account_balance
Investment manager · 13F filer · SEC CIK 1843587
2Xideas AG
Reported value$187Mas of Sep 30, 2026
Positions37 0 new, 11 sold out
Top 10 weight82.2%ICE alone is 18%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
ICEIntercontinental Exchange, Inc.
17.6%Trimmed −6%
EWEdwards Lifesciences Corp
14.8%Trimmed −6%
FTNTFortinet, Inc.
12.7%Trimmed −37%
PTCPTC Inc.
12.7%Trimmed −5%
RYANRyan Specialty Holdings, Inc.
12.4%Added +81%
HALOHalozyme Therapeutics, Inc.
3.0%
APGAPi Group Corp
2.5%
HUBBHubbell Inc
2.4%
DXCMDexcom Inc
2.4%
FERG1.9%IQVIQVIA Holdings Inc.
1.8%−33%
CCC1.3%ICEIntercontinental Exchange, Inc.
17.6%Trimmed −6%
EWEdwards Lifesciences Corp
14.8%Trimmed −6%
FTNTFortinet, Inc.
12.7%Trimmed −37%
PTCPTC Inc.
12.7%Trimmed −5%
RYANRyan Specialty Holdings, Inc.
12.4%Added +81%
HALOAPG2.5%HUBBDXCMIQV1.8%CCCBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
ICE Intercontinental Exchange, Inc. 17.6% Trimmed −6%EW Edwards Lifesciences Corp 14.8% Trimmed −6%FTNT Fortinet, Inc. 12.7% Trimmed −37%PTC PTC Inc. 12.7% Trimmed −5%RYAN Ryan Specialty Holdings, Inc. 12.4% Added +81%HALO Halozyme Therapeutics, Inc. 3.0% Trimmed −41%APG APi Group Corp 2.5% Trimmed −27%HUBB Hubbell Inc 2.4% Trimmed −19%DXCM Dexcom Inc 2.4% Trimmed −36%FERG Ferguson Enterprises Inc. 1.9% Trimmed −42%IQV IQVIA Holdings Inc. 1.8% Trimmed −33%CCC CCC Intelligent Solutions Holdings Inc. 1.3% Trimmed −40%
What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.