258.36 |
$17,027,000 |
70,431 |
1.83% |
4,710,000 |
21,425 |
0.042 |
Beverage - Wineries &... |
|
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MKTX |
MarketAxess Holdings Inc |
17 |
- |
$202.21 |
$14,853,000 |
50,718 |
1.59% |
4,543,000 |
2,458 |
0.134 |
Investment Brokerage ... |
|
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ENTG |
Entegris Inc |
19 |
- |
$130.01 |
$13,804,000 |
115,207 |
1.48% |
3,003,000 |
190 |
0.072 |
Semiconductor Equipme... |
|
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AXP |
American Express Co |
21 |
- |
$236.24 |
$13,615,000 |
72,673 |
1.46% |
3,008,000 |
1,576 |
0.009 |
Credit Services |
|
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ETSY |
Etsy Inc |
22 |
- |
$62.57 |
$13,568,000 |
167,402 |
1.45% |
3,694,000 |
14,506 |
0.132 |
N/A |
|
|
ULTA |
Ulta Salon Cosmetics & Frag... |
24 |
- |
$388.48 |
$13,262,000 |
27,066 |
1.42% |
2,567,000 |
291 |
0.048 |
Personal Services |
|
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COO |
Cooper Companies Inc |
28 |
- |
$91.99 |
$51,460,000 |
135,976 |
1.38% |
2,425,000 |
4,660 |
0.064 |
Medical Instruments &... |
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ISRG |
Intuitive Surgical Inc |
31 |
- |
$372.63 |
$12,478,000 |
36,986 |
1.34% |
1,713,000 |
156 |
0.01 |
Medical Appliances & ... |
|
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CSGP |
CoStar Group Inc |
34 |
- |
$90.32 |
$12,287,000 |
140,598 |
1.32% |
1,608,000 |
1,706 |
0.035 |
Business Software & S... |
|
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LH |
Laboratory Corp of America |
36 |
- |
$201.61 |
$12,252,000 |
53,905 |
1.31% |
1,582,000 |
833 |
0.055 |
Medical Laboratories ... |
|
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EW |
Edwards Lifesciences Corp |
40 |
- |
$29.04 |
$11,898,000 |
156,043 |
1.28% |
2,380,000 |
18,652 |
0.025 |
Medical Appliances & ... |
|
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TER |
Teradyne Inc |
44 |
- |
$120.43 |
$11,688,000 |
107,703 |
1.25% |
11,304,000 |
103,878 |
0.065 |
Semiconductor Equipme... |
|
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FWONK |
Liberty Media Corporation |
48 |
- |
$0.00 |
$10,955,000 |
173,524 |
1.17% |
712,000 |
9,107 |
0.083 |
N/A |
|
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ALGN |
Align Technology Inc |
50 |
- |
$273.65 |
$9,702,000 |
35,410 |
1.04% |
-966,000 |
468 |
0.045 |
Medical Appliances & ... |
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