Institutions / 2Xideas AG
2Xideas AG
CIK 1843587 · Institution · as of Dec 31, 2025
Portfolio value
$357.03M
Positions
50
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 50 →
| Company | Value | % of portfolio |
|---|---|---|
| Intercontinental Exchange, Inc. | $42.06M | 11.8% |
| Edwards Lifesciences Corp | $36.58M | 10.2% |
| Fortinet Inc | $33.97M | 9.5% |
| PTC Inc | $31.62M | 8.9% |
| Resmed Inc | $17.88M | 5.0% |
| New York Times Co | $8.79M | 2.5% |
| Planet Fitness, Inc. | $7.60M | 2.1% |
| Ferguson Enterprises Inc. /DE | $7.56M | 2.1% |
| Autodesk, Inc. | $7.37M | 2.1% |
| CoStar Group Inc | $7.28M | 2.0% |
| APi Group Corp | $7.26M | 2.0% |
| Halozyme Therapeutics Inc | $7.05M | 2.0% |
| Ryan Specialty Holdings, Inc. | $7.03M | 2.0% |
| Iqvia Holdings Inc. | $6.69M | 1.9% |
| Kinsale Capital Group, Inc. | $6.03M | 1.7% |
| CCC Intelligent Solutions Holdings Inc. | $6.02M | 1.7% |
| Dexcom Inc | $5.96M | 1.7% |
| Procore Technologies, Inc. | $5.18M | 1.5% |
| Kla Corp | $4.63M | 1.3% |
| Aon plc | $4.37M | 1.2% |
| Waste Connections Inc | $4.36M | 1.2% |
| Keysight Technologies, Inc. | $4.35M | 1.2% |
| Live Nation Entertainment Inc | $4.25M | 1.2% |
| American Express Co | $4.24M | 1.2% |
| Neurocrine Biosciences Inc | $4.17M | 1.2% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.