2Xideas AG
- SEC CIK
- 0001843587
- Latest filing
- Aug 14, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 13, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 59
- +3 vs. Q3 2024
- Portfolio value
- $746.6M
- +$4.40M (+0.6%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TECHBIO-TECHNE Corp | COM | 29,941 | $2.16M | 0.3% | −77,152−72.0% | Reduced | History |
| ALGNAlign Technology Inc | COM | 10,376 | $2.16M | 0.3% | −21,407−67.4% | Reduced | History |
| CERTCertara, Inc. | COM | 206,014 | $2.19M | 0.3% | −349,499−62.9% | Reduced | History |
| ADIAnalog Devices Inc | Stock | 10,765 | $2.29M | 0.3% | −22,851−68.0% | Reduced | History |
| SCIService Corp International | COM | 30,060 | $2.40M | 0.3% | −77,811−72.1% | Reduced | History |
| HHyatt Hotels Corp | COM CL A | 15,775 | $2.48M | 0.3% | −34,734−68.8% | Reduced | History |
| TWTradeweb Markets Inc. | Stock | 19,124 | $2.50M | 0.3% | −53,265−73.6% | Reduced | History |
| CCCCCC Intelligent Solutions Holdings Inc. | COM | 215,148 | $2.52M | 0.3% | +215,148 | New | History |
| ARESAres Management Corp | CL A COM STK | 15,270 | $2.70M | 0.4% | −42,302−73.5% | Reduced | History |
| AAgilent Technologies, Inc. | COM | 25,455 | $3.42M | 0.5% | −33,812−57.1% | Reduced | History |
| POOLPool Corp | COM | 10,269 | $3.50M | 0.5% | −14,700−58.9% | Reduced | History |
| LYVLive Nation Entertainment, Inc. | COM | 31,819 | $4.12M | 0.6% | −50,037−61.1% | Reduced | History |
| STZConstellation Brands, Inc. | Stock | 21,100 | $4.66M | 0.6% | −8,715−29.2% | Reduced | History |
| MELIMercadolibre Inc | COM | 3,447 | $5.86M | 0.8% | −670−16.3% | Reduced | History |
| PLNTPlanet Fitness, Inc. | CL A | 62,156 | $6.15M | 0.8% | +62,156 | New | History |
| LNTHLantheus Holdings, Inc. | Stock | 70,654 | $6.32M | 0.8% | −24,915−26.1% | Reduced | History |
| TERTeradyne, Inc | Stock | 50,882 | $6.41M | 0.9% | −945−1.8% | Reduced | History |
| TYLTyler Technologies Inc | COM | 11,454 | $6.60M | 0.9% | −3,809−25.0% | Reduced | History |
| CRLCharles River Laboratories International, Inc. | COM | 36,758 | $6.79M | 0.9% | −386−1.0% | Reduced | History |
| INTUIntuit Inc. | Stock | 11,910 | $7.49M | 1.0% | +222+1.9% | Added | History |
| ISRGIntuitive Surgical Inc | COM NEW | 14,472 | $7.55M | 1.0% | −2,778−16.1% | Reduced | History |
| ENTGEntegris Inc | COM | 77,913 | $7.72M | 1.0% | −33,124−29.8% | Reduced | History |
| FWONKLiberty Media Corp | COM LBTY ONE S C | 92,859 | $8.60M | 1.2% | −13,946−13.1% | Reduced | History |
| RBCRBC Bearings INC | COM | 31,086 | $9.30M | 1.2% | +31,086 | New | History |
| BLDQXO Insulation, LLC | Stock | 30,871 | $9.61M | 1.3% | +10,953+55.0% | Added | History |
| RVTYRevvity, Inc. | COM | 88,381 | $9.86M | 1.3% | −54,263−38.0% | Reduced | History |
| RYANRyan Specialty Holdings, Inc. | CL A | 153,897 | $9.87M | 1.3% | −96,740−38.6% | Reduced | History |
| KLACKLA Corp | COM NEW | 16,238 | $10.2M | 1.4% | +6,932+74.5% | Added | History |
