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13F-HR filed by 2Xideas AG

2Xideas AG filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-17, with 50 holding rows worth $357,031,780.

Accession
0001420506-26-000455
Filed
2026-02-17
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2025

A holdings report, 50 entries on the cover page, a total value of $357,031,780 stated on the cover page (in dollars after the unit check, H1), rows summing to $357,031,780 with VALUE read as dollars as filed, 13F file number 028-20822. The quarter's positions are built on this report. The resolved quarter.

Other managers

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Intercontinental Exchange,Inc.45866F104COM259,688$42,059,068dollars as filed
EDWARDS LIFESCIENCES CORP COM28176E108Stock429,115$36,582,054dollars as filed
FORTINET INC COM34959E109Stock427,718$33,965,086dollars as filed
PTC INC COM69370C100Stock181,477$31,615,108dollars as filed
RESMED INC COM761152107Stock74,215$17,876,167dollars as filed
NEW YORK TIMES CO MTN BE CL A650111107Stock126,631$8,790,724dollars as filed
PLANET FITNESS MASTER ISSUER L CL A72703H101Stock70,081$7,601,686dollars as filed
FERGUSON ENTERPRISES INC COMMON STOCK NEW31488V107Stock33,941$7,556,285dollars as filed
AUTODESK INC COM052769106Stock24,902$7,371,241dollars as filed
COSTAR GROUP INC COM22160N109Stock108,267$7,279,873dollars as filed
API GROUP CORP COM STK00187Y100Stock189,651$7,256,047dollars as filed
HALOZYME THERAPEUTICS INC COM40637H109Stock104,801$7,053,107dollars as filed
RYAN SPECIALTY HOLDINGS INC CL A78351F107Stock136,186$7,031,283dollars as filed
IQVIA HLDGS INC COM46266C105Stock29,692$6,692,874dollars as filed
KINSALECAPGROUPINC49714P108STOK15,417$6,029,897dollars as filed
CCC INTELLIGENT SOLUTIONS HLD COM12510Q100Stock756,778$6,016,385dollars as filed
DEXCOM INC COM252131107Stock89,808$5,960,557dollars as filed
PROCORE TECHNOLOGIES INC COM74275K108Stock71,261$5,183,525dollars as filed
KLA CORP482480100COM3,810$4,629,455dollars as filed
AON PLC SHS CL AG0403H108Stock12,371$4,365,478dollars as filed
WASTE CONNECTIONS INC COM94106B101Stock24,864$4,360,151dollars as filed
KEYSIGHT TECHNOLOGIES INC COM49338L103Stock21,428$4,353,955dollars as filed
LIVE NATION ENTERTAINMENT INC COM538034109Stock29,836$4,251,630dollars as filed
American Express Company025816109COM11,461$4,239,997dollars as filed
NEUROCRINE BIOSCIENCES INC64125C109COM29,388$4,168,100dollars as filed
Intuitive Surgical,Inc.46120E602COM7,178$4,065,332dollars as filed
EXLSERVICE HLDGS INC COM302081104Stock95,035$4,033,285dollars as filed
HUBBELL INC COM443510607Stock8,941$3,970,788dollars as filed
STONEX GROUP INC861896108COM41,639$3,961,118dollars as filed
LPL FINL HLDGS INC COM50212V100Stock11,037$3,942,085dollars as filed
BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS113004105Stock71,367$3,742,406dollars as filed
DOMINOS PIZZA INC COM25754A201Stock8,943$3,727,621dollars as filed
DOLBY LABORATORIES INC COM CL A25659T107Stock54,009$3,468,458dollars as filed
RBC BEARINGS INC COM75524B104Stock7,698$3,452,014dollars as filed
LABCORP HOLDINGS INC COM SHS504922105Stock13,467$3,378,601dollars as filed
AGILENT TECHNOLOGIES INC COM00846U101Stock24,103$3,279,695dollars as filed
TRADEWEB MKTS INC CL A892672106Stock28,208$3,033,488dollars as filed
CARLISLE COS INC COM142339100Stock9,237$2,954,547dollars as filed
LIBERTY MEDIA CORP DEL COM LBTY ONE S C531229755Stock28,849$2,841,915dollars as filed
SERVICE CORP INTL COM817565104Stock36,374$2,836,081dollars as filed
EVERFORTH INC COM00191U102Stock52,374$2,522,856dollars as filed
RB GLOBAL INC COM74935Q107Stock24,020$2,470,937dollars as filed
MERCADOLIBREINC58733R102STOK1,199$2,415,098dollars as filed
TYLER TECHNOLOGIES INC COM902252105Stock5,195$2,358,270dollars as filed
VEEVA SYS INC CL A COM922475108Stock10,265$2,291,456dollars as filed
ONESTREAM INC68278B107CL A121,825$2,239,144dollars as filed
GLOBAL-E ONLINE LTD NPVM5216V106SHS53,523$2,103,989dollars as filed
BIO-TECHNE CORP09073M104COM34,913$2,053,234dollars as filed
GARTNERINC366651107STOK7,808$1,969,802dollars as filed
WATSCO INC COM942622200Stock4,837$1,629,827dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001420506-26-000455this filing2026-02-17acceptance time not in the bulk data set