Livermore

2Xideas AG

SEC CIK
0001843587

Holdings, Q2 2026

Positions as of Jun 30, 2026, filed Aug 14, 2026.SEC

Positions
48
+1 vs. Q1 2026
Total value
$232.35M
−$22.91M (−9.0%) vs. Q1 2026

Compare with Q1 2026: new, added, reduced and sold out

Positions

Long positions only. Changes compare share counts with Q1 2026.

2Xideas AG holdings in Q2 2026
SecurityClassSharesValue% of portfolioChange in sharesActionHistory
FTNTFORTINET INC COMStock211,151$32.44M13.96%−126,773−37.5%ReducedView
EWEDWARDS LIFESCIENCES CORP COMStock340,806$30.83M13.27%−11,271−3.2%ReducedView
ICEINTERCONTINENTAL EXCHANGE INC COMStock230,186$28.34M12.20%+34,801+17.8%AddedView
PTCPTC INC COMStock178,102$20.23M8.71%+35,899+25.2%AddedView
RYANRYAN SPECIALTY HOLDINGS INCCL A345,526$13.05M5.62%+238,367+222.4%AddedView
APGAPI GROUP CORPCOM STK163,295$6.92M2.98%+10,630+7.0%AddedView
HALOHALOZYME THERAPEUTICS INCCOM87,769$6.87M2.96%−3,894−4.2%ReducedView
FERGFERGUSON ENTERPRISES INCCOMMON STOCK NEW27,263$6.47M2.78%−1,924−6.6%ReducedView
HUBBHUBBELL INCCOM12,341$6.46M2.78%−595−4.6%ReducedView
DXCMDEXCOM INCCOM81,095$5.46M2.35%−8,885−9.9%ReducedView
NYTNEW YORK TIMES CO MTN BECL A65,719$4.6M1.98%−29,459−31.0%ReducedView
CSLCARLISLE COS INCCOM11,604$4.21M1.81%+3,169+37.6%AddedView
IQVIQVIA HLDGS INC COMStock18,940$3.66M1.58%−2,716−12.5%ReducedView
RMDRESMED INCCOM16,673$3.25M1.40%−46,091−73.4%ReducedView
CCCCCC INTELLIGENT SOLUTIONS HLCOM590,678$3.05M1.31%−13,351−2.2%ReducedView
KEYSKEYSIGHT TECHNOLOGIES INC COMStock8,246$2.89M1.24%−4,808−36.8%ReducedView
PCORPROCORE TECHNOLOGIES INCCOM70,192$2.85M1.23%−7,596−9.8%ReducedView
NBIXNEUROCRINE BIOSCIENCES INC COMStock16,763$2.83M1.22%+6,412+61.9%AddedView
DSGXDESCARTES SYS GROUP INCCOM40,344$2.79M1.20%−12,700−23.9%ReducedView
WSOWATSCO INCCOM6,519$2.72M1.17%+3,316+103.5%AddedView
FWONKLIBERTY MEDIA CORP DELCOM LBTY ONE S C28,469$2.71M1.17%−9,970−25.9%ReducedView
AXPAMERICAN EXPRESS CO COMStock7,848$2.65M1.14%−2,897−27.0%ReducedView
AAGILENT TECHNOLOGIES INCCOM19,280$2.56M1.10%−9,345−32.6%ReducedView
SAROSTANDARDAERO INCCOM82,726$2.47M1.06%+82,726NewView
DPZDOMINOS PIZZA INCCOM7,086$2.1M0.90%−1,804−20.3%ReducedView
TWTRADEWEB MKTS INC CL AStock20,955$2.09M0.90%+9,577+84.2%AddedView
WCNWASTE CONNECTIONS INCCOM11,940$1.99M0.86%+1,974+19.8%AddedView
AONAON PLCCL A5,311$1.76M0.76%−4,964−48.3%ReducedView
TECHBIO-TECHNE CORPCOM24,613$1.74M0.75%−8,799−26.3%ReducedView
GLBEGLOBAL E ONLINE LTDSHS49,555$1.72M0.74%−28,114−36.2%ReducedView
HLNHALEON PLC SPON ADSADR370,389$1.71M0.74%−67,080−15.3%ReducedView
RBARB GLOBAL INCCOM14,563$1.7M0.73%−12,215−45.6%ReducedView
LYVLIVE NATION ENTERTAINMENT INCOM9,052$1.66M0.71%−12,706−58.4%ReducedView
RBCRBC BEARINGS INCCOM2,528$1.63M0.70%−3,616−58.9%ReducedView
KNSLKINSALE CAP GROUP INC COMStock4,843$1.6M0.69%−7,600−61.1%ReducedView
SNEXSTONEX GROUP INCCOM13,215$1.57M0.67%−31,220−70.3%ReducedView
ALCALCON AG ORD SHSStock22,812$1.54M0.66%−6,299−21.6%ReducedView
ISRGINTUITIVE SURGICAL INCCOM NEW3,722$1.48M0.64%−2,652−41.6%ReducedView
SCISERVICE CORP INTLCOM19,237$1.46M0.63%−12,613−39.6%ReducedView
MELIMERCADOLIBRE INCCOM837$1.42M0.61%+73+9.6%AddedView
PLNTPLANET FITNESS MASTER ISSUERCL A16,283$849.48K0.37%−52,977−76.5%ReducedView
VEEVVEEVA SYS INC CL A COMStock4,197$744.84K0.32%−1,969−31.9%ReducedView
LPLALPL FINL HLDGS INCCOM2,524$710.96K0.31%−8,629−77.4%ReducedView
BAMBROOKFIELD ASSET MANAGMT LTDCL A LMT VTG SHS14,441$646.95K0.28%−8,086−35.9%ReducedView
SUNBSUNBELT RENTALS HOLDINGS INCSHS7,378$551.95K0.24%+7,378NewView
LHLABCORP HOLDINGS INC COM SHSStock1,818$509.04K0.22%−4,505−71.2%ReducedView
DLBDOLBY LABORATORIES INCCOM CL A8,572$450.72K0.19%−17,925−67.6%ReducedView
EXLSEXLSERVICE HLDGS INCCOM16,753$433.23K0.19%−19,299−53.5%ReducedView

