2 Xideas Ag Portfolio Holdings
2 Xideas Ag
- $679 Million
- Q4 2024
2 Xideas Ag has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $679 Million distributed in 59 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Fortinet, Inc. with a value of $54.6M, Ptc Inc. with a value of $51.6M, Intercontinental Exchange, Inc. with a value of $51.2M, Iqvia Holdings Inc. with a value of $44.3M, and Resmed Inc with a value of $21.4M.
Examining the 13F form we can see an decrease of $1.5M in the current position value, from $681M to 679M.
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
$679 Million
Technology: $218 Million
Healthcare: $153 Million
Financial Services: $151 Million
Industrials: $82.5 Million
Consumer Cyclical: $29.1 Million
Communication Services: $23.7 Million
Real Estate: $17.7 Million
Consumer Defensive: $4.66 Million
Other: $0