2Xideas AG
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 11, 2026), 2Xideas AG reported 47 stock positions worth $255.3 million. Its top holding was Intercontinental Exchange (ICE) at 12.0% of the portfolio, followed by Edwards Lifesciences (EW, 11.0%) and Fortinet (FTNT, 10.8%). Compared with Q4 2025, it opened 3 new positions, sold out of 6, added to 9 and reduced 35. The biggest buy was a new position in Descartes Systems Grp (DSGX) and the biggest sale an exit from Autodesk (ADSK).
- Most Recent 13F
- Q2 2026
- Location
- KUSNACHT, V8
- CIK
- 0001843587
- Portfolio Value
- $255.3M (Q1 2026)
- SEC Filing
- 0001420506-26-000892 ↗ filed May 11, 2026
Holdings Value
Holdings 47 stocks · $255.3M
| ICE Intercontinental Exchange Inc. | 12.04% | 195,385 | $30.7M | Reduce -24.8% |
| EW Edwards Lifesciences Corp. | 11.05% | 352,077 | $28.2M | Reduce -17.9% |
| FTNT Fortinet Inc. | 10.82% | 337,924 | $27.6M | Reduce -21.0% |
| PTC PTC Inc. | 7.94% | 142,203 | $20.3M | Reduce -21.6% |
| RMD Resmed Inc. | 5.52% | 62,764 | $14.1M | Reduce -15.4% |
| NYT New York Times Co. Class A | 3.12% | 95,178 | $8.0M | Reduce -24.8% |
| FERG Ferguson Enterprises Inc. | 2.67% | 29,187 | $6.8M | Reduce -14.0% |
| HUBB Hubbell Inc. | 2.49% | 12,936 | $6.3M | Add +44.7% |
| APG Api Group Corp. | 2.42% | 152,665 | $6.2M | Reduce -19.5% |
| HALO Halozyme Therapeutics Inc. | 2.32% | 91,663 | $5.9M | Reduce -12.5% |
| DXCM Dexcom Inc. | 2.21% | 89,980 | $5.7M | Add +0.2% |
| PLNT Planet Fitness Inc. Class A | 2.02% | 69,260 | $5.2M | Reduce -1.2% |
| PCOR Procore Technologies Inc. | 1.74% | 77,788 | $4.4M | Add +9.2% |
| KNSL Kinsale Capital Group Inc. | 1.67% | 12,443 | $4.3M | Reduce -19.3% |
| DSGX The Descartes Systems Grp | 1.48% | 53,044 | $3.8M | New |
| IQV Iqvia Holdings Inc. | 1.45% | 21,656 | $3.7M | Reduce -27.1% |
| KEYS Keysight Technologies Inc. | 1.44% | 13,054 | $3.7M | Reduce -39.1% |
| CCC CCC Intelligent Solutions Ho | 1.42% | 604,029 | $3.6M | Reduce -20.2% |
| RYAN Ryan Specialty Holdings Inc. | 1.42% | 107,159 | $3.6M | Reduce -21.3% |
| SNEX Stonex Group Inc. | 1.40% | 44,435 | $3.6M | Add +6.7% |
| LPLA LPL Financial Holdings Inc. | 1.31% | 11,153 | $3.4M | Add +1.1% |
| RBC RBC Bearings Inc. | 1.31% | 6,144 | $3.3M | Reduce -20.2% |
| LYV Live Nation Entertainment Inc. | 1.30% | 21,758 | $3.3M | Reduce -27.1% |
| AON Aon PLC Class A | 1.30% | 10,275 | $3.3M | Reduce -16.9% |
| FWONK Liberty Media Corp. Class C | 1.28% | 38,439 | $3.3M | Add +33.2% |
| A Agilent Technologies Inc. | 1.28% | 28,625 | $3.3M | Add +18.8% |
| AXP American Express Co. | 1.27% | 10,745 | $3.3M | Reduce -6.3% |
| DPZ Domino's Pizza Inc. | 1.25% | 8,890 | $3.2M | Reduce -0.6% |
| ISRG Intuitive Surgical Inc. | 1.15% | 6,374 | $2.9M | Reduce -11.2% |
| CSL Carlisle Cos Inc. | 1.10% | 8,435 | $2.8M | Reduce -8.7% |
| SCI Service Corp. International | 1.03% | 31,850 | $2.6M | Reduce -12.4% |
| RBA RB Global Inc. | 1.01% | 26,778 | $2.6M | Add +11.5% |
| GLBE Global-E Online Ltd. | 0.94% | 77,669 | $2.4M | Add +45.1% |
| HLN Haleon PLC-ADR | 0.85% | 437,469 | $2.2M | New |
| ALC Alcon Inc. filed as ALCON AG | 0.84% | 29,111 | $2.2M | New |
| TECH Bio-Techne Corp. | 0.68% | 33,412 | $1.7M | Reduce -4.3% |
| LH Labcorp Holdings Inc. | 0.66% | 6,323 | $1.7M | Reduce -53.0% |
| WCN Waste Connections Inc. | 0.63% | 9,966 | $1.6M | Reduce -59.9% |
| DLB Dolby Laboratories Inc. Class A | 0.62% | 26,497 | $1.6M | Reduce -50.9% |
| NBIX Neurocrine Biosciences Inc. | 0.53% | 10,351 | $1.4M | Reduce -64.8% |
| TW Tradeweb Markets Inc. Class A | 0.52% | 11,378 | $1.3M | Reduce -59.7% |
| MELI MercadoLibre Inc. | 0.52% | 764 | $1.3M | Reduce -36.3% |
