Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
2Xideas AG (CIK 1843587) reported $255.3M across 47 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: ICE ($30.7M, 12.04%), EW ($28.2M, 11.05%), FTNT ($27.6M, 10.82%), PTC ($20.3M, 7.94%), RMD ($14.1M, 5.52%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ICE | INTERCONTINENTAL EXCHANGE IN | $30.7M | 12.04% | 195,385 | Trimmed |
| 2 | EW | EDWARDS LIFESCIENCES CORP | $28.2M | 11.05% | 352,077 | Trimmed |
| 3 | FTNT | FORTINET INC | $27.6M | 10.82% | 337,924 | Trimmed |
| 4 | PTC | PTC INC | $20.3M | 7.94% | 142,203 | Trimmed |
| 5 | RMD | RESMED INC | $14.1M | 5.52% | 62,764 | Trimmed |
| 6 | NYT | NEW YORK TIMES CO MTN BE | $8.0M | 3.12% | 95,178 | Trimmed |
| 7 | FERG | FERGUSON ENTERPRISES INC | $6.8M | 2.67% | 29,187 | Trimmed |
| 8 | HUBB | HUBBELL INC | $6.3M | 2.49% | 12,936 | Added |
| 9 | APG | API GROUP CORP | $6.2M | 2.42% | 152,665 | Trimmed |
| 10 | HALO | HALOZYME THERAPEUTICS INC | $5.9M | 2.32% | 91,663 | Trimmed |
| 11 | DXCM | DEXCOM INC | $5.7M | 2.21% | 89,980 | Added |
| 12 | PLNT | PLANET FITNESS MASTER ISSUER | $5.2M | 2.02% | 69,260 | Trimmed |
| 13 | PCOR | PROCORE TECHNOLOGIES INC | $4.4M | 1.74% | 77,788 | Added |
| 14 | KNSL | KINSALE CAP GROUP INC | $4.3M | 1.67% | 12,443 | Trimmed |
| 15 | DSGX | DESCARTES SYS GROUP INC | $3.8M | 1.48% | 53,044 | New |
| 16 | IQV | IQVIA HLDGS INC | $3.7M | 1.45% | 21,656 | Trimmed |
| 17 | KEYS | KEYSIGHT TECHNOLOGIES INC | $3.7M | 1.44% | 13,054 | Trimmed |
| 18 | RYAN | RYAN SPECIALTY HOLDINGS INC | $3.6M | 1.42% | 107,159 | Trimmed |
| 19 | CCCS | CCC INTELLIGENT SOLUTIONS HL | $3.6M | 1.42% | 604,029 | Trimmed |
| 20 | SNEX | STONEX GROUP INC | $3.6M | 1.40% | 44,435 | Added |
| 21 | RBC | RBC BEARINGS INC | $3.3M | 1.31% | 6,144 | Trimmed |
| 22 | LPLA | LPL FINL HLDGS INC | $3.4M | 1.31% | 11,153 | Added |
| 23 | AON | AON PLC | $3.3M | 1.30% | 10,275 | Trimmed |
| 24 | LYV | LIVE NATION ENTERTAINMENT IN | $3.3M | 1.30% | 21,758 | Trimmed |
| 25 | FWONK | LIBERTY MEDIA CORP DEL | $3.3M | 1.28% | 38,439 | Added |
Source: SEC Form 13F filings · as of 2026-03-31