2Xideas AG
Top Portfolio Positions
46 positions ·
$254,266,961 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| 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
Holdings in RYAN
Shares Held
Position Value (USD)
9 of 9 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,615,544 | 107,159 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $7,031,283 | 136,186 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $9,730,723 | 172,653 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $13,721,673 | 201,819 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $13,345,206 | 180,658 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $9,874,031 | 153,897 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $16,639,790 | 250,637 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $18,551,005 | 320,342 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $19,765,437 | 356,134 | Shares | Sole | 2024-05-16 | |
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