Stephan Welti

2xideas Ag

Assets Managed

$255.26M

Holdings

Last Quarter

2026 - Q1

Filed Date

1mo 29d ago

Growth Rate

-28.5%(2Q avg: -26.55%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in 2xideas Ag's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 47 positions.

Assets under management

The assets under management (AUM) of 2xideas Ag over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 255.26M in assets, with a quarterly growth rate of -28.5% and a 2-quarter average growth rate of -26.55%. The portfolio is managed by Stephan Welti, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
ICE Intercontinental Exchange In Recent Activity Decreased -24.76%	12.04%	$30.73M 195,385 shares@ $157.29 avg price	Decreased -24.76%
EW Edwards Lifesciences Corp Recent Activity Decreased -17.95%	11.05%	$28.194M 352,077 shares@ $80.08 avg price	Decreased -17.95%
FTNT Fortinet Inc Recent Activity Decreased -20.99%	10.82%	$27.615M 337,924 shares@ $81.72 avg price	Decreased -20.99%
PTC Ptc Inc Recent Activity Decreased -21.64%	7.94%	$20.263M 142,203 shares@ $142.49 avg price	Decreased -21.64%
RMD Resmed Inc Recent Activity Decreased -15.42%	5.52%	$14.089M 62,764 shares@ $224.49 avg price	Decreased -15.42%
NYT New York Times Co-a Recent Activity Decreased -24.83%	3.13%	$7.969M 95,178 shares@ $83.74 avg price	Decreased -24.83%
FERG Ferguson Enterprises Inc Recent Activity Decreased -14%	2.67%	$6.808M 29,187 shares@ $233.27 avg price	Decreased -14%
HUBB Hubbell Inc Recent Activity Increased 44.69%	2.49%	$6.348M 12,936 shares@ $490.75 avg price	Increased 44.69%
APG Api Group Corp Recent Activity Decreased -19.5%	2.43%	$6.186M 152,665 shares@ $40.53 avg price	Decreased -19.5%
HALO Halozyme Therapeutics Inc Recent Activity Decreased -12.53%	2.33%	$5.924M 91,663 shares@ $64.64 avg price	Decreased -12.53%

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