2Xideas AG - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, 2Xideas AG held in its portfolio 50 assets valued at $357,031,780 (i.e. $357.03M).
The most valuable assets in the portfolio included: INTERCONTINENTAL EXCHANGE IN ($42.06M), EDWARDS LIFESCIENCES CORP ($36.58M), and FORTINET INC ($33.97M).
The chart below shows the top 10 valuable assets, and the table below shows the top 50 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
2Xideas AG - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| INTERCONTINENTAL EXCHANGE IN | 259688 | 42059068 | COM |
| EDWARDS LIFESCIENCES CORP | 429115 | 36582054 | COM |
| FORTINET INC | 427718 | 33965086 | COM |
| PTC INC | 181477 | 31615108 | COM |
| RESMED INC | 74215 | 17876167 | COM |
| NEW YORK TIMES CO | 126631 | 8790724 | CL A |
| PLANET FITNESS INC | 70081 | 7601686 | CL A |
| FERGUSON ENTERPRISES INC | 33941 | 7556285 | COMMON STOCK NEW |
| AUTODESK INC | 24902 | 7371241 | COM |
| COSTAR GROUP INC | 108267 | 7279873 | COM |
| API GROUP CORP | 189651 | 7256047 | COM STK |
| HALOZYME THERAPEUTICS INC | 104801 | 7053107 | COM |
| RYAN SPECIALTY HOLDINGS INC | 136186 | 7031283 | CL A |
| IQVIA HLDGS INC | 29692 | 6692874 | COM |
| KINSALE CAP GROUP INC | 15417 | 6029897 | COM |
| CCC INTELLIGENT SOLUTIONS HL | 756778 | 6016385 | COM |
| DEXCOM INC | 89808 | 5960557 | COM |
| PROCORE TECHNOLOGIES INC | 71261 | 5183525 | COM |
| KLA CORP | 3810 | 4629455 | COM NEW |
| AON PLC | 12371 | 4365478 | SHS CL A |
| WASTE CONNECTIONS INC | 24864 | 4360151 | COM |
| KEYSIGHT TECHNOLOGIES INC | 21428 | 4353955 | COM |
| LIVE NATION ENTERTAINMENT IN | 29836 | 4251630 | COM |
| AMERICAN EXPRESS CO | 11461 | 4239997 | COM |
| NEUROCRINE BIOSCIENCES INC | 29388 | 4168100 | COM |
| INTUITIVE SURGICAL INC | 7178 | 4065332 | COM NEW |
| EXLSERVICE HOLDINGS INC | 95035 | 4033285 | COM |
| HUBBELL INC | 8941 | 3970788 | COM |
| STONEX GROUP INC | 41639 | 3961118 | COM |
| LPL FINL HLDGS INC | 11037 | 3942085 | COM |
| BROOKFIELD ASSET MANAGMT LTD | 71367 | 3742406 | CL A LMT VTG SHS |
| DOMINOS PIZZA INC | 8943 | 3727621 | COM |
| DOLBY LABORATORIES INC | 54009 | 3468458 | COM CL A |
| RBC BEARINGS INC | 7698 | 3452014 | COM |
| LABCORP HOLDINGS INC | 13467 | 3378601 | COM SHS |
| AGILENT TECHNOLOGIES INC | 24103 | 3279695 | COM |
| TRADEWEB MKTS INC | 28208 | 3033488 | CL A |
| CARLISLE COS INC | 9237 | 2954547 | COM |
| LIBERTY MEDIA CORP DEL | 28849 | 2841915 | COM LBTY ONE S C |
| SERVICE CORP INTL | 36374 | 2836081 | COM |
| ASGN INC | 52374 | 2522856 | COM |
| RB GLOBAL INC | 24020 | 2470937 | COM |
| MERCADOLIBRE INC | 1199 | 2415098 | COM |
| TYLER TECHNOLOGIES INC | 5195 | 2358270 | COM |
| VEEVA SYS INC | 10265 | 2291456 | CL A COM |
| ONESTREAM INC | 121825 | 2239144 | CL A |
| GLOBAL E ONLINE LTD | 53523 | 2103989 | SHS |
| BIO-TECHNE CORP | 34913 | 2053234 | COM |
| GARTNER INC | 7808 | 1969802 | COM |
| WATSCO INC | 4837 | 1629827 | COM |
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