2Xideas AG

data from 30/09/2025

Capitalization

$ 473.584 M -18.46 %

Average holding period

11 ans

Performance

$ 39.577 M 22.87 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in 2Xideas AG

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 ICE INTERCONTINENTAL EXCHANGE IN 9.40% 44.538 M $ 264349 2020/12/31 -4.230 M $ -8.17 %
2025/09/30 PTC PTC INC 8.99% 42.569 M $ 209680 2022/09/30 8.129 M $ 17.80 %
2025/09/30 FTNT FORTINET INC 8.96% 42.444 M $ 504805 2020/12/31 -10.500 M $ -20.47 %
2025/09/30 EW EDWARDS LIFESCIENCES CORP 7.99% 37.816 M $ 486257 2020/12/31 -229.112 K $ -0.56 %
2025/09/30 RMD RESMED INC 4.83% 22.887 M $ 83611 2020/12/31 1.183 M $ 6.10 %
2025/09/30 ADSK AUTODESK INC 2.92% 13.852 M $ 43605 2024/06/30 442.899 K $ 2.62 %
2025/09/30 HALO HALOZYME THERAPEUTICS INC 2.46% 11.648 M $ 158824 2022/06/30 3.935 M $ 40.98 %
2025/09/30 CSGP COSTAR GROUP INC 2.21% 10.462 M $ 124002 2020/12/31 635.862 K $ 4.94 %
2025/09/30 BAM BROOKFIELD ASSET MANAGMT LTD 2.20% 10.433 M $ 183479 2023/12/31 280.968 K $ 3.00 %
2025/09/30 PLNT PLANET FITNESS INC 2.11% 9.991 M $ 96256 2024/12/31 -592.693 K $ -4.81 %
2025/09/30 RYAN RYAN SPECIALTY HOLDINGS INC 2.05% 9.731 M $ 172653 2024/03/31 -2.347 M $ -17.11 %
2025/09/30 IQV IQVIA HLDGS INC 2.02% 9.587 M $ 50475 2020/12/31 2.035 M $ 20.53 %
2025/09/30 KNSL KINSALE CAP GROUP INC 2.02% 9.578 M $ 22523 2021/09/30 -1.564 M $ -12.12 %
2025/09/30 DXCM DEXCOM INC 1.92% 9.098 M $ 135199 2025/03/31 -2.882 M $ -22.91 %
2025/09/30 FERG FERGUSON ENTERPRISES INC 1.87% 8.843 M $ 39377 2024/09/30 553.264 K $ 3.14 %
2025/09/30 KLAC KLA CORP 1.80% 8.502 M $ 7882 2021/12/31 1.977 M $ 20.41 %
2025/09/30 CCCS CCC INTELLIGENT SOLUTIONS HL 1.66% 7.856 M $ 862315 2024/12/31 -265.716 K $ -3.19 %
2025/09/30 NBIX NEUROCRINE BIOSCIENCES INC 1.51% 7.131 M $ 50797 2024/12/31 996.172 K $ 11.69 %
2025/09/30 NYT NEW YORK TIMES CO 1.43% 6.763 M $ 117819 2021/06/30 212.593 K $ 2.54 %
2025/09/30 BRO BROWN & BROWN INC 1.40% 6.630 M $ 70685 2025/09/30 0.000 $ 0.00 %
2025/09/30 MSCI MSCI INC 1.37% 6.484 M $ 11428 2020/12/31 -129.640 K $ -1.62 %
2025/09/30 LPLA LPL FINL HLDGS INC 1.34% 6.345 M $ 19071 2024/06/30 -821.880 K $ -11.28 %
2025/09/30 EXLS EXLSERVICE HOLDINGS INC 1.32% 6.228 M $ 141444 2024/12/31 41.079 K $ 0.55 %
2025/09/30 KEYS KEYSIGHT TECHNOLOGIES INC 1.28% 6.041 M $ 34535 2025/03/31 460.903 K $ 6.75 %
2025/09/30 LH LABCORP HOLDINGS INC 1.27% 5.991 M $ 20870 2024/06/30 685.460 K $ 9.35 %
2025/09/30 DPZ DOMINOS PIZZA INC 1.21% 5.736 M $ 13286 2020/12/31 -301.729 K $ -4.19 %
2025/09/30 NVT NVENT ELECTRIC PLC 1.17% 5.541 M $ 56178 2025/06/30 1.529 M $ 34.66 %
2025/09/30 WCN WASTE CONNECTIONS INC 1.14% 5.405 M $ 30745 2024/09/30 -425.596 K $ -5.85 %
