2Xideas Ag Top Holdings and 13F Report (2025) About 2Xideas AgInvestment Activity2Xideas Ag has $580.77 million in total holdings as of June 30, 2025.2Xideas Ag owns shares of 57 different stocks, but just 32 companies or ETFs make up 80% of its holdings.Approximately 7.31% of the portfolio was purchased this quarter.About 26.84% of the portfolio was sold this quarter.This quarter, 2Xideas Ag has purchased 61 new stocks and bought additional shares in 11 stocks.2Xideas Ag sold shares of 44 stocks and completely divested from 6 stocks this quarter.Largest Holdings Intercontinental Exchange $51,772,849Fortinet $51,296,718PTC $45,661,655Edwards Lifesciences $40,724,807ResMed $19,405,212 Largest New Holdings this Quarter 68278B107 - ONESTREAM INC $4,941,774 HoldingG6700G107 - nVent Electric $4,409,870 Holding Largest Purchases this Quarter Edwards Lifesciences 330,127 shares (about $25.82M)ONESTREAM INC 174,621 shares (about $4.94M)nVent Electric 60,203 shares (about $4.41M)Tyler Technologies 3,078 shares (about $1.82M)Ryan Specialty 21,161 shares (about $1.44M) Largest Sales this Quarter IQVIA 141,343 shares (about $22.27M)Fortinet 69,456 shares (about $7.34M)Intercontinental Exchange 35,177 shares (about $6.45M)Revvity 65,361 shares (about $6.32M)RLI 72,796 shares (about $5.26M) 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 PortfolioSectorICEIntercontinental Exchange$51,772,849$6,453,924 ▼-11.1%282,1878.9%FinanceFTNTFortinet$51,296,718$7,342,888 ▼-12.5%485,2138.8%Computer and TechnologyPTCPTC$45,661,655$2,003,452 ▼-4.2%264,9517.9%Computer and TechnologyEWEdwards Lifesciences$40,724,807$25,819,232 ▲173.2%520,7117.0%MedicalRMDResMed$19,405,212$1,059,864 ▼-5.2%75,2143.3%MedicalFERGUSON ENTERPRISES INC$17,638,839$3,593,093 ▼-16.9%81,0053.0%COMMON STOCK NEWADSKAutodesk$16,926,978$2,918,007 ▼-14.7%54,6792.9%Computer and TechnologyRYANRyan Specialty$13,721,674$1,438,736 ▲11.7%201,8192.4%FinanceKNSLKinsale Capital Group$12,903,194$2,300,945 ▼-15.1%26,6652.2%FinanceCSGPCoStar Group$12,877,427$1,243,145 ▼-8.8%160,1672.2%Computer and TechnologyDXCMDexCom$12,578,402$2,406,062 ▼-16.1%144,0992.2%MedicalPLNTPlanet Fitness$12,311,091$1,470,866 ▼-10.7%112,8942.1%Consumer DiscretionaryITGartner$10,955,575$1,172,642 ▼-9.7%27,1031.9%Business ServicesIQVIQVIA$9,911,465$22,274,242 ▼-69.2%62,8941.7%MedicalKLACKLA$9,682,949$3,707,468 ▼-27.7%10,8101.7%Computer and TechnologyHALOHalozyme Therapeutics$9,600,083$3,238,557 ▼-25.2%184,5461.7%MedicalBAMBrookfield Asset Management$9,353,581$972,616 ▼-9.4%169,2581.6%FinanceNBIXNeurocrine Biosciences$8,523,416$590,240 ▼-6.5%67,8131.5%MedicalTWTradeweb Markets$8,473,339$504,348 ▲6.3%57,8781.5%FinanceNYTNew York Times$8,380,990$3,758,889 ▼-31.0%149,7141.4%Consumer StaplesCCCSCCC Intelligent Solutions$8,334,644$123,167 ▼-1.5%885,7221.4%Computer and TechnologyMSCIMSCI$8,013,802$2,016,283 ▼-20.1%13,8951.4%FinanceEXLSExlService$7,495,228$1,734,215 ▼-18.8%171,1631.3%Computer and TechnologyLABCORP HOLDINGS INC$7,329,542$1,196,783 ▼-14.0%27,9211.3%COM SHSCSLCarlisle Companies$7,299,597$3,341,557 ▼-31.4%19,5491.3%Multi-Sector ConglomeratesLPLALPL Financial$7,289,042$3,440,350 ▼-32.1%19,4391.3%FinanceWCNWaste Connections$7,277,225$1,164,012 ▲19.0%38,9741.3%Business ServicesDOMINOS PIZZA INC$7,197,434$2,604,468 ▼-26.6%15,9731.2%COMANSSANSYS$6,976,985$2,197,935 ▼-24.0%19,8651.2%Computer and TechnologyENTGEntegris$6,836,459$250,418 ▲3.8%84,7671.2%Computer and TechnologyKEYSKeysight Technologies$6,828,538$1,550,443 ▼-18.5%41,6731.2%Computer and TechnologyDLBDolby Laboratories$6,664,835$301,867 ▲4.7%89,7501.1%Consumer DiscretionaryWSOWatsco$6,624,300$687,161 ▲11.6%15,0001.1%ConstructionALGNAlign Technology$6,139,783$1,371,507 ▼-18.3%32,4291.1%MedicalMELIMercadoLibre$6,121,121$1,730,223 ▼-22.0%2,3421.1%Retail/WholesaleLYVLive Nation Entertainment$5,964,517$30,256 ▲0.5%39,4271.0%Consumer DiscretionaryAXPAmerican Express$5,845,309$105,901 ▼-1.8%18,3251.0%FinanceBLDTopBuild$5,475,091$5,036,747 ▼-47.9%16,9120.9%ConstructionCOOPER COS INC$5,340,131$1,275,543 ▼-19.3%75,0440.9%COMISRGIntuitive Surgical$5,250,427$861,848 ▼-14.1%9,6620.9%MedicalTYLTyler Technologies$5,135,773$1,824,762 ▲55.1%8,6630.9%Computer and TechnologyONESTREAM INC$4,941,774$4,941,774 ▲New Holding174,6210.9%CL ARBCRBC Bearings$4,940,832$685,329 ▲16.1%12,8400.9%IndustrialsHOLXHologic$4,575,405$3,768,073 ▼-45.2%70,2180.8%MedicalNVTnVent Electric$4,409,870$4,409,870 ▲New Holding60,2030.8%Computer and TechnologyFWONKLiberty Media Corporation - Liberty Formula One Series C$4,093,370$276,507 ▼-6.3%39,1710.7%Consumer DiscretionaryLNTHLantheus$4,017,607$1,758,680 ▼-30.4%49,0790.7%MedicalPOOLPool$3,860,361$380,381 ▲10.9%13,2440.7%Consumer DiscretionaryCERTCertara$3,682,762$2,615,020 ▼-41.5%314,7660.6%MedicalTECHBio-Techne$3,563,324$77,329 ▼-2.1%69,2580.6%MedicalPAYCPaycom Software$3,511,264$960,310 ▼-21.5%15,1740.6%Computer and TechnologySCIService Corporation International$3,189,171$411,803 ▼-11.4%39,1790.5%Consumer StaplesAPGAPi Group$3,101,458$420,448 ▼-11.9%91,1300.5%Business ServicesGLBEGlobal-e Online$2,941,324$2,627,188 ▼-47.2%87,6960.5%Retail/WholesaleRLIRLI$2,916,316$5,257,327 ▼-64.3%40,3810.5%FinanceHHyatt Hotels$2,811,713$942,917 ▼-25.1%20,1340.5%Consumer DiscretionaryRVTYRevvity$2,071,839$6,321,716 ▼-75.3%21,4210.4%MedicalARESAres Management$0$8,987,046 ▼-100.0%00.0%FinanceINTUIntuit$0$6,958,963 ▼-100.0%00.0%Computer and TechnologyTERTeradyne$0$6,936,665 ▼-100.0%00.0%Computer and TechnologyAAgilent Technologies$0$5,305,160 ▼-100.0%00.0%MedicalWSCWillScot$0$3,881,436 ▼-100.0%00.0%FinanceADIAnalog Devices$0$3,260,399 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. 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