2Xideas AG
Net seller this quarter
$232M
48
-$42M
67.6%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 FTNT | $32.4M | 13.96% | 0.03% | -37.5% | Q4 2020 |
 EW | $30.8M | 13.27% | 0.06% | -3.2% | Q4 2020 |
 ICE | $28.3M | 12.20% | 0.04% | +17.8% | Q4 2020 |
 PTC | $20.2M | 8.71% | 0.16% | +25.2% | Q3 2022 |
 RYAN | $13M | 5.62% | 0.31% | +222.4% | Q1 2024 |
 APG | $6.92M | 2.98% | 0.04% | +7.0% | Q1 2025 |
 HALO | $6.87M | 2.96% | 0.08% | -4.3% | Q2 2022 |
 FERG | $6.47M | 2.78% | 0.01% | -6.6% | Q1 2022 |
 HUBB | $6.46M | 2.78% | 0.02% | -4.6% | Q4 2025 |
 DXCM | $5.46M | 2.35% | 0.02% | -9.9% | Q1 2025 |
 NYT | $4.6M | 1.98% | Not reported | -31.0% | Q2 2021 |
 CSL | $4.21M | 1.81% | 0.03% | +37.6% | Q3 2024 |
 IQV | $3.66M | 1.58% | 0.01% | -12.5% | Q4 2020 |
 RMD | $3.25M | 1.40% | 0.01% | -73.4% | Q4 2020 |
 CCC | $3.05M | 1.31% | 0.10% | -2.2% | Q4 2024 |
 KEYS | $2.89M | 1.24% | 0.00% | -36.8% | Q1 2025 |
 PCOR | $2.85M | 1.23% | 0.05% | -9.8% | Q4 2025 |
 NBIX | $2.83M | 1.22% | 0.02% | +62.0% | Q4 2024 |
 DSGX | $2.79M | 1.20% | 0.05% | -23.9% | Q1 2026 |
 WSO | $2.72M | 1.17% | Not reported | +103.5% | Q4 2020 |
 FWONK | $2.71M | 1.17% | Not reported | -25.9% | Q1 2022 |
 AXP | $2.65M | 1.14% | 0.00% | -27.0% | Q4 2020 |
 A | $2.56M | 1.10% | 0.01% | -32.7% | Q4 2020 |
 SARO | $2.47M | 1.06% | 0.03% | New | Q2 2026 |
 DPZ | $2.1M | 0.90% | 0.02% | -20.3% | Q4 2020 |
 TW | $2.09M | 0.90% | 20955.00% | +84.2% | Q4 2020 |
 WCN | $1.99M | 0.86% | 0.00% | +19.8% | Q3 2024 |
 AON | $1.76M | 0.76% | 0.00% | -48.3% | Q4 2025 |
 TECH | $1.74M | 0.75% | 0.02% | -26.3% | Q3 2024 |
 GLBE | $1.72M | 0.74% | 0.03% | -36.2% | Q1 2025 |
 HLN | $1.71M | 0.74% | 0.00% | -15.3% | Q1 2026 |
 RBA | $1.7M | 0.73% | 0.01% | -45.6% | Q4 2025 |
 LYV | $1.66M | 0.71% | 0.00% | -58.4% | Q4 2020 |
 RBC | $1.63M | 0.70% | 0.01% | -58.9% | Q4 2024 |
 KNSL | $1.6M | 0.69% | 0.02% | -61.1% | Q3 2021 |
 SNEX | $1.57M | 0.67% | 0.01% | -70.3% | Q4 2025 |
 ALC | $1.54M | 0.66% | 0.00% | -21.6% | Q1 2026 |
 ISRG | $1.48M | 0.64% | 0.00% | -41.6% | Q4 2020 |
 SCI | $1.46M | 0.63% | 0.01% | -39.6% | Q4 2020 |
 MELI | $1.42M | 0.61% | 0.00% | +9.6% | Q4 2020 |
 PLNT | $849K | 0.37% | 16283.00% | -76.5% | Q4 2024 |
 VEEV | $745K | 0.32% | 0.00% | -31.9% | Q4 2025 |
 LPLA | $711K | 0.31% | 0.00% | -77.4% | Q2 2024 |
 BAM | $647K | 0.28% | Not reported | -35.9% | Q4 2023 |
 SUNB | $552K | 0.24% | 0.00% | New | Q2 2026 |
 LH | $509K | 0.22% | 0.00% | -71.3% | Q2 2024 |
 DLB | $451K | 0.19% | Not reported | -67.7% | Q4 2020 |
 EXLS | $433K | 0.19% | 0.01% | -53.5% | Q4 2024 |
