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Livermore
Livermore
ZHEN

2Xideas AG

SEC CIK
0001843587
Latest filing
Aug 14, 2026

Holdings in Q3 2025

Holdings as of Sep 30, 2025, filed Nov 14, 2025. Long positions only; changes compare share counts with Q2 2025.

Institution overview
Positions
56
−1 vs. Q2 2025
Portfolio value
$473.6M
−$107.2M (−18.5%) vs. Q2 2025
Filed
Nov 14, 2025
SEC
Holdings of 2Xideas AG in Q3 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
ICEIntercontinental Exchange, Inc.Stock264,349$44.5M9.4%−17,838−6.3%ReducedHistory
PTCPTC Inc.Stock209,680$42.6M9.0%−55,271−20.9%ReducedHistory
FTNTFortinet, Inc.Stock504,805$42.4M9.0%+19,592+4.0%AddedHistory
EWEdwards Lifesciences CorpStock486,257$37.8M8.0%−34,454−6.6%ReducedHistory
RMDResmed IncCOM83,611$22.9M4.8%+8,397+11.2%AddedHistory
ADSKAutodesk, Inc.COM43,605$13.9M2.9%−11,074−20.3%ReducedHistory
HALOHalozyme Therapeutics, Inc.COM158,824$11.6M2.5%−25,722−13.9%ReducedHistory
CSGPCostar Group, Inc.COM124,002$10.5M2.2%−36,165−22.6%ReducedHistory
BAMBrookfield Asset Management Ltd.CL A LMT VTG SHS183,479$10.4M2.2%+14,221+8.4%AddedHistory
PLNTPlanet Fitness, Inc.CL A96,256$9.99M2.1%−16,638−14.7%ReducedHistory
RYANRyan Specialty Holdings, Inc.CL A172,653$9.73M2.1%−29,166−14.5%ReducedHistory
IQVIQVIA Holdings Inc.Stock50,475$9.59M2.0%−12,419−19.7%ReducedHistory
KNSLKinsale Capital Group, Inc.Stock22,523$9.58M2.0%−4,142−15.5%ReducedHistory
DXCMDexcom IncCOM135,199$9.10M1.9%−8,900−6.2%ReducedHistory
FERGFerguson Enterprises Inc.COMMON STOCK NEW39,377$8.84M1.9%−41,628−51.4%ReducedHistory
KLACKLA CorpCOM NEW7,882$8.50M1.8%−2,928−27.1%ReducedHistory
CCCCCC Intelligent Solutions Holdings Inc.COM862,315$7.86M1.7%−23,407−2.6%ReducedHistory
NBIXNeurocrine Biosciences IncStock50,797$7.13M1.5%−17,016−25.1%ReducedHistory
NYTNew York Times CoCL A117,819$6.76M1.4%−31,895−21.3%ReducedHistory
BROBrown & Brown, Inc.Stock70,685$6.63M1.4%+70,685NewHistory
MSCIMSCI Inc.Stock11,428$6.48M1.4%−2,467−17.8%ReducedHistory
LPLALPL Financial Holdings Inc.COM19,071$6.34M1.3%−368−1.9%ReducedHistory
EXLSExlService Holdings, Inc.COM141,444$6.23M1.3%−29,719−17.4%ReducedHistory
KEYSKeysight Technologies, Inc.Stock34,535$6.04M1.3%−7,138−17.1%ReducedHistory
LHLabcorp Holdings Inc.Stock20,870$5.99M1.3%−7,051−25.3%ReducedHistory
DPZDominos Pizza IncCOM13,286$5.74M1.2%−2,687−16.8%ReducedHistory
NVTnVent Electric plcSHS56,178$5.54M1.2%−4,025−6.7%ReducedHistory
WCNWaste Connections, Inc.COM30,745$5.40M1.1%−8,229−21.1%ReducedHistory
LYVLive Nation Entertainment, Inc.COM31,728$5.18M1.1%−7,699−19.5%ReducedHistory
AXPAmerican Express CoStock15,160$5.04M1.1%−3,165−17.3%ReducedHistory
TWTradeweb Markets Inc.Stock45,257$5.02M1.1%−12,621−21.8%ReducedHistory
DLBDolby Laboratories, Inc.COM CL A67,477$4.88M1.0%−22,273−24.8%ReducedHistory
ISRGIntuitive Surgical IncCOM NEW10,764$4.81M1.0%+1,102+11.4%AddedHistory
RBCRBC Bearings INCCOM11,659$4.55M1.0%−1,181−9.2%ReducedHistory
FWONKLiberty Media CorpCOM LBTY ONE S C42,708$4.46M0.9%+3,537+9.0%AddedHistory
COOCooper Companies, Inc.COM64,156$4.40M0.9%−10,888−14.5%ReducedHistory
HOLXHologic IncCOM63,554$4.29M0.9%−6,664−9.5%ReducedHistory
MELIMercadolibre IncCOM1,780$4.16M0.9%−562−24.0%ReducedHistory
CSLCarlisle Companies IncCOM11,689$3.85M0.8%−7,860−40.2%ReducedHistory
MANHManhattan Associates IncStock18,677$3.83M0.8%+18,677NewHistory
POOLPool CorpCOM11,971$3.71M0.8%−1,273−9.6%ReducedHistory
TYLTyler Technologies IncCOM6,695$3.50M0.7%−1,968−22.7%ReducedHistory
ITGartner IncCOM13,142$3.45M0.7%−13,961−51.5%ReducedHistory
SCIService Corp InternationalCOM41,230$3.43M0.7%+2,051+5.2%AddedHistory
PAYCPaycom Software, Inc.Stock14,113$2.94M0.6%−1,061−7.0%ReducedHistory
HHyatt Hotels CorpCOM CL A19,053$2.70M0.6%−1,081−5.4%ReducedHistory
TECHBIO-TECHNE CorpCOM47,822$2.66M0.6%−21,436−31.0%ReducedHistory
ENTGEntegris IncCOM28,053$2.59M0.5%−56,714−66.9%ReducedHistory
OSOneStream, Inc.CL A136,006$2.51M0.5%−38,615−22.1%ReducedHistory
SNPSSynopsys IncCOM4,910$2.42M0.5%+4,910NewHistory
APGAPi Group CorpCOM STK68,687$2.36M0.5%−22,443−24.6%ReducedHistory
CERTCertara, Inc.COM184,198$2.25M0.5%−130,568−41.5%ReducedHistory
ALGNAlign Technology IncCOM15,948$2.00M0.4%−16,481−50.8%ReducedHistory
VERXVertex, Inc.Stock63,266$1.57M0.3%+63,266NewHistory
EFOREverforth IncCOM30,775$1.46M0.3%+30,775NewHistory
RLIRli CorpCOM21,837$1.42M0.3%−18,544−45.9%ReducedHistory

Sold out since Q2 2025 (6)

Positions held at the end of Q2 2025 that are gone from this filing.

Positions of 2Xideas AG sold out since Q2 2025
SecurityClassShares in Q2 2025Value in Q2 2025% of portfolio in Q2 2025History
ANSSAnsys IncCOM19,865$6.98M1.2%History
WSOWatsco IncCOM15,000$6.62M1.1%History
BLDQXO Insulation, LLCStock16,912$5.48M0.9%History
LNTHLantheus Holdings, Inc.Stock49,079$4.02M0.7%History
GLBEGlobal-E Online Ltd.SHS87,696$2.94M0.5%History
RVTYRevvity, Inc.COM21,421$2.07M0.4%History