2Xideas AG
- SEC CIK
- 0001843587
- 最新申報
- 2026/8/14
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/5/11 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 47
- 較 2025 年第 4 季 −3
- 總值
- $2.55 億
- 較 2025 年第 4 季 −$1.02 億 (−28.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| ICEIntercontinental Exchange, Inc. | Stock | 195,385 | $3,073 萬 | 12.0% | −64,303−24.8% | 減碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 352,077 | $2,819 萬 | 11.0% | −77,038−18.0% | 減碼 | 歷史 |
| FTNTFortinet, Inc. | Stock | 337,924 | $2,762 萬 | 10.8% | −89,794−21.0% | 減碼 | 歷史 |
| PTCPTC Inc. | Stock | 142,203 | $2,026 萬 | 7.9% | −39,274−21.6% | 減碼 | 歷史 |
| RMDResmed Inc | COM | 62,764 | $1,409 萬 | 5.5% | −11,451−15.4% | 減碼 | 歷史 |
| NYTNew York Times Co | CL A | 95,178 | $796.9 萬 | 3.1% | −31,453−24.8% | 減碼 | 歷史 |
| FERGFerguson Enterprises Inc. | COMMON STOCK NEW | 29,187 | $680.8 萬 | 2.7% | −4,754−14.0% | 減碼 | 歷史 |
| HUBBHubbell Inc | COM | 12,936 | $634.8 萬 | 2.5% | +3,995+44.7% | 加碼 | 歷史 |
| APGAPi Group Corp | COM STK | 152,665 | $618.6 萬 | 2.4% | −36,986−19.5% | 減碼 | 歷史 |
| HALOHalozyme Therapeutics, Inc. | COM | 91,663 | $592.4 萬 | 2.3% | −13,138−12.5% | 減碼 | 歷史 |
| DXCMDexcom Inc | COM | 89,980 | $565.1 萬 | 2.2% | +172+0.2% | 加碼 | 歷史 |
| PLNTPlanet Fitness, Inc. | CL A | 69,260 | $515.2 萬 | 2.0% | −821−1.2% | 減碼 | 歷史 |
| PCORProcore Technologies, Inc. | COM | 77,788 | $443.4 萬 | 1.7% | +6,527+9.2% | 加碼 | 歷史 |
| KNSLKinsale Capital Group, Inc. | Stock | 12,443 | $425.1 萬 | 1.7% | −2,974−19.3% | 減碼 | 歷史 |
| DSGXDescartes Systems Group Inc | COM | 53,044 | $378.6 萬 | 1.5% | +53,044 | 新進 | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 21,656 | $369.3 萬 | 1.4% | −8,036−27.1% | 減碼 | 歷史 |
| KEYSKeysight Technologies, Inc. | Stock | 13,054 | $368.6 萬 | 1.4% | −8,374−39.1% | 減碼 | 歷史 |
| CCCCCC Intelligent Solutions Holdings Inc. | COM | 604,029 | $362.4 萬 | 1.4% | −152,749−20.2% | 減碼 | 歷史 |
| RYANRyan Specialty Holdings, Inc. | CL A | 107,159 | $361.6 萬 | 1.4% | −29,027−21.3% | 減碼 | 歷史 |
| SNEXStoneX Group Inc. | COM | 44,435 | $358.4 萬 | 1.4% | +2,796+6.7% | 加碼 | 歷史 |
| LPLALPL Financial Holdings Inc. | COM | 11,153 | $335.5 萬 | 1.3% | +116+1.1% | 加碼 | 歷史 |
| RBCRBC Bearings INC | COM | 6,144 | $333.7 萬 | 1.3% | −1,554−20.2% | 減碼 | 歷史 |
| LYVLive Nation Entertainment, Inc. | COM | 21,758 | $331.8 萬 | 1.3% | −8,078−27.1% | 減碼 | 歷史 |
| AONAon plc | CL A | 10,275 | $331.7 萬 | 1.3% | −2,096−16.9% | 減碼 | 歷史 |
