Institutional Manager · CIK 0001843587
2Xideas AG
Pfaffikon, V8 · File #028-20822
Latest AUM
$357.0M
Positions
50
Top-10 Concentration
56.2%
Filings
14
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202550 pos · $357.0M
- 13F HOLDINGS REPORTQ/E Sep 202556 pos · $473.6M
- 13F HOLDINGS REPORTQ/E Jun 202557 pos · $580.8M
- 13F HOLDINGS REPORTQ/E Mar 202561 pos · $658.1M
- 13F HOLDINGS REPORTQ/E Dec 202459 pos · $746.6M
- 13F HOLDINGS REPORTQ/E Sep 202456 pos · $742.2M
- 13F HOLDINGS REPORTQ/E Jun 202451 pos · $800.9M
- 13F HOLDINGS REPORT (Amended)Q/E Mar 202451 pos · $817.3M
- 13F HOLDINGS REPORTQ/E Mar 202451 pos · $807.5M
- 13F HOLDINGS REPORT (Amended)Q/E Dec 202358 pos · $903.6M
- 13F HOLDINGS REPORTQ/E Dec 202357 pos · $914.7M
- 13F HOLDINGS REPORTQ/E Sep 202358 pos · $1.05B
- 13F HOLDINGS REPORTQ/E Jun 202359 pos · $1.04B
- 13F HOLDINGS REPORTQ/E Mar 202366 pos · $944.9M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 259,688 | $42.1M | 11.78% |
| 2 | EDWARDS LIFESCIENCES CORP | EW | 429,115 | $36.6M | 10.25% |
| 3 | FORTINET INC | FTNT | 427,718 | $34.0M | 9.51% |
| 4 | PTC INC | PTC | 181,477 | $31.6M | 8.85% |
| 5 | RESMED INC | RSMDF | 74,215 | $17.9M | 5.01% |
| 6 | NEW YORK TIMES CO | NYT | 126,631 | $8.8M | 2.46% |
| 7 | PLANET FITNESS INC | PLNT | 70,081 | $7.6M | 2.13% |
| 8 | FERGUSON ENTERPRISES INC | FERG | 33,941 | $7.6M | 2.12% |
| 9 | AUTODESK INC | ADSK | 24,902 | $7.4M | 2.06% |
| 10 | COSTAR GROUP INC | CSGP | 108,267 | $7.3M | 2.04% |
| 11 | API GROUP CORP | APG | 189,651 | $7.3M | 2.03% |
| 12 | HALOZYME THERAPEUTICS INC | HALO | 104,801 | $7.1M | 1.98% |
| 13 | RYAN SPECIALTY HOLDINGS INC | RYAN | 136,186 | $7.0M | 1.97% |
| 14 | IQVIA HLDGS INC | IQV | 29,692 | $6.7M | 1.87% |
| 15 | KINSALE CAP GROUP INC | 49714P108 | 15,417 | $6.0M | 1.69% |
| 16 | CCC INTELLIGENT SOLUTIONS HL | CCC | 756,778 | $6.0M | 1.69% |
| 17 | DEXCOM INC | DXCM | 89,808 | $6.0M | 1.67% |
| 18 | PROCORE TECHNOLOGIES INC | PCOR | 71,261 | $5.2M | 1.45% |
| 19 | KLA CORP | KLAC | 3,810 | $4.6M | 1.30% |
| 20 | AON PLC | AON | 12,371 | $4.4M | 1.22% |