2 Xideas Ag Portfolio Holdings

2 Xideas Ag

  • $432 Million
  • Q3 2025

2 Xideas Ag has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $432 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 $44.5M, Ptc Inc. with a value of $42.6M, Fortinet, Inc. with a value of $42.4M, Edwards Lifesciences Corp with a value of $37.8M, and Resmed Inc with a value of $22.9M.

Examining the 13F form we can see an decrease of $96.7M in the current position value, from $529M to 432M.

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 $432 Million
Technology: $146 Million
Healthcare: $114 Million
Financial Services: $94.8 Million
Industrials: $28.6 Million
Consumer Cyclical: $26 Million
Communication Services: $11.9 Million
Real Estate: $10.5 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$84.9B
$44.5 Million 10.31% of portfolio
264,349
Q3 2025 Reduced 6.32%
$20.5B
$42.6 Million 9.85% of portfolio
209,680
Q3 2025 Reduced 20.86%
$64.9B
$42.4 Million 9.82% of portfolio
504,805
Q3 2025 Added 4.04%
$53.4B
$37.8 Million 8.75% of portfolio
486,257
Q3 2025 Reduced 6.62%
$35.8B
$22.9 Million 5.3% of portfolio
83,611
Q3 2025 Added 11.16%
$9.75B
$11.6 Million 2.7% of portfolio
158,824
Q3 2025 Reduced 13.94%
$53.1B
$10.7 Million 2.48% of portfolio
43,605
Q3 2025 Reduced 20.25%
$27.7B
$10.5 Million 2.42% of portfolio
124,002
Q3 2025 Reduced 22.58%
$8.61B
$9.99 Million 2.31% of portfolio
96,256
Q3 2025 Reduced 14.74%
$6.31B
$9.73 Million 2.25% of portfolio
172,653
Q3 2025 Reduced 14.45%
$41B
$9.59 Million 2.22% of portfolio
50,475
Q3 2025 Reduced 19.75%
$8.94B
$9.58 Million 2.22% of portfolio
22,523
Q3 2025 Reduced 15.53%
$22.4B
$9.1 Million 2.11% of portfolio
135,199
Q3 2025 Reduced 6.18%
$161B
$8.5 Million 1.97% of portfolio
7,882
Q3 2025 Reduced 27.09%
$4.64B
$7.86 Million 1.82% of portfolio
862,315
Q3 2025 Reduced 2.64%
$13.9B
$7.13 Million 1.65% of portfolio
50,797
Q3 2025 Reduced 25.09%
$22.8B
$6.63 Million 1.53% of portfolio
70,685
Q3 2025 New
$45.2B
$6.48 Million 1.5% of portfolio
11,428
Q3 2025 Reduced 17.75%
$29.6B
$6.34 Million 1.47% of portfolio
19,071
Q3 2025 Reduced 1.89%
$1.31B
$6.23 Million 1.44% of portfolio
141,444
Q3 2025 Reduced 17.36%
$32B
$6.04 Million 1.4% of portfolio
34,535
Q3 2025 Reduced 17.13%
$14.5B
$5.74 Million 1.33% of portfolio
13,286
Q3 2025 Reduced 16.82%
$17.7B
$5.54 Million 1.28% of portfolio
56,178
Q3 2025 Reduced 6.69%
$43.4B
$5.4 Million 1.25% of portfolio
30,745
Q3 2025 Reduced 21.11%
$31.2B
$5.18 Million 1.2% of portfolio
31,728
Q3 2025 Reduced 19.53%
$255B
$5.04 Million 1.17% of portfolio
15,160
Q3 2025 Reduced 17.27%
$12.2B
$5.02 Million 1.16% of portfolio
45,257
Q3 2025 Reduced 21.81%
$4.04B
$4.88 Million 1.13% of portfolio
67,477
Q3 2025 Reduced 24.82%
$193B
$4.81 Million 1.11% of portfolio
10,764
Q3 2025 Added 11.41%
$18.5B
$4.29 Million 0.99% of portfolio
63,554
Q3 2025 Reduced 9.49%
$103B
$4.16 Million 0.96% of portfolio
1,780
Q3 2025 Reduced 24.0%
$15.9B
$3.85 Million 0.89% of portfolio
11,689
Q3 2025 Reduced 40.21%
$11.1B
$3.83 Million 0.89% of portfolio
18,677
Q3 2025 New
$9.59B
$3.71 Million 0.86% of portfolio
11,971
Q3 2025 Reduced 9.61%
$19.5B
$3.5 Million 0.81% of portfolio
6,695
Q3 2025 Reduced 22.72%
$18.3B
$3.45 Million 0.8% of portfolio
13,142
Q3 2025 Reduced 51.51%
$12.6B
$3.43 Million 0.79% of portfolio
41,230
Q3 2025 Added 5.23%
$9.97B
$2.94 Million 0.68% of portfolio
14,113
Q3 2025 Reduced 6.99%
$7.21B
$2.87 Million 0.66% of portfolio
11,659
Q3 2025 Reduced 9.2%
$7.63B
$2.7 Million 0.63% of portfolio
19,053
Q3 2025 Reduced 5.37%
$2.33B
$2.66 Million 0.62% of portfolio
47,822
Q3 2025 Reduced 30.95%
$11.7B
$2.59 Million 0.6% of portfolio
28,053
Q3 2025 Reduced 66.91%
$59.7B
$2.42 Million 0.56% of portfolio
4,910
Q3 2025 New
$8.73B
$2.36 Million 0.55% of portfolio
68,687
Q3 2025 Reduced 24.63%
$1.33B
$2.25 Million 0.52% of portfolio
184,198
Q3 2025 Reduced 41.48%
$10.7B
$2 Million 0.46% of portfolio
15,948
Q3 2025 Reduced 50.82%
$977M
$1.57 Million 0.36% of portfolio
63,266
Q3 2025 New
$2.15B
$1.46 Million 0.34% of portfolio
30,775
Q3 2025 New
$2.87B
$1.42 Million 0.33% of portfolio
21,837
Q3 2025 Reduced 45.92%

Summary

  • Portfolio
  • No. of Stocks 56
  • Current Value $432 Million
  • Prior Value $529 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 5 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 45 stocks
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