2Xideas AG
- SEC CIK
- 0001843587
- Latest filing
- Aug 14, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 14, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 48
- +1 vs. Q1 2026
- Portfolio value
- $232.3M
- −$22.9M (−9.0%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| EXLSExlService Holdings, Inc. | COM | 16,753 | $433.2K | 0.2% | −19,299−53.5% | Reduced | History |
| DLBDolby Laboratories, Inc. | COM CL A | 8,572 | $450.7K | 0.2% | −17,925−67.6% | Reduced | History |
| LHLabcorp Holdings Inc. | Stock | 1,818 | $509.0K | 0.2% | −4,505−71.2% | Reduced | History |
| SUNBSunbelt Rentals Holdings, Inc. | SHS | 7,378 | $551.9K | 0.2% | +7,378 | New | History |
| BAMBrookfield Asset Management Ltd. | CL A LMT VTG SHS | 14,441 | $647.0K | 0.3% | −8,086−35.9% | Reduced | History |
| LPLALPL Financial Holdings Inc. | COM | 2,524 | $711.0K | 0.3% | −8,629−77.4% | Reduced | History |
| VEEVVeeva Systems Inc | Stock | 4,197 | $744.8K | 0.3% | −1,969−31.9% | Reduced | History |
| PLNTPlanet Fitness, Inc. | CL A | 16,283 | $849.5K | 0.4% | −52,977−76.5% | Reduced | History |
| MELIMercadolibre Inc | COM | 837 | $1.42M | 0.6% | +73+9.6% | Added | History |
| SCIService Corp International | COM | 19,237 | $1.46M | 0.6% | −12,613−39.6% | Reduced | History |
| ISRGIntuitive Surgical Inc | COM NEW | 3,722 | $1.48M | 0.6% | −2,652−41.6% | Reduced | History |
| ALCAlcon Inc | Stock | 22,812 | $1.54M | 0.7% | −6,299−21.6% | Reduced | History |
| SNEXStoneX Group Inc. | COM | 13,215 | $1.57M | 0.7% | −31,220−70.3% | Reduced | History |
| KNSLKinsale Capital Group, Inc. | Stock | 4,843 | $1.60M | 0.7% | −7,600−61.1% | Reduced | History |
| RBCRBC Bearings INC | COM | 2,528 | $1.63M | 0.7% | −3,616−58.9% | Reduced | History |
| LYVLive Nation Entertainment, Inc. | COM | 9,052 | $1.66M | 0.7% | −12,706−58.4% | Reduced | History |
| RBARB Global Inc. | COM | 14,563 | $1.70M | 0.7% | −12,215−45.6% | Reduced | History |
| HLNHaleon plc | ADR | 370,389 | $1.71M | 0.7% | −67,080−15.3% | Reduced | History |
| GLBEGlobal-E Online Ltd. | SHS | 49,555 | $1.72M | 0.7% | −28,114−36.2% | Reduced | History |
| TECHBIO-TECHNE Corp | COM | 24,613 | $1.74M | 0.7% | −8,799−26.3% | Reduced | History |
| AONAon plc | CL A | 5,311 | $1.76M | 0.8% | −4,964−48.3% | Reduced | History |
| WCNWaste Connections, Inc. | COM | 11,940 | $1.99M | 0.9% | +1,974+19.8% | Added | History |
| TWTradeweb Markets Inc. | Stock | 20,955 | $2.09M | 0.9% | +9,577+84.2% | Added | History |
| DPZDominos Pizza Inc | COM | 7,086 | $2.10M | 0.9% | −1,804−20.3% | Reduced | History |
| SAROStandardAero, Inc. | COM | 82,726 | $2.47M | 1.1% | +82,726 | New | History |
| AAgilent Technologies, Inc. | COM | 19,280 | $2.56M | 1.1% | −9,345−32.6% | Reduced | History |
| AXPAmerican Express Co | Stock | 7,848 | $2.65M | 1.1% | −2,897−27.0% | Reduced | History |
| FWONKLiberty Media Corp | COM LBTY ONE S C | 28,469 | $2.71M | 1.2% | −9,970−25.9% | Reduced | History |
| WSOWatsco Inc | COM | 6,519 | $2.72M | 1.2% | +3,316+103.5% | Added | History |
| DSGXDescartes Systems Group Inc | COM | 40,344 | $2.79M | 1.2% | −12,700−23.9% | Reduced | History |
| NBIXNeurocrine Biosciences Inc | Stock | 16,763 | $2.83M | 1.2% | +6,412+61.9% | Added | History |
| PCORProcore Technologies, Inc. | COM | 70,192 | $2.85M | 1.2% | −7,596−9.8% | Reduced | History |
| KEYSKeysight Technologies, Inc. | Stock | 8,246 | $2.89M | 1.2% | −4,808−36.8% | Reduced | History |
| CCCCCC Intelligent Solutions Holdings Inc. | COM | 590,678 | $3.05M | 1.3% | −13,351−2.2% | Reduced | History |
| RMDResmed Inc | COM | 16,673 | $3.25M | 1.4% | −46,091−73.4% | Reduced | History |
| IQVIQVIA Holdings Inc. | Stock | 18,940 | $3.66M | 1.6% | −2,716−12.5% | Reduced | History |
| CSLCarlisle Companies Inc | COM | 11,604 | $4.21M | 1.8% | +3,169+37.6% | Added | History |
| NYTNew York Times Co | CL A | 65,719 | $4.60M | 2.0% | −29,459−31.0% | Reduced | History |
| DXCMDexcom Inc | COM | 81,095 | $5.46M | 2.4% | −8,885−9.9% | Reduced | History |
| HUBBHubbell Inc | COM | 12,341 | $6.46M | 2.8% | −595−4.6% | Reduced | History |
| FERGFerguson Enterprises Inc. | COMMON STOCK NEW | 27,263 | $6.47M | 2.8% | −1,924−6.6% | Reduced | History |
| HALOHalozyme Therapeutics, Inc. | COM | 87,769 | $6.87M | 3.0% | −3,894−4.2% | Reduced | History |
| APGAPi Group Corp | COM STK | 163,295 | $6.92M | 3.0% | +10,630+7.0% | Added | History |
| RYANRyan Specialty Holdings, Inc. | CL A | 345,526 | $13.0M | 5.6% | +238,367+222.4% | Added | History |
| PTCPTC Inc. | Stock | 178,102 | $20.2M | 8.7% | +35,899+25.2% | Added | History |
| ICEIntercontinental Exchange, Inc. | Stock | 230,186 | $28.3M | 12.2% | +34,801+17.8% | Added | History |
| EWEdwards Lifesciences Corp | Stock | 340,806 | $30.8M | 13.3% | −11,271−3.2% | Reduced | History |
| FTNTFortinet, Inc. | Stock | 211,151 | $32.4M | 14.0% | −126,773−37.5% | Reduced | History |
Sold out since Q1 2026 (1)
Positions held at the end of Q1 2026 that are gone from this filing.