Universe · entity
2Xideas AG
Institutional manager (13F) · CIK 1843587
13F holdings · as of 2026-03-31 · top 47 · reported portfolio $255M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | INTERCONTINENTAL EXCHANGE IN | $31M | 195,385 |
| 2 | EDWARDS LIFESCIENCES CORP | $28M | 352,077 |
| 3 | FORTINET INC | $28M | 337,924 |
| 4 | PTC INC | $20M | 142,203 |
| 5 | RESMED INC | $14M | 62,764 |
| 6 | NEW YORK TIMES CO MTN BE | $8M | 95,178 |
| 7 | FERGUSON ENTERPRISES INC | $7M | 29,187 |
| 8 | HUBBELL INC | $6M | 12,936 |
| 9 | API GROUP CORP | $6M | 152,665 |
| 10 | HALOZYME THERAPEUTICS INC | $6M | 91,663 |
| 11 | DEXCOM INC | $6M | 89,980 |
| 12 | PLANET FITNESS MASTER ISSUER | $5M | 69,260 |
| 13 | PROCORE TECHNOLOGIES INC | $4M | 77,788 |
| 14 | KINSALE CAP GROUP INC | $4M | 12,443 |
| 15 | DESCARTES SYS GROUP INC | $4M | 53,044 |
| 16 | IQVIA HLDGS INC | $4M | 21,656 |
| 17 | KEYSIGHT TECHNOLOGIES INC | $4M | 13,054 |
| 18 | CCC INTELLIGENT SOLUTIONS HL | $4M | 604,029 |
| 19 | RYAN SPECIALTY HOLDINGS INC | $4M | 107,159 |
| 20 | STONEX GROUP INC | $4M | 44,435 |
| 21 | LPL FINL HLDGS INC | $3M | 11,153 |
| 22 | RBC BEARINGS INC | $3M | 6,144 |
| 23 | LIVE NATION ENTERTAINMENT IN | $3M | 21,758 |
| 24 | AON PLC | $3M | 10,275 |
| 25 | LIBERTY MEDIA CORP DEL | $3M | 38,439 |
| 26 | AGILENT TECHNOLOGIES INC | $3M | 28,625 |
| 27 | AMERICAN EXPRESS CO | $3M | 10,745 |
| 28 | DOMINOS PIZZA INC | $3M | 8,890 |
| 29 | INTUITIVE SURGICAL INC | $3M | 6,374 |
| 30 | CARLISLE COS INC | $3M | 8,435 |
| 31 | SERVICE CORP INTL | $3M | 31,850 |
| 32 | RB GLOBAL INC | $3M | 26,778 |
| 33 | GLOBAL E ONLINE LTD | $2M | 77,669 |
| 34 | HALEON PLC | $2M | 437,469 |
| 35 | ALCON AG | $2M | 29,111 |
| 36 | BIO-TECHNE CORP | $2M | 33,412 |
| 37 | LABCORP HOLDINGS INC | $2M | 6,323 |
| 38 | WASTE CONNECTIONS INC | $2M | 9,966 |
| 39 | DOLBY LABORATORIES INC | $2M | 26,497 |
| 40 | NEUROCRINE BIOSCIENCES INC | $1M | 10,351 |
| 41 | TRADEWEB MKTS INC | $1M | 11,378 |
| 42 | MERCADOLIBRE INC | $1M | 764 |
| 43 | WATSCO INC | $1M | 3,203 |
| 44 | EXLSERVICE HLDGS INC | $1M | 36,052 |
| 45 | VEEVA SYS INC | $1M | 6,166 |
| 46 | BROOKFIELD ASSET MANAGMT LTD | $998k | 22,527 |
| 47 | ASGN INC | $694k | 17,939 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.