2XIDEAS AG
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | HLN | 437K | $2.16M |
 | EW | 352K | $28.19M |
 | FTNT | 338K | $27.62M |
 | ICE | 195K | $30.73M |
 | APG | 153K | $6.19M |
 | PTC | 142K | $20.26M |
 | RYAN | 107K | $3.62M |
 | NYT | 95K | $7.97M |
 | HALO | 92K | $5.92M |
 | DXCM | 90K | $5.65M |
 | PCOR | 78K | $4.43M |
 | GLBE | 78K | $2.40M |
 | PLNT | 69K | $5.15M |
 | RMD | 63K | $14.09M |
 | DSGX | 53K | $3.79M |
 | SNEX | 44K | $3.58M |
 | FWONK | 38K | $3.27M |
 | EXLS | 36K | $1.10M |
 | TECH | 33K | $1.75M |
 | SCI | 32K | $2.63M |
Haleon plc
HLN
Shares Held
437K
Value
$2.16M
Edwards Lifesciences Corporation
EW
Shares Held
352K
Value
$28.19M
Fortinet, Inc.
FTNT
Shares Held
338K
Value
$27.62M
Intercontinental Exchange, Inc.
ICE
Shares Held
195K
Value
$30.73M
APi Group Corporation
APG
Shares Held
153K
Value
$6.19M
PTC Inc.
PTC
Shares Held
142K
Value
$20.26M
Ryan Specialty Holdings, Inc.
RYAN
Shares Held
107K
Value
$3.62M
The New York Times Company
NYT
Shares Held
95K
Value
$7.97M
Halozyme Therapeutics, Inc.
HALO
Shares Held
92K
Value
$5.92M
DexCom, Inc.
DXCM
Shares Held
90K
Value
$5.65M
Procore Technologies, Inc.
PCOR
Shares Held
78K
Value
$4.43M
Global-e Online Ltd.
GLBE
Shares Held
78K
Value
$2.40M
Planet Fitness, Inc.
PLNT
Shares Held
69K
Value
$5.15M
ResMed Inc.
RMD
Shares Held
63K
Value
$14.09M
The Descartes Systems Group Inc.
DSGX
Shares Held
53K
Value
$3.79M
StoneX Group Inc.
SNEX
Shares Held
44K
Value
$3.58M
Formula One Group
FWONK
Shares Held
38K
Value
$3.27M
ExlService Holdings, Inc.
EXLS
Shares Held
36K
Value
$1.10M
Bio-Techne Corporation
TECH
Shares Held
33K
Value
$1.75M
Service Corporation International
SCI
Shares Held
32K
Value
$2.63M