2Xideas AG

CIK

1843587

Location

KUSNACHT, V8

Portfolio Value

Small $234,085,743

Diversification

Diversified

Reports for

2Xideas US Inc.

Filing Date

Global Rank

#4,114 / 8,517 ▼ 259

Top Industry

Medical Devices 15.5%

3Y Alpha vs SPY

-9.4%

Period ended 47 days ago

Filed Aug 14, 2026 · 2d

23 quarters · since Dec 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+39.0%

SPY

+76.6%

Annualised alpha

-9.3%

Max drawdown

−17.2%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

48 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

13.9%

+1.9 pts

Top 5

53.4%

+6.4 pts

Top 10

67.1%

+7.2 pts

HHI

692

Diversified+137

Portfolio Trend

23 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Healthcare	27.7%	$64,915,122	13
Technology	27.6%	$64,683,608	7
Financial Services	22.4%	$52,411,709	9
Industrials	15.2%	$35,560,013	11
Communication Services	3.8%	$8,965,066	3
Consumer Cyclical	3.2%	$7,550,225	5

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

10 positions

Ticker	Company	Δ Shares	Shares	Value
RYAN	Ryan Specialty Holdings, Inc.	+238,367	345,526	$13,047,061
PTC	Ptc Inc.	+35,899	178,102	$20,234,168
ICE	Intercontinental Exchange, Inc.	+34,801	230,186	$28,338,198
APG	APi Group Corp	+10,630	163,295	$6,915,543
TW	Tradeweb Markets Inc.	+9,577	20,955	$2,088,375
NBIX	Neurocrine Biosciences Inc	+6,412	16,763	$2,825,236
WSO	Watsco Inc	+3,316	6,519	$2,716,662
CSL	Carlisle Companies Inc	+3,169	11,604	$4,209,351
WCN	Waste Connections, Inc.	+1,974	11,940	$1,990,278
MELI	Mercadolibre Inc	+73	837	$1,420,715
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
FTNT	Fortinet, Inc.	−126,773	211,151	$32,437,016
HLN	Haleon plc	−67,080	370,389	$3,455,729
PLNT	Planet Fitness, Inc.	−52,977	16,283	$849,484
RMD	Resmed Inc	−46,091	16,673	$3,249,234
SNEX	StoneX Group Inc.	−31,220	13,215	$1,565,977
NYT	New York Times Co	−29,459	65,719	$4,599,015
GLBE	Global-E Online Ltd.	−28,114	49,555	$1,721,045
EXLS	ExlService Holdings, Inc.	−19,299	16,753	$433,232
DLB	Dolby Laboratories, Inc.	−17,925	8,572	$450,715
CCC	CCC Intelligent Solutions Holdings Inc.	−13,351	590,678	$3,047,898
LYV	Live Nation Entertainment, Inc.	−12,706	9,052	$1,657,511
DSGX	Descartes Systems Group Inc	−12,700	40,344	$2,793,418
SCI	Service Corp International	−12,613	19,237	$1,461,242
RBA	Rb Global Inc.	−12,215	14,563	$1,695,861
EW	Edwards Lifesciences Corp	−11,271	340,806	$30,829,310
FWONA	Liberty Media Corp	−9,970	28,469	$2,708,540
A	Agilent Technologies, Inc.	−9,345	19,280	$2,560,962
DXCM	Dexcom Inc	−8,885	81,095	$5,461,748
TECH	BIO-TECHNE Corp	−8,799	24,613	$1,738,908
LPLA	LPL Financial Holdings Inc.	−8,629	2,524	$710,960
BAM	Brookfield Asset Management Ltd.	−8,086	14,441	$647,678
KNSL	Kinsale Capital Group, Inc.	−7,600	4,843	$1,597,269
PCOR	Procore Technologies, Inc.	−7,596	70,192	$2,851,199
ALC	Alcon Inc	−6,299	22,812	$1,530,685
AON	Aon plc	−4,964	5,311	$1,761,605
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
SARO	StandardAero, Inc.	82,726	$2,474,334
SUNB	Sunbelt Rentals Holdings, Inc.	7,378	$551,948
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
EFOR	Everforth Inc	17,939	$694,418
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

