2Xideas AG — 13F holdings

2Xideas AG reported 48 holdings worth $232M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. FTNT FORTINET INC — $32.4M (14.0%)
2. EW EDWARDS LIFESCIENCES CORP — $30.8M (13.3%)
3. ICE INTERCONTINENTAL EXCHANGE IN — $28.3M (12.2%)
4. PTC PTC INC — $20.2M (8.7%)
5. RYAN RYAN SPECIALTY HOLDINGS INC — $13.0M (5.6%)
6. APG API GROUP CORP — $6.92M (3.0%)
7. HALO HALOZYME THERAPEUTICS INC — $6.87M (3.0%)
8. FERG FERGUSON ENTERPRISES INC — $6.47M (2.8%)
9. HUBB HUBBELL INC — $6.46M (2.8%)
10. DXCM DEXCOM INC — $5.46M (2.4%)