Institutional Fund
2xideas AG
Kusnacht, SwitzerlandCIK 18435875 filings on record
Portfolio Value
$255.26M
Q1 2026
Holdings
47
Reported positions
New Buys
3
Opened this quarter
QoQ Change
-28.5%
from $357.03M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Intercontinental Exchange In12.0%
- Edwards Lifesciences Corp11.0%
- Fortinet Inc10.8%
- Ptc Inc7.9%
- Resmed Inc5.5%
- New York Times Co3.1%
- Other49.5%
Portfolio Holdings
47 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Intercontinental Exchange In | 195.4K | $30.73M | 12.0% | −64.3K | Reduced |
| 2 | Edwards Lifesciences Corp | 352.1K | $28.19M | 11.0% | −77.0K | Reduced |
| 3 | Fortinet Inc | 337.9K | $27.62M | 10.8% | −89.8K | Reduced |
| 4 | Ptc Inc | 142.2K | $20.26M | 7.9% | −39.3K | Reduced |
| 5 | Resmed Inc | 62.8K | $14.09M | 5.5% | −11.5K | Reduced |
| 6 | New York Times Co | 95.2K | $7.97M | 3.1% | −31.5K | Reduced |
| 7 | Ferguson Enterprises Inc | 29.2K | $6.81M | 2.7% | −4.8K | Reduced |
| 8 | Hubbell Inc | 12.9K | $6.35M | 2.5% | +4.0K | Added |
| 9 | Api Group Corp | 152.7K | $6.19M | 2.4% | −37.0K | Reduced |
| 10 | Halozyme Therapeutics Inc | 91.7K | $5.92M | 2.3% | −13.1K | Reduced |
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