2Xideas AG

CIK

1843587

Location

KUSNACHT, V8

Portfolio Value

Micro $65,209,830

Diversification

Diversified

Filing Date

Global Rank

#3,723 / 8,578 ▼ 495

Top Industry

Medical Devices 13.3%

3Y Alpha vs SPY

-16.0%

Period ended 3 months ago

Filed May 11, 2026 · 36d

22 quarters · since Dec 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+16.4%

SPY

+78.1%

Annualised alpha

-16.0%

Max drawdown

−18.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

46 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

12.1%

+0.2 pts

Top 5

47.5%

+1.6 pts

Top 10

60.6%

+3.7 pts

HHI

567

Diversified+40

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Healthcare	30.0%	$76,205,238	13
Technology	25.6%	$65,209,830	8
Financial Services	21.4%	$54,442,580	9
Industrials	12.8%	$32,435,545	9
Consumer Cyclical	5.8%	$14,686,203	5
Communication Services	4.4%	$11,287,565	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

8 positions

Ticker	Company	Δ Shares	Shares	Value
GLBE	Global-E Online Ltd.	+24,146	77,669	$2,396,088
PCOR	Procore Technologies, Inc.	+6,527	77,788	$4,433,916
A	Agilent Technologies, Inc.	+4,522	28,625	$3,262,677
HUBB	Hubbell Inc	+3,995	12,936	$6,348,212
SNEX	StoneX Group Inc.	+2,796	44,435	$3,583,682
RBA	Rb Global Inc.	+2,758	26,778	$2,566,671
DXCM	Dexcom Inc	+172	89,980	$5,650,744
LPLA	LPL Financial Holdings Inc.	+116	11,153	$3,355,156
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
CCC	CCC Intelligent Solutions Holdings Inc.	−152,749	604,029	$3,624,174
FTNT	Fortinet, Inc.	−89,794	337,924	$27,615,149
EW	Edwards Lifesciences Corp	−77,038	352,077	$28,194,326
ICE	Intercontinental Exchange, Inc.	−64,303	195,385	$30,730,152
EXLS	ExlService Holdings, Inc.	−58,983	36,052	$1,097,783
BAM	Brookfield Asset Management Ltd.	−48,840	22,527	$1,001,325
PTC	Ptc Inc.	−39,274	142,203	$20,262,505
APG	APi Group Corp	−36,986	152,665	$6,185,985
EFOR	Everforth Inc	−34,435	17,939	$694,418
NYT	New York Times Co	−31,453	95,178	$7,969,253
RYAN	Ryan Specialty Holdings, Inc.	−29,027	107,159	$3,615,544
DLB	Dolby Laboratories, Inc.	−27,512	26,497	$1,591,409
NBIX	Neurocrine Biosciences Inc	−19,037	10,351	$1,363,640
TW	Tradeweb Markets Inc.	−16,830	11,378	$1,338,735
WCN	Waste Connections, Inc.	−14,898	9,966	$1,618,877
HALO	Halozyme Therapeutics, Inc.	−13,138	91,663	$5,924,179
RMD	Resmed Inc	−11,451	62,764	$14,089,262
KEYS	Keysight Technologies, Inc.	−8,374	13,054	$3,686,057
LYV	Live Nation Entertainment, Inc.	−8,078	21,758	$3,318,312
IQV	Iqvia Holdings Inc.	−8,036	21,656	$3,693,214
LH	Labcorp Holdings Inc.	−7,144	6,323	$1,687,039
FERG	Ferguson Enterprises Inc. /DE/	−4,754	29,187	$6,808,159
SCI	Service Corp International	−4,524	31,850	$2,627,943
VEEV	Veeva Systems Inc	−4,099	6,166	$1,083,119
KNSL	Kinsale Capital Group, Inc.	−2,974	12,443	$4,251,275
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
HLN	Haleon plc	437,469	$4,379,064
DSGX	Descartes Systems Group Inc	53,044	$3,795,828
ALC	Alcon Inc	29,111	$2,193,513
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
ADSK	Autodesk, Inc.	24,902	$7,371,241
CSGP	Costar Group, Inc.	108,267	$7,279,873
KLAC	Kla Corp	3,810	$4,629,454
TYL	Tyler Technologies Inc	5,195	$2,358,270
OS	OneStream, Inc.	121,825	$2,239,143
IT	Gartner Inc	7,808	$1,969,802
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

8 positions · $65,209,830 total · Technology only · as of Mar 31, 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	337,924	-89,794	$27,615,149	−18.7%	42.35%
PTC	Ptc Inc. Technology	Reduced	142,203	-39,274	$20,262,505	−35.9%	31.07%
PCOR	Procore Technologies, Inc. Technology	Added	77,788	+6,527	$4,433,916	−14.5%	6.80%
DSGX	Descartes Systems Group Inc Technology	NEW	53,044	NEW	$3,795,828	NEW	5.82%
KEYS	Keysight Technologies, Inc. Technology	Reduced	13,054	-8,374	$3,686,057	−15.3%	5.65%
CCC	CCC Intelligent Solutions Holdings Inc. Technology	Reduced	604,029	-152,749	$3,624,174	−39.8%	5.56%
EXLS	ExlService Holdings, Inc. Technology	Reduced	36,052	-58,983	$1,097,783	−72.8%	1.68%
EFOR	Everforth Inc Technology	Reduced	17,939	-34,435	$694,418	−72.5%	1.06%