2Xideas AG
2Xideas AG reported 48 positions worth $232.3M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: FTNT (14.0%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | FTNT | SH | $32.4M | 13.96% | 211,151 | — | — | |
| ▸ 2 | EW | SH | $30.8M | 13.27% | 340,806 | — | — | |
| ▸ 3 | ICE | SH | $28.3M | 12.20% | 230,186 | — | — | |
| ▸ 4 | PTC | SH | $20.2M | 8.71% | 178,102 | — | — | |
| ▸ 5 | RYAN | SH | $13.0M | 5.62% | 345,526 | — | — | |
| ▸ 6 | APG | SH | $6.9M | 2.98% | 163,295 | — | — | |
| ▸ 7 | HALO | SH | $6.9M | 2.96% | 87,769 | — | — | |
| ▸ 8 | FERG | SH | $6.5M | 2.78% | 27,263 | — | — | |
| ▸ 9 | HUBB | SH | $6.5M | 2.78% | 12,341 | — | — | |
| ▸ 10 | DXCM | SH | $5.5M | 2.35% | 81,095 | — | — |
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Frequently Asked Questions
What stocks does 2Xideas AG hold as of Q2 2026?
2Xideas AG reported 48 positions worth $232.3M in its Q2 2026 13F filing. Largest positions: FTNT (14.0%), EW (13.3%), ICE (12.2%), PTC (8.7%) and RYAN (5.6%).
What did 2Xideas AG buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did 2Xideas AG sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.