2Xideas
Latest statistics and disclosures from 2Xideas's latest quarterly 13F-HR filing:
- Top 5 stock holdings are ICE, EW, FTNT, PTC, RMD, and represent 45.40% of 2Xideas's stock portfolio.
- Added to shares of these 10 stocks: PCOR (+$5.2M), APG, AON, HUBB, SNEX, A, RBA, VEEV, GLBE, WSO.
- Started 9 new stock positions in WSO, RBA, HUBB, A, VEEV, GLBE, AON, SNEX, PCOR.
- Reduced shares in these 10 stocks: BRO (-$6.6M), , FTNT (-$6.1M), BAM (-$5.9M), NVT (-$5.5M), ADSK (-$5.5M), KLAC, PTC, EW, IQV.
- Sold out of its positions in ALGN, BRO, CERT, COO, ENTG, HOLX, H, MSCI, MANH, PAYC. POOL, RLI, SNPS, VERX, NVT.
- 2Xideas was a net seller of stock by $-105M.
- 2Xideas has $357M in assets under management (AUM), dropping by -24.61%.
- Central Index Key (CIK): 0001843587
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Portfolio Holdings for 2Xideas
2Xideas holds 50 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Intercontinental Exchange (ICE) | 11.8 | $42M | 260k | 161.96 |
|
|
| Edwards Lifesciences (EW) | 10.2 | $37M | -11% | 429k | 85.25 |
|
| Fortinet (FTNT) | 9.5 | $34M | -15% | 428k | 79.41 |
|
| Ptc (PTC) | 8.9 | $32M | -13% | 182k | 174.21 |
|
| ResMed (RMD) | 5.0 | $18M | -11% | 74k | 240.87 |
|
| New York Times Cl A (NYT) | 2.5 | $8.8M | +7% | 127k | 69.42 |
|
| Planet Fitness Cl A (PLNT) | 2.1 | $7.6M | -27% | 70k | 108.47 |
|
| Ferguson Enterprises Common Stock New (FERG) | 2.1 | $7.6M | -13% | 34k | 222.63 |
|
| Autodesk (ADSK) | 2.1 | $7.4M | -42% | 25k | 296.01 |
|
| CoStar (CSGP) | 2.0 | $7.3M | -12% | 108k | 67.24 |
|
| Api Group Corp Com Stk (APG) | 2.0 | $7.3M | +176% | 190k | 38.26 |
|
| Halozyme Therapeutics (HALO) | 2.0 | $7.1M | -34% | 105k | 67.30 |
|
| Ryan Specialty Holdings Cl A (RYAN) | 2.0 | $7.0M | -21% | 136k | 51.63 |
|
| Iqvia Holdings (IQV) | 1.9 | $6.7M | -41% | 30k | 225.41 |
|
| Kinsale Cap Group (KNSL) | 1.7 | $6.0M | -31% | 15k | 391.12 |
|
| Ccc Intelligent Solutions Holdings (CCC) | 1.7 | $6.0M | -12% | 757k | 7.95 |
|
| Dex (DXCM) | 1.7 | $6.0M | -33% | 90k | 66.37 |
|
| Procore Technologies (PCOR) | 1.5 | $5.2M | NEW | 71k | 72.74 |
|
| Kla Corp Com New (KLAC) | 1.3 | $4.6M | -51% | 3.8k | 1215.08 |
|
| Aon Shs Cl A (AON) | 1.2 | $4.4M | NEW | 12k | 352.88 |
|
| Waste Connections (WCN) | 1.2 | $4.4M | -19% | 25k | 175.36 |
|
| Keysight Technologies (KEYS) | 1.2 | $4.4M | -37% | 21k | 203.19 |
|
| Live Nation Entertainment (LYV) | 1.2 | $4.3M | -5% | 30k | 142.50 |
|
| American Express Company (AXP) | 1.2 | $4.2M | -24% | 12k | 369.95 |
