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