2Xideas AG 13F Holdings

CIK 02820822 · KUSNACHT, V8

As of Sep 30, 2025, 2Xideas AG reported 56 positions worth $473.6M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
INTERCONTINENTAL EXCHANGE INCICEFinancial Services264,349$44.5M9.40%
PTC INCPTCTechnology209,680$42.6M8.99%
FORTINET INCFTNTTechnology504,805$42.4M8.96%
EDWARDS LIFESCIENCES CORPEWHealthcare486,257$37.8M7.99%
RESMED INCRMDHealthcare83,611$22.9M4.83%
AUTODESK INCADSKTechnology43,605 3.9M2.92%
HALOZYME THERAPEUTICS INCHALOHealthcare158,824 1.6M2.46%
COSTAR GROUP INCCSGPReal Estate124,002 0.5M2.21%
BROOKFIELD ASSET MANAGEMENT LTDBAMFinancial Services183,479 0.4M2.20%
PLANET FITNESS INCPLNTConsumer Cyclical96,256 0.0M2.11%
RYAN SPECIALTY HOLDINGS INCRYANFinancial Services172,653$9.7M2.05%
IQVIA HOLDINGS INCIQVHealthcare50,475$9.6M2.02%
KINSALE CAPITAL GROUP INCKNSLFinancial Services22,523$9.6M2.02%
DEXCOM INCDXCMHealthcare135,199$9.1M1.92%
FERGUSON ENTERPRISES INCFERGIndustrials39,377$8.8M1.87%
KLA CORPKLACTechnology7,882$8.5M1.80%
CCC INTELLIGENT SOLUTIONS HOLDINGS INCCCCTechnology862,315$7.9M1.66%
NEUROCRINE BIOSCIENCES INCNBIXHealthcare50,797$7.1M1.51%
NEW YORK TIMES CONYTConsumer Cyclical117,819$6.8M1.43%
BROWN & BROWN INCBROFinancial Services70,685$6.6M1.40%
MSCI INCMSCIFinancial Services11,428$6.5M1.37%
LPL FINANCIAL HOLDINGS INCLPLAFinancial Services19,071$6.3M1.34%
EXLSERVICE HOLDINGS INCEXLSTechnology141,444$6.2M1.32%
KEYSIGHT TECHNOLOGIES INCKEYSTechnology34,535$6.0M1.28%
LABCORP HOLDINGS INCLHHealthcare20,870$6.0M1.27%