- New Purchases: GSHD, MORN, ETSY, KNSL,
- Added Positions: IQV, NYT, FAST, MKL, ANSS, ST, VRSN, ICE, PKI, STNE, MSCI, MKTX, BKNG, VRTX, CLX, TCOM, AZPN, JD, OLED, VRSK, CYBR, CTLT, MKC, RACE, ABMD, KMX, CSGP, DLB, IPGP, SBUX, LYV, SPOT, STZ, EA, WAB, SCI, MASI, SWKS, TRMB, GGG, MELI, TYL, FDS, WSO, EL, ENTG, TMO, ULTA, TW, ALGN, MTCH, AXP, A, MCO,
- Reduced Positions: FTNT, IT, POOL, INTU, DPZ, EW, ISRG, ACWI, TRU,
- Sold Out: SPGI, BF.B, CAE,
For the details of 2Xideas AG's stock buys and sells, go to https://www.gurufocus.com/guru/2xideas+ag/current-portfolio/portfolio
These are the top 5 holdings of 2Xideas AG- ResMed Inc (RMD) - 399,840 shares, 8.02% of the total portfolio. Shares added by 0.42%
- IQVIA Holdings Inc (IQV) - 379,974 shares, 6.93% of the total portfolio. Shares added by 141.85%
- Intercontinental Exchange Inc (ICE) - 736,371 shares, 6.44% of the total portfolio. Shares added by 4.00%
- Ansys Inc (ANSS) - 229,096 shares, 5.94% of the total portfolio. Shares added by 5.80%
- Fortinet Inc (FTNT) - 151,269 shares, 3.36% of the total portfolio. Shares reduced by 21.83%
2Xideas AG initiated holding in Goosehead Insurance Inc. The purchase prices were between $111.74 and $161.3, with an estimated average price of $134.97. The stock is now traded at around $141.000000. The impact to a portfolio due to this purchase was 1.02%. The holding were 87,996 shares as of 2021-09-30.
New Purchase: Morningstar Inc (MORN)2Xideas AG initiated holding in Morningstar Inc. The purchase prices were between $244.27 and $281.46, with an estimated average price of $262.89. The stock is now traded at around $314.830000. The impact to a portfolio due to this purchase was 0.85%. The holding were 43,194 shares as of 2021-09-30.
New Purchase: Etsy Inc (ETSY)2Xideas AG initiated holding in Etsy Inc. The purchase prices were between $178.36 and $226.98, with an estimated average price of $202.97. The stock is now traded at around $272.720000. The impact to a portfolio due to this purchase was 0.85%. The holding were 53,905 shares as of 2021-09-30.
New Purchase: Kinsale Capital Group Inc (KNSL)2Xideas AG initiated holding in Kinsale Capital Group Inc. The purchase prices were between $160.85 and $185.22, with an estimated average price of $173.54. The stock is now traded at around $201.910000. The impact to a portfolio due to this purchase was 0.84%. The holding were 68,220 shares as of 2021-09-30.
Added: IQVIA Holdings Inc (IQV)2Xideas AG added to a holding in IQVIA Holdings Inc by 141.85%. The purchase prices were between $239.54 and $265.23, with an estimated average price of $252.52. The stock is now traded at around $251.800000. The impact to a portfolio due to this purchase was 4.06%. The holding were 379,974 shares as of 2021-09-30.
Added: New York Times Co (NYT)2Xideas AG added to a holding in New York Times Co by 338.13%. The purchase prices were between $42.04 and $52.65, with an estimated average price of $47.32. The stock is now traded at around $48.280000. The impact to a portfolio due to this purchase was 2.4%. The holding were 828,244 shares as of 2021-09-30.
Added: Fastenal Co (FAST)2Xideas AG added to a holding in Fastenal Co by 21.85%. The purchase prices were between $51.61 and $56.21, with an estimated average price of $54.25. The stock is now traded at around $60.640000. The impact to a portfolio due to this purchase was 0.45%. The holding were 637,832 shares as of 2021-09-30.
Added: Booking Holdings Inc (BKNG)2Xideas AG added to a holding in Booking Holdings Inc by 25.64%. The purchase prices were between $2067.55 and $2491.35, with an estimated average price of $2243.82. The stock is now traded at around $2405.010000. The impact to a portfolio due to this purchase was 0.19%. The holding were 5,071 shares as of 2021-09-30.
Added: MarketAxess Holdings Inc (MKTX)2Xideas AG added to a holding in MarketAxess Holdings Inc by 31.07%. The purchase prices were between $417.22 and $492.13, with an estimated average price of $459.17. The stock is now traded at around $389.270000. The impact to a portfolio due to this purchase was 0.19%. The holding were 24,815 shares as of 2021-09-30.
Added: Vertex Pharmaceuticals Inc (VRTX)2Xideas AG added to a holding in Vertex Pharmaceuticals Inc by 28.73%. The purchase prices were between $181.39 and $202.99, with an estimated average price of $195.37. The stock is now traded at around $186.860000. The impact to a portfolio due to this purchase was 0.18%. The holding were 56,863 shares as of 2021-09-30.
Sold Out: S&P Global Inc (SPGI)2Xideas AG sold out a holding in S&P Global Inc. The sale prices were between $408.95 and $454.05, with an estimated average price of $433.31.
Sold Out: CAE Inc (CAE)2Xideas AG sold out a holding in CAE Inc. The sale prices were between $26.81 and $31.69, with an estimated average price of $29.65.
Sold Out: Brown-Forman Corp (BF.B)2Xideas AG sold out a holding in Brown-Forman Corp. The sale prices were between $67.01 and $74.54, with an estimated average price of $70.83.
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