Sold out since Q1 2026 (1)

Positions held at the end of Q1 2026 that are no longer in this filing.

2Xideas AG positions sold out since Q1 2026
SecurityClassShares, Q1 2026Value, Q1 2026% of portfolio, Q1 2026
EFOREVERFORTH INCCOM17,939$694.42K0.27%

13F filings by quarter

2Xideas AG 13F filings by quarter
QuarterFiledPositionsTotal valueChangesFiling
Q2 2026Aug 14, 202648$232.35Mvs. Q1 2026SEC
Q1 2026May 11, 202647$255.26Mvs. Q4 2025SEC
Q4 2025Feb 17, 202650$357.03Mvs. Q3 2025SEC
Q3 2025Nov 14, 202556$473.58Mvs. Q2 2025SEC
Q2 2025Aug 14, 202557$580.77Mvs. Q1 2025SEC
Q1 2025May 15, 202561$658.11Mvs. Q4 2024SEC
Q4 2024Feb 13, 202559$746.63Mvs. Q3 2024SEC
Q3 2024Nov 13, 202456$742.23Mvs. Q2 2024SEC
Q2 2024Aug 14, 202451$800.87Mvs. Q1 2024SEC
Q1 2024May 16, 2024Amended51$817.3Mvs. Q4 2023SEC
Q4 2023Feb 14, 202452$932.85Mvs. Q3 2023SEC
Q3 2023Nov 27, 2023Amended58$903.56Mvs. Q2 2023SEC
Q2 2023Aug 10, 202358$1.05Bvs. Q1 2023SEC
Q1 2023May 11, 202359$1.04Bvs. Q4 2022SEC
Q4 2022Feb 14, 202366$944.93Mvs. Q3 2022SEC
Q3 2022Nov 14, 202273$948.38Mvs. Q2 2022SEC
Q2 2022Aug 15, 202273$1.09Bvs. Q1 2022SEC
Q1 2022May 16, 202274$1.42Bvs. Q4 2021SEC
Q4 2021Feb 14, 202275$1.66Bvs. Q3 2021SEC
Q3 2021Nov 15, 202170$1.31Bvs. Q2 2021SEC
Q2 2021Aug 16, 202169$1.12Bvs. Q1 2021SEC
Q1 2021May 14, 202167$904.15M–SEC