2Xideas AG Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$473.6B
Holdings
56
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (56 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ICEINTERCONTINENTAL EXCHANGE IN | 264,349 | $44.5B | 9.40% | |
| 2 | PTCPTC INC | 209,680 | $42.6B | 8.99% | |
| 3 | FTNTFORTINET INC | 504,805 | $42.4B | 8.96% | |
| 4 | EWEDWARDS LIFESCIENCES CORP | 486,257 | $37.8B | 7.99% | |
| 5 | RMERESMED INC | 83,611 | $22.9B | 4.83% | |
| 6 | ADSKAUTODESK INC | 43,605 | $13.9B | 2.92% | |
| 7 | HALOHALOZYME THERAPEUTICS INC | 158,824 | $11.6B | 2.46% | |
| 8 | CSGPCOSTAR GROUP INC | 124,002 | $10.5B | 2.21% | |
| 9 | BAMBROOKFIELD ASSET MANAGMT LTD | 183,479 | $10.4B | 2.20% | |
| 10 | PLNTPLANET FITNESS INC | 96,256 | $10.0B | 2.11% | |
| 11 | RYANRYAN SPECIALTY HOLDINGS INC | 172,653 | $9.7B | 2.05% | |
| 12 | IQVIQVIA HLDGS INC | 50,475 | $9.6B | 2.02% | |
| 13 | KNSLKINSALE CAP GROUP INC | 22,523 | $9.6B | 2.02% | |
| 14 | DC4DEXCOM INC | 135,199 | $9.1B | 1.92% | |
| 15 | FERGFERGUSON ENTERPRISES INC | 39,377 | $8.8B | 1.87% | |
| 16 | KLACKLA CORP | 7,882 | $8.5B | 1.80% | |
| 17 | CCCCCC INTELLIGENT SOLUTIONS HL | 862,315 | $7.9B | 1.66% | |
| 18 | NBIXNEUROCRINE BIOSCIENCES INC | 50,797 | $7.1B | 1.51% | |
| 19 | NYTNEW YORK TIMES CO | 117,819 | $6.8B | 1.43% | |
| 20 | BROBROWN & BROWN INC | 70,685 | $6.6B | 1.40% | |
| 21 | MSCIMSCI INC | 11,428 | $6.5B | 1.37% | |
| 22 | LPLALPL FINL HLDGS INC | 19,071 | $6.3B | 1.34% | |
| 23 | EXLSEXLSERVICE HOLDINGS INC | 141,444 | $6.2B | 1.32% | |
| 24 | KEYSKEYSIGHT TECHNOLOGIES INC | 34,535 | $6.0B | 1.28% | |
| 25 | LHLABCORP HOLDINGS INC | 20,870 | $6.0B | 1.27% | |
| 26 | DPZDOMINOS PIZZA INC | 13,286 | $5.7B | 1.21% | |
| 27 | NVTNVENT ELECTRIC PLC | 56,178 | $5.5B | 1.17% | |
| 28 | WCNWASTE CONNECTIONS INC | 30,745 | $5.4B | 1.14% | |
| 29 | LYVLIVE NATION ENTERTAINMENT IN | 31,728 | $5.2B | 1.09% | |
| 30 | AXPAMERICAN EXPRESS CO | 15,160 | $5.0B | 1.06% | |
| 31 | TWTRADEWEB MKTS INC | 45,257 | $5.0B | 1.06% | |
| 32 | FUODOLBY LABORATORIES INC | 67,477 | $4.9B | 1.03% | |
| 33 | ISRGINTUITIVE SURGICAL INC | 10,764 | $4.8B | 1.02% | |
| 34 | RBCRBC BEARINGS INC | 11,659 | $4.6B | 0.96% | |
| 35 | FWONALIBERTY MEDIA CORP DEL | 42,708 | $4.5B | 0.94% | |
| 36 | COOCOOPER COS INC | 64,156 | $4.4B | 0.93% | |
| 37 | HOLXHOLOGIC INC | 63,554 | $4.3B | 0.91% | |
| 38 | MLB1MERCADOLIBRE INC | 1,780 | $4.2B | 0.88% | |
| 39 | CSLCARLISLE COS INC | 11,689 | $3.8B | 0.81% | |
| 40 | MANHMANHATTAN ASSOCIATES INC | 18,677 | $3.8B | 0.81% | |
| 41 | POOLPOOL CORP | 11,971 | $3.7B | 0.78% | |
| 42 | TYLTYLER TECHNOLOGIES INC | 6,695 | $3.5B | 0.74% | |
| 43 | ITGARTNER INC | 13,142 | $3.5B | 0.73% | |
| 44 | SCISERVICE CORP INTL | 41,230 | $3.4B | 0.72% | |
| 45 | PAYCPAYCOM SOFTWARE INC | 14,113 | $2.9B | 0.62% | |
| 46 | HHYATT HOTELS CORP | 19,053 | $2.7B | 0.57% | |
| 47 | TECHBIO-TECHNE CORP | 47,822 | $2.7B | 0.56% | |
| 48 | ENQENTEGRIS INC | 28,053 | $2.6B | 0.55% | |
| 49 | OSONESTREAM INC | 136,006 | $2.5B | 0.53% | |
| 50 | SNPSSYNOPSYS INC | 4,910 | $2.4B | 0.51% | |
| 51 | APGAPI GROUP CORP | 68,687 | $2.4B | 0.50% | |
| 52 | CERTCERTARA INC | 184,198 | $2.3B | 0.48% | |
| 53 | AFWALIGN TECHNOLOGY INC | 15,948 | $2.0B | 0.42% | |
| 54 | VERXVERTEX INC | 63,266 | $1.6B | 0.33% | |
| 55 | ASGNASGN INC | 30,775 | $1.5B | 0.31% | |
| 56 | RLIRLI CORP | 21,837 | $1.4B | 0.30% |