2Xideas AG

KUSNACHT, V8 · CIK 1843587 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2023 · corporation

Assets managed$79.7m
Staff2 · 2 in investment roles
Main clients (by assets)Pension plans 100%
Main officeNew York, NY
Form ADV · 2026-06-11SEC adviser record

Legal entity2Xideas AG (CH)

Other 13F filers in this group: 2Xideas US Inc. files a notice

Kindinstitutions
Others nearbyNew York, NY
Family2Xideas AG · 2 related pages

$232.3m reported value -9.0% vs Q1 2026

48positions

67.6%in top 10

2 new 10 added 36 reduced 1 sold out vs Q1 2026

This report includes the holdings of 1 other manager that shares the investment decisions:

2Xideas US Inc. – reports through this filing

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	FORTINET INC COM FTNT	FTNT	211,151	$32.4m13.96%	13.96%	Reduced -126.8k	-126,773 -37.5%
2	EDWARDS LIFESCIENCES CORP COM EW	EW	340,806	$30.8m13.27%	13.27%	Reduced -11.3k	-11,271 -3.2%
3	INTERCONTINENTAL EXCHANGE IN COM ICE	ICE	230,186	$28.3m12.20%	12.20%	Added +34.8k	+34,801 17.8%
4	PTC INC COM PTC	PTC	178,102	$20.2m8.71%	8.71%	Added +35.9k	+35,899 25.2%
5	RYAN SPECIALTY HOLDINGS INC CL A RYAN	RYAN	345,526	$13.0m5.62%	5.62%	Added +238.4k	+238,367 222.4%
6	API GROUP CORP COM STK APG	APG	163,295	$6.9m2.98%	2.98%	Added +10.6k	+10,630 7.0%
7	HALOZYME THERAPEUTICS INC COM HALO	HALO	87,769	$6.9m2.96%	2.96%	Reduced -3.9k	-3,894 -4.2%
8	FERGUSON ENTERPRISES INC COMMON STOCK NEW FERG	FERG	27,263	$6.5m2.78%	2.78%	Reduced -1.9k	-1,924 -6.6%
9	HUBBELL INC COM HUBB	HUBB	12,341	$6.5m2.78%	2.78%	Reduced -595	-595 -4.6%
10	DEXCOM INC COM DXCM	DXCM	81,095	$5.5m2.35%	2.35%	Reduced -8.9k	-8,885 -9.9%
11	NEW YORK TIMES CO CL A NYT	NYT	65,719	$4.6m1.98%	1.98%	Reduced -29.5k	-29,459 -30.9%
12	CARLISLE COS INC COM CSL	CSL	11,604	$4.2m1.81%	1.81%	Added +3.2k	+3,169 37.6%
13	IQVIA HLDGS INC COM IQV	IQV	18,940	$3.7m1.58%	1.58%	Reduced -2.7k	-2,716 -12.5%
14	RESMED INC COM RMD	RMD	16,673	$3.2m1.40%	1.40%	Reduced -46.1k	-46,091 -73.4%
15	CCC INTELLIGENT SOLUTIONS HL COM CCC	CCC	590,678	$3.0m1.31%	1.31%	Reduced -13.4k	-13,351 -2.2%
16	KEYSIGHT TECHNOLOGIES INC COM KEYS	KEYS	8,246	$2.9m1.24%	1.24%	Reduced -4.8k	-4,808 -36.8%
17	PROCORE TECHNOLOGIES INC COM PCOR	PCOR	70,192	$2.9m1.23%	1.23%	Reduced -7.6k	-7,596 -9.8%
18	NEUROCRINE BIOSCIENCES INC COM NBIX	NBIX	16,763	$2.8m1.22%	1.22%	Added +6.4k	+6,412 62.0%
19	DESCARTES SYS GROUP INC COM DSGX	DSGX	40,344	$2.8m1.20%	1.20%	Reduced -12.7k	-12,700 -23.9%
20	WATSCO INC COM WSO	WSO	6,519	$2.7m1.17%	1.17%	Added +3.3k	+3,316 103.5%
