2Xideas as of June 30, 2026
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 | 211k | 153.62 | |
| Edwards Lifesciences (EW) | 13.3 | $31M | 341k | 90.46 | |
| Intercontinental Exchange (ICE) | 12.2 | $28M | 230k | 123.11 | |
| Ptc (PTC) | 8.7 | $20M | 178k | 113.61 | |
| Ryan Specialty Holdings Cl A (RYAN) | 5.6 | $13M | 346k | 37.76 | |
| Api Group Corp Com Stk (APG) | 3.0 | $6.9M | 163k | 42.35 | |
| Halozyme Therapeutics (HALO) | 3.0 | $6.9M | 88k | 78.27 | |
| Ferguson Enterprises Common Stock New (FERG) | 2.8 | $6.5M | 27k | 237.33 | |
| Hubbell (HUBB) | 2.8 | $6.5M | 12k | 523.20 | |
| Dex (DXCM) | 2.4 | $5.5M | 81k | 67.35 | |
| New York Times Co Mtn Be Cl A (NYT) | 2.0 | $4.6M | 66k | 69.98 | |
| Carlisle Companies (CSL) | 1.8 | $4.2M | 12k | 362.75 | |
| Iqvia Holdings (IQV) | 1.6 | $3.7M | 19k | 193.22 | |
| ResMed (RMD) | 1.4 | $3.2M | 17k | 194.88 | |
| Ccc Intelligent Solutions Holdings (CCC) | 1.3 | $3.0M | 591k | 5.16 | |
| Keysight Technologies (KEYS) | 1.2 | $2.9M | 8.2k | 350.07 | |
| Procore Technologies (PCOR) | 1.2 | $2.9M | 70k | 40.62 | |
| Neurocrine Biosciences (NBIX) | 1.2 | $2.8M | 17k | 168.53 | |
| Descartes Sys Grp (DSGX) | 1.2 | $2.8M | 40k | 69.17 | |
| Watsco, Incorporated (WSO) | 1.2 | $2.7M | 6.5k | 416.73 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 1.2 | $2.7M | 29k | 95.14 | |
| American Express Company (AXP) | 1.1 | $2.7M | 7.8k | 338.25 | |
| Agilent Technologies Inc C ommon (A) | 1.1 | $2.6M | 19k | 132.83 | |
| Standardaero (SARO) | 1.1 | $2.5M | 83k | 29.91 | |
| Domino's Pizza (DPZ) | 0.9 | $2.1M | 7.1k | 296.04 | |
| Tradeweb Mkts Cl A (TW) | 0.9 | $2.1M | 21k | 99.66 | |
| Waste Connections (WCN) | 0.9 | $2.0M | 12k | 166.69 | |
| Aon Shs Cl A (AON) | 0.8 | $1.8M | 5.3k | 331.69 | |
| Bio-techne Corporation (TECH) | 0.7 | $1.7M | 25k | 70.65 | |
| Global E Online SHS (GLBE) | 0.7 | $1.7M | 50k | 34.73 | |
| Haleon Spon Ads (HLN) | 0.7 | $1.7M | 370k | 4.61 | |
| Rb Global (RBA) | 0.7 | $1.7M | 15k | 116.45 | |
| Live Nation Entertainment (LYV) | 0.7 | $1.7M | 9.1k | 183.11 | |
| RBC Bearings Incorporated (RBC) | 0.7 | $1.6M | 2.5k | 644.06 | |
| Kinsale Cap Group (KNSL) | 0.7 | $1.6M | 4.8k | 329.81 | |
| Stonex Group (SNEX) | 0.7 | $1.6M | 13k | 118.50 | |
| Alcon Ord Shs (ALC) | 0.7 | $1.5M | 23k | 67.57 | |
| Intuitive Surgical Com New (ISRG) | 0.6 | $1.5M | 3.7k | 397.68 | |
| Service Corporation International (SCI) | 0.6 | $1.5M | 19k | 75.96 | |
| MercadoLibre (MELI) | 0.6 | $1.4M | 837.00 | 1697.39 | |
| Planet Fitness Master Issuer Cl A (PLNT) | 0.4 | $850k | 16k | 52.17 | |
| Veeva Sys Cl A Com (VEEV) | 0.3 | $745k | 4.2k | 177.47 | |
| Lpl Financial Holdings (LPLA) | 0.3 | $711k | 2.5k | 281.68 | |
| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.3 | $647k | 14k | 44.80 | |
| Sunbelt Rentals Holdings SHS (SUNB) | 0.2 | $552k | 7.4k | 74.81 | |
| Labcorp Holdings Com Shs (LH) | 0.2 | $509k | 1.8k | 280.00 | |
| Dolby Laboratories Com Cl A (DLB) | 0.2 | $451k | 8.6k | 52.58 | |
| ExlService Holdings (EXLS) | 0.2 | $433k | 17k | 25.86 |
