13F Insight
DOSSIER · 13F-HR · Q2 2026

2Xideas AG

$232M in tracked AUM across 48 positions as of Q2 2026.

2A
CIK 0001843587 · last filed Jun 30, 2026
Total AUM
$232M
as of Q2 2026
Holdings
48
—
positions
Whale Score
64
64
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

2Xideas AG filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
34959E109
FORTINET INC
$32M211K14.0%02
EW
EDWARDS LIFESCIENCES CORP
$31M341K13.3%03
ICE
INTERCONTINENTAL EXCHANGE IN
$28M230K12.2%04
PTC
PTC INC
$20M178K8.7%05
RYAN
RYAN SPECIALTY HOLDINGS INC
$13M346K5.6%06
APG
API GROUP CORP
$7M163K3.0%07
HALO
HALOZYME THERAPEUTICS INC
$7M88K3.0%08
FERG
FERGUSON ENTERPRISES INC
$6M27K2.8%09
HUBB
HUBBELL INC
$6M12K2.8%10
DXCM
DEXCOM INC
$5M81K2.4%

Filing history

2026Q2Jun 30
$232M▼ 9.0%
48 positionsView →2026Q1Mar 31
$255M▼ 28.5%
47 positionsView →2025Q4Dec 31
$357M▼ 24.6%
50 positionsView →2025Q3Sep 30
$474M▼ 18.5%
56 positionsView →2025Q2Jun 30
$581M▼ 11.8%
57 positionsLocked2025Q1Mar 31
$658M▼ 11.9%
61 positionsLocked2024Q4Dec 31
$747M▲ 0.6%
59 positionsLocked2024Q3Sep 30
$742M▼ 7.3%
56 positionsLocked2024Q2Jun 30
$801M▼ 2.0%
51 positionsLocked2024Q1Mar 31
$817M▼ 12.4%
51 positionsLocked2023Q4Dec 31
$933M▲ 2.0%
52 positionsLocked2023Q3Sep 30
$915M▼ 12.5%
57 positionsLocked
Showing 12 of 23