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2Xideas AG

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13F filer, CIK 1843587, KUSNACHT, Switzerland

2Xideas AG reported $357,031,780 across 50 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-17. Its ten largest share positions make up 56.21% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001420506-26-000455

Period
2025-12-31
Reported value
$357M
Holdings
50
Top 10 weight
56.21%
New
9
Sold out
15

Part of the filer group 2Xideas AG

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
PCORnew+71,261$5.18M
APGadded+120,964$4.63M
AONnew+12,371$4.37M
HUBBnew+8,941$3.97M
SNEXnew+41,639$3.96M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
BROexited-70,685-$6.63M
MSCIexited-11,428-$6.48M
FTNTreduced-77,087-$6.12M
BAMreduced-112,112-$5.88M
NVTexited-56,178-$5.54M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2025

Share positions as resolved from 13F-HR 0001420506-26-000455, largest first. % of portfolio is the value over $357,031,780, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
ICEINTERCONTINENTAL EXCHANGE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 354,969 shares; 2024Q4: 343,493 shares; 2025Q1: 317,364 shares; 2025Q2: 282,187 shares; 2025Q3: 264,349 shares; 2025Q4: 259,688 shares 259,688$42.1M11.78%-4,661Timeline
EWEDWARDS LIFESCIENCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 224,082 shares; 2024Q4: 177,296 shares; 2025Q1: 190,584 shares; 2025Q2: 520,711 shares; 2025Q3: 486,257 shares; 2025Q4: 429,115 shares 429,115$36.6M10.25%-57,142Timeline
FTNTFORTINET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 672,975 shares; 2024Q4: 577,897 shares; 2025Q1: 554,669 shares; 2025Q2: 485,213 shares; 2025Q3: 504,805 shares; 2025Q4: 427,718 shares 427,718$34M9.51%-77,087Timeline
PTCPTC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 239,647 shares; 2024Q4: 280,711 shares; 2025Q1: 276,576 shares; 2025Q2: 264,951 shares; 2025Q3: 209,680 shares; 2025Q4: 181,477 shares 181,477$31.6M8.85%-28,203Timeline
RMDRESMED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,257 shares; 2024Q4: 93,505 shares; 2025Q1: 79,322 shares; 2025Q2: 75,214 shares; 2025Q3: 83,611 shares; 2025Q4: 74,215 shares 74,215$17.9M5.01%-9,396Timeline
NYTNEW YORK TIMES CO MTN BEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300,284 shares; 2024Q4: 376,570 shares; 2025Q1: 216,861 shares; 2025Q2: 149,714 shares; 2025Q3: 117,819 shares; 2025Q4: 126,631 shares 126,631$8.79M2.46%+8,812Timeline
PLNTPLANET FITNESS MASTER ISSUERQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 62,156 shares; 2025Q1: 126,382 shares; 2025Q2: 112,894 shares; 2025Q3: 96,256 shares; 2025Q4: 70,081 shares 70,081$7.6M2.13%-26,175Timeline
FERGFERGUSON ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,437 shares; 2024Q4: 102,542 shares; 2025Q1: 97,506 shares; 2025Q2: 81,005 shares; 2025Q3: 39,377 shares; 2025Q4: 33,941 shares 33,941$7.56M2.12%-5,436Timeline
ADSKAUTODESK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,896 shares; 2024Q4: 72,348 shares; 2025Q1: 64,105 shares; 2025Q2: 54,679 shares; 2025Q3: 43,605 shares; 2025Q4: 24,902 shares 24,902$7.37M2.06%-18,703Timeline
CSGPCOSTAR GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181,657 shares; 2024Q4: 246,570 shares; 2025Q1: 175,629 shares; 2025Q2: 160,167 shares; 2025Q3: 124,002 shares; 2025Q4: 108,267 shares 108,267$7.28M2.04%-15,735Timeline
APGAPI GROUP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 103,484 shares; 2025Q2: 91,130 shares; 2025Q3: 68,687 shares; 2025Q4: 189,651 shares 189,651$7.26M2.03%+120,964Timeline
HALOHALOZYME THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 305,587 shares; 2024Q4: 379,240 shares; 2025Q1: 246,802 shares; 2025Q2: 184,546 shares; 2025Q3: 158,824 shares; 2025Q4: 104,801 shares 104,801$7.05M1.98%-54,023Timeline
RYANRYAN SPECIALTY HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250,637 shares; 2024Q4: 153,897 shares; 2025Q1: 180,658 shares; 2025Q2: 201,819 shares; 2025Q3: 172,653 shares; 2025Q4: 136,186 shares 136,186$7.03M1.97%-36,467Timeline
