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 Market Cap. of Under $50 Millions

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

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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