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Livermore
Livermore
ZHEN

2Xideas AG

SEC CIK
0001843587
Latest filing
Aug 14, 2026

Holdings in Q1 2026

Holdings as of Mar 31, 2026, filed May 11, 2026. Long positions only; changes compare share counts with Q4 2025.

Institution overview
Positions
47
−3 vs. Q4 2025
Portfolio value
$255.3M
−$101.8M (−28.5%) vs. Q4 2025
Filed
May 11, 2026
SEC
Holdings of 2Xideas AG in Q1 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
ICEIntercontinental Exchange, Inc.Stock195,385$30.7M12.0%−64,303−24.8%ReducedHistory
EWEdwards Lifesciences CorpStock352,077$28.2M11.0%−77,038−18.0%ReducedHistory
FTNTFortinet, Inc.Stock337,924$27.6M10.8%−89,794−21.0%ReducedHistory
PTCPTC Inc.Stock142,203$20.3M7.9%−39,274−21.6%ReducedHistory
RMDResmed IncCOM62,764$14.1M5.5%−11,451−15.4%ReducedHistory
NYTNew York Times CoCL A95,178$7.97M3.1%−31,453−24.8%ReducedHistory
FERGFerguson Enterprises Inc.COMMON STOCK NEW29,187$6.81M2.7%−4,754−14.0%ReducedHistory
HUBBHubbell IncCOM12,936$6.35M2.5%+3,995+44.7%AddedHistory
APGAPi Group CorpCOM STK152,665$6.19M2.4%−36,986−19.5%ReducedHistory
HALOHalozyme Therapeutics, Inc.COM91,663$5.92M2.3%−13,138−12.5%ReducedHistory
DXCMDexcom IncCOM89,980$5.65M2.2%+172+0.2%AddedHistory
PLNTPlanet Fitness, Inc.CL A69,260$5.15M2.0%−821−1.2%ReducedHistory
PCORProcore Technologies, Inc.COM77,788$4.43M1.7%+6,527+9.2%AddedHistory
KNSLKinsale Capital Group, Inc.Stock12,443$4.25M1.7%−2,974−19.3%ReducedHistory
DSGXDescartes Systems Group IncCOM53,044$3.79M1.5%+53,044NewHistory
IQVIQVIA Holdings Inc.Stock21,656$3.69M1.4%−8,036−27.1%ReducedHistory
KEYSKeysight Technologies, Inc.Stock13,054$3.69M1.4%−8,374−39.1%ReducedHistory
CCCCCC Intelligent Solutions Holdings Inc.COM604,029$3.62M1.4%−152,749−20.2%ReducedHistory
RYANRyan Specialty Holdings, Inc.CL A107,159$3.62M1.4%−29,027−21.3%ReducedHistory
SNEXStoneX Group Inc.COM44,435$3.58M1.4%+2,796+6.7%AddedHistory
LPLALPL Financial Holdings Inc.COM11,153$3.36M1.3%+116+1.1%AddedHistory
RBCRBC Bearings INCCOM6,144$3.34M1.3%−1,554−20.2%ReducedHistory
LYVLive Nation Entertainment, Inc.COM21,758$3.32M1.3%−8,078−27.1%ReducedHistory
AONAon plcCL A10,275$3.32M1.3%−2,096−16.9%ReducedHistory
FWONKLiberty Media CorpCOM LBTY ONE S C38,439$3.27M1.3%+9,590+33.2%AddedHistory
AAgilent Technologies, Inc.COM28,625$3.26M1.3%+4,522+18.8%AddedHistory
AXPAmerican Express CoStock10,745$3.25M1.3%−716−6.2%ReducedHistory
DPZDominos Pizza IncCOM8,890$3.19M1.2%−53−0.6%ReducedHistory
ISRGIntuitive Surgical IncCOM NEW6,374$2.94M1.2%−804−11.2%ReducedHistory
CSLCarlisle Companies IncCOM8,435$2.81M1.1%−802−8.7%ReducedHistory
SCIService Corp InternationalCOM31,850$2.63M1.0%−4,524−12.4%ReducedHistory
RBARB Global Inc.COM26,778$2.57M1.0%+2,758+11.5%AddedHistory
GLBEGlobal-E Online Ltd.SHS77,669$2.40M0.9%+24,146+45.1%AddedHistory
HLNHaleon plcADR437,469$2.16M0.8%+437,469NewHistory
ALCAlcon IncStock29,111$2.15M0.8%+29,111NewHistory
TECHBIO-TECHNE CorpCOM33,412$1.75M0.7%−1,501−4.3%ReducedHistory
LHLabcorp Holdings Inc.Stock6,323$1.69M0.7%−7,144−53.0%ReducedHistory
WCNWaste Connections, Inc.COM9,966$1.62M0.6%−14,898−59.9%ReducedHistory
DLBDolby Laboratories, Inc.COM CL A26,497$1.59M0.6%−27,512−50.9%ReducedHistory
NBIXNeurocrine Biosciences IncStock10,351$1.36M0.5%−19,037−64.8%ReducedHistory
TWTradeweb Markets Inc.Stock11,378$1.34M0.5%−16,830−59.7%ReducedHistory
MELIMercadolibre IncCOM764$1.32M0.5%−435−36.3%ReducedHistory
WSOWatsco IncCOM3,203$1.17M0.5%−1,634−33.8%ReducedHistory
EXLSExlService Holdings, Inc.COM36,052$1.10M0.4%−58,983−62.1%ReducedHistory
VEEVVeeva Systems IncStock6,166$1.08M0.4%−4,099−39.9%ReducedHistory
BAMBrookfield Asset Management Ltd.CL A LMT VTG SHS22,527$998.2K0.4%−48,840−68.4%ReducedHistory
EFOREverforth IncCOM17,939$694.4K0.3%−34,435−65.7%ReducedHistory

Sold out since Q4 2025 (6)

Positions held at the end of Q4 2025 that are gone from this filing.

Positions of 2Xideas AG sold out since Q4 2025
SecurityClassShares in Q4 2025Value in Q4 2025% of portfolio in Q4 2025History
ADSKAutodesk, Inc.COM24,902$7.37M2.1%History
CSGPCostar Group, Inc.COM108,267$7.28M2.0%History
KLACKLA CorpCOM NEW3,810$4.63M1.3%History
TYLTyler Technologies IncCOM5,195$2.36M0.7%History
OSOneStream, Inc.CL A121,825$2.24M0.6%History
ITGartner IncCOM7,808$1.97M0.6%History