§ 13F · FUND PROFILE
2Xideas AG.
AUM · $474M (13F)Positions · 56Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | FTNT | FORTINET INC | 211K | $32M | 14.0% | −38% |
| 2 | EW | EDWARDS LIFESCIENCES CORP | 341K | $31M | 13.3% | −3% |
| 3 | ICE | INTERCONTINENTAL EXCHANGE IN | 230K | $28M | 12.2% | +18% |
| 4 | PTC | PTC INC | 178K | $20M | 8.7% | +25% |
| 5 | RYAN | RYAN SPECIALTY HOLDINGS INC | 346K | $13M | 5.6% | +222% |
| 6 | APG | API GROUP CORP | 163K | $7M | 3.0% | +7% |
| 7 | HALO | HALOZYME THERAPEUTICS INC | 88K | $7M | 3.0% | −4% |
| 8 | FERG | FERGUSON ENTERPRISES INC | 27K | $6M | 2.8% | −7% |
| 9 | HUBB | HUBBELL INC | 12K | $6M | 2.8% | −5% |
| 10 | DXCM | DEXCOM INC | 81K | $5M | 2.4% | −10% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE 2XIDEAS SIGNAL
AC read
2Xideas AG is a Other fund managing $474 million in assets. The fund runs a portfolio of 56 positions.
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