2Xideas AG holds a focused book of 48 reported positions worth $232.3M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Standardaero Inc and trimmed Fortinet Inc. Their largest long position is Fortinet Inc at 14% of the reported non-option book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as 2Xideas AG
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Linonia Partnership LP | 5 / 48 | $2.5B |
| Hahn Capital Management LLC | 6 / 48 | $40.9M |
| Dudley & Shanley, Inc. | 6 / 48 | $141.4M |
| Ruane, Cunniff & Goldfarb L.P. | 6 / 48 | $1.4B |
| Hyperion Capital Advisors LP | 7 / 48 | $47.2M |
| Wilson Asset Management (International) Pty Ltd | 6 / 48 | $77.1M |
| Seilern Investment Management Ltd | 4 / 48 | $158.5M |
| Findlay Park Partners LLP | 9 / 48 | $1.4B |
Ranked by the share of each fund's own book sitting in the names it shares with 2Xideas AG: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Fortinet Inc COM | $32.4M | 211.2K | 14.0% | ▼−38% Reduced · −127K sh | |
| 2 | Edwards Lifesciences Corp COM | $30.8M | 340.8K | 13.3% | ▼−3.2% Reduced · −11K sh | |
| 3 | Intercontinental Exchange In COM | $28.3M | 230.2K | 12.2% | ▲+18% Added · +35K sh | |
| 4 | PTC Inc COM | $20.2M | 178.1K | 8.7% | ▲+25% Added · +36K sh | |
| 5 | Ryan Specialty Holdings Inc CL A | $13.0M | 345.5K | 5.6% | ▲+222% Added · +238K sh | |
| 6 | Api Group Corp COM STK | $6.9M | 163.3K | 3.0% | ▲+7.0% Added · +11K sh | |
| 7 | Halozyme Therapeutics Inc COM | $6.9M | 87.8K | 3.0% | ▼−4.2% Reduced · −4K sh | |
| 8 | Ferguson Enterprises Inc COMMON STOCK NEW | $6.5M | 27.3K | 2.8% | ▼−6.6% Reduced · −2K sh | |
| 9 | Hubbell Inc COM | $6.5M | 12.3K | 2.8% | ▼−4.6% Reduced · −595 sh | |
| 10 | Dexcom Inc COM | $5.5M | 81.1K | 2.4% | ▼−9.9% Reduced · −9K sh | |
| 11 | New York Times Co MTN Be CL A | $4.6M | 65.7K | 2.0% | ▼−31% Reduced · −29K sh | |
| 12 | Carlisle Cos Inc COM | $4.2M | 11.6K | 1.8% | ▲+38% Added · +3K sh | |
| 13 | Iqvia Hldgs Inc COM | $3.7M | 18.9K | 1.6% | ▼−13% Reduced · −3K sh | |
| 14 | Resmed Inc COM | $3.2M | 16.7K | 1.4% | ▼−73% Reduced · −46K sh | |
| 15 | CCC Intelligent Solutions HL COM | $3.0M | 590.7K | 1.3% | ▼−2.2% Reduced · −13K sh | |
| 16 | Keysight Technologies Inc COM | $2.9M | 8.2K | 1.2% | ▼−37% Reduced · −5K sh | |
| 17 | Procore Technologies Inc COM | $2.9M | 70.2K | 1.2% | ▼−9.8% Reduced · −8K sh | |
| 18 | Neurocrine Biosciences Inc COM | $2.8M | 16.8K | 1.2% | ▲+62% Added · +6K sh | |
| 19 | Descartes Sys Group Inc COM | $2.8M | 40.3K | 1.2% | ▼−24% Reduced · −13K sh | |
| 20 | Watsco Inc COM | $2.7M | 6.5K | 1.2% | ▲+104% Added · +3K sh | |
| 21 | Liberty Media Corp Del COM LBTY ONE S C | $2.7M | 28.5K | 1.2% | ▼−26% Reduced · −10K sh | |
| 22 | American Express Co COM | $2.7M | 7.8K | 1.1% | ▼−27% Reduced · −3K sh | |
| 23 | Agilent Technologies Inc COM | $2.6M | 19.3K | 1.1% | ▼−33% Reduced · −9K sh | |
| 24 | Standardaero Inc COM | $2.5M | 82.7K | 1.1% | ▲New New position | |
