Portfolio (Quarterly)
Guide ↗
2Xideas AG
· CIK 0001843587| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | ADSK | AUTODESK INC | Technology | 24,902 | $7.4M | 2.06% | SOLD |
| 2 | CSGP | COSTAR GROUP INC | Real Estate | 108,267 | $7.3M | 2.04% | SOLD |
| 3 | KLAC | KLA CORP | Technology | 3,810 | $4.6M | 1.30% | SOLD |
| 4 | TYL | TYLER TECHNOLOGIES INC | Technology | 5,195 | $2.4M | 0.66% | SOLD |
| 5 | — | ONESTREAM INC | — | 121,825 | $2.2M | 0.63% | SOLD |
| 6 | IT | GARTNER INC | Technology | 7,808 | $2.0M | 0.55% | SOLD |
Sector Allocation
Healthcare
32.4%
Financial Services
24.6%
Technology
18.0%
Industrials
13.0%
Consumer Cyclical
6.8%
Communication Services
5.2%