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2Xideas AG

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13F filer, CIK 1843587, KUSNACHT, Switzerland

2Xideas AG reported $255,259,927 across 47 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-11. Its ten largest share positions make up 60.38% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001420506-26-000892

Period
2026-03-31
Reported value
$255M
Holdings
47
Top 10 weight
60.38%
New
3
Sold out
6

Part of the filer group 2Xideas AG

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DSGXnew+53,044$3.79M
HLNnew+437,469$2.16M
ALCnew+29,111$2.15M
HUBBadded+3,995$1.96M
FWONKadded+9,590$815K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
ICEreduced-64,303-$10.1M
ADSKexited-24,902-$7.37M
FTNTreduced-89,794-$7.34M
CSGPexited-108,267-$7.28M
EWreduced-77,038-$6.17M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001420506-26-000892, largest first. % of portfolio is the value over $255,259,927, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
ICEINTERCONTINENTAL EXCHANGE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 354,969 shares; 2024Q4: 343,493 shares; 2025Q1: 317,364 shares; 2025Q2: 282,187 shares; 2025Q3: 264,349 shares; 2025Q4: 259,688 shares; 2026Q1: 195,385 shares 195,385$30.7M12.04%-64,303Timeline
EWEDWARDS LIFESCIENCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 224,082 shares; 2024Q4: 177,296 shares; 2025Q1: 190,584 shares; 2025Q2: 520,711 shares; 2025Q3: 486,257 shares; 2025Q4: 429,115 shares; 2026Q1: 352,077 shares 352,077$28.2M11.05%-77,038Timeline
FTNTFORTINET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 672,975 shares; 2024Q4: 577,897 shares; 2025Q1: 554,669 shares; 2025Q2: 485,213 shares; 2025Q3: 504,805 shares; 2025Q4: 427,718 shares; 2026Q1: 337,924 shares 337,924$27.6M10.82%-89,794Timeline
PTCPTC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 239,647 shares; 2024Q4: 280,711 shares; 2025Q1: 276,576 shares; 2025Q2: 264,951 shares; 2025Q3: 209,680 shares; 2025Q4: 181,477 shares; 2026Q1: 142,203 shares 142,203$20.3M7.94%-39,274Timeline
RMDRESMED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 134,257 shares; 2024Q4: 93,505 shares; 2025Q1: 79,322 shares; 2025Q2: 75,214 shares; 2025Q3: 83,611 shares; 2025Q4: 74,215 shares; 2026Q1: 62,764 shares 62,764$14.1M5.52%-11,451Timeline
NYTNEW YORK TIMES CO MTN BEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300,284 shares; 2024Q4: 376,570 shares; 2025Q1: 216,861 shares; 2025Q2: 149,714 shares; 2025Q3: 117,819 shares; 2025Q4: 126,631 shares; 2026Q1: 95,178 shares 95,178$7.97M3.12%-31,453Timeline
FERGFERGUSON ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,437 shares; 2024Q4: 102,542 shares; 2025Q1: 97,506 shares; 2025Q2: 81,005 shares; 2025Q3: 39,377 shares; 2025Q4: 33,941 shares; 2026Q1: 29,187 shares 29,187$6.81M2.67%-4,754Timeline
HUBBHUBBELL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,941 shares; 2026Q1: 12,936 shares 12,936$6.35M2.49%+3,995Timeline
APGAPI GROUP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 103,484 shares; 2025Q2: 91,130 shares; 2025Q3: 68,687 shares; 2025Q4: 189,651 shares; 2026Q1: 152,665 shares 152,665$6.19M2.42%-36,986Timeline
HALOHALOZYME THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 305,587 shares; 2024Q4: 379,240 shares; 2025Q1: 246,802 shares; 2025Q2: 184,546 shares; 2025Q3: 158,824 shares; 2025Q4: 104,801 shares; 2026Q1: 91,663 shares 91,663$5.92M2.32%-13,138Timeline
DXCMDEXCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 171,663 shares; 2025Q2: 144,099 shares; 2025Q3: 135,199 shares; 2025Q4: 89,808 shares; 2026Q1: 89,980 shares 89,980$5.65M2.21%+172Timeline
PLNTPLANET FITNESS MASTER ISSUERQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 62,156 shares; 2025Q1: 126,382 shares; 2025Q2: 112,894 shares; 2025Q3: 96,256 shares; 2025Q4: 70,081 shares; 2026Q1: 69,260 shares 69,260$5.15M2.02%-821Timeline
