Long-term investor
2xideas AG @2xideasag
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001843587).
Record
- Tracked since 2025-06-30 (441 days), 115 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year -13.4% · all -13.4%
- Max drawdown n/a · win rate 25% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- FTNT · 14.0% · long · since 2025-06-30
- EW · 13.3% · long · since 2025-06-30
- ICE · 12.2% · long · since 2025-06-30
- PTC · 8.7% · long · since 2025-06-30
- RYAN · 5.6% · long · since 2025-06-30
- APG · 3.0% · long · since 2025-06-30
- HALO · 3.0% · long · since 2025-06-30
- FERG · 2.8% · long · since 2025-06-30
- HUBB · 2.8% · long · since 2025-12-31
- DXCM · 2.4% · long · since 2025-06-30
- NYT · 2.0% · long · since 2025-06-30
- CSL · 1.8% · long · since 2025-06-30