2025/09/30 LYV LIVE NATION ENTERTAINMENT IN 1.09% 5.184 M $ 31728 2020/12/31 477.855 K $ 8.01 %
2025/09/30 AXP AMERICAN EXPRESS CO 1.06% 5.036 M $ 15160 2020/12/31 241.523 K $ 4.13 %
2025/09/30 TW TRADEWEB MKTS INC 1.06% 5.023 M $ 45257 2020/12/31 -2.050 M $ -24.19 %
2025/09/30 DLB DOLBY LABORATORIES INC 1.03% 4.883 M $ 67477 2020/12/31 -169.627 K $ -2.55 %
2025/09/30 ISRG INTUITIVE SURGICAL INC 1.02% 4.814 M $ 10764 2020/12/31 -929.291 K $ -17.70 %
2025/09/30 RBC RBC BEARINGS INC 0.96% 4.550 M $ 11659 2024/12/31 70.491 K $ 1.43 %
2025/09/30 FWONK LIBERTY MEDIA CORP DEL 0.94% 4.461 M $ 42708 2023/09/30 -1.958 K $ -0.05 %
2025/09/30 COO COOPER COS INC 0.93% 4.399 M $ 64156 2024/03/31 -195.114 K $ -3.65 %
2025/09/30 HOLX HOLOGIC INC 0.91% 4.289 M $ 63554 2025/03/31 163.607 K $ 3.58 %
2025/09/30 MELI MERCADOLIBRE INC 0.88% 4.160 M $ 1780 2020/12/31 -648.007 K $ -10.59 %
2025/09/30 CSL CARLISLE COS INC 0.81% 3.845 M $ 11689 2024/09/30 -868.757 K $ -11.90 %
2025/09/30 MANH MANHATTAN ASSOCIATES INC 0.81% 3.828 M $ 18677 2025/09/30 0.000 $ 0.00 %
2025/09/30 POOL POOL CORP 0.78% 3.712 M $ 11971 2020/12/31 246.205 K $ 6.38 %
2025/09/30 TYL TYLER TECHNOLOGIES INC 0.74% 3.503 M $ 6695 2020/12/31 -603.637 K $ -11.75 %
2025/09/30 IT GARTNER INC 0.73% 3.455 M $ 13142 2020/12/31 -3.831 M $ -34.97 %
2025/09/30 SCI SERVICE CORP INTL 0.72% 3.431 M $ 41230 2020/12/31 71.305 K $ 2.24 %
2025/09/30 PAYC PAYCOM SOFTWARE INC 0.62% 2.937 M $ 14113 2023/09/30 -352.947 K $ -10.05 %
2025/09/30 H HYATT HOTELS CORP 0.57% 2.704 M $ 19053 2024/09/30 45.905 K $ 1.63 %
2025/09/30 TECH BIO-TECHNE CORP 0.56% 2.660 M $ 47822 2024/09/30 289.498 K $ 8.12 %
2025/09/30 ENTG ENTEGRIS INC 0.55% 2.594 M $ 28053 2020/12/31 1.001 M $ 14.64 %
2025/09/30 OS ONESTREAM INC 0.53% 2.507 M $ 136006 2025/06/30 -1.724 M $ -34.88 %
2025/09/30 SNPS SYNOPSYS INC 0.51% 2.423 M $ 4910 2025/09/30 0.000 $ 0.00 %
2025/09/30 APG API GROUP CORP 0.50% 2.361 M $ 68687 2025/03/31 46.476 K $ 1.50 %
2025/09/30 CERT CERTARA INC 0.48% 2.251 M $ 184198 2023/12/31 163.678 K $ 4.44 %
2025/09/30 ALGN ALIGN TECHNOLOGY INC 0.42% 1.997 M $ 15948 2020/12/31 -2.079 M $ -33.86 %
2025/09/30 VERX VERTEX INC 0.33% 1.568 M $ 63266 2025/09/30 0.000 $ 0.00 %
2025/09/30 ASGN ASGN INC 0.31% 1.457 M $ 30775 2025/09/30 0.000 $ 0.00 %
2025/09/30 RLI RLI CORP 0.30% 1.424 M $ 21837 2024/06/30 -282.667 K $ -9.69 %
2025/09/30 GLBE GLOBAL E ONLINE LTD 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %
2025/09/30 LNTH LANTHEUS HLDGS INC 0.00% 0.000 $ 0 2024/03/31 0.000 $ 0.00 %
2025/09/30 BLD TOPBUILD CORP 0.00% 0.000 $ 0 2024/09/30 0.000 $ 0.00 %
2025/09/30 REVVITY INC 0.00% 0.000 $ 0 2020/12/31 0.000 $ 0.00 %
2025/09/30 WSO WATSCO INC 0.00% 0.000 $ 0 2020/12/31 0.000 $ 0.00 %
2025/09/30 ANSS ANSYS INC 0.00% 0.000 $ 0 2020/12/31 0.000 $ 0.00 %