| WSO Watsco Inc. | 0.46% | 3,203 | $1.2M | Reduce -33.8% |
| EXLS Exlservice Holdings Inc. | 0.43% | 36,052 | $1.1M | Reduce -62.1% |
| VEEV Veeva Systems Inc. Class A | 0.42% | 6,166 | $1.1M | Reduce -39.9% |
| BAM Brookfield Asset Mgmt-A | 0.39% | 22,527 | $998K | Reduce -68.4% |
| EFOR Everforth Inc. filed as ASGN INC | 0.27% | 17,939 | $694K | Reduce -65.8% |
Portfolio Sells Q4 2025 → Q1 2026
| ADSK Autodesk Inc. | Sold out | 0.00% | −2.06 |
| CSGP Costar Group Inc. | Sold out | 0.00% | −2.04 |
| KLAC KLA Corp. | Sold out | 0.00% | −1.30 |
| PTC PTC Inc. | Reduce -21.6% | 7.94% | −0.92 |
| EXLS Exlservice Holdings Inc. | Reduce -62.1% | 0.43% | −0.70 |
| TYL Tyler Technologies Inc. | Sold out | 0.00% | −0.66 |
| BAM Brookfield Asset Mgmt-A | Reduce -68.4% | 0.39% | −0.66 |
| NBIX Neurocrine Biosciences Inc. | Reduce -64.8% | 0.53% | −0.63 |
| OS Onestream Inc. | Sold out | 0.00% | −0.63 |
| WCN Waste Connections Inc. | Reduce -59.9% | 0.63% | −0.59 |
| RYAN Ryan Specialty Holdings Inc. | Reduce -21.3% | 1.42% | −0.55 |
| IT Gartner Inc. | Sold out | 0.00% | −0.55 |
| EFOR Everforth Inc. | Reduce -65.8% | 0.27% | −0.43 |
| IQV Iqvia Holdings Inc. | Reduce -27.1% | 1.45% | −0.43 |
| DLB Dolby Laboratories Inc. Class A | Reduce -50.9% | 0.62% | −0.35 |
| TW Tradeweb Markets Inc. Class A | Reduce -59.7% | 0.52% | −0.33 |
| LH Labcorp Holdings Inc. | Reduce -53.0% | 0.66% | −0.29 |
| CCC CCC Intelligent Solutions Ho | Reduce -20.2% | 1.42% | −0.27 |
| VEEV Veeva Systems Inc. Class A | Reduce -39.9% | 0.42% | −0.22 |
| MELI MercadoLibre Inc. | Reduce -36.3% | 0.52% | −0.16 |
| PLNT Planet Fitness Inc. Class A | Reduce -1.2% | 2.02% | −0.11 |
| KNSL Kinsale Capital Group Inc. | Reduce -19.3% | 1.67% | −0.02 |
| WSO Watsco Inc. | Reduce -33.8% | 0.46% | 0.00 |
| ISRG Intuitive Surgical Inc. | Reduce -11.2% | 1.15% | +0.01 |
| AON Aon PLC Class A | Reduce -16.9% | 1.30% | +0.08 |
| AXP American Express Co. | Reduce -6.3% | 1.27% | +0.09 |
| TECH Bio-Techne Corp. | Reduce -4.3% | 0.68% | +0.11 |
| LYV Live Nation Entertainment Inc. | Reduce -27.1% | 1.30% | +0.11 |
| DPZ Domino's Pizza Inc. | Reduce -0.6% | 1.25% | +0.21 |
| KEYS Keysight Technologies Inc. | Reduce -39.1% | 1.44% | +0.22 |
| SCI Service Corp. International | Reduce -12.4% | 1.03% | +0.24 |
| ICE Intercontinental Exchange Inc. | Reduce -24.8% | 12.04% | +0.26 |
| CSL Carlisle Cos Inc. | Reduce -8.7% | 1.10% | +0.27 |
| RBC RBC Bearings Inc. | Reduce -20.2% | 1.31% | +0.34 |
| HALO Halozyme Therapeutics Inc. | Reduce -12.5% | 2.32% | +0.35 |
| APG Api Group Corp. | Reduce -19.5% | 2.42% | +0.39 |
| RMD Resmed Inc. | Reduce -15.4% | 5.52% | +0.51 |
| FERG Ferguson Enterprises Inc. | Reduce -14.0% | 2.67% | +0.55 |
| NYT New York Times Co. Class A | Reduce -24.8% | 3.12% | +0.66 |
| EW Edwards Lifesciences Corp. | Reduce -17.9% | 11.05% | +0.80 |
| FTNT Fortinet Inc. | Reduce -21.0% | 10.82% | +1.31 |
Portfolio Buys Q4 2025 → Q1 2026
| DSGX The Descartes Systems Grp | New | 1.48% | +1.48 |
| HUBB Hubbell Inc. | Add +44.7% | 2.49% | +1.37 |
| HLN Haleon PLC-ADR | New | 0.85% | +0.85 |
| ALC Alcon Inc. | New | 0.84% | +0.84 |
| DXCM Dexcom Inc. | Add +0.2% | 2.21% | +0.54 |
| FWONK Liberty Media Corp. Class C | Add +33.2% | 1.28% | +0.48 |
| A Agilent Technologies Inc. | Add +18.8% | 1.28% | +0.36 |
| GLBE Global-E Online Ltd. | Add +45.1% | 0.94% | +0.35 |
| RBA RB Global Inc. | Add +11.5% | 1.01% | +0.31 |
| SNEX Stonex Group Inc. | Add +6.7% | 1.40% | +0.29 |
| PCOR Procore Technologies Inc. | Add +9.2% | 1.74% | +0.29 |
| LPLA LPL Financial Holdings Inc. | Add +1.1% | 1.31% | +0.21 |
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 |