IQVIQVIA HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196,799 shares; 2024Q4: 225,423 shares; 2025Q1: 204,237 shares; 2025Q2: 62,894 shares; 2025Q3: 50,475 shares; 2025Q4: 29,692 shares 29,692$6.69M1.87%-20,783Timeline
KNSLKINSALE CAP GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,444 shares; 2024Q4: 39,998 shares; 2025Q1: 31,420 shares; 2025Q2: 26,665 shares; 2025Q3: 22,523 shares; 2025Q4: 15,417 shares 15,417$6.03M1.69%-7,106Timeline
CCCCCC INTELLIGENT SOLUTIONS HLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 215,148 shares; 2025Q1: 898,811 shares; 2025Q2: 885,722 shares; 2025Q3: 862,315 shares; 2025Q4: 756,778 shares 756,778$6.02M1.69%-105,537Timeline
DXCMDEXCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 171,663 shares; 2025Q2: 144,099 shares; 2025Q3: 135,199 shares; 2025Q4: 89,808 shares 89,808$5.96M1.67%-45,391Timeline
PCORPROCORE TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 71,261 shares 71,261$5.18M1.45%newTimeline
KLACKLA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,306 shares; 2024Q4: 16,238 shares; 2025Q1: 14,949 shares; 2025Q2: 10,810 shares; 2025Q3: 7,882 shares; 2025Q4: 3,810 shares 3,810$4.63M1.3%-4,072Timeline
AONAON PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,371 shares 12,371$4.37M1.22%newTimeline
WCNWASTE CONNECTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,755 shares; 2024Q4: 70,192 shares; 2025Q1: 32,740 shares; 2025Q2: 38,974 shares; 2025Q3: 30,745 shares; 2025Q4: 24,864 shares 24,864$4.36M1.22%-5,881Timeline
KEYSKEYSIGHT TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 51,135 shares; 2025Q2: 41,673 shares; 2025Q3: 34,535 shares; 2025Q4: 21,428 shares 21,428$4.35M1.22%-13,107Timeline
LYVLIVE NATION ENTERTAINMENT INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,856 shares; 2024Q4: 31,819 shares; 2025Q1: 39,227 shares; 2025Q2: 39,427 shares; 2025Q3: 31,728 shares; 2025Q4: 29,836 shares 29,836$4.25M1.19%-1,892Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,208 shares; 2024Q4: 46,381 shares; 2025Q1: 18,657 shares; 2025Q2: 18,325 shares; 2025Q3: 15,160 shares; 2025Q4: 11,461 shares 11,461$4.24M1.19%-3,699Timeline
NBIXNEUROCRINE BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 109,018 shares; 2025Q1: 72,509 shares; 2025Q2: 67,813 shares; 2025Q3: 50,797 shares; 2025Q4: 29,388 shares 29,388$4.17M1.17%-21,409Timeline
ISRGINTUITIVE SURGICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,250 shares; 2024Q4: 14,472 shares; 2025Q1: 11,248 shares; 2025Q2: 9,662 shares; 2025Q3: 10,764 shares; 2025Q4: 7,178 shares 7,178$4.07M1.14%-3,586Timeline
EXLSEXLSERVICE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 322,481 shares; 2025Q1: 210,766 shares; 2025Q2: 171,163 shares; 2025Q3: 141,444 shares; 2025Q4: 95,035 shares 95,035$4.03M1.13%-46,409Timeline
HUBBHUBBELL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,941 shares 8,941$3.97M1.11%newTimeline
SNEXSTONEX GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,639 shares 41,639$3.96M1.11%newTimeline
LPLALPL FINL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,508 shares; 2024Q4: 45,071 shares; 2025Q1: 28,614 shares; 2025Q2: 19,439 shares; 2025Q3: 19,071 shares; 2025Q4: 11,037 shares 11,037$3.94M1.1%-8,034Timeline
BAMBROOKFIELD ASSET MANAGMT LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 401,000 shares; 2024Q4: 245,118 shares; 2025Q1: 186,858 shares; 2025Q2: 169,258 shares; 2025Q3: 183,479 shares; 2025Q4: 71,367 shares 71,367$3.74M1.05%-112,112Timeline
DPZDOMINOS PIZZA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,885 shares; 2024Q4: 29,188 shares; 2025Q1: 21,753 shares; 2025Q2: 15,973 shares; 2025Q3: 13,286 shares; 2025Q4: 8,943 shares 8,943$3.73M1.04%-4,343Timeline
DLBDOLBY LABORATORIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,844 shares; 2024Q4: 161,398 shares; 2025Q1: 85,685 shares; 2025Q2: 89,750 shares; 2025Q3: 67,477 shares; 2025Q4: 54,009 shares 54,009$3.47M0.97%-13,468Timeline
