2Xideas
Latest statistics and disclosures from 2Xideas's latest quarterly 13F-HR filing:
- Top 5 stock holdings are FTNT, EW, ICE, PTC, RYAN, and represent 53.75% of 2Xideas's stock portfolio.
- Added to shares of these 10 stocks: RYAN (+$9.0M), ICE, PTC, SARO, WSO, CSL, NBIX, TW, SUNB, APG.
- Started 2 new stock positions in SARO, SUNB.
- Reduced shares in these 10 stocks: FTNT (-$20M), RMD (-$9.0M), SNEX, PLNT, KNSL, LPLA, RBC, LYV, NYT, KEYS.
- Sold out of its position in EFOR.
- 2Xideas was a net seller of stock by $-42M.
- 2Xideas has $232M in assets under management (AUM), dropping by -8.98%.
- Central Index Key (CIK): 0001843587
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Portfolio Holdings for 2Xideas
2Xideas holds 48 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Fortinet (FTNT) | 14.0 | $32M | -37% | 211k | 153.62 |
|
| Edwards Lifesciences (EW) | 13.3 | $31M | -3% | 341k | 90.46 |
|
| Intercontinental Exchange (ICE) | 12.2 | $28M | +17% | 230k | 123.11 |
|
| Ptc (PTC) | 8.7 | $20M | +25% | 178k | 113.61 |
|
| Ryan Specialty Holdings Cl A (RYAN) | 5.6 | $13M | +222% | 346k | 37.76 |
|
| Api Group Corp Com Stk (APG) | 3.0 | $6.9M | +6% | 163k | 42.35 |
|
| Halozyme Therapeutics (HALO) | 3.0 | $6.9M | -4% | 88k | 78.27 |
|
| Ferguson Enterprises Common Stock New (FERG) | 2.8 | $6.5M | -6% | 27k | 237.33 |
|
| Hubbell (HUBB) | 2.8 | $6.5M | -4% | 12k | 523.20 |
|
| Dex (DXCM) | 2.4 | $5.5M | -9% | 81k | 67.35 |
|
| New York Times Co Mtn Be Cl A (NYT) | 2.0 | $4.6M | -30% | 66k | 69.98 |
|
| Carlisle Companies (CSL) | 1.8 | $4.2M | +37% | 12k | 362.75 |
|
| Iqvia Holdings (IQV) | 1.6 | $3.7M | -12% | 19k | 193.22 |
|
| ResMed (RMD) | 1.4 | $3.2M | -73% | 17k | 194.88 |
|
| Ccc Intelligent Solutions Holdings (CCC) | 1.3 | $3.0M | -2% | 591k | 5.16 |
|
| Keysight Technologies (KEYS) | 1.2 | $2.9M | -36% | 8.2k | 350.07 |
|
| Procore Technologies (PCOR) | 1.2 | $2.9M | -9% | 70k | 40.62 |
|
| Neurocrine Biosciences (NBIX) | 1.2 | $2.8M | +61% | 17k | 168.53 |
|
| Descartes Sys Grp (DSGX) | 1.2 | $2.8M | -23% | 40k | 69.17 |
|
| Watsco, Incorporated (WSO) | 1.2 | $2.7M | +103% | 6.5k | 416.73 |
|
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 1.2 | $2.7M | -25% | 29k | 95.14 |
|
| American Express Company (AXP) | 1.1 | $2.7M | -26% | 7.8k | 338.25 |
|
| Agilent Technologies Inc C ommon (A) | 1.1 | $2.6M | -32% | 19k | 132.83 |
|
| Standardaero (SARO) | 1.1 | $2.5M | NEW | 83k | 29.91 |
|
| Domino's Pizza (DPZ) | 0.9 | $2.1M | -20% | 7.1k | 296.04 |
|
| Tradeweb Mkts Cl A (TW) | 0.9 | $2.1M | +84% | 21k | 99.66 |
|
| Waste Connections (WCN) | 0.9 | $2.0M | +19% | 12k | 166.69 |
|
| Aon Shs Cl A (AON) | 0.8 | $1.8M | -48% | 5.3k | 331.69 |
|
| Bio-techne Corporation (TECH) | 0.7 | $1.7M | -26% | 25k | 70.65 |
|
| Global E Online SHS (GLBE) | 0.7 | $1.7M | -36% | 50k | 34.73 |
|
| Haleon Spon Ads (HLN) | 0.7 | $1.7M | -15% | 370k | 4.61 |
|
| Rb Global (RBA) | 0.7 | $1.7M | -45% | 15k | 116.45 |
|
| Live Nation Entertainment (LYV) | 0.7 | $1.7M | -58% | 9.1k | 183.11 |
|
| RBC Bearings Incorporated (RBC) | 0.7 | $1.6M | -58% | 2.5k | 644.06 |
|
| Kinsale Cap Group (KNSL) | 0.7 | $1.6M | -61% | 4.8k | 329.81 |
|
| Stonex Group (SNEX) | 0.7 | $1.6M | -70% | 13k | 118.50 |
|
| Alcon Ord Shs (ALC) | 0.7 | $1.5M | -21% | 23k | 67.57 |
|
| Intuitive Surgical Com New (ISRG) | 0.6 | $1.5M | -41% | 3.7k | 397.68 |
|
| Service Corporation International (SCI) | 0.6 | $1.5M | -39% | 19k | 75.96 |
|
| MercadoLibre (MELI) | 0.6 | $1.4M | +9% | 837.00 | 1697.39 |
|
| Planet Fitness Master Issuer Cl A (PLNT) | 0.4 | $850k | -76% | 16k | 52.17 |
|
| Veeva Sys Cl A Com (VEEV) | 0.3 | $745k | -31% | 4.2k | 177.47 |
|
| Lpl Financial Holdings (LPLA) | 0.3 | $711k | -77% | 2.5k | 281.68 |
|
| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.3 | $647k | -35% | 14k | 44.80 |
|
| Sunbelt Rentals Holdings SHS (SUNB) | 0.2 | $552k | NEW | 7.4k | 74.81 |
|
| Labcorp Holdings Com Shs (LH) | 0.2 | $509k | -71% | 1.8k | 280.00 |
|
| Dolby Laboratories Com Cl A (DLB) | 0.2 | $451k | -67% | 8.6k | 52.58 |
|
| ExlService Holdings (EXLS) | 0.2 | $433k | -53% | 17k | 25.86 |
|
Past Filings by 2Xideas
SEC 13F filings are viewable for 2Xideas going back to 2020
- 2Xideas 2026 Q2 filed Aug. 14, 2026
- 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