2Xideas
Latest statistics and disclosures from 2Xideas's latest quarterly 13F-HR filing:
- Top 5 stock holdings are ICE, EW, FTNT, PTC, RMD, and represent 47.36% of 2Xideas's stock portfolio.
- Added to shares of these 10 stocks: DSGX, HLN, ALC, HUBB, FWONK, GLBE, A, PCOR, RBA, SNEX.
- Started 3 new stock positions in ALC, DSGX, HLN.
- Reduced shares in these 10 stocks: ICE (-$10M), ADSK (-$7.4M), FTNT (-$7.3M), , EW (-$6.2M), PTC (-$5.6M), KLAC, NYT, RMD, NBIX.
- Sold out of its positions in ADSK, CSGP, IT, KLAC, Onestream, TYL.
- 2Xideas was a net seller of stock by $-79M.
- 2Xideas has $255M in assets under management (AUM), dropping by -28.50%.
- Central Index Key (CIK): 0001843587
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Portfolio Holdings for 2Xideas
2Xideas holds 47 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Intercontinental Exchange (ICE) | 12.0 | $31M | -24% | 195k | 157.28 |
|
| Edwards Lifesciences (EW) | 11.0 | $28M | -17% | 352k | 80.08 |
|
| Fortinet (FTNT) | 10.8 | $28M | -20% | 338k | 81.72 |
|
| Ptc (PTC) | 7.9 | $20M | -21% | 142k | 142.49 |
|
| ResMed (RMD) | 5.5 | $14M | -15% | 63k | 224.48 |
|
| New York Times Co Mtn Be Cl A (NYT) | 3.1 | $8.0M | -24% | 95k | 83.73 |
|
| Ferguson Enterprises Common Stock New (FERG) | 2.7 | $6.8M | -14% | 29k | 233.26 |
|
| Hubbell (HUBB) | 2.5 | $6.3M | +44% | 13k | 490.74 |
|
| Api Group Corp Com Stk (APG) | 2.4 | $6.2M | -19% | 153k | 40.52 |
|
| Halozyme Therapeutics (HALO) | 2.3 | $5.9M | -12% | 92k | 64.63 |
|
| Dex (DXCM) | 2.2 | $5.7M | 90k | 62.80 |
|
|
| Planet Fitness Master Issuer Cl A (PLNT) | 2.0 | $5.2M | 69k | 74.38 |
|
|
| Procore Technologies (PCOR) | 1.7 | $4.4M | +9% | 78k | 57.00 |
|
| Kinsale Cap Group (KNSL) | 1.7 | $4.3M | -19% | 12k | 341.66 |
|
| Descartes Sys Grp (DSGX) | 1.5 | $3.8M | NEW | 53k | 71.38 |
|
| Iqvia Holdings (IQV) | 1.4 | $3.7M | -27% | 22k | 170.54 |
|
| Keysight Technologies (KEYS) | 1.4 | $3.7M | -39% | 13k | 282.37 |
|
| Ccc Intelligent Solutions Holdings (CCC) | 1.4 | $3.6M | -20% | 604k | 6.00 |
|
| Ryan Specialty Holdings Cl A (RYAN) | 1.4 | $3.6M | -21% | 107k | 33.74 |
|
| Stonex Group (SNEX) | 1.4 | $3.6M | +6% | 44k | 80.65 |
|
| Lpl Financial Holdings (LPLA) | 1.3 | $3.4M | 11k | 300.83 |
|
|
| RBC Bearings Incorporated (RBC) | 1.3 | $3.3M | -20% | 6.1k | 543.12 |
|
| Live Nation Entertainment (LYV) | 1.3 | $3.3M | -27% | 22k | 152.51 |
|
| Aon Shs Cl A (AON) | 1.3 | $3.3M | -16% | 10k | 322.78 |
|
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 1.3 | $3.3M | +33% | 38k | 85.02 |
|
| Agilent Technologies Inc C ommon (A) | 1.3 | $3.3M | +18% | 29k | 113.98 |
|
| American Express Company (AXP) | 1.3 | $3.3M | -6% | 11k | 302.48 |
|
| Domino's Pizza (DPZ) | 1.2 | $3.2M | 8.9k | 358.79 |
|
|
| Intuitive Surgical Com New (ISRG) | 1.2 | $2.9M | -11% | 6.4k | 460.99 |
|
| Carlisle Companies (CSL) | 1.1 | $2.8M | -8% | 8.4k | 333.62 |
|
| Service Corporation International (SCI) | 1.0 | $2.6M | -12% | 32k | 82.51 |
|
| Rb Global (RBA) | 1.0 | $2.6M | +11% | 27k | 95.85 |
|
| Global E Online SHS (GLBE) | 0.9 | $2.4M | +45% | 78k | 30.85 |
|
| Haleon Spon Ads (HLN) | 0.8 | $2.2M | NEW | 438k | 4.94 |
|
| Alcon Ord Shs (ALC) | 0.8 | $2.2M | NEW | 29k | 73.88 |
|
| Bio-techne Corporation (TECH) | 0.7 | $1.7M | -4% | 33k | 52.26 |
|
| Labcorp Holdings Com Shs (LH) | 0.7 | $1.7M | -53% | 6.3k | 266.81 |
|
| Waste Connections (WCN) | 0.6 | $1.6M | -59% | 10k | 162.44 |
|
| Dolby Laboratories Com Cl A (DLB) | 0.6 | $1.6M | -50% | 27k | 60.06 |
|
| Neurocrine Biosciences (NBIX) | 0.5 | $1.4M | -64% | 10k | 131.74 |
|
| Tradeweb Mkts Cl A (TW) | 0.5 | $1.3M | -59% | 11k | 117.66 |
|
| MercadoLibre (MELI) | 0.5 | $1.3M | -36% | 764.00 | 1729.02 |
|
| Watsco, Incorporated (WSO) | 0.5 | $1.2M | -33% | 3.2k | 363.79 |
|
| ExlService Holdings (EXLS) | 0.4 | $1.1M | -62% | 36k | 30.45 |
|
| Veeva Sys Cl A Com (VEEV) | 0.4 | $1.1M | -39% | 6.2k | 175.66 |
|
| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.4 | $998k | -68% | 23k | 44.31 |
|
| On Assignment (ASGN) | 0.3 | $694k | -65% | 18k | 38.71 |
|
Past Filings by 2Xideas
SEC 13F filings are viewable for 2Xideas going back to 2020
- 2Xideas 2026 Q1 filed May 11, 2026
- 2Xideas 2025 Q4 filed Feb. 17, 2026
- 2Xideas 2025 Q3 filed Nov. 14, 2025
- 2Xideas 2025 Q2 filed Aug. 14, 2025
- 2Xideas 2025 Q1 filed May 15, 2025
- 2Xideas 2024 Q4 filed Feb. 13, 2025
- 2Xideas 2024 Q3 filed Nov. 13, 2024
- 2Xideas 2024 Q2 filed Aug. 14, 2024
- 2Xideas 2024 Q1 restated filed May 16, 2024
- 2Xideas 2024 Q1 filed May 14, 2024
- 2Xideas 2023 Q4 filed Feb. 14, 2024
- 2Xideas 2023 Q3 restated filed Nov. 27, 2023
- 2Xideas 2023 Q3 filed Nov. 7, 2023
- 2Xideas 2023 Q2 filed Aug. 10, 2023
- 2Xideas 2023 Q1 filed May 11, 2023
- 2Xideas 2022 Q4 filed Feb. 14, 2023