PCORPROCORE TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 71,261 shares; 2026Q1: 77,788 shares 77,788$4.43M1.74%+6,527Timeline
KNSLKINSALE CAP GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,444 shares; 2024Q4: 39,998 shares; 2025Q1: 31,420 shares; 2025Q2: 26,665 shares; 2025Q3: 22,523 shares; 2025Q4: 15,417 shares; 2026Q1: 12,443 shares 12,443$4.25M1.67%-2,974Timeline
DSGXDESCARTES SYS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 53,044 shares 53,044$3.79M1.48%newTimeline
IQVIQVIA HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 196,799 shares; 2024Q4: 225,423 shares; 2025Q1: 204,237 shares; 2025Q2: 62,894 shares; 2025Q3: 50,475 shares; 2025Q4: 29,692 shares; 2026Q1: 21,656 shares 21,656$3.69M1.45%-8,036Timeline
KEYSKEYSIGHT TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 51,135 shares; 2025Q2: 41,673 shares; 2025Q3: 34,535 shares; 2025Q4: 21,428 shares; 2026Q1: 13,054 shares 13,054$3.69M1.44%-8,374Timeline
CCCCCC INTELLIGENT SOLUTIONS HLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 215,148 shares; 2025Q1: 898,811 shares; 2025Q2: 885,722 shares; 2025Q3: 862,315 shares; 2025Q4: 756,778 shares; 2026Q1: 604,029 shares 604,029$3.62M1.42%-152,749Timeline
RYANRYAN SPECIALTY HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250,637 shares; 2024Q4: 153,897 shares; 2025Q1: 180,658 shares; 2025Q2: 201,819 shares; 2025Q3: 172,653 shares; 2025Q4: 136,186 shares; 2026Q1: 107,159 shares 107,159$3.62M1.42%-29,027Timeline
SNEXSTONEX GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,639 shares; 2026Q1: 44,435 shares 44,435$3.58M1.4%+2,796Timeline
LPLALPL FINL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,508 shares; 2024Q4: 45,071 shares; 2025Q1: 28,614 shares; 2025Q2: 19,439 shares; 2025Q3: 19,071 shares; 2025Q4: 11,037 shares; 2026Q1: 11,153 shares 11,153$3.36M1.31%+116Timeline
RBCRBC BEARINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,086 shares; 2025Q1: 11,059 shares; 2025Q2: 12,840 shares; 2025Q3: 11,659 shares; 2025Q4: 7,698 shares; 2026Q1: 6,144 shares 6,144$3.34M1.31%-1,554Timeline
LYVLIVE NATION ENTERTAINMENT INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,856 shares; 2024Q4: 31,819 shares; 2025Q1: 39,227 shares; 2025Q2: 39,427 shares; 2025Q3: 31,728 shares; 2025Q4: 29,836 shares; 2026Q1: 21,758 shares 21,758$3.32M1.3%-8,078Timeline
AONAON PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,371 shares; 2026Q1: 10,275 shares 10,275$3.32M1.3%-2,096Timeline
FWONKLIBERTY MEDIA CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,805 shares; 2024Q4: 92,859 shares; 2025Q1: 41,817 shares; 2025Q2: 39,171 shares; 2025Q3: 42,708 shares; 2025Q4: 28,849 shares; 2026Q1: 38,439 shares 38,439$3.27M1.28%+9,590Timeline
AAGILENT TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,267 shares; 2024Q4: 25,455 shares; 2025Q1: 45,351 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,103 shares; 2026Q1: 28,625 shares 28,625$3.26M1.28%+4,522Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,208 shares; 2024Q4: 46,381 shares; 2025Q1: 18,657 shares; 2025Q2: 18,325 shares; 2025Q3: 15,160 shares; 2025Q4: 11,461 shares; 2026Q1: 10,745 shares 10,745$3.25M1.27%-716Timeline
DPZDOMINOS PIZZA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,885 shares; 2024Q4: 29,188 shares; 2025Q1: 21,753 shares; 2025Q2: 15,973 shares; 2025Q3: 13,286 shares; 2025Q4: 8,943 shares; 2026Q1: 8,890 shares 8,890$3.19M1.25%-53Timeline
ISRGINTUITIVE SURGICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,250 shares; 2024Q4: 14,472 shares; 2025Q1: 11,248 shares; 2025Q2: 9,662 shares; 2025Q3: 10,764 shares; 2025Q4: 7,178 shares; 2026Q1: 6,374 shares 6,374$2.94M1.15%-804Timeline
CSLCARLISLE COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,591 shares; 2024Q4: 27,951 shares; 2025Q1: 28,498 shares; 2025Q2: 19,549 shares; 2025Q3: 11,689 shares; 2025Q4: 9,237 shares; 2026Q1: 8,435 shares 8,435$2.81M1.1%-802Timeline
