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Livermore
Livermore
ZHEN

2Xideas AG

SEC CIK
0001843587
Latest filing
Aug 14, 2026

Holdings in Q2 2025

Holdings as of Jun 30, 2025, filed Aug 14, 2025. Long positions only; changes compare share counts with Q1 2025.

Institution overview
Positions
57
−4 vs. Q1 2025
Portfolio value
$580.8M
−$77.3M (−11.8%) vs. Q1 2025
Filed
Aug 14, 2025
SEC
Holdings of 2Xideas AG in Q2 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
ICEIntercontinental Exchange, Inc.Stock282,187$51.8M8.9%−35,177−11.1%ReducedHistory
FTNTFortinet, Inc.Stock485,213$51.3M8.8%−69,456−12.5%ReducedHistory
PTCPTC Inc.Stock264,951$45.7M7.9%−11,625−4.2%ReducedHistory
EWEdwards Lifesciences CorpStock520,711$40.7M7.0%+330,127+173.2%AddedHistory
RMDResmed IncCOM75,214$19.4M3.3%−4,108−5.2%ReducedHistory
FERGFerguson Enterprises Inc.COMMON STOCK NEW81,005$17.6M3.0%−16,501−16.9%ReducedHistory
ADSKAutodesk, Inc.COM54,679$16.9M2.9%−9,426−14.7%ReducedHistory
RYANRyan Specialty Holdings, Inc.CL A201,819$13.7M2.4%+21,161+11.7%AddedHistory
KNSLKinsale Capital Group, Inc.Stock26,665$12.9M2.2%−4,755−15.1%ReducedHistory
CSGPCostar Group, Inc.COM160,167$12.9M2.2%−15,462−8.8%ReducedHistory
DXCMDexcom IncCOM144,099$12.6M2.2%−27,564−16.1%ReducedHistory
PLNTPlanet Fitness, Inc.CL A112,894$12.3M2.1%−13,488−10.7%ReducedHistory
ITGartner IncCOM27,103$11.0M1.9%−2,901−9.7%ReducedHistory
IQVIQVIA Holdings Inc.Stock62,894$9.91M1.7%−141,343−69.2%ReducedHistory
KLACKLA CorpCOM NEW10,810$9.68M1.7%−4,139−27.7%ReducedHistory
HALOHalozyme Therapeutics, Inc.COM184,546$9.60M1.7%−62,256−25.2%ReducedHistory
BAMBrookfield Asset Management Ltd.CL A LMT VTG SHS169,258$9.35M1.6%−17,600−9.4%ReducedHistory
NBIXNeurocrine Biosciences IncStock67,813$8.52M1.5%−4,696−6.5%ReducedHistory
TWTradeweb Markets Inc.Stock57,878$8.47M1.5%+3,445+6.3%AddedHistory
NYTNew York Times CoCL A149,714$8.38M1.4%−67,147−31.0%ReducedHistory
CCCCCC Intelligent Solutions Holdings Inc.COM885,722$8.33M1.4%−13,089−1.5%ReducedHistory
MSCIMSCI Inc.Stock13,895$8.01M1.4%−3,496−20.1%ReducedHistory
EXLSExlService Holdings, Inc.COM171,163$7.50M1.3%−39,603−18.8%ReducedHistory
LHLabcorp Holdings Inc.Stock27,921$7.33M1.3%−4,559−14.0%ReducedHistory
CSLCarlisle Companies IncCOM19,549$7.30M1.3%−8,949−31.4%ReducedHistory
LPLALPL Financial Holdings Inc.COM19,439$7.29M1.3%−9,175−32.1%ReducedHistory
WCNWaste Connections, Inc.COM38,974$7.28M1.3%+6,234+19.0%AddedHistory
DPZDominos Pizza IncCOM15,973$7.20M1.2%−5,780−26.6%ReducedHistory
