The Analysis of 2Xideas AG's Holdings
Currently, 2Xideas AG holds 50 types of securities in its portfolio with a total value $357.0M. In the most recent quarter, they have increased their positions in PCOR (+71.3K shares, valued at $5.2M), APG (+121.0K shares, valued at $4.6M), N/A (+12.4K shares, valued at $4.4M); decreased their positions in FTNT (-77.1K shares, valued at $6.1M), N/A (-112.1K shares, valued at $5.9M), ADSK (-18.7K shares, valued at $5.5M); initiated new positions in PCOR (+71.3K shares, valued at $5.2M), N/A (+12.4K shares, valued at $4.4M), N/A (+8.9K shares, valued at $4.0M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
ICE INTERCONTINENTAL EXCHANGE IN259.7K shares-1.76%2025-12-312026-02-17
EW EDWARDS LIFESCIENCES CORP429.1K shares-11.75%2025-12-312026-02-17 FTNT FORTINET INC427.7K shares-15.27%2025-12-312026-02-17 PTC PTC INC181.5K shares-13.45%2025-12-312026-02-17 RMD RESMED INC74.2K shares-11.24%2025-12-312026-02-17 NYT NEW YORK TIMES CO126.6K shares7.48%2025-12-312026-02-17 PLNT PLANET FITNESS INC70.1K shares-27.19%2025-12-312026-02-17 ADSK AUTODESK INC24.9K shares-42.89%2025-12-312026-02-17 CSGP COSTAR GROUP INC108.3K shares-12.69%2025-12-312026-02-17 APG API GROUP CORP189.7K shares176.11%2025-12-312026-02-17 HALO HALOZYME THERAPEUTICS INC104.8K shares-34.01%2025-12-312026-02-17 RYAN RYAN SPECIALTY HOLDINGS INC136.2K shares-21.12%2025-12-312026-02-17 IQV IQVIA HLDGS INC29.7K shares-41.17%2025-12-312026-02-17 KNSL KINSALE CAP GROUP INC15.4K shares-31.55%2025-12-312026-02-17 CCC CCC INTELLIGENT SOLUTIONS HL756.8K shares-12.24%2025-12-312026-02-17 DXCM DEXCOM INC89.8K shares-33.57%2025-12-312026-02-17 PCOR PROCORE TECHNOLOGIES INC71.3K sharesnew addition2025-12-312026-02-17 KLAC KLA CORP3.8K shares-51.66%2025-12-312026-02-17 AON PLC AON PLC12.4K sharesnew addition2025-12-312026-02-17 WCN WASTE CONNECTIONS INC24.9K shares-19.13%2025-12-312026-02-17 KEYS KEYSIGHT TECHNOLOGIES INC21.4K shares-37.95%2025-12-312026-02-17 LYV LIVE NATION ENTERTAINMENT IN29.8K shares-5.96%2025-12-312026-02-17 AXP AMERICAN EXPRESS CO11.5K shares-24.40%2025-12-312026-02-17 NBIX NEUROCRINE BIOSCIENCES INC29.4K shares-42.15%2025-12-312026-02-17 ISRG INTUITIVE SURGICAL INC7.2K shares-33.31%2025-12-312026-02-17 EXLS EXLSERVICE HOLDINGS INC95.0K shares-32.81%2025-12-312026-02-17 HUBBELL INC HUBBELL INC8.9K sharesnew addition2025-12-312026-02-17 SNEX STONEX GROUP INC41.6K sharesnew addition2025-12-312026-02-17 LPLA LPL FINL HLDGS INC11.0K shares-42.13%2025-12-312026-02-17 DPZ DOMINOS PIZZA INC8.9K shares-32.69%2025-12-312026-02-17 DLB DOLBY LABORATORIES INC54.0K shares-19.96%2025-12-312026-02-17 RBC RBC BEARINGS INC7.7K shares-33.97%2025-12-312026-02-17 LH LABCORP HOLDINGS INC13.5K shares-35.47%2025-12-312026-02-17 A AGILENT TECHNOLOGIES INC24.1K sharesnew addition2025-12-312026-02-17 TW TRADEWEB MKTS INC28.2K shares-37.67%2025-12-312026-02-17 CSL CARLISLE COS INC9.2K shares-20.98%2025-12-312026-02-17 SCI SERVICE CORP INTL36.4K shares-11.78%2025-12-312026-02-17 ASGN ASGN INC52.4K shares70.18%2025-12-312026-02-17 RB GLOBAL INC RB GLOBAL INC24.0K sharesnew addition2025-12-312026-02-17 MELI MERCADOLIBRE INC1.2K shares-32.64%2025-12-312026-02-17 TYL TYLER TECHNOLOGIES INC5.2K shares-22.40%2025-12-312026-02-17 VEEV VEEVA SYS INC10.3K sharesnew addition2025-12-312026-02-17 OS ONESTREAM INC121.8K shares-10.43%2025-12-312026-02-17 GLBE GLOBAL E ONLINE LTD53.5K sharesnew addition2025-12-312026-02-17 TECH BIO-TECHNE CORP34.9K shares-26.99%2025-12-312026-02-17 IT GARTNER INC7.8K shares-40.59%2025-12-312026-02-17 WSO WATSCO INC4.8K sharesnew addition2025-12-312026-02-17 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available