2Xideas AG
CIK: 0001843587Latest portfolio: $357.0M · Q4 2025
Holdings
50
Total Value
$357.0M
New Positions
9
Closed Positions
15
Top Holdings
View All 50 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | ICEINTERCONTINENTAL EXCHANGE IN | 259,688 | $42.1M | 11.78% | -4,661 | |
| 2 | EWEDWARDS LIFESCIENCES CORP | 429,115 | $36.6M | 10.25% | -57,142 | |
| 3 | FTNTFORTINET INC | 427,718 | $34.0M | 9.51% | -77,087 | |
| 4 | PTCPTC INC | 181,477 | $31.6M | 8.85% | -28,203 | |
| 5 | RMERESMED INC | 74,215 | $17.9M | 5.01% | -9,396 | |
| 6 | NYTNEW YORK TIMES CO | 126,631 | $8.8M | 2.46% | +9K | |
| 7 | PLNTPLANET FITNESS INC | 70,081 | $7.6M | 2.13% | -26,175 | |
| 8 | FERGFERGUSON ENTERPRISES INC | 33,941 | $7.6M | 2.12% | -5,436 | |
| 9 | ADSKAUTODESK INC | 24,902 | $7.4M | 2.06% | -18,703 | |
| 10 | CSGPCOSTAR GROUP INC | 108,267 | $7.3M | 2.04% | -15,735 | |
| 11 | APGAPI GROUP CORP | 189,651 | $7.3M | 2.03% | +121K | |
| 12 | HALOHALOZYME THERAPEUTICS INC | 104,801 | $7.1M | 1.98% | -54,023 | |
| 13 | RYANRYAN SPECIALTY HOLDINGS INC | 136,186 | $7.0M | 1.97% | -36,467 | |
| 14 | IQVIQVIA HLDGS INC | 29,692 | $6.7M | 1.87% | -20,783 | |
| 15 | KNSLKINSALE CAP GROUP INC | 15,417 | $6.0M | 1.69% | -7,106 | |
| 16 | CCCCCC INTELLIGENT SOLUTIONS HL | 756,778 | $6.0M | 1.69% | -105,537 | |
| 17 | DC4DEXCOM INC | 89,808 | $6.0M | 1.67% | -45,391 | |
| 18 | PCORPROCORE TECHNOLOGIES INC | 71,261 | $5.2M | 1.45% | NEW | |
| 19 | KLACKLA CORP | 3,810 | $4.6M | 1.30% | -4,072 | |
| 20 | AONAON PLC | 12,371 | $4.4M | 1.22% | NEW | |
| 21 | WCNWASTE CONNECTIONS INC | 24,864 | $4.4M | 1.22% | -5,881 | |
| 22 | KEYSKEYSIGHT TECHNOLOGIES INC | 21,428 | $4.4M | 1.22% | -13,107 | |
| 23 | LYVLIVE NATION ENTERTAINMENT IN | 29,836 | $4.3M | 1.19% | -1,892 | |
| 24 | AXPAMERICAN EXPRESS CO | 11,461 | $4.2M | 1.19% | -3,699 | |
| 25 | NBIXNEUROCRINE BIOSCIENCES INC | 29,388 | $4.2M | 1.17% | -21,409 |
Quarterly Changes
New Positions
Increased Positions
Sector Breakdown
Technology0.0% ($3.39653161573716e+40T)
Financial Services0.0% ($4.2059703160294364e+27T)
Healthcare0.0% ($3.658270536692417e+23T)
Industrials0.0% ($7.556725643603971e+22T)
Unknown0.0% ($178765960346.8T)
Consumer Cyclical0.0% ($7601372.7T)
Communication Services0.0% ($879.0T)
Real Estate0.0% ($7.3M)
Filing History
Fund Information
2Xideas AG is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $357.0M across 50 holdings. The largest position is INTERCONTINENTAL EXCHANGE IN (ICE), representing 11.8% of the portfolio. Compared to the previous quarter, the fund opened 9 new positions and closed 15 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.