21	LIBERTY MEDIA CORP DEL COM LBTY ONE S C FWONK	FWONK	28,469	$2.7m1.17%	1.17%	Reduced -10.0k	-9,970 -25.9%
22	AMERICAN EXPRESS CO COM AXP	AXP	7,848	$2.7m1.14%	1.14%	Reduced -2.9k	-2,897 -27.0%
23	AGILENT TECHNOLOGIES INC COM A	A	19,280	$2.6m1.10%	1.10%	Reduced -9.3k	-9,345 -32.6%
24	STANDARDAERO INC COM SARO	SARO	82,726	$2.5m1.06%	1.06%	New
25	DOMINOS PIZZA INC COM DPZ	DPZ	7,086	$2.1m0.90%	0.90%	Reduced -1.8k	-1,804 -20.3%
26	TRADEWEB MKTS INC CL A TW	TW	20,955	$2.1m0.90%	0.90%	Added +9.6k	+9,577 84.2%
27	WASTE CONNECTIONS INC COM WCN	WCN	11,940	$2.0m0.86%	0.86%	Added +2.0k	+1,974 19.8%
28	AON PLC SHS CL A AON	AON	5,311	$1.8m0.76%	0.76%	Reduced -5.0k	-4,964 -48.3%
29	BIO-TECHNE CORP COM TECH	TECH	24,613	$1.7m0.75%	0.75%	Reduced -8.8k	-8,799 -26.3%
30	GLOBAL E ONLINE LTD SHS GLBE	GLBE	49,555	$1.7m0.74%	0.74%	Reduced -28.1k	-28,114 -36.2%
31	HALEON PLC SPON ADS HLN	HLN	370,389	$1.7m0.74%	0.74%	Reduced -67.1k	-67,080 -15.3%
32	RB GLOBAL INC COM RBA	RBA	14,563	$1.7m0.73%	0.73%	Reduced -12.2k	-12,215 -45.6%
33	LIVE NATION ENTERTAINMENT IN COM LYV	LYV	9,052	$1.7m0.71%	0.71%	Reduced -12.7k	-12,706 -58.4%
34	RBC BEARINGS INC COM RBC	RBC	2,528	$1.6m0.70%	0.70%	Reduced -3.6k	-3,616 -58.9%
35	KINSALE CAP GROUP INC COM KNSL	KNSL	4,843	$1.6m0.69%	0.69%	Reduced -7.6k	-7,600 -61.1%
36	STONEX GROUP INC COM SNEX	SNEX	13,215	$1.6m0.67%	0.67%	Reduced -31.2k	-31,220 -70.3%
37	ALCON AG ORD SHS ALC	ALC	22,812	$1.5m0.66%	0.66%	Reduced -6.3k	-6,299 -21.6%
38	INTUITIVE SURGICAL INC COM NEW ISRG	ISRG	3,722	$1.5m0.64%	0.64%	Reduced -2.7k	-2,652 -41.6%
39	SERVICE CORP INTL COM SCI	SCI	19,237	$1.5m0.63%	0.63%	Reduced -12.6k	-12,613 -39.6%
40	MERCADOLIBRE INC COM MELI	MELI	837	$1.4m0.61%	0.61%	Added +73	+73 9.6%
41	PLANET FITNESS INC CL A PLNT	PLNT	16,283	$849.5k0.37%	0.37%	Reduced -53.0k	-52,977 -76.5%
42	VEEVA SYS INC CL A COM VEEV	VEEV	4,197	$744.8k0.32%	0.32%	Reduced -2.0k	-1,969 -31.9%
43	LPL FINL HLDGS INC COM LPLA	LPLA	2,524	$711.0k0.31%	0.31%	Reduced -8.6k	-8,629 -77.4%
44	BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS BAM	BAM	14,441	$647.0k0.28%	0.28%	Reduced -8.1k	-8,086 -35.9%
45	SUNBELT RENTALS HOLDINGS INC SHS SUNB	SUNB	7,378	$551.9k0.24%	0.24%	New
46	LABCORP HOLDINGS INC COM SHS LH	LH	1,818	$509.0k0.22%	0.22%	Reduced -4.5k	-4,505 -71.2%
47	DOLBY LABORATORIES INC COM CL A DLB	DLB	8,572	$450.7k0.19%	0.19%	Reduced -17.9k	-17,925 -67.7%
48	EXLSERVICE HOLDINGS INC COM EXLS	EXLS	16,753	$433.2k0.19%	0.19%	Reduced -19.3k	-19,299 -53.5%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
ASGN INC EFOR	EFOR	17,939	$694.4k17.9k shares