| 25 | Dominos Pizza Inc COM | $2.1M | 7.1K | 0.9% | ▼−20% Reduced · −2K sh | |
| 26 | Tradeweb MKTS Inc CL A | $2.1M | 21.0K | 0.9% | ▲+84% Added · +10K sh | |
| 27 | Waste Connections Inc COM | $2.0M | 11.9K | 0.9% | ▲+20% Added · +2K sh | |
| 28 | Aon PLC SHS CL A | $1.8M | 5.3K | 0.8% | ▼−48% Reduced · −5K sh | |
| 29 | Bio-Techne Corp COM | $1.7M | 24.6K | 0.7% | ▼−26% Reduced · −9K sh | |
| 30 | Global E Online Ltd SHS | $1.7M | 49.6K | 0.7% | ▼−36% Reduced · −28K sh | |
| 31 | Haleon PLC SPON ADS | $1.7M | 370.4K | 0.7% | ▼−15% Reduced · −67K sh | |
| 32 | RB Global Inc COM | $1.7M | 14.6K | 0.7% | ▼−46% Reduced · −12K sh | |
| 33 | Live Nation Entertainment In COM | $1.7M | 9.1K | 0.7% | ▼−58% Reduced · −13K sh | |
| 34 | RBC Bearings Inc COM | $1.6M | 2.5K | 0.7% | ▼−59% Reduced · −4K sh | |
| 35 | Kinsale Cap Group Inc COM | $1.6M | 4.8K | 0.7% | ▼−61% Reduced · −8K sh | |
| 36 | Stonex Group Inc COM | $1.6M | 13.2K | 0.7% | ▼−70% Reduced · −31K sh | |
| 37 | Alcon AG ORD SHS | $1.5M | 22.8K | 0.7% | ▼−22% Reduced · −6K sh | |
| 38 | Intuitive Surgical Inc COM NEW | $1.5M | 3.7K | 0.6% | ▼−42% Reduced · −3K sh | |
| 39 | Service Corp Intl COM | $1.5M | 19.2K | 0.6% | ▼−40% Reduced · −13K sh | |
| 40 | Mercadolibre Inc COM | $1.4M | 837 | 0.6% | ▲+9.6% Added · +73 sh | |
| 41 | Planet Fitness Master Issuer CL A | $849K | 16.3K | 0.4% | ▼−76% Reduced · −53K sh | |
| 42 | Veeva Sys Inc CL A COM | $745K | 4.2K | 0.3% | ▼−32% Reduced · −2K sh | |
| 43 | LPL Finl Hldgs Inc COM | $711K | 2.5K | 0.3% | ▼−77% Reduced · −9K sh | |
| 44 | Brookfield Asset Managmt Ltd CL A LMT VTG SHS | $647K | 14.4K | 0.3% | ▼−36% Reduced · −8K sh | |
| 45 | Sunbelt Rentals Holdings Inc SHS | $552K | 7.4K | 0.2% | ▲New New position | |
| 46 | Labcorp Holdings Inc COM SHS | $509K | 1.8K | 0.2% | ▼−71% Reduced · −5K sh | |
| 47 | Dolby Laboratories Inc COM CL A | $451K | 8.6K | 0.2% | ▼−68% Reduced · −18K sh | |
| 48 | Exlservice Hldgs Inc COM | $433K | 16.8K | 0.2% | ▼−54% Reduced · −19K sh |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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Use Arkolith to show 2Xideas AG's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 14, 2026 | 45d | 48 | $232.3M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 11, 2026 | 41d | 47 | $255.3M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 48d | 50 | $357.0M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 45d | 56 | $473.6M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 45d | 57 | $580.8M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 45d | 61 | $658.1M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 13, 2025 | 44d | 59 | $746.6M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 13, 2024 | 44d | 56 | $742.2M | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 14, 2024 | 45d | 51 | $800.9M | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 16, 2024 | 46d | 51 | $817.3M | 13F-HR/A |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.