2Xideas AG
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), 2Xideas AG reported 48 stock positions worth $232.3 million. Its top holding was Fortinet (FTNT) at 14.0% of the portfolio, followed by Edwards Lifesciences (EW, 13.3%) and Intercontinental Exchange (ICE, 12.2%). Compared with Q1 2026, it opened 2 new positions, sold out of 1, added to 10 and reduced 36. The biggest buy was Ryan Specialty (RYAN, shares +222%) and the biggest sale Resmed (RMD, shares −73%).
- Most Recent 13F
- Q2 2026
- Location
- KUSNACHT, V8
- CIK
- 0001843587
- Portfolio Value
- $232.3M (Q2 2026)
- SEC Filing
- 0001420506-26-001651 ↗ filed Aug 14, 2026
Holdings Value
Holdings 48 stocks · $232.3M
| FTNT Fortinet Inc. | 13.96% | 211,151 | $32.4M | Reduce -37.5% |
| EW Edwards Lifesciences Corp. | 13.27% | 340,806 | $30.8M | Reduce -3.2% |
| ICE Intercontinental Exchange Inc. | 12.20% | 230,186 | $28.3M | Add +17.8% |
| PTC PTC Inc. | 8.71% | 178,102 | $20.2M | Add +25.2% |
| RYAN Ryan Specialty Holdings Inc. | 5.62% | 345,526 | $13.0M | Add +222.4% |
| APG Api Group Corp. | 2.98% | 163,295 | $6.9M | Add +7.0% |
| HALO Halozyme Therapeutics Inc. | 2.96% | 87,769 | $6.9M | Reduce -4.3% |
| FERG Ferguson Enterprises Inc. | 2.78% | 27,263 | $6.5M | Reduce -6.6% |
| HUBB Hubbell Inc. | 2.78% | 12,341 | $6.5M | Reduce -4.6% |
| DXCM Dexcom Inc. | 2.35% | 81,095 | $5.5M | Reduce -9.9% |
| NYT New York Times Co. Class A | 1.98% | 65,719 | $4.6M | Reduce -30.9% |
| CSL Carlisle Cos Inc. | 1.81% | 11,604 | $4.2M | Add +37.6% |
| IQV Iqvia Holdings Inc. | 1.58% | 18,940 | $3.7M | Reduce -12.5% |
| RMD Resmed Inc. | 1.40% | 16,673 | $3.2M | Reduce -73.4% |
| CCC CCC Intelligent Solutions Ho | 1.31% | 590,678 | $3.0M | Reduce -2.2% |
| KEYS Keysight Technologies Inc. | 1.24% | 8,246 | $2.9M | Reduce -36.8% |
| PCOR Procore Technologies Inc. | 1.23% | 70,192 | $2.9M | Reduce -9.8% |
| NBIX Neurocrine Biosciences Inc. | 1.22% | 16,763 | $2.8M | Add +62.0% |
| DSGX The Descartes Systems Grp | 1.20% | 40,344 | $2.8M | Reduce -23.9% |
| WSO Watsco Inc. | 1.17% | 6,519 | $2.7M | Add +103.5% |
| FWONK Liberty Media Corp. Class C | 1.17% | 28,469 | $2.7M | Reduce -25.9% |
| AXP American Express Co. | 1.14% | 7,848 | $2.7M | Reduce -27.0% |
| A Agilent Technologies Inc. | 1.10% | 19,280 | $2.6M | Reduce -32.6% |
| SARO Standardaero Inc. | 1.06% | 82,726 | $2.5M | New |
| DPZ Domino's Pizza Inc. | 0.90% | 7,086 | $2.1M | Reduce -20.3% |
| TW Tradeweb Markets Inc. Class A | 0.90% | 20,955 | $2.1M | Add +84.2% |
| WCN Waste Connections Inc. | 0.86% | 11,940 | $2.0M | Add +19.8% |