| FWONKLiberty Media Corp | COM LBTY ONE S C | 38,439 | $326.8 萬 | 1.3% | +9,590+33.2% | 加碼 | 歷史 |
| AAgilent Technologies, Inc. | COM | 28,625 | $326.3 萬 | 1.3% | +4,522+18.8% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 10,745 | $325.0 萬 | 1.3% | −716−6.2% | 減碼 | 歷史 |
| DPZDominos Pizza Inc | COM | 8,890 | $319.0 萬 | 1.2% | −53−0.6% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 6,374 | $293.8 萬 | 1.2% | −804−11.2% | 減碼 | 歷史 |
| CSLCarlisle Companies Inc | COM | 8,435 | $281.4 萬 | 1.1% | −802−8.7% | 減碼 | 歷史 |
| SCIService Corp International | COM | 31,850 | $262.8 萬 | 1.0% | −4,524−12.4% | 減碼 | 歷史 |
| RBARB Global Inc. | COM | 26,778 | $256.7 萬 | 1.0% | +2,758+11.5% | 加碼 | 歷史 |
| GLBEGlobal-E Online Ltd. | SHS | 77,669 | $239.6 萬 | 0.9% | +24,146+45.1% | 加碼 | 歷史 |
| HLNHaleon plc | ADR | 437,469 | $215.9 萬 | 0.8% | +437,469 | 新進 | 歷史 |
| ALCAlcon Inc | Stock | 29,111 | $215.1 萬 | 0.8% | +29,111 | 新進 | 歷史 |
| TECHBIO-TECHNE Corp | COM | 33,412 | $174.6 萬 | 0.7% | −1,501−4.3% | 減碼 | 歷史 |
| LHLabcorp Holdings Inc. | Stock | 6,323 | $168.7 萬 | 0.7% | −7,144−53.0% | 減碼 | 歷史 |
| WCNWaste Connections, Inc. | COM | 9,966 | $161.9 萬 | 0.6% | −14,898−59.9% | 減碼 | 歷史 |
| DLBDolby Laboratories, Inc. | COM CL A | 26,497 | $159.1 萬 | 0.6% | −27,512−50.9% | 減碼 | 歷史 |
| NBIXNeurocrine Biosciences Inc | Stock | 10,351 | $136.4 萬 | 0.5% | −19,037−64.8% | 減碼 | 歷史 |
| TWTradeweb Markets Inc. | Stock | 11,378 | $133.9 萬 | 0.5% | −16,830−59.7% | 減碼 | 歷史 |
| MELIMercadolibre Inc | COM | 764 | $132.1 萬 | 0.5% | −435−36.3% | 減碼 | 歷史 |
| WSOWatsco Inc | COM | 3,203 | $116.5 萬 | 0.5% | −1,634−33.8% | 減碼 | 歷史 |
| EXLSExlService Holdings, Inc. | COM | 36,052 | $109.8 萬 | 0.4% | −58,983−62.1% | 減碼 | 歷史 |
| VEEVVeeva Systems Inc | Stock | 6,166 | $108.3 萬 | 0.4% | −4,099−39.9% | 減碼 | 歷史 |
| BAMBrookfield Asset Management Ltd. | CL A LMT VTG SHS | 22,527 | $99.8 萬 | 0.4% | −48,840−68.4% | 減碼 | 歷史 |
| EFOREverforth Inc | COM | 17,939 | $69.4 萬 | 0.3% | −34,435−65.7% | 減碼 | 歷史 |
2025 年第 4 季之後清倉（6 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 4 季股數 | 2025 年第 4 季市值 | 2025 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| ADSKAutodesk, Inc. | COM | 24,902 | $737.1 萬 | 2.1% | 歷史 |
| CSGPCostar Group, Inc. | COM | 108,267 | $728.0 萬 | 2.0% | 歷史 |
| KLACKLA Corp | COM NEW | 3,810 | $462.9 萬 | 1.3% | 歷史 |
| TYLTyler Technologies Inc | COM | 5,195 | $235.8 萬 | 0.7% | 歷史 |
| OSOneStream, Inc. | CL A | 121,825 | $223.9 萬 | 0.6% | 歷史 |
| ITGartner Inc | COM | 7,808 | $197.0 萬 | 0.6% | 歷史 |