2Xideas AG
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), 2Xideas AG reported 59 stock positions worth $746.6 million. Its top holding was Fortinet (FTNT) at 7.3% of the portfolio, followed by PTC (PTC, 6.9%) and Intercontinental Exchange (ICE, 6.9%). Compared with Q3 2024, it opened 5 new positions, sold out of 2, added to 25 and reduced 29. The biggest buy was a new position in Neurocrine Biosciences (NBIX) and the biggest sale Resmed (RMD, shares −30%).
- Most Recent 13F
- Q2 2026
- Location
- KUSNACHT, V8
- CIK
- 0001843587
- Portfolio Value
- $746.6M (Q4 2024)
- SEC Filing
- 0001420506-25-000330 ↗ filed Feb 13, 2025
Holdings Value
Holdings 59 stocks · $746.6M
| FTNT Fortinet Inc. | 7.31% | 577,897 | $54.6M | Reduce -14.1% |
| PTC PTC Inc. | 6.91% | 280,711 | $51.6M | Add +17.1% |
| ICE Intercontinental Exchange Inc. | 6.86% | 343,493 | $51.2M | Reduce -3.2% |
| IQV Iqvia Holdings Inc. | 5.93% | 225,423 | $44.3M | Add +14.5% |
| ADSK Autodesk Inc. | 2.86% | 72,348 | $21.4M | Add +34.2% |
| RMD Resmed Inc. | 2.86% | 93,505 | $21.4M | Reduce -30.4% |
| NYT New York Times Co. Class A | 2.63% | 376,570 | $19.6M | Add +25.4% |
| KNSL Kinsale Capital Group Inc. | 2.49% | 39,998 | $18.6M | Add +16.1% |
| HALO Halozyme Therapeutics Inc. | 2.43% | 379,240 | $18.1M | Add +24.1% |
| FERG Ferguson Enterprises Inc. | 2.38% | 102,542 | $17.8M | Add +49.8% |
| CSGP Costar Group Inc. | 2.36% | 246,570 | $17.7M | Add +35.7% |
| NBIX Neurocrine Biosciences Inc. | 1.99% | 109,018 | $14.9M | New |
| WSC Willscot Holdings Corp. | 1.97% | 440,409 | $14.7M | Reduce -0.1% |
| LPLA LPL Financial Holdings Inc. | 1.97% | 45,071 | $14.7M | Add +63.9% |
| EXLS Exlservice Holdings Inc. | 1.92% | 322,481 | $14.3M | New |
| AXP American Express Co. | 1.84% | 46,381 | $13.8M | Add +39.7% |
| RLI Rli Corp. | 1.79% | 80,923 | $13.3M | Add +48.5% |
| ANSS Ansys Inc. | 1.78% | 39,428 | $13.3M | Add +65.2% |
| BAM Brookfield Asset Mgmt-A | 1.78% | 245,118 | $13.3M | Reduce -38.9% |
| EW Edwards Lifesciences Corp. | 1.76% | 177,296 | $13.1M | Reduce -20.9% |
| MSCI MSCI Inc. | 1.73% | 21,557 | $12.9M | Add +35.3% |
| LH Labcorp Holdings Inc. | 1.73% | 56,198 | $12.9M | Add +49.0% |
| DLB Dolby Laboratories Inc. Class A | 1.69% | 161,398 | $12.6M | Add +66.7% |
| DPZ Domino's Pizza Inc. | 1.64% | 29,188 | $12.3M | Add +96.1% |
| WSO Watsco Inc. | 1.62% | 25,531 | $12.1M | Add +53.5% |
| WCN Waste Connections Inc. | 1.61% | 70,192 | $12.0M | Add +60.4% |
| IT Gartner Inc. | 1.61% | 24,776 | $12.0M | Add +45.0% |
| MKTX Marketaxess Holdings Inc. | 1.48% | 48,974 | $11.1M | Add +28.0% |
| PAYC Paycom Software Inc. | 1.44% | 52,612 | $10.8M | Reduce -1.9% |
| COO The Cooper Cos Inc. | 1.40% | 113,781 | $10.5M | Add +29.4% |
| CSL Carlisle Cos Inc. | 1.38% | 27,951 | $10.3M | Add +42.7% |