| AON Aon PLC Class A | 0.76% | 5,311 | $1.8M | Reduce -48.3% |
| TECH Bio-Techne Corp. | 0.75% | 24,613 | $1.7M | Reduce -26.3% |
| GLBE Global-E Online Ltd. | 0.74% | 49,555 | $1.7M | Reduce -36.2% |
| HLN Haleon PLC-ADR | 0.74% | 370,389 | $1.7M | Reduce -15.3% |
| RBA RB Global Inc. | 0.73% | 14,563 | $1.7M | Reduce -45.6% |
| LYV Live Nation Entertainment Inc. | 0.71% | 9,052 | $1.7M | Reduce -58.4% |
| RBC RBC Bearings Inc. | 0.70% | 2,528 | $1.6M | Reduce -58.9% |
| KNSL Kinsale Capital Group Inc. | 0.69% | 4,843 | $1.6M | Reduce -61.1% |
| SNEX Stonex Group Inc. | 0.67% | 13,215 | $1.6M | Reduce -70.3% |
| ALC Alcon Inc. filed as ALCON AG | 0.66% | 22,812 | $1.5M | Reduce -21.6% |
| ISRG Intuitive Surgical Inc. | 0.64% | 3,722 | $1.5M | Reduce -41.6% |
| SCI Service Corp. International | 0.63% | 19,237 | $1.5M | Reduce -39.6% |
| MELI MercadoLibre Inc. | 0.61% | 837 | $1.4M | Add +9.6% |
| PLNT Planet Fitness Inc. Class A | 0.37% | 16,283 | $849K | Reduce -76.5% |
| VEEV Veeva Systems Inc. Class A | 0.32% | 4,197 | $745K | Reduce -31.9% |
| LPLA LPL Financial Holdings Inc. | 0.31% | 2,524 | $711K | Reduce -77.4% |
| BAM Brookfield Asset Mgmt-A | 0.28% | 14,441 | $647K | Reduce -35.9% |
| SUNB Sunbelt Rentals Holdings Inc. | 0.24% | 7,378 | $552K | New |
| LH Labcorp Holdings Inc. | 0.22% | 1,818 | $509K | Reduce -71.3% |
| DLB Dolby Laboratories Inc. Class A | 0.19% | 8,572 | $451K | Reduce -67.7% |
| EXLS Exlservice Holdings Inc. | 0.19% | 16,753 | $433K | Reduce -53.5% |
Portfolio Sells Q1 2026 → Q2 2026
| RMD Resmed Inc. | Reduce -73.4% | 1.40% | −4.12 |
| PLNT Planet Fitness Inc. Class A | Reduce -76.5% | 0.37% | −1.65 |
| NYT New York Times Co. Class A | Reduce -30.9% | 1.98% | −1.14 |
| LPLA LPL Financial Holdings Inc. | Reduce -77.4% | 0.31% | −1.01 |
| KNSL Kinsale Capital Group Inc. | Reduce -61.1% | 0.69% | −0.98 |
| SNEX Stonex Group Inc. | Reduce -70.3% | 0.67% | −0.73 |
| RBC RBC Bearings Inc. | Reduce -58.9% | 0.70% | −0.61 |
| LYV Live Nation Entertainment Inc. | Reduce -58.4% | 0.71% | −0.59 |
| AON Aon PLC Class A | Reduce -48.3% | 0.76% | −0.54 |
| ISRG Intuitive Surgical Inc. | Reduce -41.6% | 0.64% | −0.51 |
| PCOR Procore Technologies Inc. | Reduce -9.8% | 1.23% | −0.51 |
| LH Labcorp Holdings Inc. | Reduce -71.3% | 0.22% | −0.44 |
| DLB Dolby Laboratories Inc. Class A | Reduce -67.7% | 0.19% | −0.43 |
| SCI Service Corp. International | Reduce -39.6% | 0.63% | −0.40 |
| DPZ Domino's Pizza Inc. | Reduce -20.3% | 0.90% | −0.35 |
| DSGX The Descartes Systems Grp | Reduce -23.9% | 1.20% | −0.28 |
