2Xideas AG: 13F holdings
CIK 18435872026Q2
| Positions | 48 |
|---|
| Reported value | $232.3m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 48 (+1 vs prior quarter) |
|---|
| Reported value | $232.3m (-9.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| FTNT FORTINET INC | 211,151 | $32.4m | 14.0% |
| EW EDWARDS LIFESCIENCES CORP | 340,806 | $30.8m | 13.3% |
| ICE INTERCONTINENTAL EXCHANGE IN | 230,186 | $28.3m | 12.2% |
| PTC PTC INC | 178,102 | $20.2m | 8.7% |
| RYAN RYAN SPECIALTY HOLDINGS INC | 345,526 | $13.0m | 5.6% |
| APG API GROUP CORP | 163,295 | $6.9m | 3.0% |
| HALO HALOZYME THERAPEUTICS INC | 87,769 | $6.9m | 3.0% |
| FERG FERGUSON ENTERPRISES INC | 27,263 | $6.5m | 2.8% |
| HUBB HUBBELL INC | 12,341 | $6.5m | 2.8% |
| DXCM DEXCOM INC | 81,095 | $5.5m | 2.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1843587")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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