Investor

2Xideas AG

CIK 0001843587 · filed 2026-02-17 · SEC filing

Q1 2026 Q4 2025

13F book

$357M

Positions

Largest name

11.8%

Intercontinental Exchange In

Est. mark

—

Need a prior quarter to estimate

Holdings Activity

Show puts & calls

Name	Ticker	Shares	Value	Weight	Est. mark	Change
Intercontinental Exchange In	—	259.7K	$42.1M	11.8%	—	Held
Edwards Lifesciences Corp	EW	429.1K	$36.6M	10.2%	—	Held
Fortinet, Inc.	FTNT	427.7K	$34M	9.5%	—	Held
Ptc Inc.	PTC	181.5K	$31.6M	8.9%	—	Held
Resmed Inc	—	74.2K	$17.9M	5.0%	—	Held
New York Times Co	NYT	126.6K	$8.79M	2.5%	—	Held
Planet Fitness, Inc.	PLNT	70.1K	$7.6M	2.1%	—	Held
Ferguson Enterprises Inc	—	33.9K	$7.56M	2.1%	—	Held
Autodesk, Inc.	ADSK	24.9K	$7.37M	2.1%	—	Held
Costar Group, Inc.	CSGP	108.3K	$7.28M	2.0%	—	Held
Api Group Corp	APG	189.7K	$7.26M	2.0%	—	Held
Halozyme Therapeutics, Inc.	HALO	104.8K	$7.05M	2.0%	—	Held
Ryan Specialty Holdings, Inc.	RYAN	136.2K	$7.03M	2.0%	—	Held
Iqvia Hldgs Inc	—	29.7K	$6.69M	1.9%	—	Held
Kinsale Cap Group Inc	—	15.4K	$6.03M	1.7%	—	Held
Ccc Intelligent Solutions Hl	—	756.8K	$6.02M	1.7%	—	Held
Dexcom Inc	DXCM	89.8K	$5.96M	1.7%	—	Held
Procore Technologies, Inc.	PCOR	71.3K	$5.18M	1.5%	—	Held
Kla Corp	KLAC	3.81K	$4.63M	1.3%	—	Held
Aon plc	AON	12.4K	$4.37M	1.2%	—	Held
Waste Connections, Inc.	WCN	24.9K	$4.36M	1.2%	—	Held
Keysight Technologies, Inc.	KEYS	21.4K	$4.35M	1.2%	—	Held
Live Nation Entertainment In	—	29.8K	$4.25M	1.2%	—	Held
American Express Co	AXP	11.5K	$4.24M	1.2%	—	Held
Neurocrine Biosciences Inc	NBIX	29.4K	$4.17M	1.2%	—	Held
Intuitive Surgical Inc	ISRG	7.18K	$4.07M	1.1%	—	Held
ExlService Holdings, Inc.	EXLS	95K	$4.03M	1.1%	—	Held
Hubbell Inc	HUBB	8.94K	$3.97M	1.1%	—	Held
StoneX Group Inc.	SNEX	41.6K	$3.96M	1.1%	—	Held
Lpl Finl Hldgs Inc	—	11K	$3.94M	1.1%	—	Held
Brookfield Asset Managmt Ltd	—	71.4K	$3.74M	1.0%	—	Held
Dominos Pizza Inc	DPZ	8.94K	$3.73M	1.0%	—	Held
Dolby Laboratories, Inc.	DLB	54K	$3.47M	1.0%	—	Held
Rbc Bearings Inc	RBC	7.7K	$3.45M	1.0%	—	Held
Labcorp Holdings Inc.	LH	13.5K	$3.38M	0.9%	—	Held
Agilent Technologies, Inc.	A	24.1K	$3.28M	0.9%	—	Held
Tradeweb Mkts Inc	—	28.2K	$3.03M	0.9%	—	Held
Carlisle Cos Inc	—	9.24K	$2.95M	0.8%	—	Held
Liberty Media Corp Del	—	28.8K	$2.84M	0.8%	—	Held
Service Corp Intl	—	36.4K	$2.84M	0.8%	—	Held
Asgn Inc	EFOR	52.4K	$2.52M	0.7%	—	Held
Rb Global Inc.	RBA	24K	$2.47M	0.7%	—	Held
Mercadolibre Inc	MELI	1.2K	$2.42M	0.7%	—	Held
Tyler Technologies Inc	TYL	5.2K	$2.36M	0.7%	—	Held
Veeva Sys Inc	—	10.3K	$2.29M	0.6%	—	Held
Onestream Inc	—	121.8K	$2.24M	0.6%	—	Held
Global-E Online Ltd.	GLBE	53.5K	$2.1M	0.6%	—	Held
Bio-Techne Corp	TECH	34.9K	$2.05M	0.6%	—	Held
Gartner Inc	IT	7.81K	$1.97M	0.6%	—	Held
Watsco Inc	—	4.84K	$1.63M	0.5%	—	Held

Positions as of Q4 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.