| RBA RB Global Inc. | Reduce -45.6% | 0.73% | −0.28 |
| EFOR Everforth Inc. | Sold out | 0.00% | −0.27 |
| EXLS Exlservice Holdings Inc. | Reduce -53.5% | 0.19% | −0.24 |
| KEYS Keysight Technologies Inc. | Reduce -36.8% | 1.24% | −0.20 |
| GLBE Global-E Online Ltd. | Reduce -36.2% | 0.74% | −0.20 |
| ALC Alcon Inc. | Reduce -21.6% | 0.66% | −0.18 |
| A Agilent Technologies Inc. | Reduce -32.6% | 1.10% | −0.18 |
| AXP American Express Co. | Reduce -27.0% | 1.14% | −0.13 |
| FWONK Liberty Media Corp. Class C | Reduce -25.9% | 1.17% | −0.11 |
| BAM Brookfield Asset Mgmt-A | Reduce -35.9% | 0.28% | −0.11 |
| HLN Haleon PLC-ADR | Reduce -15.3% | 0.74% | −0.11 |
| CCC CCC Intelligent Solutions Ho | Reduce -2.2% | 1.31% | −0.11 |
| VEEV Veeva Systems Inc. Class A | Reduce -31.9% | 0.32% | −0.10 |
| TECH Bio-Techne Corp. | Reduce -26.3% | 0.75% | +0.06 |
| FERG Ferguson Enterprises Inc. | Reduce -6.6% | 2.78% | +0.12 |
| IQV Iqvia Holdings Inc. | Reduce -12.5% | 1.58% | +0.13 |
| DXCM Dexcom Inc. | Reduce -9.9% | 2.35% | +0.14 |
| HUBB Hubbell Inc. | Reduce -4.6% | 2.78% | +0.29 |
| HALO Halozyme Therapeutics Inc. | Reduce -4.3% | 2.96% | +0.64 |
| EW Edwards Lifesciences Corp. | Reduce -3.2% | 13.27% | +2.22 |
| FTNT Fortinet Inc. | Reduce -37.5% | 13.96% | +3.14 |
Portfolio Buys Q1 2026 → Q2 2026
| RYAN Ryan Specialty Holdings Inc. | Add +222.4% | 5.62% | +4.20 |
| SARO Standardaero Inc. | New | 1.06% | +1.06 |
| PTC PTC Inc. | Add +25.2% | 8.71% | +0.77 |
| WSO Watsco Inc. | Add +103.5% | 1.17% | +0.71 |
| CSL Carlisle Cos Inc. | Add +37.6% | 1.81% | +0.71 |
| NBIX Neurocrine Biosciences Inc. | Add +62.0% | 1.22% | +0.68 |
| APG Api Group Corp. | Add +7.0% | 2.98% | +0.55 |
| TW Tradeweb Markets Inc. Class A | Add +84.2% | 0.90% | +0.37 |
| SUNB Sunbelt Rentals Holdings Inc. | New | 0.24% | +0.24 |
| WCN Waste Connections Inc. | Add +19.8% | 0.86% | +0.22 |
| ICE Intercontinental Exchange Inc. | Add +17.8% | 12.20% | +0.16 |
| MELI MercadoLibre Inc. | Add +9.6% | 0.61% | +0.09 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 48 | $232.3M | FTNT, EW, ICE, PTC, RYAN |
| Q1 2026 | 47 | $255.3M | ICE, EW, FTNT, PTC, RMD |
| Q4 2025 | 50 | $357.0M | ICE, EW, FTNT, PTC, RMD |
| Q3 2025 | 56 | $473.6M | ICE, PTC, FTNT, EW, RMD |
| Q2 2025 | 57 | $580.8M | ICE, FTNT, PTC, EW, RMD |
| Q1 2025 | 61 | $658.1M | ICE, FTNT, PTC, IQV, RMD |
| Q4 2024 | 59 | $746.6M | FTNT, PTC, ICE, IQV, ADSK |
| Q3 2024 | 56 | $742.2M | ICE, FTNT, IQV, PTC, RMD |
| Q2 2024 | 51 | $800.9M | ICE, PTC, IQV, FTNT, RMD |
| Q1 2024Amended | 51 | $817.3M | ICE, IQV, FTNT, RMD, PTC |