2Xideas AG 13F Holdings · Q2 2026
2Xideas AG reported 48 securities worth $232.35M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: FTNT (13.96%), EW (13.27%), ICE (12.20%). Among its top 25 positions this quarter: 1 new, 7 added, 17 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | FTNT | FORTINET INC | $32.4M | 13.96% | 211,151 | Trimmed |
| 2 | EW | EDWARDS LIFESCIENCES CORP | $30.8M | 13.27% | 340,806 | Trimmed |
| 3 | ICE | INTERCONTINENTAL EXCHANGE IN | $28.3M | 12.20% | 230,186 | Added |
| 4 | PTC | PTC INC | $20.2M | 8.71% | 178,102 | Added |
| 5 | RYAN | RYAN SPECIALTY HOLDINGS INC | $13.0M | 5.62% | 345,526 | Added |
| 6 | APG | API GROUP CORP | $6.9M | 2.98% | 163,295 | Added |
| 7 | HALO | HALOZYME THERAPEUTICS INC | $6.9M | 2.96% | 87,769 | Trimmed |
| 8 | FERG | FERGUSON ENTERPRISES INC | $6.5M | 2.78% | 27,263 | Trimmed |
| 9 | HUBB | HUBBELL INC | $6.5M | 2.78% | 12,341 | Trimmed |
| 10 | DXCM | DEXCOM INC | $5.5M | 2.35% | 81,095 | Trimmed |
| 11 | NYT | NEW YORK TIMES CO MTN BE | $4.6M | 1.98% | 65,719 | Trimmed |
| 12 | CSL | CARLISLE COS INC | $4.2M | 1.81% | 11,604 | Added |
| 13 | IQV | IQVIA HLDGS INC | $3.7M | 1.58% | 18,940 | Trimmed |
| 14 | RMD | RESMED INC | $3.2M | 1.40% | 16,673 | Trimmed |
| 15 | CCC | CCC INTELLIGENT SOLUTIONS HL | $3.0M | 1.31% | 590,678 | Trimmed |
| 16 | KEYS | KEYSIGHT TECHNOLOGIES INC | $2.9M | 1.24% | 8,246 | Trimmed |
| 17 | PCOR | PROCORE TECHNOLOGIES INC | $2.9M | 1.23% | 70,192 | Trimmed |
| 18 | NBIX | NEUROCRINE BIOSCIENCES INC | $2.8M | 1.22% | 16,763 | Added |
| 19 | DSGX | DESCARTES SYS GROUP INC | $2.8M | 1.20% | 40,344 | Trimmed |
| 20 | FWONK | LIBERTY MEDIA CORP DEL | $2.7M | 1.17% | 28,469 | Trimmed |
| 21 | WSO | WATSCO INC | $2.7M | 1.17% | 6,519 | Added |
| 22 | AXP | AMERICAN EXPRESS CO | $2.7M | 1.14% | 7,848 | Trimmed |
| 23 | A | AGILENT TECHNOLOGIES INC | $2.6M | 1.10% | 19,280 | Trimmed |
| 24 | SARO | STANDARDAERO INC | $2.5M | 1.06% | 82,726 | New |
| 25 | DPZ | DOMINOS PIZZA INC | $2.1M | 0.90% | 7,086 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR