2 Xideas Us Inc.
- Regulatory AUM
- $79.7M
- Discretionary
- $79.7M
- Clients
- 1
- Avg AUM / client
- $79.7M
- Accounts
- 1
- Employees
- 2
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 11, 2026
Investments (13F portfolio — 47 positions, $255,259,927)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Intercontinental Exchange In | COM | $30,730,153 | 195,385 | 12.0% | 38.5% |
| 2 | Edwards Lifesciences Corp | COM | $28,194,326 | 352,077 | 11.0% | 35.4% |
| 3 | Fortinet Inc | COM | $27,615,149 | 337,924 | 10.8% | 34.6% |
| 4 | Ptc Inc | COM | $20,262,505 | 142,203 | 7.94% | 25.4% |
| 5 | Resmed Inc | COM | $14,089,263 | 62,764 | 5.52% | 17.7% |
| 6 | New York Times Co Mtn Be | CL A | $7,969,254 | 95,178 | 3.12% | 9.99% |
| 7 | Ferguson Enterprises Inc | COMMON STOCK NEW | $6,808,160 | 29,187 | 2.67% | 8.54% |
| 8 | Hubbell Inc | COM | $6,348,213 | 12,936 | 2.49% | 7.96% |
| 9 | Api Group Corp | COM STK | $6,185,986 | 152,665 | 2.42% | 7.76% |
| 10 | Halozyme Therapeutics Inc | COM | $5,924,180 | 91,663 | 2.32% | 7.43% |
| 11 | Dexcom Inc | COM | $5,650,744 | 89,980 | 2.21% | 7.09% |
| 12 | Planet Fitness Master Issuer | CL A | $5,151,559 | 69,260 | 2.02% | 6.46% |
| 13 | Procore Technologies Inc | COM | $4,433,916 | 77,788 | 1.74% | 5.56% |
| 14 | Kinsale Cap Group Inc | COM | $4,251,275 | 12,443 | 1.67% | 5.33% |
| 15 | Descartes Sys Group Inc | COM | $3,786,414 | 53,044 | 1.48% | 4.75% |
| 16 | Iqvia Hldgs Inc | COM | $3,693,214 | 21,656 | 1.45% | 4.63% |
| 17 | Keysight Technologies Inc | COM | $3,686,058 | 13,054 | 1.44% | 4.62% |
| 18 | Ccc Intelligent Solutions Hl | COM | $3,624,174 | 604,029 | 1.42% | 4.54% |
| 19 | Ryan Specialty Holdings Inc | CL A | $3,615,545 | 107,159 | 1.42% | 4.53% |
| 20 | Stonex Group Inc | COM | $3,583,683 | 44,435 | 1.4% | 4.49% |
| 21 | Lpl Finl Hldgs Inc | COM | $3,355,157 | 11,153 | 1.31% | 4.21% |
| 22 | Rbc Bearings Inc | COM | $3,336,929 | 6,144 | 1.31% | 4.18% |
| 23 | Live Nation Entertainment In | COM | $3,318,313 | 21,758 | 1.3% | 4.16% |
| 24 | Aon Plc | SHS CL A | $3,316,565 | 10,275 | 1.3% | 4.16% |
| 25 | Liberty Media Corp Del | COM LBTY ONE S C | $3,268,084 | 38,439 | 1.28% | 4.1% |
Top 25 of 47 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pension and profit sharing plans | 1 | $79.7M | 100.0% |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Sigg, Daniel, Herbert | Chairman, Director | Jan 2020 (7y) | Less than 5% | |
| Welti, Stephan, Philipp | Director | Jan 2023 (4y) | Less than 5% | |
| Hutton, Karalyn, Jane | Cco | Feb 2024 (3y) | Less than 5% | |
| Ryan, James | Ceo | Feb 2024 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| 2 Xideas Ag | Shareholder | Jan 2020 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/11/2026 | 1.03 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Subscription fees
Services
- • Portfolio management for businesses/institutional clients
- • Publication of periodicals or newsletters
Custody
Reported custodians
- Northern Trust $178M (70% of AUM) Jul 2024
- State Street $79.7M (100% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 11, 2026.
View current Form ADV (SEC/IAPD) ↗