2XIDEAS AG
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | EW | 429K | $36.58M |
 | FTNT | 428K | $33.97M |
 | ICE | 260K | $42.06M |
 | APG | 190K | $7.26M |
 | PTC | 181K | $31.62M |
 | RYAN | 136K | $7.03M |
 | NYT | 127K | $8.79M |
 | OS | 122K | $2.24M |
 | CSGP | 108K | $7.28M |
 | HALO | 105K | $7.05M |
 | EXLS | 95K | $4.03M |
 | DXCM | 90K | $5.96M |
 | RMD | 74K | $17.88M |
 | BAM | 71K | $3.74M |
 | PCOR | 71K | $5.18M |
 | PLNT | 70K | $7.60M |
 | DLB | 54K | $3.47M |
 | GLBE | 54K | $2.10M |
 | ASGN | 52K | $2.52M |
 | SNEX | 42K | $3.96M |
Edwards Lifesciences Corporation
EW
Shares Held
429K
Value
$36.58M
Fortinet, Inc.
FTNT
Shares Held
428K
Value
$33.97M
Intercontinental Exchange, Inc.
ICE
Shares Held
260K
Value
$42.06M
APi Group Corporation
APG
Shares Held
190K
Value
$7.26M
PTC Inc.
PTC
Shares Held
181K
Value
$31.62M
Ryan Specialty Holdings, Inc.
RYAN
Shares Held
136K
Value
$7.03M
The New York Times Company
NYT
Shares Held
127K
Value
$8.79M
OneStream, Inc. Class A Common Stock
OS
Shares Held
122K
Value
$2.24M
CoStar Group, Inc.
CSGP
Shares Held
108K
Value
$7.28M
Halozyme Therapeutics, Inc.
HALO
Shares Held
105K
Value
$7.05M
ExlService Holdings, Inc.
EXLS
Shares Held
95K
Value
$4.03M
DexCom, Inc.
DXCM
Shares Held
90K
Value
$5.96M
ResMed Inc.
RMD
Shares Held
74K
Value
$17.88M
Brookfield Asset Management Ltd.
BAM
Shares Held
71K
Value
$3.74M
Procore Technologies, Inc.
PCOR
Shares Held
71K
Value
$5.18M
Planet Fitness, Inc.
PLNT
Shares Held
70K
Value
$7.60M
Dolby Laboratories, Inc.
DLB
Shares Held
54K
Value
$3.47M
Global-e Online Ltd.
GLBE
Shares Held
54K
Value
$2.10M
ASGN Incorporated
ASGN
Shares Held
52K
Value
$2.52M
StoneX Group Inc.
SNEX
Shares Held
42K
Value
$3.96M