| Q1 2026 | |||||
| ICE | $30.7M | 12.04% | 0.03% | -24.8% | Q4 2020 |
| EW | $28.2M | 11.05% | 0.06% | -18.0% | Q4 2020 |
| FTNT | $27.6M | 10.82% | 0.05% | -21.0% | Q4 2020 |
| PTC | $20.3M | 7.94% | 0.12% | -21.6% | Q3 2022 |
| RMD | $14.1M | 5.52% | 0.04% | -15.4% | Q4 2020 |
| NYT | $7.97M | 3.12% | Not reported | -24.8% | Q2 2021 |
| FERG | $6.81M | 2.67% | 0.02% | -14.0% | Q1 2022 |
| HUBB | $6.35M | 2.49% | 0.02% | +44.7% | Q4 2025 |
| APG | $6.19M | 2.42% | 0.04% | -19.5% | Q1 2025 |
| HALO | $5.92M | 2.32% | 0.08% | -12.5% | Q2 2022 |
| DXCM | $5.65M | 2.21% | 0.02% | +0.2% | Q1 2025 |
| PLNT | $5.15M | 2.02% | 69260.00% | -1.2% | Q4 2024 |
| PCOR | $4.43M | 1.74% | 0.05% | +9.2% | Q4 2025 |
| KNSL | $4.25M | 1.67% | 0.05% | -19.3% | Q3 2021 |
| DSGX | $3.79M | 1.48% | 0.06% | New | Q1 2026 |
| IQV | $3.69M | 1.45% | 0.01% | -27.1% | Q4 2020 |
| KEYS | $3.69M | 1.44% | 0.01% | -39.1% | Q1 2025 |
| CCC | $3.62M | 1.42% | 0.10% | -20.2% | Q4 2024 |
| RYAN | $3.62M | 1.42% | 0.10% | -21.3% | Q1 2024 |
| SNEX | $3.58M | 1.40% | 0.06% | -28.9% | Q4 2025 |
| LPLA | $3.36M | 1.31% | 0.01% | +1.1% | Q2 2024 |
| RBC | $3.34M | 1.31% | 0.02% | -20.2% | Q4 2024 |
| LYV | $3.32M | 1.30% | 0.01% | -27.1% | Q4 2020 |
| AON | $3.32M | 1.30% | 0.00% | -16.9% | Q4 2025 |
| FWONK | $3.27M | 1.28% | Not reported | +33.2% | Q1 2022 |
| A | $3.26M | 1.28% | 0.01% | +18.8% | Q4 2020 |
| AXP | $3.25M | 1.27% | 0.00% | -6.3% | Q4 2020 |
| DPZ | $3.19M | 1.25% | 0.03% | -0.6% | Q4 2020 |
| ISRG | $2.94M | 1.15% | 0.00% | -11.2% | Q4 2020 |
| CSL | $2.81M | 1.10% | 0.02% | -8.7% | Q3 2024 |
| SCI | $2.63M | 1.03% | 0.02% | -12.4% | Q4 2020 |
| RBA | $2.57M | 1.01% | 0.01% | +11.5% | Q4 2025 |
| GLBE | $2.4M | 0.94% | 0.05% | +45.1% | Q1 2025 |
| HLN | $2.16M | 0.85% | 0.00% | New | Q1 2026 |
| ALC | $2.15M | 0.84% | 0.01% | New | Q1 2026 |
| TECH | $1.75M | 0.68% | 0.02% | -4.3% | Q3 2024 |
| LH | $1.69M | 0.66% | 0.01% | -53.1% | Q2 2024 |
| WCN | $1.62M | 0.63% | 0.00% | -59.9% | Q3 2024 |
| DLB | $1.59M | 0.62% | Not reported | -50.9% | Q4 2020 |
| NBIX | $1.36M | 0.53% | 0.01% | -64.8% | Q4 2024 |
| TW | $1.34M | 0.52% | 11378.00% | -59.7% | Q4 2020 |
| MELI | $1.32M | 0.52% | 0.00% | -36.3% | Q4 2020 |
| WSO | $1.17M | 0.46% | Not reported | -33.8% | Q4 2020 |
| EXLS | $1.1M | 0.43% | 0.02% | -62.1% | Q4 2024 |
| VEEV | $1.08M | 0.42% | 0.00% | -39.9% | Q4 2025 |
| BAM | $998K | 0.39% | Not reported | -68.4% | Q4 2023 |
 EFOR | $694K | 0.27% | 0.04% | -65.8% | Q3 2025 |
| Q4 2025 | |||||
| ICE | $42.1M | 11.78% | 0.05% | -1.8% | Q4 2020 |
