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Livermore
Livermore
ZHEN

2Xideas AG

SEC CIK
0001843587
Latest filing
Aug 14, 2026

Holdings in Q1 2025

Holdings as of Mar 31, 2025, filed May 15, 2025. Long positions only; changes compare share counts with Q4 2024.

Institution overview
Positions
61
+2 vs. Q4 2024
Portfolio value
$658.1M
−$88.5M (−11.9%) vs. Q4 2024
Filed
May 15, 2025
SEC
Holdings of 2Xideas AG in Q1 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
ICEIntercontinental Exchange, Inc.Stock317,364$54.7M8.3%−26,129−7.6%ReducedHistory
FTNTFortinet, Inc.Stock554,669$53.4M8.1%−23,228−4.0%ReducedHistory
PTCPTC Inc.Stock276,576$42.9M6.5%−4,135−1.5%ReducedHistory
IQVIQVIA Holdings Inc.Stock204,237$36.0M5.5%−21,186−9.4%ReducedHistory
RMDResmed IncCOM79,322$17.8M2.7%−14,183−15.2%ReducedHistory
ADSKAutodesk, Inc.COM64,105$16.8M2.6%−8,243−11.4%ReducedHistory
HALOHalozyme Therapeutics, Inc.COM246,802$15.7M2.4%−132,438−34.9%ReducedHistory
FERGFerguson Enterprises Inc.COMMON STOCK NEW97,506$15.6M2.4%−5,036−4.9%ReducedHistory
KNSLKinsale Capital Group, Inc.Stock31,420$15.3M2.3%−8,578−21.4%ReducedHistory
CSGPCostar Group, Inc.COM175,629$13.9M2.1%−70,941−28.8%ReducedHistory
EWEdwards Lifesciences CorpStock190,584$13.8M2.1%+13,288+7.5%AddedHistory
RYANRyan Specialty Holdings, Inc.CL A180,658$13.3M2.0%+26,761+17.4%AddedHistory
ITGartner IncCOM30,004$12.6M1.9%+5,228+21.1%AddedHistory
PLNTPlanet Fitness, Inc.CL A126,382$12.2M1.9%+64,226+103.3%AddedHistory
DXCMDexcom IncCOM171,663$11.7M1.8%+171,663NewHistory
NYTNew York Times CoCL A216,861$10.8M1.6%−159,709−42.4%ReducedHistory
KLACKLA CorpCOM NEW14,949$10.2M1.5%−1,289−7.9%ReducedHistory
DPZDominos Pizza IncCOM21,753$9.99M1.5%−7,435−25.5%ReducedHistory
EXLSExlService Holdings, Inc.COM210,766$9.95M1.5%−111,715−34.6%ReducedHistory
BLDQXO Insulation, LLCStock32,470$9.90M1.5%+1,599+5.2%AddedHistory
MSCIMSCI Inc.Stock17,391$9.83M1.5%−4,166−19.3%ReducedHistory
CSLCarlisle Companies IncCOM28,498$9.70M1.5%+547+2.0%AddedHistory
LPLALPL Financial Holdings Inc.COM28,614$9.36M1.4%−16,457−36.5%ReducedHistory
RVTYRevvity, Inc.COM86,782$9.18M1.4%−1,599−1.8%ReducedHistory
RLIRli CorpCOM113,177$9.09M1.4%−48,669−30.1%ReducedConverted for a 2-for-1 splitHistory
BAMBrookfield Asset Management Ltd.CL A LMT VTG SHS186,858$9.04M1.4%−58,260−23.8%ReducedHistory
ARESAres Management CorpCL A COM STK61,299$8.99M1.4%+46,029+301.4%AddedHistory
ANSSAnsys IncCOM26,123$8.27M1.3%−13,305−33.7%ReducedHistory
CCCCCC Intelligent Solutions Holdings Inc.COM898,811$8.12M1.2%+683,663+317.8%AddedHistory
