2Xideas AG
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 16, 2024), 2Xideas AG reported 51 stock positions worth $817.3 million. Its top holding was Intercontinental Exchange (ICE) at 6.4% of the portfolio, followed by Iqvia (IQV, 6.4%) and Fortinet (FTNT, 6.1%). Compared with Q4 2023, it opened 2 new positions, sold out of 3, added to 7 and reduced 42. The biggest buy was Fortinet (FTNT, shares +101%) and the biggest sale Ansys (ANSS, shares −78%).
- Most Recent 13F
- Q2 2026
- Location
- KUSNACHT, V8
- CIK
- 0001843587
- Portfolio Value
- $817.3M (Q1 2024)
- SEC Filing
- 0001214659-24-009402 ↗ filed May 16, 2024
Holdings Value
Holdings 51 stocks · $817.3M
| ICE Intercontinental Exchange Inc. | 6.40% | 380,640 | $52.3M | Reduce -25.9% |
| IQV Iqvia Holdings Inc. | 6.36% | 205,621 | $52.0M | Reduce -23.4% |
| FTNT Fortinet Inc. | 6.13% | 733,832 | $50.1M | Add +101.2% |
| RMD Resmed Inc. | 5.23% | 215,880 | $42.8M | Reduce -30.1% |
| PTC PTC Inc. | 2.70% | 116,685 | $22.0M | Reduce -14.9% |
| HALO Halozyme Therapeutics Inc. | 2.57% | 515,462 | $21.0M | Reduce -5.3% |
| BAM Brookfield Asset Mgmt-A | 2.42% | 471,000 | $19.8M | Reduce -12.2% |
| RYAN Ryan Specialty Holdings Inc. | 2.42% | 356,134 | $19.8M | New |
| NYT New York Times Co. Class A | 2.31% | 437,716 | $18.9M | Reduce -10.5% |
| EW Edwards Lifesciences Corp. | 2.30% | 196,508 | $18.8M | Add +25.9% |
| STZ Constellation Brands Inc. Class A | 2.27% | 68,371 | $18.6M | Reduce -2.9% |
| WSC Willscot Holdings Corp. | 2.27% | 398,907 | $18.5M | Add +53.5% |
| ADI Analog Devices Inc. | 2.23% | 91,958 | $18.2M | Reduce -20.1% |
| RVTY Revvity Inc. | 2.17% | 169,033 | $17.7M | Reduce -3.9% |
| FERG Ferguson Jersey Ltd. | 2.17% | 80,957 | $17.7M | Reduce -14.9% |
| PAYC Paycom Software Inc. | 2.00% | 82,126 | $16.3M | Add +96.7% |
| KNSL Kinsale Capital Group Inc. | 1.93% | 30,022 | $15.8M | Add +15.0% |
| TYL Tyler Technologies Inc. | 1.88% | 36,145 | $15.4M | Add +29.1% |
| ANSS Ansys Inc. | 1.73% | 40,633 | $14.1M | Reduce -78.0% |
| AXP American Express Co. | 1.50% | 53,780 | $12.2M | Reduce -26.0% |
| DPZ Domino's Pizza Inc. | 1.48% | 24,386 | $12.1M | Reduce -14.7% |
| KLAC KLA Corp. | 1.48% | 17,322 | $12.1M | Reduce -26.6% |
| ALGN Align Technology Inc. | 1.47% | 36,689 | $12.0M | Add +3.6% |
| FAST Fastenal Co. | 1.47% | 155,823 | $12.0M | Reduce -47.0% |
| ISRG Intuitive Surgical Inc. | 1.46% | 29,798 | $11.9M | Reduce -19.4% |
| ENTG Entegris Inc. | 1.44% | 83,945 | $11.8M | Reduce -27.1% |
| TW Tradeweb Markets Inc. Class A | 1.41% | 110,686 | $11.5M | Reduce -17.9% |
| CRL Charles River Laboratories | 1.41% | 42,526 | $11.5M | Reduce -22.9% |
| LYV Live Nation Entertainment Inc. | 1.39% | 107,403 | $11.4M | Reduce -17.5% |