| EW | $36.6M | 10.25% | 0.07% | -11.8% | Q4 2020 |
| FTNT | $34M | 9.51% | 0.06% | -15.3% | Q4 2020 |
| PTC | $31.6M | 8.85% | 0.15% | -13.5% | Q3 2022 |
| RMD | $17.9M | 5.01% | 0.05% | -11.2% | Q4 2020 |
| NYT | $8.79M | 2.46% | Not reported | +7.5% | Q2 2021 |
| PLNT | $7.6M | 2.13% | 70081.00% | -27.2% | Q4 2024 |
| FERG | $7.56M | 2.12% | 0.02% | -13.8% | Q1 2022 |
 ADSK | $7.37M | 2.06% | 0.01% | -42.9% | Q2 2024 |
 CSGP | $7.28M | 2.04% | 0.03% | -12.7% | Q4 2020 |
| APG | $7.26M | 2.03% | 0.05% | +176.1% | Q1 2025 |
| HALO | $7.05M | 1.98% | 0.09% | -34.0% | Q2 2022 |
| RYAN | $7.03M | 1.97% | 0.12% | -21.1% | Q1 2024 |
| IQV | $6.69M | 1.87% | 0.02% | -41.2% | Q4 2020 |
| KNSL | $6.03M | 1.69% | 0.07% | -31.6% | Q3 2021 |
| CCC | $6.02M | 1.69% | 0.13% | -12.2% | Q4 2024 |
| DXCM | $5.96M | 1.67% | 0.02% | -33.6% | Q1 2025 |
| PCOR | $5.18M | 1.45% | 0.05% | New | Q4 2025 |
 KLAC | $4.63M | 1.30% | 0.00% | -51.7% | Q4 2021 |
| AON | $4.37M | 1.22% | 0.01% | New | Q4 2025 |
| WCN | $4.36M | 1.22% | 0.01% | -19.1% | Q3 2024 |
| KEYS | $4.35M | 1.22% | 0.01% | -38.0% | Q1 2025 |
| LYV | $4.25M | 1.19% | 0.01% | -6.0% | Q4 2020 |
| AXP | $4.24M | 1.19% | 0.00% | -24.4% | Q4 2020 |
| NBIX | $4.17M | 1.17% | 0.03% | -42.2% | Q4 2024 |
| ISRG | $4.07M | 1.14% | 0.00% | -33.3% | Q4 2020 |
| EXLS | $4.03M | 1.13% | 0.06% | -32.8% | Q4 2024 |
| HUBB | $3.97M | 1.11% | 0.02% | New | Q4 2025 |
| SNEX | $3.96M | 1.11% | 0.08% | New | Q4 2025 |
| LPLA | $3.94M | 1.10% | 0.01% | -42.1% | Q2 2024 |
| BAM | $3.74M | 1.05% | Not reported | -61.1% | Q4 2023 |
| DPZ | $3.73M | 1.04% | 0.03% | -32.7% | Q4 2020 |
| DLB | $3.47M | 0.97% | Not reported | -20.0% | Q4 2020 |
| RBC | $3.45M | 0.97% | 0.02% | -34.0% | Q4 2024 |
| LH | $3.38M | 0.95% | 0.02% | -35.5% | Q2 2024 |
| A | $3.28M | 0.92% | 0.01% | Not reported | Q4 2020 |
| TW | $3.03M | 0.85% | 28208.00% | -37.7% | Q4 2020 |
| CSL | $2.95M | 0.83% | 0.02% | -21.0% | Q3 2024 |
| FWONK | $2.84M | 0.80% | Not reported | -32.5% | Q1 2022 |
| SCI | $2.84M | 0.79% | 0.03% | -11.8% | Q4 2020 |
| EFOR | $2.52M | 0.71% | 0.13% | +70.2% | Q3 2025 |
| RBA | $2.47M | 0.69% | 0.01% | New | Q4 2025 |
| MELI | $2.42M | 0.68% | 0.00% | -32.6% | Q4 2020 |
 TYL | $2.36M | 0.66% | 0.01% | -22.4% | Q4 2020 |
| VEEV | $2.29M | 0.64% | 0.01% | New | Q4 2025 |
| GLBE | $2.1M | 0.59% | 0.03% | Not reported | Q1 2025 |
| TECH | $2.05M | 0.58% | 0.02% | -27.0% | Q3 2024 |
 IT | $1.97M | 0.55% | 0.01% | -40.6% | Q4 2020 |
| WSO | $1.63M | 0.46% | Not reported | Not reported | Q4 2020 |
| Q3 2025 | |||||
| ICE | $44.5M | 9.40% | 0.05% | -6.3% | Q4 2020 |
