2Xideas as of March 31, 2026
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 | 195k | 157.28 | |
| Edwards Lifesciences (EW) | 11.0 | $28M | 352k | 80.08 | |
| Fortinet (FTNT) | 10.8 | $28M | 338k | 81.72 | |
| Ptc (PTC) | 7.9 | $20M | 142k | 142.49 | |
| ResMed (RMD) | 5.5 | $14M | 63k | 224.48 | |
| New York Times Co Mtn Be Cl A (NYT) | 3.1 | $8.0M | 95k | 83.73 | |
| Ferguson Enterprises Common Stock New (FERG) | 2.7 | $6.8M | 29k | 233.26 | |
| Hubbell (HUBB) | 2.5 | $6.3M | 13k | 490.74 | |
| Api Group Corp Com Stk (APG) | 2.4 | $6.2M | 153k | 40.52 | |
| Halozyme Therapeutics (HALO) | 2.3 | $5.9M | 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 | 78k | 57.00 | |
| Kinsale Cap Group (KNSL) | 1.7 | $4.3M | 12k | 341.66 | |
| Descartes Sys Grp (DSGX) | 1.5 | $3.8M | 53k | 71.38 | |
| Iqvia Holdings (IQV) | 1.4 | $3.7M | 22k | 170.54 | |
| Keysight Technologies (KEYS) | 1.4 | $3.7M | 13k | 282.37 | |
| Ccc Intelligent Solutions Holdings (CCC) | 1.4 | $3.6M | 604k | 6.00 | |
| Ryan Specialty Holdings Cl A (RYAN) | 1.4 | $3.6M | 107k | 33.74 | |
| Stonex Group (SNEX) | 1.4 | $3.6M | 44k | 80.65 | |
| Lpl Financial Holdings (LPLA) | 1.3 | $3.4M | 11k | 300.83 | |
| RBC Bearings Incorporated (RBC) | 1.3 | $3.3M | 6.1k | 543.12 | |
| Live Nation Entertainment (LYV) | 1.3 | $3.3M | 22k | 152.51 | |
| Aon Shs Cl A (AON) | 1.3 | $3.3M | 10k | 322.78 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 1.3 | $3.3M | 38k | 85.02 | |
| Agilent Technologies Inc C ommon (A) | 1.3 | $3.3M | 29k | 113.98 | |
| American Express Company (AXP) | 1.3 | $3.3M | 11k | 302.48 | |
| Domino's Pizza (DPZ) | 1.2 | $3.2M | 8.9k | 358.79 | |
| Intuitive Surgical Com New (ISRG) | 1.2 | $2.9M | 6.4k | 460.99 | |
| Carlisle Companies (CSL) | 1.1 | $2.8M | 8.4k | 333.62 | |
| Service Corporation International (SCI) | 1.0 | $2.6M | 32k | 82.51 | |
| Rb Global (RBA) | 1.0 | $2.6M | 27k | 95.85 | |
| Global E Online SHS (GLBE) | 0.9 | $2.4M | 78k | 30.85 | |
| Haleon Spon Ads (HLN) | 0.8 | $2.2M | 438k | 4.94 | |
| Alcon Ord Shs (ALC) | 0.8 | $2.2M | 29k | 73.88 | |
| Bio-techne Corporation (TECH) | 0.7 | $1.7M | 33k | 52.26 | |
| Labcorp Holdings Com Shs (LH) | 0.7 | $1.7M | 6.3k | 266.81 | |
| Waste Connections (WCN) | 0.6 | $1.6M | 10k | 162.44 | |
| Dolby Laboratories Com Cl A (DLB) | 0.6 | $1.6M | 27k | 60.06 | |
| Neurocrine Biosciences (NBIX) | 0.5 | $1.4M | 10k | 131.74 | |
| Tradeweb Mkts Cl A (TW) | 0.5 | $1.3M | 11k | 117.66 | |
| MercadoLibre (MELI) | 0.5 | $1.3M | 764.00 | 1729.02 | |
| Watsco, Incorporated (WSO) | 0.5 | $1.2M | 3.2k | 363.79 | |
| ExlService Holdings (EXLS) | 0.4 | $1.1M | 36k | 30.45 | |
| Veeva Sys Cl A Com (VEEV) | 0.4 | $1.1M | 6.2k | 175.66 | |
| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.4 | $998k | 23k | 44.31 | |
| On Assignment (ASGN) | 0.3 | $694k | 18k | 38.71 |
