The Analysis of 2Xideas AG's Holdings
Currently, 2Xideas AG holds 56 types of securities in its portfolio with a total value $473.6M. In the most recent quarter, they have increased their positions in BRO (+70.7K shares, valued at $6.6M), MANH (+18.7K shares, valued at $3.8M), SNPS (+4.9K shares, valued at $2.4M); decreased their positions in PTC (-55.3K shares, valued at $11.2M), FERG (-41.6K shares, valued at $9.3M), ENTG (-56.7K shares, valued at $5.2M); initiated new positions in BRO (+70.7K shares, valued at $6.6M), MANH (+18.7K shares, valued at $3.8M), SNPS (+4.9K shares, valued at $2.4M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
ICE INTERCONTINENTAL EXCHANGE IN264.3K shares-6.32%2025-09-302025-11-14
PTC PTC INC209.7K shares-20.86%2025-09-302025-11-14 FTNT FORTINET INC504.8K shares4.04%2025-09-302025-11-14 EW EDWARDS LIFESCIENCES CORP486.3K shares-6.62%2025-09-302025-11-14 RMD RESMED INC83.6K shares11.16%2025-09-302025-11-14 ADSK AUTODESK INC43.6K shares-20.25%2025-09-302025-11-14 HALO HALOZYME THERAPEUTICS INC158.8K shares-13.94%2025-09-302025-11-14 CSGP COSTAR GROUP INC124.0K shares-22.58%2025-09-302025-11-14 BAM BROOKFIELD ASSET MANAGMT LTD183.5K shares8.40%2025-09-302025-11-14 PLNT PLANET FITNESS INC96.3K shares-14.74%2025-09-302025-11-14 RYAN RYAN SPECIALTY HOLDINGS INC172.7K shares-14.45%2025-09-302025-11-14 IQV IQVIA HLDGS INC50.5K shares-19.75%2025-09-302025-11-14 KNSL KINSALE CAP GROUP INC22.5K shares-15.53%2025-09-302025-11-14 DXCM DEXCOM INC135.2K shares-6.18%2025-09-302025-11-14 FERG FERGUSON ENTERPRISES INC39.4K shares-51.39%2025-09-302025-11-14 KLAC KLA CORP7.9K shares-27.09%2025-09-302025-11-14 CCC CCC INTELLIGENT SOLUTIONS HL862.3K shares-2.64%2025-09-302025-11-14 NBIX NEUROCRINE BIOSCIENCES INC50.8K shares-25.09%2025-09-302025-11-14 NYT NEW YORK TIMES CO117.8K shares-21.30%2025-09-302025-11-14 BRO BROWN & BROWN INC70.7K sharesnew addition2025-09-302025-11-14 MSCI MSCI INC11.4K shares-17.75%2025-09-302025-11-14 LPLA LPL FINL HLDGS INC19.1K shares-1.89%2025-09-302025-11-14 EXLS EXLSERVICE HOLDINGS INC141.4K shares-17.36%2025-09-302025-11-14 KEYS KEYSIGHT TECHNOLOGIES INC34.5K shares-17.13%2025-09-302025-11-14 LH LABCORP HOLDINGS INC20.9K shares-25.25%2025-09-302025-11-14 DPZ DOMINOS PIZZA INC13.3K shares-16.82%2025-09-302025-11-14 NVT NVENT ELECTRIC PLC56.2K shares-6.69%2025-09-302025-11-14 WCN WASTE CONNECTIONS INC30.7K shares-21.11%2025-09-302025-11-14 LYV LIVE NATION ENTERTAINMENT IN31.7K shares-19.53%2025-09-302025-11-14 AXP AMERICAN EXPRESS CO15.2K shares-17.27%2025-09-302025-11-14 TW TRADEWEB MKTS INC45.3K shares-21.81%2025-09-302025-11-14 DLB DOLBY LABORATORIES INC67.5K shares-24.82%2025-09-302025-11-14 ISRG INTUITIVE SURGICAL INC10.8K shares11.41%2025-09-302025-11-14 RBC RBC BEARINGS INC11.7K shares-9.20%2025-09-302025-11-14 FWONK LIBERTY MEDIA CORP DEL42.7K shares9.03%2025-09-302025-11-14 COO COOPER COS INC64.2K shares-14.51%2025-09-302025-11-14 HOLX HOLOGIC INC63.6K shares-9.49%2025-09-302025-11-14 MELI MERCADOLIBRE INC1.8K shares-24.00%2025-09-302025-11-14 CSL CARLISLE COS INC11.7K shares-40.21%2025-09-302025-11-14 MANH MANHATTAN ASSOCIATES INC18.7K sharesnew addition2025-09-302025-11-14 POOL POOL CORP12.0K shares-9.61%2025-09-302025-11-14 TYL TYLER TECHNOLOGIES INC6.7K shares-22.72%2025-09-302025-11-14 IT GARTNER INC13.1K shares-51.51%2025-09-302025-11-14 SCI SERVICE CORP INTL41.2K shares5.23%2025-09-302025-11-14 PAYC PAYCOM SOFTWARE INC14.1K shares-6.99%2025-09-302025-11-14 H HYATT HOTELS CORP19.1K shares-5.37%2025-09-302025-11-14 TECH BIO-TECHNE CORP47.8K shares-30.95%2025-09-302025-11-14 ENTG ENTEGRIS INC28.1K shares-66.91%2025-09-302025-11-14 OS ONESTREAM INC136.0K shares-22.11%2025-09-302025-11-14 SNPS SYNOPSYS INC4.9K sharesnew addition2025-09-302025-11-14 APG API GROUP CORP68.7K shares-24.63%2025-09-302025-11-14 CERT CERTARA INC184.2K shares-41.48%2025-09-302025-11-14 ALGN ALIGN TECHNOLOGY INC15.9K shares-50.82%2025-09-302025-11-14 VERX VERTEX INC63.3K sharesnew addition2025-09-302025-11-14 ASGN ASGN INC30.8K sharesnew addition2025-09-302025-11-14 RLI RLI CORP21.8K shares-45.92%2025-09-302025-11-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available