RBCRBC BEARINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,086 shares; 2025Q1: 11,059 shares; 2025Q2: 12,840 shares; 2025Q3: 11,659 shares; 2025Q4: 7,698 shares 7,698$3.45M0.97%-3,961Timeline
LHLABCORP HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,703 shares; 2024Q4: 56,198 shares; 2025Q1: 32,480 shares; 2025Q2: 27,921 shares; 2025Q3: 20,870 shares; 2025Q4: 13,467 shares 13,467$3.38M0.95%-7,403Timeline
AAGILENT TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,267 shares; 2024Q4: 25,455 shares; 2025Q1: 45,351 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,103 shares 24,103$3.28M0.92%newTimeline
TWTRADEWEB MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,389 shares; 2024Q4: 19,124 shares; 2025Q1: 54,433 shares; 2025Q2: 57,878 shares; 2025Q3: 45,257 shares; 2025Q4: 28,208 shares 28,208$3.03M0.85%-17,049Timeline
CSLCARLISLE COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,591 shares; 2024Q4: 27,951 shares; 2025Q1: 28,498 shares; 2025Q2: 19,549 shares; 2025Q3: 11,689 shares; 2025Q4: 9,237 shares 9,237$2.95M0.83%-2,452Timeline
FWONKLIBERTY MEDIA CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,805 shares; 2024Q4: 92,859 shares; 2025Q1: 41,817 shares; 2025Q2: 39,171 shares; 2025Q3: 42,708 shares; 2025Q4: 28,849 shares 28,849$2.84M0.8%-13,859Timeline
SCISERVICE CORP INTLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,871 shares; 2024Q4: 30,060 shares; 2025Q1: 44,238 shares; 2025Q2: 39,179 shares; 2025Q3: 41,230 shares; 2025Q4: 36,374 shares 36,374$2.84M0.79%-4,856Timeline
EFOREVERFORTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,775 shares; 2025Q4: 52,374 shares 52,374$2.52M0.71%+21,599Timeline
RBARB GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,020 shares 24,020$2.47M0.69%newTimeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,117 shares; 2024Q4: 3,447 shares; 2025Q1: 3,004 shares; 2025Q2: 2,342 shares; 2025Q3: 1,780 shares; 2025Q4: 1,199 shares 1,199$2.42M0.68%-581Timeline
TYLTYLER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,263 shares; 2024Q4: 11,454 shares; 2025Q1: 5,585 shares; 2025Q2: 8,663 shares; 2025Q3: 6,695 shares; 2025Q4: 5,195 shares 5,195$2.36M0.66%-1,500Timeline
VEEVVEEVA SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,265 shares 10,265$2.29M0.64%newTimeline
OSONESTREAM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 174,621 shares; 2025Q3: 136,006 shares; 2025Q4: 121,825 shares 121,825$2.24M0.63%-14,181Timeline
GLBEGLOBAL E ONLINE LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 166,026 shares; 2025Q2: 87,696 shares; 2025Q3: not reported; 2025Q4: 53,523 shares 53,523$2.1M0.59%newTimeline
TECHBIO-TECHNE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,093 shares; 2024Q4: 29,941 shares; 2025Q1: 70,761 shares; 2025Q2: 69,258 shares; 2025Q3: 47,822 shares; 2025Q4: 34,913 shares 34,913$2.05M0.58%-12,909Timeline
ITGARTNER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,089 shares; 2024Q4: 24,776 shares; 2025Q1: 30,004 shares; 2025Q2: 27,103 shares; 2025Q3: 13,142 shares; 2025Q4: 7,808 shares 7,808$1.97M0.55%-5,334Timeline
WSOWATSCO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,630 shares; 2024Q4: 25,531 shares; 2025Q1: 13,444 shares; 2025Q2: 15,000 shares; 2025Q3: not reported; 2025Q4: 4,837 shares 4,837$1.63M0.46%newTimeline

Sold out in Q4 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
BROBROWN & BROWN INC70,685$6.63Mshares
MSCIMSCI INC11,428$6.48Mshares
NVTNVENT ELEC PLC56,178$5.54Mshares
COOCOOPER COS INC64,156$4.4Mshares
HOLXHOLOGIC INC63,554$4.29Mshares
MANHMANHATTAN ASSOCIATES INC18,677$3.83Mshares
POOLPOOL CORP11,971$3.71Mshares
PAYCPAYCOM SOFTWARE INC14,113$2.94Mshares
HHYATT HOTELS CORP19,053$2.7Mshares
ENTGENTEGRIS INC28,053$2.59Mshares
SNPSSYNOPSYS INC4,910$2.42Mshares
CERTCERTARA INC184,198$2.25Mshares
ALGNALIGN TECHNOLOGY INC15,948$2Mshares
VERXVERTEX INC63,266$1.57Mshares
RLIRLI CORP21,837$1.42Mshares

How Q4 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001420506-26-000455 base2026-02-17acceptance time not in the bulk data set