2Xideas AG Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$357.0M
Holdings
50
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (50 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ICEINTERCONTINENTAL EXCHANGE IN | 259,688 | $42.1M | 11.78% | |
| 2 | EWEDWARDS LIFESCIENCES CORP | 429,115 | $36.6M | 10.25% | |
| 3 | FTNTFORTINET INC | 427,718 | $34.0M | 9.51% | |
| 4 | PTCPTC INC | 181,477 | $31.6M | 8.85% | |
| 5 | RMERESMED INC | 74,215 | $17.9M | 5.01% | |
| 6 | NYTNEW YORK TIMES CO | 126,631 | $8.8M | 2.46% | |
| 7 | PLNTPLANET FITNESS INC | 70,081 | $7.6M | 2.13% | |
| 8 | FERGFERGUSON ENTERPRISES INC | 33,941 | $7.6M | 2.12% | |
| 9 | ADSKAUTODESK INC | 24,902 | $7.4M | 2.06% | |
| 10 | CSGPCOSTAR GROUP INC | 108,267 | $7.3M | 2.04% | |
| 11 | APGAPI GROUP CORP | 189,651 | $7.3M | 2.03% | |
| 12 | HALOHALOZYME THERAPEUTICS INC | 104,801 | $7.1M | 1.98% | |
| 13 | RYANRYAN SPECIALTY HOLDINGS INC | 136,186 | $7.0M | 1.97% | |
| 14 | IQVIQVIA HLDGS INC | 29,692 | $6.7M | 1.87% | |
| 15 | KNSLKINSALE CAP GROUP INC | 15,417 | $6.0M | 1.69% | |
| 16 | CCCCCC INTELLIGENT SOLUTIONS HL | 756,778 | $6.0M | 1.69% | |
| 17 | DC4DEXCOM INC | 89,808 | $6.0M | 1.67% | |
| 18 | PCORPROCORE TECHNOLOGIES INC | 71,261 | $5.2M | 1.45% | |
| 19 | KLACKLA CORP | 3,810 | $4.6M | 1.30% | |
| 20 | AONAON PLC | 12,371 | $4.4M | 1.22% | |
| 21 | WCNWASTE CONNECTIONS INC | 24,864 | $4.4M | 1.22% | |
| 22 | KEYSKEYSIGHT TECHNOLOGIES INC | 21,428 | $4.4M | 1.22% | |
| 23 | LYVLIVE NATION ENTERTAINMENT IN | 29,836 | $4.3M | 1.19% | |
| 24 | AXPAMERICAN EXPRESS CO | 11,461 | $4.2M | 1.19% | |
| 25 | NBIXNEUROCRINE BIOSCIENCES INC | 29,388 | $4.2M | 1.17% | |
| 26 | ISRGINTUITIVE SURGICAL INC | 7,178 | $4.1M | 1.14% | |
| 27 | EXLSEXLSERVICE HOLDINGS INC | 95,035 | $4.0M | 1.13% | |
| 28 | HUBBHUBBELL INC | 8,941 | $4.0M | 1.11% | |
| 29 | SNEXSTONEX GROUP INC | 41,639 | $4.0M | 1.11% | |
| 30 | LPLALPL FINL HLDGS INC | 11,037 | $3.9M | 1.10% | |
| 31 | BAMBROOKFIELD ASSET MANAGMT LTD | 71,367 | $3.7M | 1.05% | |
| 32 | DPZDOMINOS PIZZA INC | 8,943 | $3.7M | 1.04% | |
| 33 | FUODOLBY LABORATORIES INC | 54,009 | $3.5M | 0.97% | |
| 34 | RBCRBC BEARINGS INC | 7,698 | $3.5M | 0.97% | |
| 35 | LHLABCORP HOLDINGS INC | 13,467 | $3.4M | 0.95% | |
| 36 | AG8AGILENT TECHNOLOGIES INC | 24,103 | $3.3M | 0.92% | |
| 37 | TWTRADEWEB MKTS INC | 28,208 | $3.0M | 0.85% | |
| 38 | CSLCARLISLE COS INC | 9,237 | $3.0M | 0.83% | |
| 39 | FWONALIBERTY MEDIA CORP DEL | 28,849 | $2.8M | 0.80% | |
| 40 | SCISERVICE CORP INTL | 36,374 | $2.8M | 0.79% | |
| 41 | ASGNASGN INC | 52,374 | $2.5M | 0.71% | |
| 42 | RBARB GLOBAL INC | 24,020 | $2.5M | 0.69% | |
| 43 | MLB1MERCADOLIBRE INC | 1,199 | $2.4M | 0.68% | |
| 44 | TYLTYLER TECHNOLOGIES INC | 5,195 | $2.4M | 0.66% | |
| 45 | VEEVVEEVA SYS INC | 10,265 | $2.3M | 0.64% | |
| 46 | OSONESTREAM INC | 121,825 | $2.2M | 0.63% | |
| 47 | GLBEGLOBAL E ONLINE LTD | 53,523 | $2.1M | 0.59% | |
| 48 | TECHBIO-TECHNE CORP | 34,913 | $2.1M | 0.58% | |
| 49 | ITGARTNER INC | 7,808 | $2.0M | 0.55% | |
| 50 | WSOWATSCO INC | 4,837 | $1.6M | 0.46% |