Investor
2Xideas AG
CIK 0001843587 · filed 2026-05-11 · SEC filing
13F book
$255.3M
Positions
47
3 new · 6 sold
Largest name
12.0%
Intercontinental Exchange In
Est. mark
−$18.5M
Price effect on 44 names still held. Flow −$83.3M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Intercontinental Exchange In | — | 195.4K | $30.7M | 12.0% | −$914.4K | Cut−$11.3M |
| Edwards Lifesciences Corp | EW | 352.1K | $28.2M | 11.0% | −$1.82M | Cut−$8.39M |
| Fortinet, Inc. | FTNT | 337.9K | $27.6M | 10.8% | $780.6K | Cut−$6.35M |
| Ptc Inc. | PTC | 142.2K | $20.3M | 7.9% | −$4.51M | Cut−$11.4M |
| Resmed Inc | — | 62.8K | $14.1M | 5.5% | −$1.03M | Cut−$3.79M |
| New York Times Co | NYT | 95.2K | $7.97M | 3.1% | $1.36M | Cut−$821.5K |
| Ferguson Enterprises Inc | — | 29.2K | $6.81M | 2.7% | $310.3K | Cut−$748.1K |
| Hubbell Inc | HUBB | 12.9K | $6.35M | 2.5% | $416.9K | Added$2.38M |
| Api Group Corp | APG | 152.7K | $6.19M | 2.4% | $345K | Cut−$1.07M |
| Halozyme Therapeutics, Inc. | HALO | 91.7K | $5.92M | 2.3% | −$244.7K | Cut−$1.13M |
| Dexcom Inc | DXCM | 90K | $5.65M | 2.2% | −$320.6K | Added−$309.8K |
| Planet Fitness, Inc. | PLNT | 69.3K | $5.15M | 2.0% | −$2.36M | Cut−$2.45M |
| Procore Technologies, Inc. | PCOR | 77.8K | $4.43M | 1.7% | −$1.12M | Added−$749.6K |
| Kinsale Cap Group Inc | — | 12.4K | $4.25M | 1.7% | −$615.4K | Cut−$1.78M |
| Descartes Sys Group Inc | — | 53K | $3.79M | 1.5% | — | New |
| Iqvia Hldgs Inc | — | 21.7K | $3.69M | 1.4% | −$1.19M | Cut−$3M |
| Keysight Technologies, Inc. | KEYS | 13.1K | $3.69M | 1.4% | $1.03M | Cut−$667.9K |
| Ccc Intelligent Solutions Hl | — | 604K | $3.62M | 1.4% | −$1.18M | Cut−$2.39M |
| Ryan Specialty Holdings, Inc. | RYAN | 107.2K | $3.62M | 1.4% | −$1.92M | Cut−$3.42M |
| StoneX Group Inc. | SNEX | 44.4K | $3.58M | 1.4% | −$602.9K | Added−$377.4K |
| Lpl Finl Hldgs Inc | — | 11.2K | $3.36M | 1.3% | −$621.8K | Added−$586.9K |
| Rbc Bearings Inc | RBC | 6.14K | $3.34M | 1.3% | $581.8K | Cut−$115.1K |
| Live Nation Entertainment In | — | 21.8K | $3.32M | 1.3% | $217.8K | Cut−$933.3K |
| Aon plc | AON | 10.3K | $3.32M | 1.3% | −$309.3K | Cut−$1.05M |
| Liberty Media Corp Del | — | 38.4K | $3.27M | 1.3% | −$389.2K | Added$426.2K |
| Agilent Technologies, Inc. | A | 28.6K | $3.26M | 1.3% | −$532.4K | Added−$17K |
| American Express Co | AXP | 10.7K | $3.25M | 1.3% | −$725K | Cut−$989.8K |
| Dominos Pizza Inc | DPZ | 8.89K | $3.19M | 1.3% | −$515.9K | Cut−$538K |
| Intuitive Surgical Inc | ISRG | 6.37K | $2.94M | 1.2% | −$671.6K | Cut−$1.13M |
| Carlisle Cos Inc | — | 8.44K | $2.81M | 1.1% | $116.1K | Cut−$140.5K |
| Service Corp Intl | — | 31.9K | $2.63M | 1.0% | $144.6K | Cut−$208.1K |
| Rb Global Inc. | RBA | 26.8K | $2.57M | 1.0% | −$168.6K | Added$95.7K |
| Global-E Online Ltd. | GLBE | 77.7K | $2.4M | 0.9% | −$452.8K | Added$292.1K |
| Haleon Plc | — | 437.5K | $2.16M | 0.8% | — | New |
| Alcon Inc | ALC | 29.1K | $2.15M | 0.8% | — | New |
| Bio-Techne Corp | TECH | 33.4K | $1.75M | 0.7% | −$218.8K | Cut−$307.1K |
| Labcorp Holdings Inc. | LH | 6.32K | $1.69M | 0.7% | $100.7K | Cut−$1.69M |
| Waste Connections, Inc. | WCN | 9.97K | $1.62M | 0.6% | −$128.8K | Cut−$2.74M |
| Dolby Laboratories, Inc. | DLB | 26.5K | $1.59M | 0.6% | −$110.2K | Cut−$1.88M |
| Neurocrine Biosciences Inc | NBIX | 10.4K | $1.36M | 0.5% | −$104.4K | Cut−$2.8M |
| Tradeweb Mkts Inc | — | 11.4K | $1.34M | 0.5% | $115.1K | Cut−$1.69M |
| Mercadolibre Inc | MELI | 764 | $1.32M | 0.5% | −$217.9K | Cut−$1.09M |
| Watsco Inc | — | 3.2K | $1.17M | 0.5% | $86K | Cut−$464.6K |
| ExlService Holdings, Inc. | EXLS | 36.1K | $1.1M | 0.4% | −$432.3K | Cut−$2.94M |
| Veeva Sys Inc | — | 6.17K | $1.08M | 0.4% | −$293.3K | Cut−$1.21M |
| Brookfield Asset Managmt Ltd | — | 22.5K | $998.2K | 0.4% | −$183.1K | Cut−$2.74M |
| Asgn Inc | EFOR | 17.9K | $694.4K | 0.3% | −$169.7K | Cut−$1.83M |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.