| CSGP Costar Group Inc. | 1.36% | 115,033 | $11.1M | Reduce -18.2% |
| INTU Intuit Inc. | 1.35% | 16,976 | $11.0M | Reduce -19.9% |
| TER Teradyne Inc. | 1.35% | 97,768 | $11.0M | Reduce -9.2% |
| SCI Service Corp. International | 1.33% | 146,861 | $10.9M | Reduce -52.9% |
| COO The Cooper Cos Inc. | 1.32% | 106,255 | $10.8M | Reduce -21.9% |
| CERT Certara Inc. | 1.32% | 602,684 | $10.8M | Reduce -18.9% |
| MKL Markel Group Inc. | 1.32% | 7,080 | $10.8M | Reduce -3.6% |
| WSO Watsco Inc. | 1.31% | 24,845 | $10.7M | Reduce -13.6% |
| ULTA Ulta Beauty Inc. | 1.31% | 20,514 | $10.7M | Reduce -24.2% |
| LNTH Lantheus Holdings Inc. | 1.30% | 170,987 | $10.6M | New |
| IT Gartner Inc. | 1.30% | 22,286 | $10.6M | Reduce -29.2% |
| MSCI MSCI Inc. | 1.29% | 18,779 | $10.5M | Reduce -11.1% |
| A Agilent Technologies Inc. | 1.29% | 72,308 | $10.5M | Reduce -25.3% |
| FWONK Liberty Media Corp. Class C | 1.28% | 159,238 | $10.4M | Reduce -8.2% |
| DLB Dolby Laboratories Inc. Class A | 1.26% | 123,333 | $10.3M | Reduce -9.8% |
| SWKS Skyworks Solutions Inc. | 1.26% | 94,727 | $10.3M | Reduce -14.1% |
| LH Laboratory CRP of Amer Hldgs | 1.25% | 46,749 | $10.2M | Reduce -13.3% |
| POOL Pool Corp. | 1.24% | 25,212 | $10.2M | Reduce -17.1% |
| SBUX Starbucks Corp. | 1.24% | 110,879 | $10.1M | Reduce -6.8% |
| WD Walker & Dunlop Inc. | 1.19% | 95,924 | $9.7M | Reduce -34.5% |
| MELI MercadoLibre Inc. | 1.16% | 6,269 | $9.5M | Reduce -21.8% |
| MKTX Marketaxess Holdings Inc. | 0.97% | 36,282 | $8.0M | Reduce -28.5% |
Portfolio Sells Q4 2023 → Q1 2024
| ANSS Ansys Inc. | Reduce -78.0% | 1.73% | −5.46 |
| ETSY Etsy Inc. | Sold out | 0.00% | −1.45 |
| VRTX Vertex Pharmaceuticals Inc. | Sold out | 0.00% | −1.36 |
| VRSN Verisign Inc. | Sold out | 0.00% | −1.18 |
| SCI Service Corp. International | Reduce -52.9% | 1.33% | −0.95 |
| ICE Intercontinental Exchange Inc. | Reduce -25.9% | 6.40% | −0.67 |
| MKTX Marketaxess Holdings Inc. | Reduce -28.5% | 0.97% | −0.62 |
| FAST Fastenal Co. | Reduce -47.0% | 1.47% | −0.57 |
| WD Walker & Dunlop Inc. | Reduce -34.5% | 1.19% | −0.56 |
| RMD Resmed Inc. | Reduce -30.1% | 5.23% | −0.47 |
| IQV Iqvia Holdings Inc. | Reduce -23.4% | 6.36% | −0.30 |
| NYT New York Times Co. Class A | Reduce -10.5% | 2.31% | −0.25 |
| ADI Analog Devices Inc. | Reduce -20.1% | 2.23% | −0.22 |
| IT Gartner Inc. | Reduce -29.2% | 1.30% | −0.22 |
| MELI MercadoLibre Inc. | Reduce -21.8% | 1.16% | −0.19 |
| A Agilent Technologies Inc. | Reduce -25.3% | 1.29% | −0.16 |
| ULTA Ulta Beauty Inc. | Reduce -24.2% | 1.31% | −0.11 |
| CERT Certara Inc. | Reduce -18.9% | 1.32% | −0.08 |
| SWKS Skyworks Solutions Inc. | Reduce -14.1% | 1.26% | −0.07 |