| KLAC KLA Corp. | 1.37% | 16,238 | $10.2M | Add +74.5% |
| RYAN Ryan Specialty Holdings Inc. | 1.32% | 153,897 | $9.9M | Reduce -38.6% |
| RVTY Revvity Inc. | 1.32% | 88,381 | $9.9M | Reduce -38.0% |
| BLD Topbuild Corp. | 1.29% | 30,871 | $9.6M | Add +55.0% |
| RBC RBC Bearings Inc. | 1.25% | 31,086 | $9.3M | New |
| FWONK Liberty Media Corp. Class C | 1.15% | 92,859 | $8.6M | Reduce -13.1% |
| ENTG Entegris Inc. | 1.03% | 77,913 | $7.7M | Reduce -29.8% |
| ISRG Intuitive Surgical Inc. | 1.01% | 14,472 | $7.6M | Reduce -16.1% |
| INTU Intuit Inc. | 1.00% | 11,910 | $7.5M | Add +1.9% |
| CRL Charles River Laboratories | 0.91% | 36,758 | $6.8M | Reduce -1.0% |
| TYL Tyler Technologies Inc. | 0.88% | 11,454 | $6.6M | Reduce -25.0% |
| TER Teradyne Inc. | 0.86% | 50,882 | $6.4M | Reduce -1.8% |
| LNTH Lantheus Holdings Inc. | 0.85% | 70,654 | $6.3M | Reduce -26.1% |
| PLNT Planet Fitness Inc. Class A | 0.82% | 62,156 | $6.1M | New |
| MELI MercadoLibre Inc. | 0.79% | 3,447 | $5.9M | Reduce -16.3% |
| STZ Constellation Brands Inc. Class A | 0.62% | 21,100 | $4.7M | Reduce -29.2% |
| LYV Live Nation Entertainment Inc. | 0.55% | 31,819 | $4.1M | Reduce -61.1% |
| POOL Pool Corp. | 0.47% | 10,269 | $3.5M | Reduce -58.9% |
| A Agilent Technologies Inc. | 0.46% | 25,455 | $3.4M | Reduce -57.0% |
| ARES Ares Management Corp. Class A | 0.36% | 15,270 | $2.7M | Reduce -73.5% |
| CCC CCC Intelligent Solutions Ho | 0.34% | 215,148 | $2.5M | New |
| TW Tradeweb Markets Inc. Class A | 0.34% | 19,124 | $2.5M | Reduce -73.6% |
| H Hyatt Hotels Corp. Class A | 0.33% | 15,775 | $2.5M | Reduce -68.8% |
| SCI Service Corp. International | 0.32% | 30,060 | $2.4M | Reduce -72.1% |
| ADI Analog Devices Inc. | 0.31% | 10,765 | $2.3M | Reduce -68.0% |
| CERT Certara Inc. | 0.29% | 206,014 | $2.2M | Reduce -62.9% |
| ALGN Align Technology Inc. | 0.29% | 10,376 | $2.2M | Reduce -67.3% |
| TECH Bio-Techne Corp. | 0.29% | 29,941 | $2.2M | Reduce -72.0% |
Portfolio Sells Q3 2024 → Q4 2024
| RMD Resmed Inc. | Reduce -30.4% | 2.86% | −1.55 |
| FAST Fastenal Co. | Sold out | 0.00% | −1.18 |
| RVTY Revvity Inc. | Reduce -38.0% | 1.32% | −1.13 |
| RYAN Ryan Specialty Holdings Inc. | Reduce -38.6% | 1.32% | −0.92 |
| TW Tradeweb Markets Inc. Class A | Reduce -73.6% | 0.34% | −0.87 |
| TECH Bio-Techne Corp. | Reduce -72.0% | 0.29% | −0.86 |
| ARES Ares Management Corp. Class A | Reduce -73.5% | 0.36% | −0.85 |
| ICE Intercontinental Exchange Inc. | Reduce -3.2% | 6.86% | −0.83 |
| SCI Service Corp. International | Reduce -72.1% | 0.32% | −0.83 |
| ALGN Align Technology Inc. | Reduce -67.3% | 0.29% | −0.80 |
| POOL Pool Corp. | Reduce -58.9% | 0.47% | −0.80 |
| BAM Brookfield Asset Mgmt-A | Reduce -38.9% | 1.78% | −0.78 |
| ADI Analog Devices Inc. | Reduce -68.0% | 0.31% | −0.74 |
| A Agilent Technologies Inc. | Reduce -57.0% | 0.46% | −0.73 |
| SWKS Skyworks Solutions Inc. | Sold out | 0.00% | −0.72 |
| H Hyatt Hotels Corp. Class A | Reduce -68.8% | 0.33% | −0.70 |
| LYV Live Nation Entertainment Inc. | Reduce -61.1% | 0.55% | −0.66 |
| ENTG Entegris Inc. | Reduce -29.8% | 1.03% | −0.65 |
| CERT Certara Inc. | Reduce -62.9% | 0.29% | −0.58 |
| LNTH Lantheus Holdings Inc. | Reduce -26.1% | 0.85% | −0.57 |
| STZ Constellation Brands Inc. Class A | Reduce -29.2% | 0.62% | −0.41 |
| MELI MercadoLibre Inc. | Reduce -16.3% | 0.79% | −0.35 |
| TYL Tyler Technologies Inc. | Reduce -25.0% | 0.88% | −0.32 |
| WSC Willscot Holdings Corp. | Reduce -0.1% | 1.97% | −0.26 |
| EW Edwards Lifesciences Corp. | Reduce -20.9% | 1.76% | −0.23 |
| ISRG Intuitive Surgical Inc. | Reduce -16.1% | 1.01% | −0.13 |
| TER Teradyne Inc. | Reduce -1.8% | 0.86% | −0.08 |
| CRL Charles River Laboratories | Reduce -1.0% | 0.91% | −0.08 |
| FWONK Liberty Media Corp. Class C | Reduce -13.1% | 1.15% | +0.04 |
| PAYC Paycom Software Inc. | Reduce -1.9% | 1.44% | +0.24 |
| FTNT Fortinet Inc. | Reduce -14.1% | 7.31% | +0.28 |
Portfolio Buys Q3 2024 → Q4 2024
| NBIX Neurocrine Biosciences Inc. | New | 1.99% | +1.99 |
| EXLS Exlservice Holdings Inc. | New | 1.92% | +1.92 |
| RBC RBC Bearings Inc. | New | 1.25% | +1.25 |
| LPLA LPL Financial Holdings Inc. | Add +63.9% | 1.97% | +1.11 |
| PTC PTC Inc. | Add +17.1% | 6.91% | +1.08 |
| ADSK Autodesk Inc. | Add +34.2% | 2.86% | +0.86 |
| PLNT Planet Fitness Inc. Class A | New | 0.82% | +0.82 |
| DPZ Domino's Pizza Inc. | Add +96.1% | 1.64% | +0.78 |
| ANSS Ansys Inc. | Add +65.2% | 1.78% | +0.76 |
| DLB Dolby Laboratories Inc. Class A | Add +66.7% | 1.69% | +0.69 |
| RLI Rli Corp. | Add +48.5% | 1.79% | +0.65 |
| AXP American Express Co. | Add +39.7% | 1.84% | +0.63 |
| LH Labcorp Holdings Inc. | Add +49.0% | 1.73% | +0.59 |
| WCN Waste Connections Inc. | Add +60.4% | 1.61% | +0.56 |
| FERG Ferguson Enterprises Inc. | Add +49.8% | 2.38% | +0.55 |
| WSO Watsco Inc. | Add +53.5% | 1.62% | +0.52 |
| CSGP Costar Group Inc. | Add +35.7% | 2.36% | +0.52 |
| MSCI MSCI Inc. | Add +35.3% | 1.73% | +0.48 |
| IT Gartner Inc. | Add +45.0% | 1.61% | +0.44 |
| KLAC KLA Corp. | Add +74.5% | 1.37% | +0.40 |
| NYT New York Times Co. Class A | Add +25.4% | 2.63% | +0.37 |
| CCC CCC Intelligent Solutions Ho | New | 0.34% | +0.34 |
| KNSL Kinsale Capital Group Inc. | Add +16.1% | 2.49% | +0.33 |
| BLD Topbuild Corp. | Add +55.0% | 1.29% | +0.20 |
| CSL Carlisle Cos Inc. | Add +42.7% | 1.38% | +0.19 |
| MKTX Marketaxess Holdings Inc. | Add +28.0% | 1.48% | +0.16 |
| COO The Cooper Cos Inc. | Add +29.4% | 1.40% | +0.09 |
| HALO Halozyme Therapeutics Inc. | Add +24.1% | 2.43% | +0.07 |
| INTU Intuit Inc. | Add +1.9% | 1.00% | +0.02 |
| IQV Iqvia Holdings Inc. | Add +14.5% | 5.93% | −0.35 |
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 |