2Xideas Ag Top Holdings and 13F Report (2025) About 2Xideas AgInvestment Activity2Xideas Ag has $746.63 million in total holdings as of December 31, 2024.2Xideas Ag owns shares of 59 different stocks, but just 32 companies or ETFs make up 80% of its holdings.Approximately 20.44% of the portfolio was purchased this quarter.About 17.80% of the portfolio was sold this quarter.This quarter, 2Xideas Ag has purchased 56 new stocks and bought additional shares in 25 stocks.2Xideas Ag sold shares of 29 stocks and completely divested from 2 stocks this quarter.Largest Holdings Fortinet $54,599,709PTC $51,614,332Intercontinental Exchange $51,183,892IQVIA $44,297,874Autodesk $21,383,898 Largest New Holdings this Quarter Neurocrine Biosciences $14,880,957 HoldingExlService $14,311,707 HoldingRBC Bearings $9,299,066 HoldingPlanet Fitness $6,145,364 HoldingCCC Intelligent Solutions $2,523,686 Holding Largest Purchases this Quarter Neurocrine Biosciences 109,018 shares (about $14.88M)ExlService 322,481 shares (about $14.31M)RBC Bearings 31,086 shares (about $9.30M)PTC 41,064 shares (about $7.55M)Planet Fitness 62,156 shares (about $6.15M) Largest Sales this Quarter ResMed 40,752 shares (about $9.32M)Fortinet 95,078 shares (about $8.98M)Brookfield Asset Management 155,882 shares (about $8.45M)Ares Management 42,302 shares (about $7.49M)Tradeweb Markets 53,265 shares (about $6.97M) Sector Allocation Over TimeMap of 500 Largest Holdings of2Xideas Ag Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorFTNTFortinet$54,599,709$8,982,970 ▼-14.1%577,8977.3%Computer and TechnologyPTCPTC$51,614,332$7,550,438 ▲17.1%280,7116.9%Computer and TechnologyICEIntercontinental Exchange$51,183,892$1,710,039 ▼-3.2%343,4936.9%FinanceIQVIQVIA$44,297,874$5,624,902 ▲14.5%225,4235.9%MedicalADSKAutodesk$21,383,898$5,453,858 ▲34.2%72,3482.9%Computer and TechnologyRMDResMed$21,383,658$9,319,575 ▼-30.4%93,5052.9%MedicalNYTNew York Times$19,600,469$3,970,686 ▲25.4%376,5702.6%Consumer StaplesKNSLKinsale Capital Group$18,604,270$2,583,332 ▲16.1%39,9982.5%FinanceHALOHalozyme Therapeutics$18,131,464$3,521,350 ▲24.1%379,2402.4%MedicalFERGUSON ENTERPRISES INC$17,798,215$5,919,605 ▲49.8%102,5422.4%COMMON STOCK NEWCSGPCoStar Group$17,651,946$4,647,122 ▲35.7%246,5702.4%Computer and TechnologyNBIXNeurocrine Biosciences$14,880,957$14,880,957 ▲New Holding109,0182.0%MedicalWSCWillScot Mobile Mini$14,731,681$14,016 ▼-0.1%440,4092.0%FinanceLPLALPL Financial$14,716,132$5,734,495 ▲63.8%45,0712.0%FinanceEXLSExlService$14,311,707$14,311,707 ▲New Holding322,4811.9%Business ServicesAXPAmerican Express$13,765,417$3,909,615 ▲39.7%46,3811.8%FinanceRLIRLI$13,338,538$4,353,325 ▲48.4%80,9231.8%FinanceANSSANSYS$13,300,247$5,249,529 ▲65.2%39,4281.8%Computer and TechnologyBAMBrookfield Asset Management$13,287,025$8,449,841 ▼-38.9%245,1181.8%FinanceEWEdwards Lifesciences$13,125,223$3,463,568 ▼-20.9%177,2961.8%MedicalMSCIMSCI$12,934,416$3,375,056 ▲35.3%21,5571.7%FinanceLABCORP HOLDINGS INC$12,887,325$4,241,273 ▲49.1%56,1981.7%COM SHSDLBDolby Laboratories$12,605,184$5,041,667 ▲66.7%161,3981.7%Consumer DiscretionaryDOMINOS PIZZA INC$12,251,955$6,003,827 ▲96.1%29,1881.6%COMWSOWatsco$12,098,886$4,218,095 ▲53.5%25,5311.6%ConstructionWCNWaste Connections$12,043,543$4,536,060 ▲60.4%70,1921.6%Business ServicesITGartner$12,003,229$3,724,121 ▲45.0%24,7761.6%Business ServicesMKTXMarketAxess$11,070,083$2,419,758 ▲28.0%48,9741.5%FinancePAYCPaycom Software$10,783,882$205,790 ▼-1.9%52,6121.4%Computer and TechnologyCOOPER COS INC$10,459,887$2,379,792 ▲29.5%113,7811.4%COMCSLCarlisle Companies$10,309,447$3,083,502 ▲42.7%27,9511.4%Multi-Sector ConglomeratesKLACKLA$10,231,889$4,367,992 ▲74.5%16,2381.4%Computer and TechnologyRYANRyan Specialty$9,874,032$6,206,839 ▼-38.6%153,8971.3%FinanceRVTYRevvity$9,864,203$6,056,293 ▼-38.0%88,3811.3%MedicalBLDTopBuild$9,611,377$3,410,107 ▲55.0%30,8711.3%ConstructionRBCRBC Bearings$9,299,066$9,299,066 ▲New Holding31,0861.2%Industrial ProductsFWONKFormula One Group$8,604,315$1,292,236 ▼-13.1%92,8591.2%Consumer DiscretionaryENTGEntegris$7,718,062$3,281,264 ▼-29.8%77,9131.0%Computer and TechnologyISRGIntuitive Surgical$7,553,805$1,450,005 ▼-16.1%14,4721.0%MedicalINTUIntuit$7,485,435$139,527 ▲1.9%11,9101.0%Computer and TechnologyCRLCharles River Laboratories International$6,785,527$71,256 ▼-1.0%36,7580.9%MedicalTYLTyler Technologies$6,604,835$2,196,422 ▼-25.0%11,4540.9%Computer and TechnologyTERTeradyne$6,407,061$118,994 ▼-1.8%50,8820.9%Computer and TechnologyLNTHLantheus$6,320,707$2,228,896 ▼-26.1%70,6540.8%MedicalPLNTPlanet Fitness$6,145,364$6,145,364 ▲New Holding62,1560.8%Consumer DiscretionaryMELIMercadoLibre$5,861,417$1,139,295 ▼-16.3%3,4470.8%Retail/WholesaleSTZConstellation Brands$4,663,100$1,926,015 ▼-29.2%21,1000.6%Consumer StaplesLYVLive Nation Entertainment$4,120,561$6,479,792 ▼-61.1%31,8190.6%Consumer DiscretionaryPOOLPool$3,501,113$5,011,818 ▼-58.9%10,2690.5%Consumer DiscretionaryAAgilent Technologies$3,419,625$4,542,304 ▼-57.1%25,4550.5%MedicalARESAres Management$2,703,248$7,488,723 ▼-73.5%15,2700.4%FinanceCCCSCCC Intelligent Solutions$2,523,686$2,523,686 ▲New Holding215,1480.3%Computer and TechnologyTWTradeweb Markets$2,503,714$6,973,454 ▼-73.6%19,1240.3%FinanceHHyatt Hotels$2,476,360$5,452,544 ▼-68.8%15,7750.3%Consumer DiscretionarySCIService Co. International$2,399,389$6,210,874 ▼-72.1%30,0600.3%Consumer StaplesADIAnalog Devices$2,287,132$4,854,924 ▼-68.0%10,7650.3%Computer and TechnologyCERTCertara$2,194,049$3,722,164 ▼-62.9%206,0140.3%MedicalALGNAlign Technology$2,163,500$4,463,574 ▼-67.4%10,3760.3%MedicalTECHBio-Techne$2,156,650$5,557,258 ▼-72.0%29,9410.3%MedicalFASTFastenal$0$8,725,024 ▼-100.0%00.0%Retail/WholesaleSWKSSkyworks Solutions$0$5,330,716 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. 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