2Xideas Ag Top Holdings and 13F Report (2026) About 2Xideas AgInvestment Activity2Xideas Ag has $232.35 million in total holdings as of June 30, 2026.2Xideas Ag owns shares of 48 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 11.13% of the portfolio was purchased this quarter.About 29.25% of the portfolio was sold this quarter.This quarter, 2Xideas Ag has purchased 47 new stocks and bought additional shares in 10 stocks.2Xideas Ag sold shares of 36 stocks and completely divested from 1 stock this quarter.Largest Holdings Fortinet $32,437,017Edwards Lifesciences $30,829,311Intercontinental Exchange $28,338,198PTC $20,234,168Ryan Specialty $13,047,062 Largest New Holdings this Quarter 85423L103 - STANDARDAERO INC $2,474,335 Holding866966104 - SUNBELT RENTALS HOLDINGS INC $551,948 Holding Largest Purchases this Quarter Ryan Specialty 238,367 shares (about $9.00M)Intercontinental Exchange 34,801 shares (about $4.28M)PTC 35,899 shares (about $4.08M)STANDARDAERO INC 82,726 shares (about $2.47M)Watsco 3,316 shares (about $1.38M) Largest Sales this Quarter Fortinet 126,773 shares (about $19.47M)ResMed 46,091 shares (about $8.98M)StoneX Group 31,220 shares (about $3.70M)Planet Fitness 52,977 shares (about $2.76M)Kinsale Capital Group 7,600 shares (about $2.51M) Sector Allocation Over TimeMap of 500 Largest Holdings of2Xideas Ag Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorFTNTFortinet$32,437,017$19,474,868 â–¼-37.5%211,15114.0%TechnologyEWEdwards Lifesciences$30,829,311$1,019,575 â–¼-3.2%340,80613.3%HealthcareICEIntercontinental Exchange$28,338,198$4,284,351 â–²17.8%230,18612.2%FinancePTCPTC$20,234,168$4,078,485 â–²25.2%178,1028.7%TechnologyRYANRyan Specialty$13,047,062$9,000,738 â–²222.4%345,5265.6%FinanceAPGAPi Group$6,915,543$450,180 â–²7.0%163,2953.0%IndustrialsHALOHalozyme Therapeutics$6,869,680$304,783 â–¼-4.2%87,7693.0%HealthcareFERGUSON ENTERPRISES INC$6,470,328$456,623 â–¼-6.6%27,2632.8%COMMON STOCK NEWHUBBHubbell$6,456,811$311,304 â–¼-4.6%12,3412.8%IndustrialsDXCMDexCom$5,461,748$598,405 â–¼-9.9%81,0952.4%HealthcareNYTNew York Times$4,599,016$2,061,541 â–¼-31.0%65,7192.0%Communication ServicesCSLCarlisle Companies$4,209,351$1,149,555 â–²37.6%11,6041.8%IndustrialsIQVIQVIA$3,659,587$524,786 â–¼-12.5%18,9401.6%HealthcareRMDResMed$3,249,234$8,982,213 â–¼-73.4%16,6731.4%HealthcareCCCSCCC Intelligent Solutions$3,047,898$68,891 â–¼-2.2%590,6781.3%TechnologyKEYSKeysight Technologies$2,886,677$1,683,136 â–¼-36.8%8,2461.2%TechnologyPCORProcore Technologies$2,851,199$308,550 â–¼-9.8%70,1921.2%TechnologyNBIXNeurocrine Biosciences$2,825,152$1,080,646 â–²61.9%16,7631.2%HealthcareDSGXThe Descartes Systems Group$2,790,642$878,474 â–¼-23.9%40,3441.2%TechnologyWSOWatsco$2,716,663$1,381,877 â–²103.5%6,5191.2%IndustrialsFWONKLiberty Media Corporation - Liberty Formula One Series C$2,708,541$948,546 â–¼-25.9%28,4691.2%Communication ServicesAXPAmerican Express$2,654,586$979,910 â–¼-27.0%7,8481.1%FinanceAAgilent Technologies$2,560,962$1,241,296 â–¼-32.6%19,2801.1%HealthcareSTANDARDAERO INC$2,474,335$2,474,335 â–²New Holding82,7261.1%COMDOMINOS PIZZA INC$2,097,739$534,056 â–¼-20.3%7,0860.9%COMTWTradeweb Markets$2,088,375$954,444 â–²84.2%20,9550.9%FinanceWCNWaste Connections$1,990,279$329,046 â–²19.8%11,9400.9%IndustrialsAONAON$1,761,606$1,646,510 â–¼-48.3%5,3110.8%FinanceTECHBio-Techne$1,738,908$621,649 â–¼-26.3%24,6130.7%HealthcareGLBEGlobal-e Online$1,721,045$976,399 â–¼-36.2%49,5550.7%Consumer DiscretionaryHLNHaleon$1,708,694$309,456 â–¼-15.3%370,3890.7%Consumer StaplesRBARB Global$1,695,861$1,422,436 â–¼-45.6%14,5630.7%IndustrialsLYVLive Nation Entertainment$1,657,512$2,326,596 â–¼-58.4%9,0520.7%Communication ServicesRBCRBC Bearings$1,628,184$2,328,921 â–¼-58.9%2,5280.7%IndustrialsKNSLKinsale Capital Group$1,597,270$2,506,556 â–¼-61.1%4,8430.7%FinanceSNEXStoneX Group$1,565,978$3,699,571 â–¼-70.3%13,2150.7%FinanceALCAlcon$1,541,504$425,650 â–¼-21.6%22,8120.7%HealthcareISRGIntuitive Surgical$1,480,165$1,054,647 â–¼-41.6%3,7220.6%HealthcareSCIService Corporation International$1,461,243$958,084 â–¼-39.6%19,2370.6%Consumer DiscretionaryMELIMercadoLibre$1,420,715$123,909 â–²9.6%8370.6%Consumer DiscretionaryPLNTPlanet Fitness$849,484$2,763,810 â–¼-76.5%16,2830.4%Consumer DiscretionaryVEEVVeeva Systems$744,842$349,439 â–¼-31.9%4,1970.3%HealthcareLPLALPL Financial$710,960$2,430,616 â–¼-77.4%2,5240.3%FinanceBAMBrookfield Asset Management$646,952$362,250 â–¼-35.9%14,4410.3%FinanceSUNBELT RENTALS HOLDINGS INC$551,948$551,948 â–²New Holding7,3780.2%SHSLABCORP HOLDINGS INC$509,040$1,261,400 â–¼-71.2%1,8180.2%COM SHSDLBDolby Laboratories$450,716$942,497 â–¼-67.6%8,5720.2%TechnologyEXLSExlService$433,233$499,073 â–¼-53.5%16,7530.2%IndustrialsASGN INC$0$694,419 â–¼-100.0%00.0%COMShowing largest 100 holdings. 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