2Xideas AG Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$580.8B
Holdings
57
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (57 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ICEINTERCONTINENTAL EXCHANGE IN | 282,187 | $51.8B | 8.91% | |
| 2 | FTNTFORTINET INC | 485,213 | $51.3B | 8.83% | |
| 3 | PTCPTC INC | 264,951 | $45.7B | 7.86% | |
| 4 | EWEDWARDS LIFESCIENCES CORP | 520,711 | $40.7B | 7.01% | |
| 5 | RMERESMED INC | 75,214 | $19.4B | 3.34% | |
| 6 | FERGFERGUSON ENTERPRISES INC | 81,005 | $17.6B | 3.04% | |
| 7 | ADSKAUTODESK INC | 54,679 | $16.9B | 2.91% | |
| 8 | RYANRYAN SPECIALTY HOLDINGS INC | 201,819 | $13.7B | 2.36% | |
| 9 | KNSLKINSALE CAP GROUP INC | 26,665 | $12.9B | 2.22% | |
| 10 | CSGPCOSTAR GROUP INC | 160,167 | $12.9B | 2.22% | |
| 11 | DC4DEXCOM INC | 144,099 | $12.6B | 2.17% | |
| 12 | PLNTPLANET FITNESS INC | 112,894 | $12.3B | 2.12% | |
| 13 | ITGARTNER INC | 27,103 | $11.0B | 1.89% | |
| 14 | IQVIQVIA HLDGS INC | 62,894 | $9.9B | 1.71% | |
| 15 | KLACKLA CORP | 10,810 | $9.7B | 1.67% | |
| 16 | HALOHALOZYME THERAPEUTICS INC | 184,546 | $9.6B | 1.65% | |
| 17 | BAMBROOKFIELD ASSET MANAGMT LTD | 169,258 | $9.4B | 1.61% | |
| 18 | NBIXNEUROCRINE BIOSCIENCES INC | 67,813 | $8.5B | 1.47% | |
| 19 | TWTRADEWEB MKTS INC | 57,878 | $8.5B | 1.46% | |
| 20 | NYTNEW YORK TIMES CO | 149,714 | $8.4B | 1.44% | |
| 21 | CCCCCC INTELLIGENT SOLUTIONS HL | 885,722 | $8.3B | 1.44% | |
| 22 | MSCIMSCI INC | 13,895 | $8.0B | 1.38% | |
| 23 | EXLSEXLSERVICE HOLDINGS INC | 171,163 | $7.5B | 1.29% | |
| 24 | LHLABCORP HOLDINGS INC | 27,921 | $7.3B | 1.26% | |
| 25 | CSLCARLISLE COS INC | 19,549 | $7.3B | 1.26% | |
| 26 | LPLALPL FINL HLDGS INC | 19,439 | $7.3B | 1.26% | |
| 27 | WCNWASTE CONNECTIONS INC | 38,974 | $7.3B | 1.25% | |
| 28 | DPZDOMINOS PIZZA INC | 15,973 | $7.2B | 1.24% | |
| 29 | AKXANSYS INC | 19,865 | $7.0B | 1.20% | |
| 30 | ENQENTEGRIS INC | 84,767 | $6.8B | 1.18% | |
| 31 | KEYSKEYSIGHT TECHNOLOGIES INC | 41,673 | $6.8B | 1.18% | |
| 32 | FUODOLBY LABORATORIES INC | 89,750 | $6.7B | 1.15% | |
| 33 | WSOWATSCO INC | 15,000 | $6.6B | 1.14% | |
| 34 | AFWALIGN TECHNOLOGY INC | 32,429 | $6.1B | 1.06% | |
| 35 | MLB1MERCADOLIBRE INC | 2,342 | $6.1B | 1.05% | |
| 36 | LYVLIVE NATION ENTERTAINMENT IN | 39,427 | $6.0B | 1.03% | |
| 37 | AXPAMERICAN EXPRESS CO | 18,325 | $5.8B | 1.01% | |
| 38 | BLDTOPBUILD CORP | 16,912 | $5.5B | 0.94% | |
| 39 | COOCOOPER COS INC | 75,044 | $5.3B | 0.92% | |
| 40 | ISRGINTUITIVE SURGICAL INC | 9,662 | $5.3B | 0.90% | |
| 41 | TYLTYLER TECHNOLOGIES INC | 8,663 | $5.1B | 0.88% | |
| 42 | OSONESTREAM INC | 174,621 | $4.9B | 0.85% | |
| 43 | RBCRBC BEARINGS INC | 12,840 | $4.9B | 0.85% | |
| 44 | HOLXHOLOGIC INC | 70,218 | $4.6B | 0.79% | |
| 45 | NVTNVENT ELECTRIC PLC | 60,203 | $4.4B | 0.76% | |
| 46 | FWONALIBERTY MEDIA CORP DEL | 39,171 | $4.1B | 0.70% | |
| 47 | LNTHLANTHEUS HLDGS INC | 49,079 | $4.0B | 0.69% | |
| 48 | POOLPOOL CORP | 13,244 | $3.9B | 0.66% | |
| 49 | CERTCERTARA INC | 314,766 | $3.7B | 0.63% | |
| 50 | TECHBIO-TECHNE CORP | 69,258 | $3.6B | 0.61% | |
| 51 | PAYCPAYCOM SOFTWARE INC | 15,174 | $3.5B | 0.60% | |
| 52 | SCISERVICE CORP INTL | 39,179 | $3.2B | 0.55% | |
| 53 | APGAPI GROUP CORP | 91,130 | $3.1B | 0.53% | |
| 54 | GLBEGLOBAL E ONLINE LTD | 87,696 | $2.9B | 0.51% | |
| 55 | RLIRLI CORP | 40,381 | $2.9B | 0.50% | |
| 56 | HHYATT HOTELS CORP | 20,134 | $2.8B | 0.48% | |
| 57 | PKNREVVITY INC | 21,421 | $2.1B | 0.36% |