|
| Neurocrine Biosciences (NBIX) | 1.2 | $4.2M | -42% | 29k | 141.83 |
|
| Intuitive Surgical Com New (ISRG) | 1.1 | $4.1M | -33% | 7.2k | 566.36 |
|
| ExlService Holdings (EXLS) | 1.1 | $4.0M | -32% | 95k | 42.44 |
|
| Hubbell (HUBB) | 1.1 | $4.0M | NEW | 8.9k | 444.11 |
|
| Stonex Group (SNEX) | 1.1 | $4.0M | NEW | 42k | 95.13 |
|
| Lpl Financial Holdings (LPLA) | 1.1 | $3.9M | -42% | 11k | 357.17 |
|
| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 1.0 | $3.7M | -61% | 71k | 52.44 |
|
| Domino's Pizza (DPZ) | 1.0 | $3.7M | -32% | 8.9k | 416.82 |
|
| Dolby Laboratories Com Cl A (DLB) | 1.0 | $3.5M | -19% | 54k | 64.22 |
|
| RBC Bearings Incorporated (RBC) | 1.0 | $3.5M | -33% | 7.7k | 448.43 |
|
| Labcorp Holdings Com Shs (LH) | 0.9 | $3.4M | -35% | 14k | 250.88 |
|
| Agilent Technologies Inc C ommon (A) | 0.9 | $3.3M | NEW | 24k | 136.07 |
|
| Tradeweb Mkts Cl A (TW) | 0.8 | $3.0M | -37% | 28k | 107.54 |
|
| Carlisle Companies (CSL) | 0.8 | $3.0M | -20% | 9.2k | 319.86 |
|
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 0.8 | $2.8M | -32% | 29k | 98.51 |
|
| Service Corporation International (SCI) | 0.8 | $2.8M | -11% | 36k | 77.97 |
|
| On Assignment (ASGN) | 0.7 | $2.5M | +70% | 52k | 48.17 |
|
| Rb Global (RBA) | 0.7 | $2.5M | NEW | 24k | 102.87 |
|
| MercadoLibre (MELI) | 0.7 | $2.4M | -32% | 1.2k | 2014.26 |
|
| Tyler Technologies (TYL) | 0.7 | $2.4M | -22% | 5.2k | 453.95 |
|
| Veeva Sys Cl A Com (VEEV) | 0.6 | $2.3M | NEW | 10k | 223.23 |
|
| Onestream Cl A (OS) | 0.6 | $2.2M | -10% | 122k | 18.38 |
|
| Global E Online SHS (GLBE) | 0.6 | $2.1M | NEW | 54k | 39.31 |
|
| Bio-techne Corporation (TECH) | 0.6 | $2.1M | -26% | 35k | 58.81 |
|
| Gartner (IT) | 0.6 | $2.0M | -40% | 7.8k | 252.28 |
|
| Watsco, Incorporated (WSO) | 0.5 | $1.6M | NEW | 4.8k | 336.95 |
|
Past Filings by 2Xideas
SEC 13F filings are viewable for 2Xideas going back to 2020
- 2Xideas 2025 Q4 filed Feb. 17, 2026
- 2Xideas 2025 Q3 filed Nov. 14, 2025
- 2Xideas 2025 Q2 filed Aug. 14, 2025
- 2Xideas 2025 Q1 filed May 15, 2025
- 2Xideas 2024 Q4 filed Feb. 13, 2025
- 2Xideas 2024 Q3 filed Nov. 13, 2024
- 2Xideas 2024 Q2 filed Aug. 14, 2024
- 2Xideas 2024 Q1 restated filed May 16, 2024
- 2Xideas 2024 Q1 filed May 14, 2024
- 2Xideas 2023 Q4 filed Feb. 14, 2024
- 2Xideas 2023 Q3 restated filed Nov. 27, 2023
- 2Xideas 2023 Q3 filed Nov. 7, 2023
- 2Xideas 2023 Q2 filed Aug. 10, 2023
- 2Xideas 2023 Q1 filed May 11, 2023
- 2Xideas 2022 Q4 filed Feb. 14, 2023
- 2Xideas 2022 Q3 filed Nov. 14, 2022