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Livermore
Livermore
ZHEN

2Xideas AG

SEC CIK
0001843587
Latest filing
Aug 14, 2026

Holdings in Q4 2025

Holdings as of Dec 31, 2025, filed Feb 17, 2026. Long positions only; changes compare share counts with Q3 2025.

Institution overview
Positions
50
−6 vs. Q3 2025
Portfolio value
$357.0M
−$116.6M (−24.6%) vs. Q3 2025
Filed
Feb 17, 2026
SEC
Holdings of 2Xideas AG in Q4 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
WSOWatsco IncCOM4,837$1.63M0.5%+4,837NewHistory
ITGartner IncCOM7,808$1.97M0.6%−5,334−40.6%ReducedHistory
TECHBIO-TECHNE CorpCOM34,913$2.05M0.6%−12,909−27.0%ReducedHistory
GLBEGlobal-E Online Ltd.SHS53,523$2.10M0.6%+53,523NewHistory
OSOneStream, Inc.CL A121,825$2.24M0.6%−14,181−10.4%ReducedHistory
VEEVVeeva Systems IncStock10,265$2.29M0.6%+10,265NewHistory
TYLTyler Technologies IncCOM5,195$2.36M0.7%−1,500−22.4%ReducedHistory
MELIMercadolibre IncCOM1,199$2.42M0.7%−581−32.6%ReducedHistory
RBARB Global Inc.COM24,020$2.47M0.7%+24,020NewHistory
EFOREverforth IncCOM52,374$2.52M0.7%+21,599+70.2%AddedHistory
SCIService Corp InternationalCOM36,374$2.84M0.8%−4,856−11.8%ReducedHistory
FWONKLiberty Media CorpCOM LBTY ONE S C28,849$2.84M0.8%−13,859−32.5%ReducedHistory
CSLCarlisle Companies IncCOM9,237$2.95M0.8%−2,452−21.0%ReducedHistory
TWTradeweb Markets Inc.Stock28,208$3.03M0.8%−17,049−37.7%ReducedHistory
AAgilent Technologies, Inc.COM24,103$3.28M0.9%+24,103NewHistory
LHLabcorp Holdings Inc.Stock13,467$3.38M0.9%−7,403−35.5%ReducedHistory
RBCRBC Bearings INCCOM7,698$3.45M1.0%−3,961−34.0%ReducedHistory
DLBDolby Laboratories, Inc.COM CL A54,009$3.47M1.0%−13,468−20.0%ReducedHistory
DPZDominos Pizza IncCOM8,943$3.73M1.0%−4,343−32.7%ReducedHistory
BAMBrookfield Asset Management Ltd.CL A LMT VTG SHS71,367$3.74M1.0%−112,112−61.1%ReducedHistory
LPLALPL Financial Holdings Inc.COM11,037$3.94M1.1%−8,034−42.1%ReducedHistory
SNEXStoneX Group Inc.COM41,639$3.96M1.1%+41,639NewHistory
HUBBHubbell IncCOM8,941$3.97M1.1%+8,941NewHistory
EXLSExlService Holdings, Inc.COM95,035$4.03M1.1%−46,409−32.8%ReducedHistory
ISRGIntuitive Surgical IncCOM NEW7,178$4.07M1.1%−3,586−33.3%ReducedHistory
NBIXNeurocrine Biosciences IncStock29,388$4.17M1.2%−21,409−42.1%ReducedHistory
AXPAmerican Express CoStock11,461$4.24M1.2%−3,699−24.4%ReducedHistory
LYVLive Nation Entertainment, Inc.COM29,836$4.25M1.2%−1,892−6.0%ReducedHistory
KEYSKeysight Technologies, Inc.Stock21,428$4.35M1.2%−13,107−38.0%ReducedHistory
WCNWaste Connections, Inc.COM24,864$4.36M1.2%−5,881−19.1%ReducedHistory
AONAon plcCL A12,371$4.37M1.2%+12,371NewHistory
KLACKLA CorpCOM NEW3,810$4.63M1.3%−4,072−51.7%ReducedHistory
PCORProcore Technologies, Inc.COM71,261$5.18M1.5%+71,261NewHistory
DXCMDexcom IncCOM89,808$5.96M1.7%−45,391−33.6%ReducedHistory
CCCCCC Intelligent Solutions Holdings Inc.COM756,778$6.02M1.7%−105,537−12.2%ReducedHistory
KNSLKinsale Capital Group, Inc.Stock15,417$6.03M1.7%−7,106−31.5%ReducedHistory
IQVIQVIA Holdings Inc.Stock29,692$6.69M1.9%−20,783−41.2%ReducedHistory
RYANRyan Specialty Holdings, Inc.CL A136,186$7.03M2.0%−36,467−21.1%ReducedHistory
HALOHalozyme Therapeutics, Inc.COM104,801$7.05M2.0%−54,023−34.0%ReducedHistory
APGAPi Group CorpCOM STK189,651$7.26M2.0%+120,964+176.1%AddedHistory
CSGPCostar Group, Inc.COM108,267$7.28M2.0%−15,735−12.7%ReducedHistory
ADSKAutodesk, Inc.COM24,902$7.37M2.1%−18,703−42.9%ReducedHistory
FERGFerguson Enterprises Inc.COMMON STOCK NEW33,941$7.56M2.1%−5,436−13.8%ReducedHistory
PLNTPlanet Fitness, Inc.CL A70,081$7.60M2.1%−26,175−27.2%ReducedHistory
NYTNew York Times CoCL A126,631$8.79M2.5%+8,812+7.5%AddedHistory
RMDResmed IncCOM74,215$17.9M5.0%−9,396−11.2%ReducedHistory
PTCPTC Inc.Stock181,477$31.6M8.9%−28,203−13.5%ReducedHistory
FTNTFortinet, Inc.Stock427,718$34.0M9.5%−77,087−15.3%ReducedHistory
EWEdwards Lifesciences CorpStock429,115$36.6M10.2%−57,142−11.8%ReducedHistory
ICEIntercontinental Exchange, Inc.Stock259,688$42.1M11.8%−4,661−1.8%ReducedHistory

Sold out since Q3 2025 (15)

Positions held at the end of Q3 2025 that are gone from this filing.

Positions of 2Xideas AG sold out since Q3 2025
SecurityClassShares in Q3 2025Value in Q3 2025% of portfolio in Q3 2025History
BROBrown & Brown, Inc.Stock70,685$6.63M1.4%History
MSCIMSCI Inc.Stock11,428$6.48M1.4%History
NVTnVent Electric plcSHS56,178$5.54M1.2%History
COOCooper Companies, Inc.COM64,156$4.40M0.9%History
HOLXHologic IncCOM63,554$4.29M0.9%History
MANHManhattan Associates IncStock18,677$3.83M0.8%History
POOLPool CorpCOM11,971$3.71M0.8%History
PAYCPaycom Software, Inc.Stock14,113$2.94M0.6%History
HHyatt Hotels CorpCOM CL A19,053$2.70M0.6%History
ENTGEntegris IncCOM28,053$2.59M0.5%History
SNPSSynopsys IncCOM4,910$2.42M0.5%History
CERTCertara, Inc.COM184,198$2.25M0.5%History
ALGNAlign Technology IncCOM15,948$2.00M0.4%History
VERXVertex, Inc.Stock63,266$1.57M0.3%History
RLIRli CorpCOM21,837$1.42M0.3%History