TWTradeweb Markets Inc.Stock54,433$8.08M1.2%+35,309+184.6%AddedHistory
NBIXNeurocrine Biosciences IncStock72,509$8.02M1.2%−36,509−33.5%ReducedHistory
HOLXHologic IncCOM128,046$7.91M1.2%+128,046NewHistory
COOCooper Companies, Inc.COM92,969$7.84M1.2%−20,812−18.3%ReducedHistory
KEYSKeysight Technologies, Inc.Stock51,135$7.66M1.2%+51,135NewHistory
LHLabcorp Holdings Inc.Stock32,480$7.56M1.1%−23,718−42.2%ReducedHistory
ENTGEntegris IncCOM81,662$7.14M1.1%+3,749+4.8%AddedHistory
INTUIntuit Inc.Stock11,334$6.96M1.1%−576−4.8%ReducedHistory
TERTeradyne, IncStock83,979$6.94M1.1%+33,097+65.0%AddedHistory
LNTHLantheus Holdings, Inc.Stock70,563$6.89M1.0%−91−0.1%ReducedHistory
DLBDolby Laboratories, Inc.COM CL A85,685$6.88M1.0%−75,713−46.9%ReducedHistory
WSOWatsco IncCOM13,444$6.83M1.0%−12,087−47.3%ReducedHistory
WCNWaste Connections, Inc.COM32,740$6.39M1.0%−37,452−53.4%ReducedHistory
ALGNAlign Technology IncCOM39,673$6.30M1.0%+29,297+282.4%AddedHistory
GLBEGlobal-E Online Ltd.SHS166,026$5.92M0.9%+166,026NewHistory
MELIMercadolibre IncCOM3,004$5.86M0.9%−443−12.9%ReducedHistory
ISRGIntuitive Surgical IncCOM NEW11,248$5.57M0.8%−3,224−22.3%ReducedHistory
CERTCertara, Inc.COM538,272$5.33M0.8%+332,258+161.3%AddedHistory
AAgilent Technologies, Inc.COM45,351$5.31M0.8%+19,896+78.2%AddedHistory
LYVLive Nation Entertainment, Inc.COM39,227$5.12M0.8%+7,408+23.3%AddedHistory
AXPAmerican Express CoStock18,657$5.02M0.8%−27,724−59.8%ReducedHistory
PAYCPaycom Software, Inc.Stock19,324$4.22M0.6%−33,288−63.3%ReducedHistory
TECHBIO-TECHNE CorpCOM70,761$4.15M0.6%+40,820+136.3%AddedHistory
WSCWillScot Holdings CorpCOM CL A139,620$3.88M0.6%−300,789−68.3%ReducedHistory
POOLPool CorpCOM11,939$3.80M0.6%+1,670+16.3%AddedHistory
FWONKLiberty Media CorpCOM LBTY ONE S C41,817$3.76M0.6%−51,042−55.0%ReducedHistory
APGAPi Group CorpCOM STK103,484$3.70M0.6%+103,484NewHistory
RBCRBC Bearings INCCOM11,059$3.56M0.5%−20,027−64.4%ReducedHistory
SCIService Corp InternationalCOM44,238$3.55M0.5%+14,178+47.2%AddedHistory
HHyatt Hotels CorpCOM CL A26,886$3.29M0.5%+11,111+70.4%AddedHistory
ADIAnalog Devices IncStock16,167$3.26M0.5%+5,402+50.2%AddedHistory
TYLTyler Technologies IncCOM5,585$3.25M0.5%−5,869−51.2%ReducedHistory

Sold out since Q4 2024 (3)

Positions held at the end of Q4 2024 that are gone from this filing.

Positions of 2Xideas AG sold out since Q4 2024
SecurityClassShares in Q4 2024Value in Q4 2024% of portfolio in Q4 2024History
MKTXMarketaxess Holdings IncCOM48,974$11.1M1.5%History
CRLCharles River Laboratories International, Inc.COM36,758$6.79M0.9%History
STZConstellation Brands, Inc.Stock21,100$4.66M0.6%History