2Xideas

Top Portfolio
Top Buys
Top Sells
New Buys
Exits
Halozyme Therapeutics, Inc.
HALO
$20.97M0.41515,462-5.28%-$1.17M2.57
Certara, Inc.
CERT
$10.78M0.38602,684-18.94%-$2.52M1.32
Walker & Dunlop, Inc.
WD
$9.69M0.2895,924-34.48%-$5.1M1.19
The New York Times Company
NYT
$18.92M0.27437,716-10.49%-$2.22M2.32
Lantheus Holdings, Inc.
LNTH
$10.64M0.25170,987New+$10.64M1.3
WillScot Mobile Mini Holdings Corp.
WSC
$18.55M0.21398,907+53.47%+$6.46M2.27
ResMed Inc.
RMD
$42.75M0.15215,880-30.14%-$18.45M5.23
Paycom Software, Inc.
PAYC
$16.34M0.1482,126+96.66%+$8.03M2
Ryan Specialty Holdings, Inc.
RYAN
$19.77M0.14356,134New+$19.77M2.42
Revvity, Inc.
RVTY
$17.75M0.14169,033-3.87%-$713,895.002.17
Dolby Laboratories, Inc.
DLB
$10.33M0.13123,333-9.8%-$1.12M1.26
Kinsale Capital Group, Inc.
KNSL
$15.75M0.1330,022+14.98%+$2.05M1.93
IQVIA Holdings Inc.
IQV
$52M0.11205,621-23.42%-$15.9M6.36
Brookfield Asset Management Inc.
BAM
$19.8M0.11471,000-12.22%-$2.76M2.42
Service Corporation International
SCI
$10.9M0.1146,861-52.87%-$12.22M1.33
PTC Inc.
PTC
$22.05M0.1116,685-14.95%-$3.88M2.7
Fortinet, Inc.
FTNT
$50.13M0.1733,832+101.2%+$25.21M6.13
Tyler Technologies, Inc.
TYL
$15.36M0.0936,145+29.09%+$3.46M1.88
Charles River Laboratories International, Inc.
CRL
$11.52M0.0842,526-22.91%-$3.42M1.41
Domino's Pizza, Inc.
DPZ
$12.12M0.0724,386-14.68%-$2.08M1.48
Pool Corporation
POOL
$10.17M0.0725,212-17.14%-$2.11M1.25
Intercontinental Exchange, Inc.
ICE
$52.31M0.07380,640-25.85%-$18.24M6.4
Teradyne, Inc.
TER
$11.03M0.0697,768-9.22%-$1.12M1.35
Skyworks Solutions, Inc.
SWKS
$10.26M0.0694,727-14.05%-$1.68M1.26
Entegris, Inc.
ENTG
$11.8M0.0683,945-27.14%-$4.39M1.44
Laboratory Corporation of America Holdings
LH
$10.21M0.0646,749-13.28%-$1.56M1.25
Markel Corporation
MKL
$10.77M0.057,080-3.58%-$400,149.221.32
Watsco, Inc.
WSO
$10.73M0.0524,845-13.59%-$1.69M1.31
The Cooper Companies, Inc.
COO
$10.78M0.05106,255+212.57%+$7.33M1.32
Tradeweb Markets Inc.
TW
$11.53M0.05110,686-17.94%-$2.52M1.41
Align Technology, Inc.
ALGN
$12.03M0.0536,689+3.61%+$419,409.681.47
ANSYS, Inc.
ANSS
$14.11M0.0540,633-78.01%-$50.03M1.73
Live Nation Entertainment, Inc.
LYV
$11.36M0.05107,403-17.5%-$2.41M1.39
Ulta Beauty, Inc.
ULTA
$10.73M0.0420,514-24.21%-$3.43M1.31
Ferguson plc
FERG
$17.72M0.0480,957-14.91%-$3.11M2.17
Constellation Brands, Inc.
STZ
$18.58M0.0468,371-2.92%-$559,825.602.27
Edwards Lifesciences Corporation
EW
$18.78M0.03196,508+25.93%+$3.87M2.3
Gartner, Inc.
IT
$10.62M0.0322,286-29.16%-$4.37M1.3
CoStar Group, Inc.
CSGP
$11.11M0.03115,033-18.18%-$2.47M1.36
Fastenal Company
FAST
$12.02M0.03155,823-46.98%-$10.65M1.47
Agilent Technologies, Inc.
A
$10.52M0.0372,308-25.31%-$3.57M1.29
MSCI Inc.
MSCI
$10.52M0.0218,779-11.05%-$1.31M1.29
Formula One Group
FWONA
$10.45M0.02159,238New+$10.45M1.28
Analog Devices, Inc.
ADI
$18.19M0.0291,958-20.1%-$4.58M2.23
KLA Corporation
KLAC
$12.1M0.0117,322-26.64%-$4.39M1.48
MercadoLibre, Inc.
MELI
$9.48M0.016,269-21.8%-$2.64M1.16
Starbucks Corporation
SBUX
$10.13M0.01110,879-6.75%-$733,130.591.24
Intuitive Surgical, Inc.
ISRG
$11.89M0.0129,798-19.43%-$2.87M1.46
American Express Company
AXP
$12.25M0.0153,780-26%-$4.3M1.5
Intuit Inc.
INTU
$11.03M0.0116,976-19.88%-$2.74M1.35