2XIDEAS AG
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | FTNT | 505K | $42.44M |
 | EW | 486K | $37.82M |
 | ICE | 264K | $44.54M |
 | PTC | 210K | $42.57M |
 | CERT | 184K | $2.25M |
 | BAM | 183K | $10.43M |
 | RYAN | 173K | $9.73M |
 | HALO | 159K | $11.65M |
 | EXLS | 141K | $6.23M |
 | OS | 136K | $2.51M |
 | DXCM | 135K | $9.10M |
 | CSGP | 124K | $10.46M |
 | NYT | 118K | $6.76M |
 | PLNT | 96K | $9.99M |
 | RMD | 84K | $22.89M |
 | BRO | 71K | $6.63M |
 | APG | 69K | $2.36M |
 | DLB | 67K | $4.88M |
 | COO | 64K | $4.40M |
 | HOLX | 64K | $4.29M |
Fortinet, Inc.
FTNT
Shares Held
505K
Value
$42.44M
Edwards Lifesciences Corporation
EW
Shares Held
486K
Value
$37.82M
Intercontinental Exchange, Inc.
ICE
Shares Held
264K
Value
$44.54M
PTC Inc.
PTC
Shares Held
210K
Value
$42.57M
Certara, Inc.
CERT
Shares Held
184K
Value
$2.25M
Brookfield Asset Management Ltd.
BAM
Shares Held
183K
Value
$10.43M
Ryan Specialty Holdings, Inc.
RYAN
Shares Held
173K
Value
$9.73M
Halozyme Therapeutics, Inc.
HALO
Shares Held
159K
Value
$11.65M
ExlService Holdings, Inc.
EXLS
Shares Held
141K
Value
$6.23M
OneStream, Inc. Class A Common Stock
OS
Shares Held
136K
Value
$2.51M
DexCom, Inc.
DXCM
Shares Held
135K
Value
$9.10M
CoStar Group, Inc.
CSGP
Shares Held
124K
Value
$10.46M
The New York Times Company
NYT
Shares Held
118K
Value
$6.76M
Planet Fitness, Inc.
PLNT
Shares Held
96K
Value
$9.99M
ResMed Inc.
RMD
Shares Held
84K
Value
$22.89M
Brown & Brown, Inc.
BRO
Shares Held
71K
Value
$6.63M
APi Group Corporation
APG
Shares Held
69K
Value
$2.36M
Dolby Laboratories, Inc.
DLB
Shares Held
67K
Value
$4.88M
The Cooper Companies, Inc.
COO
Shares Held
64K
Value
$4.40M
Hologic, Inc.
HOLX
Shares Held
64K
Value
$4.29M