2Xideas AG
2Xideas AG reported 48 holdings worth US$232M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
2Xideas AG reported 48 holdings worth US$232M as of Jun 30, 2026. Largest: Fortinet, Inc., Edwards Lifesciences Corporation and Intercontinental Exchange Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 48
- Value as reported
- US$232M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Fortinet, Inc. | 211K | US$32.4M | 14.0% |
| Edwards Lifesciences Corporation | 341K | US$30.8M | 13.3% |
| Intercontinental Exchange Inc. | 230K | US$28.3M | 12.2% |
| Ptc Inc. | 178K | US$20.2M | 8.7% |
| Ryan Specialty Holdings, Inc. | 346K | US$13M | 5.6% |
| Api Group Corporation | 163K | US$6.92M | 3.0% |
| Halozyme Therapeutics, Inc. | 87,769 | US$6.87M | 3.0% |
| Ferguson Enterprises Inc. | 27,263 | US$6.47M | 2.8% |
| Hubbell Inc | 12,341 | US$6.46M | 2.8% |
| Dexcom, Inc. | 81,095 | US$5.46M | 2.4% |
| New York Times Company (the) | 65,719 | US$4.6M | 2.0% |
| Carlisle Companies Incorporated | 11,604 | US$4.21M | 1.8% |
| Iqvia Holdings, Inc. | 18,940 | US$3.66M | 1.6% |
| Resmed Inc. | 16,673 | US$3.25M | 1.4% |
| Ccc Intelligent Solutions Holdings Inc. | 591K | US$3.05M | 1.3% |
| Keysight Technologies Inc. | 8,246 | US$2.89M | 1.2% |
| Procore Technologies, Inc. | 70,192 | US$2.85M | 1.2% |
| Neurocrine Biosciences, Inc. | 16,763 | US$2.83M | 1.2% |
| Descartes Systems Group Inc. | 40,344 | US$2.79M | 1.2% |
| Watsco, Inc. | 6,519 | US$2.72M | 1.2% |
| Liberty Media Corporation - Series A Liberty Formula One | 28,469 | US$2.71M | 1.2% |
| American Express Company | 7,848 | US$2.65M | 1.1% |
| Agilent Technologies, Inc. | 19,280 | US$2.56M | 1.1% |
| Standardaero, Inc. | 82,726 | US$2.47M | 1.1% |
| Domino's Pizza Inc | 7,086 | US$2.1M | 0.90% |
| Tradeweb Markets Inc. | 20,955 | US$2.09M | 0.90% |
| Waste Connections, Inc. | 11,940 | US$1.99M | 0.86% |
| Bio-techne Corp | 24,613 | US$1.74M | 0.75% |
| Haleon Plc | 370K | US$1.71M | 0.74% |
| Rb Global, Inc. | 14,563 | US$1.7M | 0.73% |
| Live Nation Entertainment, Inc. | 9,052 | US$1.66M | 0.71% |
| Rbc Bearings Incorporated | 2,528 | US$1.63M | 0.70% |
| Kinsale Capital Group, Inc. | 4,843 | US$1.6M | 0.69% |
| Stonex Group Inc. | 13,215 | US$1.57M | 0.67% |
| Intuitive Surgical, Inc. | 3,722 | US$1.48M | 0.64% |
| Service Corporation International | 19,237 | US$1.46M | 0.63% |
| Mercadolibre, Inc. | 837 | US$1.42M | 0.61% |
| Planet Fitness, Inc. | 16,283 | US$849K | 0.37% |
| Veeva Systems Inc. | 4,197 | US$745K | 0.32% |
| Lpl Financial Holdings Inc. | 2,524 | US$711K | 0.31% |
| Brookfield Asset Management Inc | 14,441 | US$647K | 0.28% |
| Sunbelt Rentals Holdings, Inc. | 7,378 | US$552K | 0.24% |
| Labcorp Holdings Inc. | 1,818 | US$509K | 0.22% |
| Dolby Laboratories | 8,572 | US$451K | 0.19% |
| Exlservice Holdings, Inc. | 16,753 | US$433K | 0.19% |
| Everforth, Inc. | 0 | US$0 | 0.00% |
Source
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