2Xideas AG

Q4 2024 13F Holdings

  • Location
    kusnacht, V8
  • Num holdings

    59

  • Value ($000)

    $746,634

  • Date Filed
    02/13/2025
  • Form type
    13F-HR
  • CIK
    0001843587
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
FTNT
FTNT

FORTINET INC

COM
34959E109
$54.60 M
7 %

577,897

PTC
PTC

PTC INC

COM
69370C100
$51.61 M
7 %

280,711

ICE
ICE

INTERCONTINENTAL EXCHANGE IN

COM
45866F104
$51.18 M
7 %

343,493

IQV
IQV

IQVIA HLDGS INC

COM
46266C105
$44.30 M
6 %

225,423

ADSK
ADSK

AUTODESK INC

COM
052769106
$21.38 M
3 %

72,348

RME
RME

RESMED INC

COM
761152107
$21.38 M
3 %

93,505

NYT
NYT

NEW YORK TIMES CO

CL A
650111107
$19.60 M
3 %

376,570

KNSL
KNSL

KINSALE CAP GROUP INC

COM
49714P108
$18.60 M
3 %

39,998

HALO
HALO

HALOZYME THERAPEUTICS INC

COM
40637H109
$18.13 M
2 %

379,240

FERG
FERG

FERGUSON ENTERPRISES INC

COMMON STOCK NEW
31488V107
$17.80 M
2 %

102,542

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