2Xideas AG — 13F Holdings & Portfolio

CIK 1843587 · latest 13F-HR filed 2026-08-14

2Xideas AG manages $232.3M in 13F-reported U.S. long-equity assets across 48 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are FTNT (13.96%), EW (13.27%), ICE (12.20%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 2 new positions, exited 1, added to 11, and trimmed 29.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
SEESTRASSE 39
KUSNACHT 8700
Phone
41 44 763 53 00
Filing Manager
2Xideas AG
KUSNACHT, V8
Signatory
Stephan Welti
Chief Operating Officer
Loading holdings…
AUM

$232.3M

Long-equity book

Holdings

48

Distinct positions

Period

2026-06-30

Filed 2026-08-14

Q/Q Activity

+2 / −1 / ↑11 / ↓29

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • RYAN SPECIALTY HOLDINGS INC$9.4M +260.9%
  • FORTINET INC$4.8M +17.5%
  • EDWARDS LIFESCIENCES CORP$2.6M +9.3%
  • WATSCO INC$1.6M +133.1%
  • NEUROCRINE BIOSCIENCES INC$1.5M +107.2%
Show all 11 →

Top Trims

  • RESMED INC-$10.8M -76.9%
  • PLANET FITNESS MASTER ISSUER-$4.3M -83.5%
  • NEW YORK TIMES CO MTN BE-$3.4M -42.3%
  • KINSALE CAP GROUP INC-$2.7M -62.4%
  • LPL FINL HLDGS INC-$2.6M -78.8%
Show all 29 →

New Positions

  • STANDARDAERO INC$2.5M
  • SUNBELT RENTALS HOLDINGS INC$551.9K
Show all 2 →

Exited Positions

  • ASGN INC$694.4K
Show all 1 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 FORTINET INC FTNT 34959E109 $32.4M 13.96% 211,151 SH
2 EDWARDS LIFESCIENCES CORP EW 28176E108 $30.8M 13.27% 340,806 SH
3 INTERCONTINENTAL EXCHANGE IN ICE 45866F104 $28.3M 12.20% 230,186 SH
4 PTC INC PTC 69370C100 $20.2M 8.71% 178,102 SH
5 RYAN SPECIALTY HOLDINGS INC RYAN 78351F107 $13.0M 5.62% 345,526 SH
6 API GROUP CORP APG 00187Y100 $6.9M 2.98% 163,295 SH
7 HALOZYME THERAPEUTICS INC HALO 40637H109 $6.9M 2.96% 87,769 SH
8 FERGUSON ENTERPRISES INC FERG 31488V107 $6.5M 2.78% 27,263 SH
9 HUBBELL INC HUBB 443510607 $6.5M 2.78% 12,341 SH
10 DEXCOM INC DXCM 252131107 $5.5M 2.35% 81,095 SH
11 NEW YORK TIMES CO MTN BE NYT 650111107 $4.6M 1.98% 65,719 SH
12 CARLISLE COS INC CSL 142339100 $4.2M 1.81% 11,604 SH
13 IQVIA HLDGS INC IQV 46266C105 $3.7M 1.58% 18,940 SH
14 RESMED INC RMD 761152107 $3.2M 1.40% 16,673 SH
15 CCC INTELLIGENT SOLUTIONS HL CCC 12510Q100 $3.0M 1.31% 590,678 SH
16 KEYSIGHT TECHNOLOGIES INC KEYS 49338L103 $2.9M 1.24% 8,246 SH
17 PROCORE TECHNOLOGIES INC PCOR 74275K108 $2.9M 1.23% 70,192 SH
18 NEUROCRINE BIOSCIENCES INC NBIX 64125C109 $2.8M 1.22% 16,763 SH
19 DESCARTES SYS GROUP INC DSGX 249906108 $2.8M 1.20% 40,344 SH
20 WATSCO INC WSO 942622200 $2.7M 1.17% 6,519 SH
21 LIBERTY MEDIA CORP DEL FWONK 531229755 $2.7M 1.17% 28,469 SH
22 AMERICAN EXPRESS CO AXP 025816109 $2.7M 1.14% 7,848 SH
23 AGILENT TECHNOLOGIES INC A 00846U101 $2.6M 1.10% 19,280 SH
24 STANDARDAERO INC SARO 85423L103 $2.5M 1.06% 82,726 SH
25 DOMINOS PIZZA INC DPZ 25754A201 $2.1M 0.90% 7,086 SH
26 TRADEWEB MKTS INC TW 892672106 $2.1M 0.90% 20,955 SH
27 WASTE CONNECTIONS INC WCN 94106B101 $2.0M 0.86% 11,940 SH
28 AON PLC AON G0403H108 $1.8M 0.76% 5,311 SH
29 BIO-TECHNE CORP TECH 09073M104 $1.7M 0.75% 24,613 SH
30 GLOBAL E ONLINE LTD GLBE M5216V106 $1.7M 0.74% 49,555 SH
31 HALEON PLC HLN 405552100 $1.7M 0.74% 370,389 SH
32 RB GLOBAL INC RBA 74935Q107 $1.7M 0.73% 14,563 SH
33 LIVE NATION ENTERTAINMENT IN LYV 538034109 $1.7M 0.71% 9,052 SH
34 RBC BEARINGS INC RBC 75524B104 $1.6M 0.70% 2,528 SH
35 KINSALE CAP GROUP INC KNSL 49714P108 $1.6M 0.69% 4,843 SH
36 STONEX GROUP INC SNEX 861896108 $1.6M 0.67% 13,215 SH
37 ALCON AG ALC H01301128 $1.5M 0.66% 22,812 SH
38 INTUITIVE SURGICAL INC ISRG 46120E602 $1.5M 0.64% 3,722 SH
39 SERVICE CORP INTL SCI 817565104 $1.5M 0.63% 19,237 SH
40 MERCADOLIBRE INC MELI 58733R102 $1.4M 0.61% 837 SH
41 PLANET FITNESS MASTER ISSUER PLNT 72703H101 $849.5K 0.37% 16,283 SH
42 VEEVA SYS INC VEEV 922475108 $744.8K 0.32% 4,197 SH
43 LPL FINL HLDGS INC LPLA 50212V100 $711.0K 0.31% 2,524 SH
44 BROOKFIELD ASSET MANAGMT LTD BAM 113004105 $647.0K 0.28% 14,441 SH
45 SUNBELT RENTALS HOLDINGS INC SUNB 866966104 $551.9K 0.24% 7,378 SH
46 LABCORP HOLDINGS INC LH 504922105 $509.0K 0.22% 1,818 SH
47 DOLBY LABORATORIES INC DLB 25659T107 $450.7K 0.19% 8,572 SH
48 EXLSERVICE HLDGS INC EXLS 302081104 $433.2K 0.19% 16,753 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-14 $232.3M 48 0001420506-26-001651
2026-03-31 2026-05-11 $255.3M 47 0001420506-26-000892
2025-12-31 2026-02-17 $357.0M 50 0001420506-26-000455
2025-09-30 2025-11-14 $473.6M 56 0001420506-25-003226