2Xideas AG
Top Portfolio Positions
46 positions ·
$254,266,961 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| ICE |
Intercontinental Exchange, Inc.
Financial Services
|
195,385 | $30,730,152 | 12.09% | |
| EW |
Edwards Lifesciences Corp
Healthcare
|
352,077 | $28,194,326 | 11.09% | |
| FTNT |
Fortinet, Inc.
Technology
|
337,924 | $27,615,149 | 10.86% | |
| PTC |
Ptc Inc.
Technology
|
142,203 | $20,262,505 | 7.97% | |
| RMD |
Resmed Inc
Healthcare
|
62,764 | $14,089,262 | 5.54% | |
| NYT |
New York Times Co
Communication Services
|
95,178 | $7,969,253 | 3.13% | |
| FERG |
Ferguson Enterprises Inc. /DE/
Industrials
|
29,187 | $6,808,159 | 2.68% | |
| HUBB |
Hubbell Inc
Industrials
|
12,936 | $6,348,212 | 2.50% | |
| APG |
APi Group Corp
Industrials
|
152,665 | $6,185,985 | 2.43% | |
| HALO |
Halozyme Therapeutics, Inc.
Healthcare
|
91,663 | $5,924,179 | 2.33% |
Portfolio Trend
22 quarters · across all stocks
Holdings in HLN
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,379,064 | 437,469 | Shares | Sole | 2026-05-11 | |
| No 13F history on record for this holder in this stock. | ||||||