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2xideas AG
2Xideas AG is an independent, partner-owned investment and research firm headquartered in Kuesnacht, Zurich, Switzerland. Founded in 2013, the firm focuses on identifying and investing in liquid mid-cap stocks globally, with a mission to deliver exceptional long-term value. The firm is authorized by FINMA as a manager of collective assets and employs approximately 38 professionals. 2Xideas manages several funds and accounts, serving institutional investors such as endowments, family offices, pensions, corporations, trusts, and foundations. The firm leverages advanced data science, fundamental research, and a proprietary investment platform to uncover growth opportunities.
Investment Strategy
2Xideas invests in liquid, publicly traded mid-cap companies worldwide with the aim of achieving a 2X return over 5–7 years, maintaining a risk profile similar to global equity markets. Their single, team-based process combines fundamental research, advanced quantitative analytics, and collective team intelligence, supported by proprietary technology. The firm screens a broad universe of listed companies, rigorously researches those with sustainable quality, growth prospects, and alignment with their 4M framework (Macro, Market, Moat, Management). 2Xideas emphasizes long-term compounding returns, risk management, and transparency, believing disciplined process and deep sector knowledge drive sustainable outperformance.
Latest 13F Filing Activity
2xideas AG filed their most recent 13F report on Jun 30, 2025 disclosing 56 equity positions with a total 13F market value of $581M. The fund increased holdings in Edwards Lifesciences Corp., Onestream Inc., Nvent Electric PLC among other positions. 2xideas AG reduced exposure to Iqvia HLDGS Inc., Ares Management Corporation, Intuit among others.
Top Holdings
Equity Positions (56)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I ICE | INTERCONTINENTAL EXCHANGE IN | 8.91% | $51.8M | 282,187 | $116.46 | $183.47 | -$3.0M |
F FTNT | FORTINET INC | 8.83% | $51.3M | 485,213 | $49.76 | $105.72 | -$2.1M |
P PTC | PTC INC | 7.86% | $45.7M | 264,951 | $152.05 | $172.34 | +$2.8M |
E EW | EDWARDS LIFESCIENCES CORP | 7.01% | $40.7M | 520,711 | $81.66 | $78.21 | +$26.9M |
R RMD | RESMED INC | 3.34% | $19.4M | 75,214 | $212.89 | $258.00 | +$1.6M |
Industry Allocation
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