SCISERVICE CORP INTLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,871 shares; 2024Q4: 30,060 shares; 2025Q1: 44,238 shares; 2025Q2: 39,179 shares; 2025Q3: 41,230 shares; 2025Q4: 36,374 shares; 2026Q1: 31,850 shares 31,850$2.63M1.03%-4,524Timeline
RBARB GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,020 shares; 2026Q1: 26,778 shares 26,778$2.57M1.01%+2,758Timeline
GLBEGLOBAL E ONLINE LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 166,026 shares; 2025Q2: 87,696 shares; 2025Q3: not reported; 2025Q4: 53,523 shares; 2026Q1: 77,669 shares 77,669$2.4M0.94%+24,146Timeline
HLNHALEON PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 437,469 shares 437,469$2.16M0.85%newTimeline
ALCALCON AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,111 shares 29,111$2.15M0.84%newTimeline
TECHBIO-TECHNE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,093 shares; 2024Q4: 29,941 shares; 2025Q1: 70,761 shares; 2025Q2: 69,258 shares; 2025Q3: 47,822 shares; 2025Q4: 34,913 shares; 2026Q1: 33,412 shares 33,412$1.75M0.68%-1,501Timeline
LHLABCORP HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,703 shares; 2024Q4: 56,198 shares; 2025Q1: 32,480 shares; 2025Q2: 27,921 shares; 2025Q3: 20,870 shares; 2025Q4: 13,467 shares; 2026Q1: 6,323 shares 6,323$1.69M0.66%-7,144Timeline
WCNWASTE CONNECTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,755 shares; 2024Q4: 70,192 shares; 2025Q1: 32,740 shares; 2025Q2: 38,974 shares; 2025Q3: 30,745 shares; 2025Q4: 24,864 shares; 2026Q1: 9,966 shares 9,966$1.62M0.63%-14,898Timeline
DLBDOLBY LABORATORIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,844 shares; 2024Q4: 161,398 shares; 2025Q1: 85,685 shares; 2025Q2: 89,750 shares; 2025Q3: 67,477 shares; 2025Q4: 54,009 shares; 2026Q1: 26,497 shares 26,497$1.59M0.62%-27,512Timeline
NBIXNEUROCRINE BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 109,018 shares; 2025Q1: 72,509 shares; 2025Q2: 67,813 shares; 2025Q3: 50,797 shares; 2025Q4: 29,388 shares; 2026Q1: 10,351 shares 10,351$1.36M0.53%-19,037Timeline
TWTRADEWEB MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,389 shares; 2024Q4: 19,124 shares; 2025Q1: 54,433 shares; 2025Q2: 57,878 shares; 2025Q3: 45,257 shares; 2025Q4: 28,208 shares; 2026Q1: 11,378 shares 11,378$1.34M0.52%-16,830Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,117 shares; 2024Q4: 3,447 shares; 2025Q1: 3,004 shares; 2025Q2: 2,342 shares; 2025Q3: 1,780 shares; 2025Q4: 1,199 shares; 2026Q1: 764 shares 764$1.32M0.52%-435Timeline
WSOWATSCO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,630 shares; 2024Q4: 25,531 shares; 2025Q1: 13,444 shares; 2025Q2: 15,000 shares; 2025Q3: not reported; 2025Q4: 4,837 shares; 2026Q1: 3,203 shares 3,203$1.17M0.46%-1,634Timeline
EXLSEXLSERVICE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 322,481 shares; 2025Q1: 210,766 shares; 2025Q2: 171,163 shares; 2025Q3: 141,444 shares; 2025Q4: 95,035 shares; 2026Q1: 36,052 shares 36,052$1.1M0.43%-58,983Timeline
VEEVVEEVA SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,265 shares; 2026Q1: 6,166 shares 6,166$1.08M0.42%-4,099Timeline
BAMBROOKFIELD ASSET MANAGMT LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 401,000 shares; 2024Q4: 245,118 shares; 2025Q1: 186,858 shares; 2025Q2: 169,258 shares; 2025Q3: 183,479 shares; 2025Q4: 71,367 shares; 2026Q1: 22,527 shares 22,527$998K0.39%-48,840Timeline
EFOREVERFORTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,775 shares; 2025Q4: 52,374 shares; 2026Q1: 17,939 shares 17,939$694K0.27%-34,435Timeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
ADSKAUTODESK INC24,902$7.37Mshares
CSGPCOSTAR GROUP INC108,267$7.28Mshares
KLACKLA CORP3,810$4.63Mshares
TYLTYLER TECHNOLOGIES INC5,195$2.36Mshares
OSONESTREAM INC121,825$2.24Mshares
ITGARTNER INC7,808$1.97Mshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001420506-26-000892 base2026-05-11acceptance time not in the bulk data set