Q2 2026 13F · SEC CIK 1843587

2Xideas AG

Institutional asset managerFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $232.3M
Reported positions: 48
Top holdings a year, 3 yrs: +9.5%
Assets under management: $79.7M

2Xideas AG is an institutional asset manager that reported 48 positions worth $232.3M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Fortinet Inc (FTNT, 14.0%), Edwards Lifesciences Corp (EW, 13.3%), Intercontinental Exchange Inc (ICE, 12.2%). A portfolio copying its top holdings returned 9.5% a year over the last 3 years, against 20.4% for the S&P 500.

2Xideas AG holdings all 48 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

2Xideas AG 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
FTNTFortinet Inc	14.0%	10.8%	211,151	-37.5%	$32.4M
EWEdwards Lifesciences Corp	13.3%	11.0%	340,806	-3.2%	$30.8M
ICEIntercontinental Exchange Inc	12.2%	12.0%	230,186	+17.8%	$28.3M
PTCPtc Inc	8.7%	7.9%	178,102	+25.2%	$20.2M
RYANRyan Specialty Holdings Inc	5.6%	1.4%	345,526	+222.4%	$13.0M
APGApi Group Corp	3.0%	2.4%	163,295	+7.0%	$6.9M
HALOHalozyme Therapeutics Inc	3.0%	2.3%	87,769	-4.2%	$6.9M
FERGFerguson Enterprises Inc Common Stock Ne	2.8%	2.7%	27,263	-6.6%	$6.5M
HUBBHubbell Inc	2.8%	2.5%	12,341	-4.6%	$6.5M
DXCMDexcom Inc	2.4%	2.2%	81,095	-9.9%	$5.5M
NYTNew York Times Co Mtn Be	2.0%	3.1%	65,719	-31.0%	$4.6M
CSLCarlisle Cos Inc	1.8%	1.1%	11,604	+37.6%	$4.2M
IQVIqvia Hldgs Inc	1.6%	1.4%	18,940	-12.5%	$3.7M
RMDResmed Inc	1.4%	5.5%	16,673	-73.4%	$3.2M
CCCCCC Intelligent Solutions Hold	1.3%	1.4%	590,678	-2.2%	$3.0M
KEYSKeysight Technologies Inc	1.2%	1.4%	8,246	-36.8%	$2.9M
PCORProcore Technologies Inc	1.2%	1.7%	70,192	-9.8%	$2.9M
NBIXNeurocrine Biosciences Inc	1.2%	0.5%	16,763	+61.9%	$2.8M
DSGXDescartes Systems Group	1.2%	1.5%	40,344	-23.9%	$2.8M
WSOWatsco	1.2%	0.5%	6,519	+103.5%	$2.7M
FWONKLiberty Media Corp Del	1.2%	1.3%	28,469	-25.9%	$2.7M
AXPAmerican Express Co	1.1%	1.3%	7,848	-27.0%	$2.7M
AAgilent Technologies Inc	1.1%	1.3%	19,280	-32.6%	$2.6M
SAROStandardaero Inc	1.1%	New	82,726	—	$2.5M
DPZDominos Pizza Inc	0.9%	1.3%	7,086	-20.3%	$2.1M
TWTradeweb Mkts Inc	0.9%	0.5%	20,955	+84.2%	$2.1M
WCNWaste Connections Inc	0.9%	0.6%	11,940	+19.8%	$2.0M
AONAon PLC	0.8%	1.3%	5,311	-48.3%	$1.8M
TECHBio-Techne Corp	0.7%	0.7%	24,613	-26.3%	$1.7M
GLBEGlobal E Online Ltd	0.7%	0.9%	49,555	-36.2%	$1.7M
HLNHaleon PLC	0.7%	0.8%	370,389	-15.3%	$1.7M
RBARb Global Inc	0.7%	1.0%	14,563	-45.6%	$1.7M
LYVLive Nation Entertainment in	0.7%	1.3%	9,052	-58.4%	$1.7M
ROLLRbc Bearings Incorporated	0.7%	1.3%	2,528	-58.9%	$1.6M
KNSLKinsale Cap Group Inc	0.7%	1.7%	4,843	-61.1%	$1.6M
SNEXStonex Group Inc	0.7%	1.4%	13,215	-70.3%	$1.6M
ALCAlcon Inc	0.7%	0.8%	22,812	-21.6%	$1.5M
ISRGIntuitive Surgical Inc	0.6%	1.2%	3,722	-41.6%	$1.5M
SCIService Corp Intl Com	0.6%	1.0%	19,237	-39.6%	$1.5M
MELIMercadolibre Inc	0.6%	0.5%	837	+9.6%	$1.4M
PLNTPlanet Fitness Master Issuer	0.4%	2.0%	16,283	-76.5%	$849K
VEEVVeeva Sys Inc	0.3%	0.4%	4,197	-31.9%	$745K
LPLALpl Finl Hldgs Inc	0.3%	1.3%	2,524	-77.4%	$711K
BAMBrookfield Asset Managmt Ltd	0.3%	0.4%	14,441	-35.9%	$647K
SUNBSunbelt Rentals Holdings Inc	0.2%	New	7,378	—	$552K
LHLabcorp Holdings Inc	0.2%	0.7%	1,818	-71.2%	$509K
DLBDolby Laboratories Inc	0.2%	0.6%	8,572	-67.6%	$451K
EXLSExlService Holdings Inc	0.2%	0.4%	16,753	-53.5%	$433K

