2Xideas AG
- SEC CIK
- 0001843587
- 最新申報
- 2026/8/14
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/14 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 48
- 較 2026 年第 1 季 +1
- 總值
- $2.32 億
- 較 2026 年第 1 季 −$2,291 萬 (−9.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| FTNTFortinet, Inc. | Stock | 211,151 | $3,244 萬 | 14.0% | −126,773−37.5% | 減碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 340,806 | $3,083 萬 | 13.3% | −11,271−3.2% | 減碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 230,186 | $2,834 萬 | 12.2% | +34,801+17.8% | 加碼 | 歷史 |
| PTCPTC Inc. | Stock | 178,102 | $2,023 萬 | 8.7% | +35,899+25.2% | 加碼 | 歷史 |
| RYANRyan Specialty Holdings, Inc. | CL A | 345,526 | $1,305 萬 | 5.6% | +238,367+222.4% | 加碼 | 歷史 |
| APGAPi Group Corp | COM STK | 163,295 | $691.6 萬 | 3.0% | +10,630+7.0% | 加碼 | 歷史 |
| HALOHalozyme Therapeutics, Inc. | COM | 87,769 | $687.0 萬 | 3.0% | −3,894−4.2% | 減碼 | 歷史 |
| FERGFerguson Enterprises Inc. | COMMON STOCK NEW | 27,263 | $647.0 萬 | 2.8% | −1,924−6.6% | 減碼 | 歷史 |
| HUBBHubbell Inc | COM | 12,341 | $645.7 萬 | 2.8% | −595−4.6% | 減碼 | 歷史 |
| DXCMDexcom Inc | COM | 81,095 | $546.2 萬 | 2.4% | −8,885−9.9% | 減碼 | 歷史 |
| NYTNew York Times Co | CL A | 65,719 | $459.9 萬 | 2.0% | −29,459−31.0% | 減碼 | 歷史 |
| CSLCarlisle Companies Inc | COM | 11,604 | $420.9 萬 | 1.8% | +3,169+37.6% | 加碼 | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 18,940 | $366.0 萬 | 1.6% | −2,716−12.5% | 減碼 | 歷史 |
| RMDResmed Inc | COM | 16,673 | $324.9 萬 | 1.4% | −46,091−73.4% | 減碼 | 歷史 |
| CCCCCC Intelligent Solutions Holdings Inc. | COM | 590,678 | $304.8 萬 | 1.3% | −13,351−2.2% | 減碼 | 歷史 |
| KEYSKeysight Technologies, Inc. | Stock | 8,246 | $288.7 萬 | 1.2% | −4,808−36.8% | 減碼 | 歷史 |
| PCORProcore Technologies, Inc. | COM | 70,192 | $285.1 萬 | 1.2% | −7,596−9.8% | 減碼 | 歷史 |
| NBIXNeurocrine Biosciences Inc | Stock | 16,763 | $282.5 萬 | 1.2% | +6,412+61.9% | 加碼 | 歷史 |
| DSGXDescartes Systems Group Inc | COM | 40,344 | $279.1 萬 | 1.2% | −12,700−23.9% | 減碼 | 歷史 |
| WSOWatsco Inc | COM | 6,519 | $271.7 萬 | 1.2% | +3,316+103.5% | 加碼 | 歷史 |
| FWONKLiberty Media Corp | COM LBTY ONE S C | 28,469 | $270.9 萬 | 1.2% | −9,970−25.9% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 7,848 | $265.5 萬 | 1.1% | −2,897−27.0% | 減碼 | 歷史 |
| AAgilent Technologies, Inc. | COM | 19,280 | $256.1 萬 | 1.1% | −9,345−32.6% | 減碼 | 歷史 |
| SAROStandardAero, Inc. | COM | 82,726 | $247.4 萬 | 1.1% | +82,726 | 新進 | 歷史 |
| DPZDominos Pizza Inc | COM | 7,086 | $209.8 萬 | 0.9% | −1,804−20.3% | 減碼 | 歷史 |
| TWTradeweb Markets Inc. | Stock | 20,955 | $208.8 萬 | 0.9% | +9,577+84.2% | 加碼 | 歷史 |
| WCNWaste Connections, Inc. | COM | 11,940 | $199.0 萬 | 0.9% | +1,974+19.8% | 加碼 | 歷史 |
| AONAon plc | CL A | 5,311 | $176.2 萬 | 0.8% | −4,964−48.3% | 減碼 | 歷史 |
| TECHBIO-TECHNE Corp | COM | 24,613 | $173.9 萬 | 0.7% | −8,799−26.3% | 減碼 | 歷史 |
| GLBEGlobal-E Online Ltd. | SHS | 49,555 | $172.1 萬 | 0.7% | −28,114−36.2% | 減碼 | 歷史 |
| HLNHaleon plc | ADR | 370,389 | $170.9 萬 | 0.7% | −67,080−15.3% | 減碼 | 歷史 |
| RBARB Global Inc. | COM | 14,563 | $169.6 萬 | 0.7% | −12,215−45.6% | 減碼 | 歷史 |
| LYVLive Nation Entertainment, Inc. | COM | 9,052 | $165.8 萬 | 0.7% | −12,706−58.4% | 減碼 | 歷史 |
| RBCRBC Bearings INC | COM | 2,528 | $162.8 萬 | 0.7% | −3,616−58.9% | 減碼 | 歷史 |
| KNSLKinsale Capital Group, Inc. | Stock | 4,843 | $159.7 萬 | 0.7% | −7,600−61.1% | 減碼 | 歷史 |
| SNEXStoneX Group Inc. | COM | 13,215 | $156.6 萬 | 0.7% | −31,220−70.3% | 減碼 | 歷史 |
| ALCAlcon Inc | Stock | 22,812 | $154.2 萬 | 0.7% | −6,299−21.6% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 3,722 | $148.0 萬 | 0.6% | −2,652−41.6% | 減碼 | 歷史 |
| SCIService Corp International | COM | 19,237 | $146.1 萬 | 0.6% | −12,613−39.6% | 減碼 | 歷史 |
| MELIMercadolibre Inc | COM | 837 | $142.1 萬 | 0.6% | +73+9.6% | 加碼 | 歷史 |
| PLNTPlanet Fitness, Inc. | CL A | 16,283 | $84.9 萬 | 0.4% | −52,977−76.5% | 減碼 | 歷史 |
| VEEVVeeva Systems Inc | Stock | 4,197 | $74.5 萬 | 0.3% | −1,969−31.9% | 減碼 | 歷史 |
| LPLALPL Financial Holdings Inc. | COM | 2,524 | $71.1 萬 | 0.3% | −8,629−77.4% | 減碼 | 歷史 |
| BAMBrookfield Asset Management Ltd. | CL A LMT VTG SHS | 14,441 | $64.7 萬 | 0.3% | −8,086−35.9% | 減碼 | 歷史 |
| SUNBSunbelt Rentals Holdings, Inc. | SHS | 7,378 | $55.2 萬 | 0.2% | +7,378 | 新進 | 歷史 |
| LHLabcorp Holdings Inc. | Stock | 1,818 | $50.9 萬 | 0.2% | −4,505−71.2% | 減碼 | 歷史 |
| DLBDolby Laboratories, Inc. | COM CL A | 8,572 | $45.1 萬 | 0.2% | −17,925−67.6% | 減碼 | 歷史 |
| EXLSExlService Holdings, Inc. | COM | 16,753 | $43.3 萬 | 0.2% | −19,299−53.5% | 減碼 | 歷史 |
2026 年第 1 季之後清倉（1 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。