2Xideas AG 13F 持仓 · 2026年Q2
2Xideas 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 48 只证券，申报市值合计 2.32 亿美元。前几大持仓：FTNT（13.96%）、EW（13.27%）、ICE（12.20%）。本季前 25 大持仓中：新建仓 1 只、增持 7 只、减持 17 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | FTNT | FORTINET INC | $32.4M | 13.96% | 211,151 | 减持 |
| 2 | EW | EDWARDS LIFESCIENCES CORP | $30.8M | 13.27% | 340,806 | 减持 |
| 3 | ICE | INTERCONTINENTAL EXCHANGE IN | $28.3M | 12.20% | 230,186 | 增持 |
| 4 | PTC | PTC INC | $20.2M | 8.71% | 178,102 | 增持 |
| 5 | RYAN | RYAN SPECIALTY HOLDINGS INC | $13.0M | 5.62% | 345,526 | 增持 |
| 6 | APG | API GROUP CORP | $6.9M | 2.98% | 163,295 | 增持 |
| 7 | HALO | HALOZYME THERAPEUTICS INC | $6.9M | 2.96% | 87,769 | 减持 |
| 8 | FERG | FERGUSON ENTERPRISES INC | $6.5M | 2.78% | 27,263 | 减持 |
| 9 | HUBB | HUBBELL INC | $6.5M | 2.78% | 12,341 | 减持 |
| 10 | DXCM | DEXCOM INC | $5.5M | 2.35% | 81,095 | 减持 |
| 11 | NYT | NEW YORK TIMES CO MTN BE | $4.6M | 1.98% | 65,719 | 减持 |
| 12 | CSL | CARLISLE COS INC | $4.2M | 1.81% | 11,604 | 增持 |
| 13 | IQV | IQVIA HLDGS INC | $3.7M | 1.58% | 18,940 | 减持 |
| 14 | RMD | RESMED INC | $3.2M | 1.40% | 16,673 | 减持 |
| 15 | CCC | CCC INTELLIGENT SOLUTIONS HL | $3.0M | 1.31% | 590,678 | 减持 |
| 16 | KEYS | KEYSIGHT TECHNOLOGIES INC | $2.9M | 1.24% | 8,246 | 减持 |
| 17 | PCOR | PROCORE TECHNOLOGIES INC | $2.9M | 1.23% | 70,192 | 减持 |
| 18 | NBIX | NEUROCRINE BIOSCIENCES INC | $2.8M | 1.22% | 16,763 | 增持 |
| 19 | DSGX | DESCARTES SYS GROUP INC | $2.8M | 1.20% | 40,344 | 减持 |
| 20 | FWONK | LIBERTY MEDIA CORP DEL | $2.7M | 1.17% | 28,469 | 减持 |
| 21 | WSO | WATSCO INC | $2.7M | 1.17% | 6,519 | 增持 |
| 22 | AXP | AMERICAN EXPRESS CO | $2.7M | 1.14% | 7,848 | 减持 |
| 23 | A | AGILENT TECHNOLOGIES INC | $2.6M | 1.10% | 19,280 | 减持 |
| 24 | SARO | STANDARDAERO INC | $2.5M | 1.06% | 82,726 | 新建仓 |
| 25 | DPZ | DOMINOS PIZZA INC | $2.1M | 0.90% | 7,086 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR