2Xideas AG
Q2 2025 13F Holdings
- Locationkusnacht, V8
- Num holdings
57
- Value ($000)
$580,768
- Date Filed08/14/2025
- Form type13F-HR
- CIK0001843587
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ICE INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | $51.77M | 9 % | 282,187 | ||
FTNT FORTINET INC | COM | 34959E109 | $51.30M | 9 % | 485,213 | ||
PTC PTC INC | COM | 69370C100 | $45.66M | 8 % | 264,951 | ||
EW EDWARDS LIFESCIENCES CORP | COM | 28176E108 | $40.72M | 7 % | 520,711 | ||
RME RESMED INC | COM | 761152107 | $19.41M | 3 % | 75,214 | ||
FERG FERGUSON ENTERPRISES INC | COMMON STOCK NEW | 31488V107 | $17.64M | 3 % | 81,005 | ||
ADSK AUTODESK INC | COM | 052769106 | $16.93M | 3 % | 54,679 | ||
RYAN SPECIALTY HOLDINGS INC | CL A | 78351F107 | $13.72M | 2 % | 201,819 | ||
KNSL KINSALE CAP GROUP INC | COM | 49714P108 | $12.90M | 2 % | 26,665 | ||
CSGP COSTAR GROUP INC | COM | 22160N109 | $12.88M | 2 % | 160,167 |
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