2Xideas Ag
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$255.3M
Q ending 2026-03-31
Prior quarter
$357.0M
Q ending 2025-12-31
Change
-28.5% QoQ · -61.2% YoY
Positions
47
reported holdings
Largest positions
All 47 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Intercontinental Exchange In | ICE | Shares | $30.7M | 195K |
| Edwards Lifesciences Corp | EW | Shares | $28.2M | 352K |
| Fortinet Inc | FTNT | Shares | $27.6M | 338K |
| Ptc Inc | PTC | Shares | $20.3M | 142K |
| Resmed Inc | RMD | Shares | $14.1M | 63K |
| New York Times Co Mtn Be | NYT | Shares | $8.0M | 95K |
| Ferguson Enterprises Inc | FERG | Shares | $6.8M | 29K |
| Hubbell Inc | HUBB | Shares | $6.3M | 13K |
| Api Group Corp | APG | Shares | $6.2M | 153K |
| Halozyme Therapeutics Inc | HALO | Shares | $5.9M | 92K |
| Dexcom Inc | DXCM | Shares | $5.7M | 90K |
| Planet Fitness Master Issuer | PLNT | Shares | $5.2M | 69K |
| Procore Technologies Inc | PCOR | Shares | $4.4M | 78K |
| Kinsale Cap Group Inc | KNSL | Shares | $4.3M | 12K |
| Descartes Sys Group Inc | DSGX | Shares | $3.8M | 53K |
| Iqvia Hldgs Inc | IQV | Shares | $3.7M | 22K |
| Keysight Technologies Inc | KEYS | Shares | $3.7M | 13K |
| Ccc Intelligent Solutions Hl | CCC | Shares | $3.6M | 604K |
| Ryan Specialty Holdings Inc | RYAN | Shares | $3.6M | 107K |
| Stonex Group Inc | SNEX | Shares | $3.6M | 44K |
| Lpl Finl Hldgs Inc | LPLA | Shares | $3.4M | 11K |
| Rbc Bearings Inc | RBC | Shares | $3.3M | 6K |
| Live Nation Entertainment In | LYV | Shares | $3.3M | 22K |
| Aon Plc | Shares | $3.3M | 10K | |
| Liberty Media Corp Del | FWONK | Shares | $3.3M | 38K |
| Agilent Technologies Inc | A | Shares | $3.3M | 29K |
| American Express Co | AXP | Shares | $3.3M | 11K |
| Dominos Pizza Inc | DPZ | Shares | $3.2M | 9K |
| Intuitive Surgical Inc | ISRG | Shares | $2.9M | 6K |
| Carlisle Cos Inc | CSL | Shares | $2.8M | 8K |
| Service Corp Intl | SCI | Shares | $2.6M | 32K |
| Rb Global Inc | RBA | Shares | $2.6M | 27K |
| Global E Online Ltd | Shares | $2.4M | 78K | |
| Haleon Plc | HLN | Shares | $2.2M | 437K |
| Alcon Ag | Shares | $2.2M | 29K | |
| Bio-Techne Corp | TECH | Shares | $1.7M | 33K |
| Labcorp Holdings Inc | LH | Shares | $1.7M | 6K |
| Waste Connections Inc | WCN | Shares | $1.6M | 10K |
| Dolby Laboratories Inc | DLB | Shares | $1.6M | 26K |
| Neurocrine Biosciences Inc | NBIX | Shares | $1.4M | 10K |
| Tradeweb Mkts Inc | TW | Shares | $1.3M | 11K |
| Mercadolibre Inc | MELI | Shares | $1.3M | 764 |
| Watsco Inc | WSO | Shares | $1.2M | 3K |
| Exlservice Hldgs Inc | EXLS | Shares | $1.1M | 36K |
| Veeva Sys Inc | VEEV | Shares | $1.1M | 6K |
| Brookfield Asset Managmt Ltd | BAM | Shares | $998K | 23K |
| Asgn Inc | EFOR | Shares | $694K | 18K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.