2Xideas
Latest statistics and disclosures from 2Xideas's latest quarterly 13F-HR filing:
- Top 5 stock holdings are ICE, PTC, FTNT, EW, RMD, and represent 40.17% of 2Xideas's stock portfolio.
- Added to shares of these 10 stocks: BRO (+$6.6M), MANH, SNPS, RMD, FTNT, VERX, ASGN, BAM, ISRG, FWONK.
- Started 5 new stock positions in BRO, MANH, VERX, SNPS, ASGN.
- Reduced shares in these 10 stocks: PTC (-$11M), FERG (-$9.3M), , WSO (-$6.6M), BLD (-$5.5M), ENTG (-$5.2M), LNTH, IT, ADSK, KLAC.
- Sold out of its positions in ANSS, LNTH, RVTY, BLD, WSO, GLBE.
- 2Xideas was a net seller of stock by $-95M.
- 2Xideas has $474M in assets under management (AUM), dropping by -18.46%.
- Central Index Key (CIK): 0001843587
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Portfolio Holdings for 2Xideas
2Xideas holds 56 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Intercontinental Exchange (ICE) | 9.4 | $45M | -6% | 264k | 168.48 |
|
| Ptc (PTC) | 9.0 | $43M | -20% | 210k | 203.02 |
|
| Fortinet (FTNT) | 9.0 | $42M | +4% | 505k | 84.08 |
|
| Edwards Lifesciences (EW) | 8.0 | $38M | -6% | 486k | 77.77 |
|
| ResMed (RMD) | 4.8 | $23M | +11% | 84k | 273.73 |
|
| Autodesk (ADSK) | 2.9 | $14M | -20% | 44k | 317.67 |
|
| Halozyme Therapeutics (HALO) | 2.5 | $12M | -13% | 159k | 73.34 |
|
| CoStar (CSGP) | 2.2 | $11M | -22% | 124k | 84.37 |
|
| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 2.2 | $10M | +8% | 184k | 56.86 |
|
| Planet Fitness Cl A (PLNT) | 2.1 | $10M | -14% | 96k | 103.80 |
|
| Ryan Specialty Holdings Cl A (RYAN) | 2.1 | $9.7M | -14% | 173k | 56.36 |
|
| Iqvia Holdings (IQV) | 2.0 | $9.6M | -19% | 51k | 189.94 |
|
| Kinsale Cap Group (KNSL) | 2.0 | $9.6M | -15% | 23k | 425.26 |
|
| Dex (DXCM) | 1.9 | $9.1M | -6% | 135k | 67.29 |
|
| Ferguson Enterprises Common Stock New (FERG) | 1.9 | $8.8M | -51% | 39k | 224.58 |
|
| Kla Corp Com New (KLAC) | 1.8 | $8.5M | -27% | 7.9k | 1078.60 |
|
| Ccc Intelligent Solutions Holdings (CCCS) | 1.7 | $7.9M | -2% | 862k | 9.11 |
|
| Neurocrine Biosciences (NBIX) | 1.5 | $7.1M | -25% | 51k | 140.38 |
|
| New York Times Cl A (NYT) | 1.4 | $6.8M | -21% | 118k | 57.40 |
|
| Brown & Brown (BRO) | 1.4 | $6.6M | NEW | 71k | 93.79 |
|
| Msci (MSCI) | 1.4 | $6.5M | -17% | 11k | 567.41 |
|
| Lpl Financial Holdings (LPLA) | 1.3 | $6.3M | 19k | 332.69 |
|
|
| ExlService Holdings (EXLS) | 1.3 | $6.2M | -17% | 141k | 44.03 |
|
| Keysight Technologies (KEYS) | 1.3 | $6.0M | -17% | 35k | 174.92 |
|
| Labcorp Holdings Com Shs (LH) | 1.3 | $6.0M | -25% | 21k | 287.06 |
|
| Domino's Pizza (DPZ) | 1.2 | $5.7M | -16% | 13k | 431.71 |
|
| Nvent Electric SHS (NVT) | 1.2 | $5.5M | -6% | 56k | 98.64 |
|
| Waste Connections (WCN) | 1.1 | $5.4M | -21% | 31k | 175.80 |
|
| Live Nation Entertainment (LYV) | 1.1 | $5.2M | -19% | 32k | 163.40 |
|
| American Express Company (AXP) | 1.1 | $5.0M | -17% | 15k | 332.16 |
|
| Tradeweb Mkts Cl A (TW) | 1.1 | $5.0M | -21% | 45k | 110.98 |
|
| Dolby Laboratories Com Cl A (DLB) | 1.0 | $4.9M | -24% | 68k | 72.37 |
|
| Intuitive Surgical Com New (ISRG) | 1.0 | $4.8M | +11% | 11k | 447.23 |
|
| RBC Bearings Incorporated (RBC) | 1.0 | $4.6M | -9% | 12k | 390.29 |
|
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 0.9 | $4.5M | +9% | 43k | 104.45 |
|
| Cooper Cos (COO) | 0.9 | $4.4M | -14% | 64k | 68.56 |
|
| Hologic (HOLX) | 0.9 | $4.3M | -9% | 64k | 67.49 |
|
| MercadoLibre (MELI) | 0.9 | $4.2M | -23% | 1.8k | 2336.94 |
|
| Carlisle Companies (CSL) | 0.8 | $3.8M | -40% | 12k | 328.96 |
|
| Manhattan Associates (MANH) | 0.8 | $3.8M | NEW | 19k | 204.98 |
|
| Pool Corporation (POOL) | 0.8 | $3.7M | -9% | 12k | 310.07 |
|
| Tyler Technologies (TYL) | 0.7 | $3.5M | -22% | 6.7k | 523.16 |
|
| Gartner (IT) | 0.7 | $3.5M | -51% | 13k | 262.87 |
|
| Service Corporation International (SCI) | 0.7 | $3.4M | +5% | 41k | 83.22 |
|
| Paycom Software (PAYC) | 0.6 | $2.9M | -6% | 14k | 208.14 |
|
| Hyatt Hotels Corp Com Cl A (H) | 0.6 | $2.7M | -5% | 19k | 141.93 |
|
| Bio-techne Corporation (TECH) | 0.6 | $2.7M | -30% | 48k | 55.63 |
|
| Entegris (ENTG) | 0.5 | $2.6M | -66% | 28k | 92.46 |
|
| Onestream Cl A (OS) | 0.5 | $2.5M | -22% | 136k | 18.43 |
|
| Synopsys (SNPS) | 0.5 | $2.4M | NEW | 4.9k | 493.39 |
|
| Api Group Corp Com Stk (APG) | 0.5 | $2.4M | -24% | 69k | 34.37 |
|
| Certara Ord (CERT) | 0.5 | $2.3M | -41% | 184k | 12.22 |
|
| Align Technology (ALGN) | 0.4 | $2.0M | -50% | 16k | 125.22 |
|
| Vertex Cl A (VERX) | 0.3 | $1.6M | NEW | 63k | 24.79 |
|
| On Assignment (ASGN) | 0.3 | $1.5M | NEW | 31k | 47.35 |
|
| Rli (RLI) | 0.3 | $1.4M | -45% | 22k | 65.22 |
|
Past Filings by 2Xideas
SEC 13F filings are viewable for 2Xideas going back to 2020
- 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
- 2Xideas 2022 Q2 filed Aug. 15, 2022