What 2Xideas AG bought and sold in Q2 2026, against Q1 2026.

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: +2.8% /yr; S&P 500 +20.1%
3 years: +9.5% /yr; S&P 500 +20.4%
5 years: +2.7% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$232.3M	48
Q1 2026	$255.3M	47
Q4 2025	$357.0M	50
Q3 2025	$473.6M	56
Q2 2025	$580.8M	57
Q1 2025	$658.1M	61
Q4 2024	$746.6M	59
Q3 2024	$742.2M	56
Q2 2024	$800.9M	51
Q1 2024	$817.3M	51
Q4 2023	$932.8M	52
Q3 2023	$903.6M	58

Questions about 2Xideas AG's portfolio

What stocks does 2Xideas AG own?

2Xideas AG's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 48 positions worth $232.3M. The largest are Fortinet Inc (FTNT) at 14.0%, Edwards Lifesciences Corp (EW) at 13.3%, Intercontinental Exchange Inc (ICE) at 12.2%, Ptc Inc (PTC) at 8.7% and Ryan Specialty Holdings Inc (RYAN) at 5.6%.

What did 2Xideas AG buy last quarter?

In Q2 2026, 2Xideas AG added a new position in Standardaero Inc (SARO), a new position in Sunbelt Rentals Holdings Inc (SUNB), Ryan Specialty Holdings Inc (RYAN) (+222.4% shares), Watsco (WSO) (+103.5% shares) and Tradeweb Mkts Inc (TW) (+84.2% shares), compared with its Q1 2026 filing.

What did 2Xideas AG sell last quarter?

In Q2 2026, 2Xideas AG sold all of Everforth Inc (ASGN), Lpl Finl Hldgs Inc (LPLA) (-77.4% shares), Planet Fitness Master Issuer (PLNT) (-76.5% shares) and Resmed Inc (RMD) (-73.4% shares), compared with its Q1 2026 filing.

How has 2Xideas AG's portfolio performed?

A portfolio copying 2Xideas AG's 20 largest 13F holdings each quarter, from the day each filing was public, returned +9.5% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +2.8% against +20.1%. Over 5 years: +2.7% a year against +11.6%.

When is 2Xideas AG's next 13F filing due?

13F filings are due 45 days after each quarter ends. 2Xideas AG's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does 2Xideas AG manage?

2Xideas AG reported $79.7M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $232.3M.