| PTC | $42.6M | 8.99% | 0.18% | -20.9% | Q3 2022 |
| FTNT | $42.4M | 8.96% | 0.07% | +4.0% | Q4 2020 |
| EW | $37.8M | 7.99% | 0.08% | -6.6% | Q4 2020 |
| RMD | $22.9M | 4.83% | 0.06% | +11.2% | Q4 2020 |
| ADSK | $13.9M | 2.92% | 0.02% | -20.3% | Q2 2024 |
| HALO | $11.6M | 2.46% | 0.14% | -13.9% | Q2 2022 |
| CSGP | $10.5M | 2.21% | 0.03% | -22.6% | Q4 2020 |
| BAM | $10.4M | 2.20% | Not reported | +8.4% | Q4 2023 |
| PLNT | $9.99M | 2.11% | 96256.00% | -14.7% | Q4 2024 |
| RYAN | $9.73M | 2.05% | 0.16% | -14.5% | Q1 2024 |
| IQV | $9.59M | 2.02% | 0.03% | -19.8% | Q4 2020 |
| KNSL | $9.58M | 2.02% | 0.10% | -15.5% | Q3 2021 |
| DXCM | $9.1M | 1.92% | 0.03% | -6.2% | Q1 2025 |
| FERG | $8.84M | 1.87% | 0.02% | -51.4% | Q1 2022 |
| KLAC | $8.5M | 1.80% | 0.01% | -27.1% | Q4 2021 |
| CCC | $7.86M | 1.66% | 0.13% | -2.6% | Q4 2024 |
| NBIX | $7.13M | 1.51% | 0.05% | -25.1% | Q4 2024 |
| NYT | $6.76M | 1.43% | Not reported | -21.3% | Q2 2021 |
 BRO | $6.63M | 1.40% | 0.02% | New | Q3 2025 |
 MSCI | $6.48M | 1.37% | 0.02% | -17.8% | Q4 2020 |
| LPLA | $6.34M | 1.34% | 0.02% | -1.9% | Q2 2024 |
| EXLS | $6.23M | 1.32% | 0.09% | -17.4% | Q4 2024 |
| KEYS | $6.04M | 1.28% | 0.02% | -17.1% | Q1 2025 |
| LH | $5.99M | 1.27% | 0.03% | -25.3% | Q2 2024 |
| DPZ | $5.74M | 1.21% | 0.04% | -16.8% | Q4 2020 |
 NVT | $5.54M | 1.17% | 0.03% | -6.7% | Q2 2025 |
| WCN | $5.4M | 1.14% | 0.01% | -21.1% | Q3 2024 |
| LYV | $5.18M | 1.09% | 0.01% | -19.5% | Q4 2020 |
| AXP | $5.04M | 1.06% | 0.00% | -17.3% | Q4 2020 |
| TW | $5.02M | 1.06% | 45257.00% | -21.8% | Q4 2020 |
| DLB | $4.88M | 1.03% | Not reported | -24.8% | Q4 2020 |
| ISRG | $4.81M | 1.02% | 0.00% | +11.4% | Q4 2020 |
| RBC | $4.55M | 0.96% | 0.04% | -9.2% | Q4 2024 |
| FWONK | $4.46M | 0.94% | Not reported | +9.0% | Q1 2022 |
 COO | $4.4M | 0.93% | 0.03% | -14.5% | Q4 2021 |
| HOLX | $4.29M | 0.91% | 0.03% | -9.5% | Q1 2025 |
| MELI | $4.16M | 0.88% | 0.00% | -24.0% | Q4 2020 |
| CSL | $3.85M | 0.81% | 0.03% | -40.2% | Q3 2024 |
 MANH | $3.83M | 0.81% | 0.03% | New | Q3 2025 |
 POOL | $3.71M | 0.78% | 0.03% | -9.6% | Q4 2020 |
| TYL | $3.5M | 0.74% | 0.01% | -22.7% | Q4 2020 |
| IT | $3.45M | 0.73% | 0.02% | -51.5% | Q4 2020 |
| SCI | $3.43M | 0.72% | 0.03% | +5.2% | Q4 2020 |
 PAYC | $2.94M | 0.62% | 0.03% | -7.0% | Q3 2023 |
 H | $2.7M | 0.57% | Not reported | -5.4% | Q3 2024 |
| TECH | $2.66M | 0.56% | 0.03% | -31.0% | Q3 2024 |
 ENTG | $2.59M | 0.55% | 0.02% | -66.9% | Q4 2020 |
 SNPS | $2.42M | 0.51% | 0.00% | New | Q3 2025 |
| APG | $2.36M | 0.50% | 0.02% | -49.8% | Q1 2025 |