2 Xideas Ag has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $681 Million distributed in 56 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Intercontinental Exchange, Inc. with a value of $57M, Fortinet, Inc. with a value of $52.2M, Iqvia Holdings Inc. with a value of $46.6M, Ptc Inc. with a value of $43.3M, and Resmed Inc with a value of $32.8M.

Examining the 13F form we can see an decrease of $73.6M in the current position value, from $754M to 681M.

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 $681 Million
Technology: $190 Million
Healthcare: $187 Million
Financial Services: $151 Million
Industrials: $75 Million
Consumer Cyclical: $31 Million
Communication Services: $25.7 Million
Real Estate: $13.7 Million
Consumer Defensive: $7.68 Million
Other: $0

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 56
  • Current Value $681 Million
  • Prior Value $754 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 6 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 46 stocks
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