ANSSAnsys IncCOM19,865$6.98M1.2%−6,258−24.0%ReducedHistory
ENTGEntegris IncCOM84,767$6.84M1.2%+3,105+3.8%AddedHistory
KEYSKeysight Technologies, Inc.Stock41,673$6.83M1.2%−9,462−18.5%ReducedHistory
DLBDolby Laboratories, Inc.COM CL A89,750$6.66M1.1%+4,065+4.7%AddedHistory
WSOWatsco IncCOM15,000$6.62M1.1%+1,556+11.6%AddedHistory
ALGNAlign Technology IncCOM32,429$6.14M1.1%−7,244−18.3%ReducedHistory
MELIMercadolibre IncCOM2,342$6.12M1.1%−662−22.0%ReducedHistory
LYVLive Nation Entertainment, Inc.COM39,427$5.96M1.0%+200+0.5%AddedHistory
AXPAmerican Express CoStock18,325$5.85M1.0%−332−1.8%ReducedHistory
BLDQXO Insulation, LLCStock16,912$5.48M0.9%−15,558−47.9%ReducedHistory
COOCooper Companies, Inc.COM75,044$5.34M0.9%−17,925−19.3%ReducedHistory
ISRGIntuitive Surgical IncCOM NEW9,662$5.25M0.9%−1,586−14.1%ReducedHistory
TYLTyler Technologies IncCOM8,663$5.14M0.9%+3,078+55.1%AddedHistory
OSOneStream, Inc.CL A174,621$4.94M0.9%+174,621NewHistory
RBCRBC Bearings INCCOM12,840$4.94M0.9%+1,781+16.1%AddedHistory
HOLXHologic IncCOM70,218$4.58M0.8%−57,828−45.2%ReducedHistory
NVTnVent Electric plcSHS60,203$4.41M0.8%+60,203NewHistory
FWONKLiberty Media CorpCOM LBTY ONE S C39,171$4.09M0.7%−2,646−6.3%ReducedHistory
LNTHLantheus Holdings, Inc.Stock49,079$4.02M0.7%−21,484−30.4%ReducedHistory
POOLPool CorpCOM13,244$3.86M0.7%+1,305+10.9%AddedHistory
CERTCertara, Inc.COM314,766$3.68M0.6%−223,506−41.5%ReducedHistory
TECHBIO-TECHNE CorpCOM69,258$3.56M0.6%−1,503−2.1%ReducedHistory
PAYCPaycom Software, Inc.Stock15,174$3.51M0.6%−4,150−21.5%ReducedHistory
SCIService Corp InternationalCOM39,179$3.19M0.5%−5,059−11.4%ReducedHistory
APGAPi Group CorpCOM STK91,130$3.10M0.5%−12,354−11.9%ReducedHistory
GLBEGlobal-E Online Ltd.SHS87,696$2.94M0.5%−78,330−47.2%ReducedHistory
RLIRli CorpCOM40,381$2.92M0.5%−72,796−64.3%ReducedHistory
HHyatt Hotels CorpCOM CL A20,134$2.81M0.5%−6,752−25.1%ReducedHistory
RVTYRevvity, Inc.COM21,421$2.07M0.4%−65,361−75.3%ReducedHistory

Sold out since Q1 2025 (6)

Positions held at the end of Q1 2025 that are gone from this filing.

Positions of 2Xideas AG sold out since Q1 2025
SecurityClassShares in Q1 2025Value in Q1 2025% of portfolio in Q1 2025History
ARESAres Management CorpCL A COM STK61,299$8.99M1.4%History
INTUIntuit Inc.Stock11,334$6.96M1.1%History
TERTeradyne, IncStock83,979$6.94M1.1%History
AAgilent Technologies, Inc.COM45,351$5.31M0.8%History
WSCWillScot Holdings CorpCOM CL A139,620$3.88M0.6%History
ADIAnalog Devices IncStock16,167$3.26M0.5%History