2Xideas AG

Q1 2025 13F Holdings

  • Location
    kusnacht, V8
  • Num holdings

    61

  • Value ($000)

    $658,112

  • Date Filed
    05/15/2025
  • 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 Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
ICE
ICE

INTERCONTINENTAL EXCHANGE IN

COM
45866F104
$54.75 M
8 %

317,364

FTNT
FTNT

FORTINET INC

COM
34959E109
$53.39 M
8 %

554,669

PTC
PTC

PTC INC

COM
69370C100
$42.86 M
7 %

276,576

IQV
IQV

IQVIA HLDGS INC

COM
46266C105
$36.01 M
6 %

204,237

RME
RME

RESMED INC

COM
761152107
$17.76 M
3 %

79,322

ADSK
ADSK

AUTODESK INC

COM
052769106
$16.78 M
3 %

64,105

HALO
HALO

HALOZYME THERAPEUTICS INC

COM
40637H109
$15.75 M
2 %

246,802

FERG
FERG

FERGUSON ENTERPRISES INC

COMMON STOCK NEW
31488V107
$15.62 M
2 %

97,506

KNSL
KNSL

KINSALE CAP GROUP INC

COM
49714P108
$15.29 M
2 %

31,420

CSGP
CSGP

COSTAR GROUP INC

COM
22160N109
$13.92 M
2 %

175,629

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