2Xideas Ag Top Holdings and 13F Report (2026) About 2Xideas AgInvestment Activity2Xideas Ag has $255.26 million in total holdings as of March 31, 2026.2Xideas Ag owns shares of 47 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 5.11% of the portfolio was purchased this quarter.About 36.17% of the portfolio was sold this quarter.This quarter, 2Xideas Ag has purchased 50 new stocks and bought additional shares in 9 stocks.2Xideas Ag sold shares of 35 stocks and completely divested from 6 stocks this quarter.Largest Holdings Intercontinental Exchange $30,730,153Edwards Lifesciences $28,194,326Fortinet $27,615,149PTC $20,262,505ResMed $14,089,263 Largest New Holdings this Quarter 249906108 - The Descartes Systems Group $3,786,414 Holding405552100 - Haleon $2,159,314 HoldingH01301128 - Alcon $2,150,698 Holding Largest Purchases this Quarter The Descartes Systems Group 53,044 shares (about $3.79M)Haleon 437,469 shares (about $2.16M)Alcon 29,111 shares (about $2.15M)Hubbell 3,995 shares (about $1.96M)Liberty Media Corporation - Liberty Formula One Series C 9,590 shares (about $815.34K) Largest Sales this Quarter Intercontinental Exchange 64,303 shares (about $10.11M)Fortinet 89,794 shares (about $7.34M)Edwards Lifesciences 77,038 shares (about $6.17M)PTC 39,274 shares (about $5.60M)New York Times 31,453 shares (about $2.63M) 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 PortfolioSectorICEIntercontinental Exchange$30,730,153$10,113,576 â–¼-24.8%195,38512.0%FinanceEWEdwards Lifesciences$28,194,326$6,169,203 â–¼-18.0%352,07711.0%MedicalFTNTFortinet$27,615,149$7,337,966 â–¼-21.0%337,92410.8%Computer and TechnologyPTCPTC$20,262,505$5,596,152 â–¼-21.6%142,2037.9%Computer and TechnologyRMDResMed$14,089,263$2,570,521 â–¼-15.4%62,7645.5%MedicalNYTNew York Times$7,969,254$2,633,560 â–¼-24.8%95,1783.1%Consumer StaplesFERGUSON ENTERPRISES INC$6,808,160$1,108,918 â–¼-14.0%29,1872.7%COMMON STOCK NEWHUBBHubbell$6,348,213$1,960,506 â–²44.7%12,9362.5%IndustrialsAPGAPi Group$6,185,986$1,498,673 â–¼-19.5%152,6652.4%Business ServicesHALOHalozyme Therapeutics$5,924,180$849,109 â–¼-12.5%91,6632.3%MedicalDXCMDexCom$5,650,744$10,802 â–²0.2%89,9802.2%MedicalPLNTPlanet Fitness$5,151,559$61,066 â–¼-1.2%69,2602.0%Consumer DiscretionaryPCORProcore Technologies$4,433,916$372,039 â–²9.2%77,7881.7%Computer and TechnologyKNSLKinsale Capital Group$4,251,275$1,016,097 â–¼-19.3%12,4431.7%FinanceDSGXThe Descartes Systems Group$3,786,414$3,786,414 â–²New Holding53,0441.5%Computer and TechnologyIQVIQVIA$3,693,214$1,370,459 â–¼-27.1%21,6561.4%MedicalKEYSKeysight Technologies$3,686,058$2,364,566 â–¼-39.1%13,0541.4%Computer and TechnologyCCCSCCC Intelligent Solutions$3,624,174$916,494 â–¼-20.2%604,0291.4%Computer and TechnologyRYANRyan Specialty$3,615,545$979,371 â–¼-21.3%107,1591.4%FinanceSNEXStoneX Group$3,583,683$225,497 â–²6.7%44,4351.4%FinanceLPLALPL Financial$3,355,157$34,896 â–²1.1%11,1531.3%FinanceRBCRBC Bearings$3,336,929$844,008 â–¼-20.2%6,1441.3%IndustrialsLYVLive Nation Entertainment$3,318,313$1,231,976 â–¼-27.1%21,7581.3%Consumer DiscretionaryAONAON$3,316,565$676,547 â–¼-16.9%10,2751.3%FinanceFWONKLiberty Media Corporation - Liberty Formula One Series C$3,268,084$815,342 â–²33.2%38,4391.3%Consumer DiscretionaryAAgilent Technologies$3,262,678$515,418 â–²18.8%28,6251.3%MedicalAXPAmerican Express$3,250,148$216,576 â–¼-6.2%10,7451.3%FinanceDOMINOS PIZZA INC$3,189,643$19,016 â–¼-0.6%8,8901.2%COMISRGIntuitive Surgical$2,938,350$370,636 â–¼-11.2%6,3741.2%MedicalCSLCarlisle Companies$2,814,085$267,563 â–¼-8.7%8,4351.1%Multi-Sector ConglomeratesSCIService Corporation International$2,627,944$373,275 â–¼-12.4%31,8501.0%Consumer StaplesRBARB Global$2,566,671$264,354 â–²11.5%26,7781.0%Business ServicesGLBEGlobal-e Online$2,396,089$744,904 â–²45.1%77,6690.9%Retail/WholesaleHLNHaleon$2,159,314$2,159,314 â–²New Holding437,4690.8%MedicalALCAlcon$2,150,698$2,150,698 â–²New Holding29,1110.8%MedicalTECHBio-Techne$1,746,111$78,442 â–¼-4.3%33,4120.7%MedicalLABCORP HOLDINGS INC$1,687,040$1,906,091 â–¼-53.0%6,3230.7%COM SHSWCNWaste Connections$1,618,877$2,420,031 â–¼-59.9%9,9660.6%Business ServicesDLBDolby Laboratories$1,591,410$1,652,371 â–¼-50.9%26,4970.6%Consumer DiscretionaryNBIXNeurocrine Biosciences$1,363,641$2,507,935 â–¼-64.8%10,3510.5%MedicalTWTradeweb Markets$1,338,735$1,980,217 â–¼-59.7%11,3780.5%FinanceMELIMercadoLibre$1,320,971$752,124 â–¼-36.3%7640.5%Retail/WholesaleWSOWatsco$1,165,219$594,433 â–¼-33.8%3,2030.5%ConstructionEXLSExlService$1,097,783$1,796,032 â–¼-62.1%36,0520.4%Computer and TechnologyVEEVVeeva Systems$1,083,120$720,031 â–¼-39.9%6,1660.4%MedicalBAMBrookfield Asset Management$998,162$2,164,080 â–¼-68.4%22,5270.4%FinanceASGN INC$694,419$1,332,979 â–¼-65.7%17,9390.3%COMADSKAutodesk$0$7,371,241 â–¼-100.0%00.0%Computer and TechnologyCSGPCoStar Group$0$7,279,873 â–¼-100.0%00.0%Computer and TechnologyKLACKLA$0$4,629,455 â–¼-100.0%00.0%Computer and TechnologyTYLTyler Technologies$0$2,358,270 â–¼-100.0%00.0%Computer and TechnologyONESTREAM INC$0$2,239,144 â–¼-100.0%00.0%CL AITGartner$0$1,969,802 â–¼-100.0%00.0%Business ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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