2Xideas AG
2Xideas AG reported 48 stocks worth $232M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are FTNT (14.0%), EW (13.3%) and ICE (12.2%). Compared with Q1 2026, the fund opened new positions in SARO and SUNB, added to ICE, PTC and RYAN, trimmed FTNT, EW and HALO and sold out of EFOR.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  FTNT Fortinet Inc | $32.4M | 14.0% | 211K | −127K (−38%) | 8 of 8 | |
| 2 |  EW Edwards Lifesciences Cor | $30.8M | 13.3% | 341K | −11K (−3%) | 8 of 8 | |
| 3 |  ICE Intercontinental Exchange in | $28.3M | 12.2% | 230K | +35K (+18%) | 8 of 8 | |
| 4 |  PTC Ptc Inc | $20.2M | 8.7% | 178K | +36K (+25%) | 8 of 8 | |
| 5 |  RYAN Ryan Specialty Holdings | $13M | 5.6% | 346K | +238K (+222%) | 8 of 8 | |
| 6 |  APG Api Group | $6.9M | 3.0% | 163K | +11K (+7%) | 6 of 8 | |
| 7 |  HALO Halozyme Therapeutics Inc | $6.9M | 3.0% | 88K | −3,894 (−4%) | 8 of 8 | |
| 8 |  FERG Ferguson Enterprises Inc | $6.5M | 2.8% | 27K | −1,924 (−7%) | 8 of 8 | |
| 9 |  HUBB Hubbell Inc | $6.5M | 2.8% | 12K | −595 (−5%) | 3 of 8 | |
| 10 |  DXCM Dexcom Inc | $5.5M | 2.4% | 81K | −8,885 (−10%) | 6 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 EFOR Asgn Inc | $694K | 18K |
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →2Xideas AG 13F FAQ
What does 2Xideas AG own?
2Xideas AG reported 48 stocks worth $232M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are FTNT (14.0%), EW (13.3%) and ICE (12.2%). The table above lists every position in the filing (the top 10 without an account).
What did 2Xideas AG buy and sell in Q2 2026?
Compared with Q1 2026: 2 new positions, 10 added to, 36 trimmed and 1 sold out. New positions include SARO and SUNB. It sold all of EFOR.
When will 2Xideas AG file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is 2Xideas AG's portfolio worth?
The Q2 2026 filing reports $232M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.