2 Xideas Ag Portfolio Holdings

2 Xideas Ag

  • $529 Million
  • Q2 2025

2 Xideas Ag has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $529 Million distributed in 57 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Intercontinental Exchange, Inc. with a value of $51.8M, Fortinet, Inc. with a value of $51.3M, Ptc Inc. with a value of $45.7M, Edwards Lifesciences Corp with a value of $40.7M, and Resmed Inc with a value of $19.4M.

Examining the 13F form we can see an decrease of $84.9M in the current position value, from $614M to 529M.

2 Xideas Ag is based out at Pfaffikon, V8

Below you can find more details about 2 Xideas Ag portfolio as well as his latest detailed transactions.

Portfolio value $529 Million
Technology: $176 Million
Healthcare: $131 Million
Financial Services: $111 Million
Industrials: $49.4 Million
Consumer Cyclical: $34.6 Million
Communication Services: $14.3 Million
Real Estate: $12.9 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$102B
$51.8 Million 9.79% of portfolio
282,187
Q2 2025 Reduced 11.08%
$61.9B
$51.3 Million 9.7% of portfolio
485,213
Q2 2025 Reduced 12.52%
$24B
$45.7 Million 8.63% of portfolio
264,951
Q2 2025 Reduced 4.2%
$47.6B
$40.7 Million 7.7% of portfolio
520,711
Q2 2025 Added 173.22%
$42.1B
$19.4 Million 3.67% of portfolio
75,214
Q2 2025 Reduced 5.18%
$6.65B
$13.7 Million 2.59% of portfolio
201,819
Q2 2025 Added 11.71%
$53.1B
$13.4 Million 2.54% of portfolio
54,679
Q2 2025 Reduced 14.7%
$10B
$12.9 Million 2.44% of portfolio
26,665
Q2 2025 Reduced 15.13%
$36B
$12.9 Million 2.43% of portfolio
160,167
Q2 2025 Reduced 8.8%
$31B
$12.6 Million 2.38% of portfolio
144,099
Q2 2025 Reduced 16.06%
$8.95B
$12.3 Million 2.33% of portfolio
112,894
Q2 2025 Reduced 10.67%
$18.1B
$11 Million 2.07% of portfolio
27,103
Q2 2025 Reduced 9.67%
$34.5B
$9.91 Million 1.87% of portfolio
62,894
Q2 2025 Reduced 69.21%
$133B
$9.68 Million 1.83% of portfolio
10,810
Q2 2025 Reduced 27.69%
$8.95B
$9.6 Million 1.82% of portfolio
184,546
Q2 2025 Reduced 25.23%
$12.3B
$8.52 Million 1.61% of portfolio
67,813
Q2 2025 Reduced 6.48%
$9.6B
$8.38 Million 1.58% of portfolio
149,714
Q2 2025 Reduced 30.96%
$5.79B
$8.33 Million 1.58% of portfolio
885,722
Q2 2025 Reduced 1.46%
$44B
$8.01 Million 1.52% of portfolio
13,895
Q2 2025 Reduced 20.1%
$1.4B
$7.5 Million 1.42% of portfolio
171,163
Q2 2025 Reduced 18.79%
$48.2B
$7.28 Million 1.38% of portfolio
38,974
Q2 2025 Added 19.04%
$19.9B
$7.3 Million 1.38% of portfolio
19,549
Q2 2025 Reduced 31.4%
$29.8B
$7.29 Million 1.38% of portfolio
19,439
Q2 2025 Reduced 32.06%
$15.6B
$7.2 Million 1.36% of portfolio
15,973
Q2 2025 Reduced 26.57%
$32.6B
$6.98 Million 1.32% of portfolio
19,865
Q2 2025 Reduced 23.96%
$29.9B
$6.83 Million 1.29% of portfolio
41,673
Q2 2025 Reduced 18.5%
$11.3B
$6.84 Million 1.29% of portfolio
84,767
Q2 2025 Added 3.8%
$4.46B
$6.66 Million 1.26% of portfolio
89,750
Q2 2025 Added 4.74%
$14B
$6.62 Million 1.25% of portfolio
15,000
Q2 2025 Added 11.57%
$11B
$6.14 Million 1.16% of portfolio
32,429
Q2 2025 Reduced 18.26%
$118B
$6.12 Million 1.16% of portfolio
2,342
Q2 2025 Reduced 22.04%
$36.4B
$5.96 Million 1.13% of portfolio
39,427
Q2 2025 Added 0.51%
$227B
$5.85 Million 1.11% of portfolio
18,325
Q2 2025 Reduced 1.78%
$13.8B
$5.48 Million 1.04% of portfolio
16,912
Q2 2025 Reduced 47.91%
$169B
$5.25 Million 0.99% of portfolio
9,662
Q2 2025 Reduced 14.1%
$23.5B
$5.14 Million 0.97% of portfolio
8,663
Q2 2025 Added 55.11%
$8.29B
$4.65 Million 0.88% of portfolio
91,130
Q2 2025 Reduced 11.94%
$17B
$4.58 Million 0.87% of portfolio
70,218
Q2 2025 Reduced 45.16%
$15.3B
$4.41 Million 0.83% of portfolio
60,203
Q2 2025 New
$3.71B
$4.02 Million 0.76% of portfolio
49,079
Q2 2025 Reduced 30.45%
$12.4B
$3.86 Million 0.73% of portfolio
13,244
Q2 2025 Added 10.93%
$1.72B
$3.68 Million 0.7% of portfolio
314,766
Q2 2025 Reduced 41.52%
$2.07B
$3.56 Million 0.67% of portfolio
69,258
Q2 2025 Reduced 2.12%
$12.9B
$3.51 Million 0.66% of portfolio
15,174
Q2 2025 Reduced 21.48%
$12.7B
$3.19 Million 0.6% of portfolio
39,179
Q2 2025 Reduced 11.44%
$7.21B
$3.16 Million 0.6% of portfolio
12,840
Q2 2025 Added 16.1%
$5.32B
$2.94 Million 0.56% of portfolio
87,696
Q2 2025 Reduced 47.18%
$3.01B
$2.92 Million 0.55% of portfolio
40,381
Q2 2025 Reduced 64.32%
$7.05B
$2.81 Million 0.53% of portfolio
20,134
Q2 2025 Reduced 25.11%

Summary

  • Portfolio
  • No. of Stocks 57
  • Current Value $529 Million
  • Prior Value $614 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 44 stocks
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