2Xideas AG

All holdings · as of Dec 31, 2025

Company	Class	Value	Shares	% of portfolio
Intercontinental Exchange, Inc.	—	$42.06M	259,688	11.8%
Edwards Lifesciences Corp	—	$36.58M	429,115	10.2%
Fortinet Inc	—	$33.97M	427,718	9.5%
PTC Inc	—	$31.62M	181,477	8.9%
RESMED INC	—	$17.88M	74,215	5.0%
NEW YORK TIMES CO	—	$8.79M	126,631	2.5%
Planet Fitness, Inc.	—	$7.60M	70,081	2.1%
Ferguson Enterprises Inc. /DE	—	$7.56M	33,941	2.1%
Autodesk, Inc.	—	$7.37M	24,902	2.1%
CoStar Group Inc	—	$7.28M	108,267	2.0%
APi Group Corp	—	$7.26M	189,651	2.0%
Halozyme Therapeutics Inc	—	$7.05M	104,801	2.0%
RYAN SPECIALTY HOLDINGS, INC.	—	$7.03M	136,186	2.0%
IQVIA HOLDINGS INC.	—	$6.69M	29,692	1.9%
Kinsale Capital Group, Inc.	—	$6.03M	15,417	1.7%
CCC Intelligent Solutions Holdings Inc.	—	$6.02M	756,778	1.7%
Dexcom Inc	—	$5.96M	89,808	1.7%
PROCORE TECHNOLOGIES, INC.	—	$5.18M	71,261	1.5%
KLA CORP	—	$4.63M	3,810	1.3%
Aon plc	—	$4.37M	12,371	1.2%
Waste Connections Inc	—	$4.36M	24,864	1.2%
Keysight Technologies, Inc.	—	$4.35M	21,428	1.2%
LIVE NATION ENTERTAINMENT INC	—	$4.25M	29,836	1.2%
AMERICAN EXPRESS CO	—	$4.24M	11,461	1.2%
NEUROCRINE BIOSCIENCES INC	—	$4.17M	29,388	1.2%
Intuitive Surgical Inc	—	$4.07M	7,178	1.1%
ExlService Holdings Inc	—	$4.03M	95,035	1.1%
HUBBELL INC	—	$3.97M	8,941	1.1%
StoneX Group Inc.	—	$3.96M	41,639	1.1%
LPL Financial Holdings Inc.	—	$3.94M	11,037	1.1%
BROOKFIELD ASSET MANAGMT LTD	—	$3.74M	71,367	1.0%
Domino's Pizza Inc.	—	$3.73M	8,943	1.0%
Dolby Laboratories Inc	—	$3.47M	54,009	1.0%
RBC Bearings Inc	—	$3.45M	7,698	1.0%
LABCORP HOLDINGS INC.	—	$3.38M	13,467	0.9%
Agilent Technologies Inc	—	$3.28M	24,103	0.9%
Tradeweb Markets Inc.	—	$3.03M	28,208	0.8%
CARLISLE COMPANIES INC	—	$2.95M	9,237	0.8%
Liberty Media Corp-Liberty Formula One	—	$2.84M	28,849	0.8%
SERVICE CORP INTERNATIONAL	—	$2.84M	36,374	0.8%
Everforth Inc	—	$2.52M	52,374	0.7%
RB Global Inc	—	$2.47M	24,020	0.7%
MercadoLibre, Inc.	—	$2.42M	1,199	0.7%
TYLER TECHNOLOGIES, INC.	—	$2.36M	5,195	0.7%
VEEVA SYSTEMS INC	—	$2.29M	10,265	0.6%
ONESTREAM, INC.	—	$2.24M	121,825	0.6%
GLOBAL E ONLINE LTD	—	$2.10M	53,523	0.6%
BIO-TECHNE Corp	—	$2.05M	34,913	0.6%
GARTNER INC	—	$1.97M	7,808	0.6%
Watsco, Inc.	—	$1.63M	4,837	0.5%