| CSLCarlisle Companies Inc | COM | 27,951 | $10.3M | 1.4% | +8,360+42.7% | Added | History |
| COOCooper Companies, Inc. | COM | 113,781 | $10.5M | 1.4% | +25,887+29.5% | Added | History |
| PAYCPaycom Software, Inc. | Stock | 52,612 | $10.8M | 1.4% | −1,004−1.9% | Reduced | History |
| MKTXMarketaxess Holdings Inc | COM | 48,974 | $11.1M | 1.5% | +10,705+28.0% | Added | History |
| ITGartner Inc | COM | 24,776 | $12.0M | 1.6% | +7,687+45.0% | Added | History |
| WCNWaste Connections, Inc. | COM | 70,192 | $12.0M | 1.6% | +26,437+60.4% | Added | History |
| WSOWatsco Inc | COM | 25,531 | $12.1M | 1.6% | +8,901+53.5% | Added | History |
| DPZDominos Pizza Inc | COM | 29,188 | $12.3M | 1.6% | +14,303+96.1% | Added | History |
| DLBDolby Laboratories, Inc. | COM CL A | 161,398 | $12.6M | 1.7% | +64,554+66.7% | Added | History |
| LHLabcorp Holdings Inc. | Stock | 56,198 | $12.9M | 1.7% | +18,495+49.1% | Added | History |
| MSCIMSCI Inc. | Stock | 21,557 | $12.9M | 1.7% | +5,625+35.3% | Added | History |
| EWEdwards Lifesciences Corp | Stock | 177,296 | $13.1M | 1.8% | −46,786−20.9% | Reduced | History |
| BAMBrookfield Asset Management Ltd. | CL A LMT VTG SHS | 245,118 | $13.3M | 1.8% | −155,882−38.9% | Reduced | History |
| ANSSAnsys Inc | COM | 39,428 | $13.3M | 1.8% | +15,562+65.2% | Added | History |
| RLIRli Corp | COM | 80,923 | $13.3M | 1.8% | +26,411+48.4% | Added | History |
| AXPAmerican Express Co | Stock | 46,381 | $13.8M | 1.8% | +13,173+39.7% | Added | History |
| EXLSExlService Holdings, Inc. | COM | 322,481 | $14.3M | 1.9% | +322,481 | New | History |
| LPLALPL Financial Holdings Inc. | COM | 45,071 | $14.7M | 2.0% | +17,563+63.8% | Added | History |
| WSCWillScot Holdings Corp | COM CL A | 440,409 | $14.7M | 2.0% | −419−0.1% | Reduced | History |
| NBIXNeurocrine Biosciences Inc | Stock | 109,018 | $14.9M | 2.0% | +109,018 | New | History |
| CSGPCostar Group, Inc. | COM | 246,570 | $17.7M | 2.4% | +64,913+35.7% | Added | History |
| FERGFerguson Enterprises Inc. | COMMON STOCK NEW | 102,542 | $17.8M | 2.4% | +34,105+49.8% | Added | History |
| HALOHalozyme Therapeutics, Inc. | COM | 379,240 | $18.1M | 2.4% | +73,653+24.1% | Added | History |
| KNSLKinsale Capital Group, Inc. | Stock | 39,998 | $18.6M | 2.5% | +5,554+16.1% | Added | History |
| NYTNew York Times Co | CL A | 376,570 | $19.6M | 2.6% | +76,286+25.4% | Added | History |
| RMDResmed Inc | COM | 93,505 | $21.4M | 2.9% | −40,752−30.4% | Reduced | History |
| ADSKAutodesk, Inc. | COM | 72,348 | $21.4M | 2.9% | +18,452+34.2% | Added | History |
| IQVIQVIA Holdings Inc. | Stock | 225,423 | $44.3M | 5.9% | +28,624+14.5% | Added | History |
| ICEIntercontinental Exchange, Inc. | Stock | 343,493 | $51.2M | 6.9% | −11,476−3.2% | Reduced | History |
| PTCPTC Inc. | Stock | 280,711 | $51.6M | 6.9% | +41,064+17.1% | Added | History |
| FTNTFortinet, Inc. | Stock | 577,897 | $54.6M | 7.3% | −95,078−14.1% | Reduced | History |
Sold out since Q3 2024 (2)
Positions held at the end of Q3 2024 that are gone from this filing.