13F Filings History of 2Xideas AG
- Latest 13F filing
- Q2 2026 - 14 Aug 2026
- Latest reported 13F value
- $230,637,268
- Largest 13F holdings
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FTNT EW ICE PTC RYAN APG HALO FERG HUBB DXCM NYT CSL
+8 more
IQV RMD CCC KEYS PCOR NBIX DSGX WSO - Form 13F summary
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- 2Xideas AG Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- 2Xideas AG reported 48 equity holdings with a total reported market value of $230,637,268 for Q2 2026. Top reported holdings included FTNT, EW, ICE, PTC, and RYAN.
- Manager signature
- Stephan Welti - Chief Operating Officer
- Manager location
- Kusnacht
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q2 2026
Latest value
$230,637,268
Quarter delta
-$22,463,345
Accepted
14 Aug 2026, 08:11
Rows shown
1-23 of 23
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | 48 | $230,637,268 | +$25,859,514 | -$67,647,480 | -$41,787,966 | FTNT, EW, ICE, PTC, RYAN | 13F-HR | 14 Aug 2026, 08:11 |
| Q1 2026 | 47 | $253,100,613 | +$10,880,870 | -$92,337,879 | -$81,457,009 | ICE, EW, FTNT, PTC, RMD | 13F-HR | 11 May 2026, 10:14 |
| Q4 2025 | 50 | $357,031,780 | +$35,537,048 | -$140,136,770 | -$104,599,722 | ICE, EW, FTNT, PTC, RMD | 13F-HR | 17 Feb 2026, 08:19 |
| Q3 2025 | 56 | $473,583,941 | +$21,693,448 | -$116,739,976 | -$95,046,528 | ICE, PTC, FTNT, EW, RMD | 13F-HR | 14 Nov 2025, 08:37 |
| Q2 2025 | 57 | $580,768,417 | +$42,438,146 | -$155,860,857 | -$113,422,711 | ICE, FTNT, PTC, EW, RMD | 13F-HR | 14 Aug 2025, 08:35 |
| Q1 2025 | 61 | $658,112,346 | +$90,490,528 | -$161,668,367 | -$71,177,839 | ICE, FTNT, PTC, IQV, RMD | 13F-HR | 15 May 2025, 08:38 |
| Q4 2024 | 59 | $746,633,713 | +$152,619,816 | -$132,926,480 | +$19,693,336 | FTNT, PTC, ICE, IQV, ADSK | 13F-HR | 13 Feb 2025, 08:23 |
| Q3 2024 | 56 | $742,231,421 | +$67,142,195 | -$203,021,847 | -$135,879,652 | ICE, FTNT, IQV, PTC, RMD | 13F-HR | 13 Nov 2024, 08:02 |
| Q2 2024 | 51 | $800,873,152 | +$101,300,942 | -$86,917,828 | +$14,383,114 | ICE, PTC, IQV, FTNT, RMD | 13F-HR | 14 Aug 2024, 11:43 |
| Q1 2024 | 51 | $817,296,085 | +$90,697,129 | -$263,595,201 | -$172,898,072 | ICE, IQV, FTNT, RMD, PTC | Restatement | 16 May 2024, 15:27 |
| Q4 2023 | 52 | $932,847,296 | +$62,566,733 | -$147,911,005 | -$85,344,272 | ANSS, ICE, IQV, RMD, PTC | 13F-HR | 14 Feb 2024, 11:31 |
| Q3 2023 | 58 | $903,564,809 | +$57,662,978 | -$122,435,982 | -$64,773,004 | ICE, ANSS, IQV, RMD, NYT | Restatement | 27 Nov 2023, 16:52 |
| Q2 2023 | 58 | $1,045,464,219 | +$53,516,610 | -$92,064,744 | -$38,548,134 | ICE, IQV, ANSS, RMD, FTNT | 13F-HR | 10 Aug 2023, 10:52 |
| Q1 2023 | 59 | $1,039,253,376 | +$56,959,293 | -$53,477,597 | +$3,481,696 | ANSS, ICE, IQV, RMD, FTNT | 13F-HR | 11 May 2023, 10:15 |
| Q4 2022 | 66 | $944,934,799 | +$65,311,075 | -$140,283,836 | -$74,972,761 | ICE, IQV, RMD, ANSS, SCI | 13F-HR | 14 Feb 2023, 09:00 |
| Q3 2022 | 73 | $948,377,000 | +$77,403,279 | -$171,529,864 | -$94,126,585 | RMD, ICE, IQV, ANSS, KNSL | 13F-HR | 14 Nov 2022, 09:55 |
| Q2 2022 | 73 | $1,094,603,000 | +$88,041,107 | -$113,134,599 | -$25,093,492 | IQV, RMD, ICE, ANSS, RVTY | 13F-HR | 15 Aug 2022, 09:52 |
| Q1 2022 | 74 | $1,417,906,000 | +$91,023,335 | -$114,662,347 | -$23,639,012 | ICE, RMD, IQV, ANSS, RVTY | 13F-HR | 16 May 2022, 10:07 |
| Q4 2021 | 75 | $1,656,259,000 | +$295,604,153 | -$72,386,548 | +$223,217,605 | IQV, ICE, RMD, ANSS, FTNT | 13F-HR | 14 Feb 2022, 12:44 |
| Q3 2021 | 70 | $1,313,877,000 | +$235,667,462 | -$47,688,819 | +$187,978,643 | RMD, IQV, ICE, ANSS, FTNT | 13F-HR | 15 Nov 2021, 10:31 |
| Q2 2021 | 69 | $1,118,379,000 | +$147,531,169 | -$20,641,553 | +$126,889,616 | RMD, ICE, ANSS, FTNT, IQV | 13F-HR | 16 Aug 2021, 11:25 |
| Q1 2021 | 67 | $904,149,000 | +$102,733,492 | $0 | +$102,733,492 | ICE, ANSS, RMD, FTNT, ST | 13F-HR | 14 May 2021, 12:20 |
| Q4 2020 | 66 | $801,890,000 | $0 | $0 | $0 | ICE, ANSS, RMD, RVTY, FTNT | 13F-HR | 16 Feb 2021, 06:24 |