48 tracked positions · $234,085,743 total · filing declares 48 positions · $232,345,962 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
FTNT	Fortinet, Inc. Technology	Reduced	211,151	-126,773	$32,437,016	+17.5%	13.86%
EW	Edwards Lifesciences Corp Healthcare	Reduced	340,806	-11,271	$30,829,310	+9.3%	13.17%
ICE	Intercontinental Exchange, Inc. Financial Services	Added	230,186	+34,801	$28,338,198	−7.8%	12.11%
PTC	Ptc Inc. Technology	Added	178,102	+35,899	$20,234,168	−0.1%	8.64%
RYAN	Ryan Specialty Holdings, Inc. Financial Services	Added	345,526	+238,367	$13,047,061	+260.9%	5.57%
APG	APi Group Corp Industrials	Added	163,295	+10,630	$6,915,543	+11.8%	2.95%
HALO	Halozyme Therapeutics, Inc. Healthcare	Reduced	87,769	-3,894	$6,869,679	+16.0%	2.93%
FERG	Ferguson Enterprises Inc. /DE/ Industrials	Reduced	27,263	-1,924	$6,470,327	−5.0%	2.76%
HUBB	Hubbell Inc Industrials	Reduced	12,341	-595	$6,456,811	+1.7%	2.76%
DXCM	Dexcom Inc Healthcare	Reduced	81,095	-8,885	$5,461,748	−3.3%	2.33%
NYT	New York Times Co Communication Services	Reduced	65,719	-29,459	$4,599,015	−42.3%	1.96%
CSL	Carlisle Companies Inc Industrials	Added	11,604	+3,169	$4,209,351	+49.6%	1.80%
IQV	Iqvia Holdings Inc. Healthcare	Reduced	18,940	-2,716	$3,659,586	−0.9%	1.56%
HLN	Haleon plc Healthcare	Reduced	370,389	-67,080	$3,455,729	−21.1%	1.48%
RMD	Resmed Inc Healthcare	Reduced	16,673	-46,091	$3,249,234	−76.9%	1.39%
CCC	CCC Intelligent Solutions Holdings Inc. Technology	Reduced	590,678	-13,351	$3,047,898	−15.9%	1.30%
KEYS	Keysight Technologies, Inc. Technology	Reduced	8,246	-4,808	$2,886,677	−21.7%	1.23%
PCOR	Procore Technologies, Inc. Technology	Reduced	70,192	-7,596	$2,851,199	−35.7%	1.22%
NBIX	Neurocrine Biosciences Inc Healthcare	Added	16,763	+6,412	$2,825,236	+107.2%	1.21%
DSGX	Descartes Systems Group Inc Technology	Reduced	40,344	-12,700	$2,793,418	−26.4%	1.19%
WSO	Watsco Inc Industrials	Added	6,519	+3,316	$2,716,662	+133.1%	1.16%
FWONA	Liberty Media Corp Communication Services	Reduced	28,469	-9,970	$2,708,540	−17.1%	1.16%
AXP	American Express Co Financial Services	Reduced	7,848	-2,897	$2,654,586	−18.3%	1.13%
A	Agilent Technologies, Inc. Healthcare	Reduced	19,280	-9,345	$2,560,962	−21.5%	1.09%
SARO	StandardAero, Inc. Industrials	NEW	82,726	NEW	$2,474,334	NEW	1.06%
DPZ	Dominos Pizza Inc Consumer Cyclical	Reduced	7,086	-1,804	$2,097,739	−34.2%	0.90%
TW	Tradeweb Markets Inc. Financial Services	Added	20,955	+9,577	$2,088,375	+56.0%	0.89%
WCN	Waste Connections, Inc. Industrials	Added	11,940	+1,974	$1,990,278	+22.9%	0.85%
AON	Aon plc Financial Services	Reduced	5,311	-4,964	$1,761,605	−46.9%	0.75%
TECH	BIO-TECHNE Corp Healthcare	Reduced	24,613	-8,799	$1,738,908	−0.4%	0.74%
GLBE	Global-E Online Ltd. Consumer Cyclical	Reduced	49,555	-28,114	$1,721,045	−28.2%	0.74%
RBA	Rb Global Inc. Industrials	Reduced	14,563	-12,215	$1,695,861	−33.9%	0.72%
LYV	Live Nation Entertainment, Inc. Communication Services	Reduced	9,052	-12,706	$1,657,511	−50.0%	0.71%
RBC	RBC Bearings INC Industrials	Reduced	2,528	-3,616	$1,628,183	−51.2%	0.70%
KNSL	Kinsale Capital Group, Inc. Financial Services	Reduced	4,843	-7,600	$1,597,269	−62.4%	0.68%
SNEX	StoneX Group Inc. Financial Services	Reduced	13,215	-31,220	$1,565,977	−56.3%	0.67%
ALC	Alcon Inc Healthcare	Reduced	22,812	-6,299	$1,530,685	−30.2%	0.65%
ISRG	Intuitive Surgical Inc Healthcare	Reduced	3,722	-2,652	$1,480,164	−49.6%	0.63%
SCI	Service Corp International Consumer Cyclical	Reduced	19,237	-12,613	$1,461,242	−44.4%	0.62%
MELI	Mercadolibre Inc Consumer Cyclical	Added	837	+73	$1,420,715	+7.6%	0.61%
PLNT	Planet Fitness, Inc. Consumer Cyclical	Reduced	16,283	-52,977	$849,484	−83.5%	0.36%
VEEV	Veeva Systems Inc Healthcare	Reduced	4,197	-1,969	$744,841	−31.2%	0.32%
LPLA	LPL Financial Holdings Inc. Financial Services	Reduced	2,524	-8,629	$710,960	−78.8%	0.30%
BAM	Brookfield Asset Management Ltd. Financial Services	Reduced	14,441	-8,086	$647,678	−35.3%	0.28%
SUNB	Sunbelt Rentals Holdings, Inc. Industrials	NEW	7,378	NEW	$551,948	NEW	0.24%
LH	Labcorp Holdings Inc. Healthcare	Reduced	1,818	-4,505	$509,040	−69.8%	0.22%
DLB	Dolby Laboratories, Inc. Industrials	Reduced	8,572	-17,925	$450,715	−71.7%	0.19%
EXLS	ExlService Holdings, Inc. Technology	Reduced	16,753	-19,299	$433,232	−60.5%	0.19%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.