| INTU Intuit Inc. | Reduce -19.9% | 1.35% | −0.07 |
| LH Laboratory CRP of Amer Hldgs | Reduce -13.3% | 1.25% | −0.06 |
| COO The Cooper Cos Inc. | Reduce -21.9% | 1.32% | −0.06 |
| POOL Pool Corp. | Reduce -17.1% | 1.24% | −0.06 |
| ENTG Entegris Inc. | Reduce -27.1% | 1.44% | −0.04 |
| WSO Watsco Inc. | Reduce -13.6% | 1.31% | −0.01 |
| DLB Dolby Laboratories Inc. Class A | Reduce -9.8% | 1.26% | +0.00 |
| MSCI MSCI Inc. | Reduce -11.1% | 1.29% | +0.01 |
| KLAC KLA Corp. | Reduce -26.6% | 1.48% | +0.01 |
| CRL Charles River Laboratories | Reduce -22.9% | 1.41% | +0.01 |
| SBUX Starbucks Corp. | Reduce -6.8% | 1.24% | +0.02 |
| AXP American Express Co. | Reduce -26.0% | 1.50% | +0.04 |
| CSGP Costar Group Inc. | Reduce -18.2% | 1.36% | +0.04 |
| LYV Live Nation Entertainment Inc. | Reduce -17.5% | 1.39% | +0.08 |
| TW Tradeweb Markets Inc. Class A | Reduce -17.9% | 1.41% | +0.10 |
| TER Teradyne Inc. | Reduce -9.2% | 1.35% | +0.10 |
| BAM Brookfield Asset Mgmt-A | Reduce -12.2% | 2.42% | +0.10 |
| FWONK Liberty Media Corp. Class C | Reduce -8.2% | 1.28% | +0.10 |
| RVTY Revvity Inc. | Reduce -3.9% | 2.17% | +0.11 |
| ISRG Intuitive Surgical Inc. | Reduce -19.4% | 1.46% | +0.12 |
| PTC PTC Inc. | Reduce -14.9% | 2.70% | +0.12 |
| MKL Markel Group Inc. | Reduce -3.6% | 1.32% | +0.20 |
| FERG Ferguson Jersey Ltd. | Reduce -14.9% | 2.17% | +0.21 |
| DPZ Domino's Pizza Inc. | Reduce -14.7% | 1.48% | +0.22 |
| HALO Halozyme Therapeutics Inc. | Reduce -5.3% | 2.57% | +0.41 |
| STZ Constellation Brands Inc. Class A | Reduce -2.9% | 2.27% | +0.45 |
Portfolio Buys Q4 2023 → Q1 2024
| FTNT Fortinet Inc. | Add +101.2% | 6.13% | +3.85 |
| RYAN Ryan Specialty Holdings Inc. | New | 2.42% | +2.42 |
| LNTH Lantheus Holdings Inc. | New | 1.30% | +1.30 |
| PAYC Paycom Software Inc. | Add +96.7% | 2.00% | +1.07 |
| WSC Willscot Holdings Corp. | Add +53.5% | 2.27% | +1.03 |
| EW Edwards Lifesciences Corp. | Add +25.9% | 2.30% | +1.02 |
| KNSL Kinsale Capital Group Inc. | Add +15.0% | 1.93% | +0.99 |
| TYL Tyler Technologies Inc. | Add +29.1% | 1.88% | +0.62 |
| ALGN Align Technology Inc. | Add +3.6% | 1.47% | +0.43 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 48 | $232.3M | FTNT, EW, ICE, PTC, RYAN |
| Q1 2026 | 47 | $255.3M | ICE, EW, FTNT, PTC, RMD |
| Q4 2025 | 50 | $357.0M | ICE, EW, FTNT, PTC, RMD |
| Q3 2025 | 56 | $473.6M | ICE, PTC, FTNT, EW, RMD |
| Q2 2025 | 57 | $580.8M | ICE, FTNT, PTC, EW, RMD |
| Q1 2025 | 61 | $658.1M | ICE, FTNT, PTC, IQV, RMD |
| Q4 2024 | 59 | $746.6M | FTNT, PTC, ICE, IQV, ADSK |
| Q3 2024 | 56 | $742.2M | ICE, FTNT, IQV, PTC, RMD |
| Q2 2024 | 51 | $800.9M | ICE, PTC, IQV, FTNT, RMD |
| Q1 2024Amended | 51 | $817.3M | ICE, IQV, FTNT, RMD, PTC |