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2Xideas Portfolio holdings

AUM $232M
1-Year Est. Return 4.22%
This Fund
S&P 500
This Quarter Est. Return
+12.56%
1 Year Est. Return
+4.22%
3 Year Est. Return
+40.58%
5 Year Est. Return
+44.98%
10 Year Est. Return
–
AUM
$232M
AUM Growth
-$22.9M
Cap. Flow
-$37.4M
Cap. Flow %
-16.09%
Top 10 Hldgs %
67.6%
Holding
49
New
2
Increased
10
Reduced
36
Closed
1

Top Buys

Rank Stock Value
1
RYAN icon
Ryan Specialty Holdings
RYAN
+$8.09M
2
ICE icon
Intercontinental Exchange
ICE
+$5.22M
3
PTC icon
PTC
PTC
+$4.85M
4
SARO
StandardAero Inc
SARO
+$2.18M
5
WSO icon
Watsco Inc
WSO
+$1.33M

Top Sells

Rank Stock Value
1
FTNT icon
Fortinet
FTNT
+$14.7M
2
RMD icon
ResMed
RMD
+$9.55M
3
SNEX icon
StoneX
SNEX
+$3.51M
4
PLNT icon
Planet Fitness
PLNT
+$3.11M
5
LPLA icon
LPL Financial
LPLA
+$2.59M

Sector Composition

Rank Sector Weight
1 Technology 27.84%
2 Healthcare 27.19%
3 Financials 22.56%
4 Industrials 15.3%
5 Communication Services 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TW icon
26
Tradeweb Markets
TW
$21.5B
$2.09M 0.9%
20,955
+9,577
+84% +$1.04M
WCN
27
Waste Connections
WCN
$39.1B
$1.99M 0.86%
11,940
+1,974
+20% +$312K
AON icon
28
Aon
AON
$62.8B
$1.76M 0.76%
5,311
-4,964
-48% -$1.6M
TECH icon
29
Bio-Techne
TECH
$11.4B
$1.74M 0.75%
24,613
-8,799
-26% -$475K
GLBE icon
30
Global E Online
GLBE
$6.45B
$1.72M 0.74%
49,555
-28,114
-36% -$889K
HLN icon
31
Haleon
HLN
$41.2B
$1.71M 0.74%
370,389
-67,080
-15% -$624K
RBA icon
32
RB Global
RBA
$15.6B
$1.7M 0.73%
14,563
-12,215
-46% -$1.28M
LYV icon
33
Live Nation Entertainment
LYV
$39.2B
$1.66M 0.71%
9,052
-12,706
-58% -$2.09M
RBC icon
34
RBC Bearings
RBC
$15.7B
$1.63M 0.7%
2,528
-3,616
-59% -$2.15M
KNSL icon
35
Kinsale Capital Group
KNSL
$8.19B
$1.6M 0.69%
4,843
-7,600
-61% -$2.44M
SNEX icon
36
StoneX
SNEX
$7.98B
$1.57M 0.67%
19,823
-46,830
-70% -$3.51M
ALC icon
37
Alcon
ALC
$31.5B
$1.54M 0.66%
22,812
-6,299
-22% -$441K
ISRG icon
38
Intuitive Surgical
ISRG
$135B
$1.48M 0.64%
3,722
-2,652
-42% -$1.16M
SCI icon
39
Service Corp International
SCI
$10.8B
$1.46M 0.63%
19,237
-12,613
-40% -$986K
MELI icon
40
Mercado Libre
MELI
$92.5B
$1.42M 0.61%
837
+73
+10% +$125K
PLNT icon
41
Planet Fitness
PLNT
$3.77B
$849K 0.37%
16,283
-52,977
-76% -$3.11M
VEEV icon
42
Veeva Systems
VEEV
$42.7B
$745K 0.32%
4,197
-1,969
-32% -$325K
LPLA icon
43
LPL Financial
LPLA
$26B
$711K 0.31%
2,524
-8,629
-77% -$2.59M
BAM icon
44
Brookfield Asset Management
BAM
$72.5B
$647K 0.28%
14,441
-8,086
-36% -$382K
SUNB
45
Sunbelt Rentals Holdings
SUNB
$30.3B
$552K 0.24%
+7,378
New +$553K
LH icon
46
Labcorp
LH
$26.2B
$509K 0.22%
1,818
-4,505
-71% -$1.18M
DLB icon
47
Dolby
DLB
$5.38B
$451K 0.19%
8,572
-17,925
-68% -$1.03M
EXLS icon
48
EXL Service
EXLS
$5.38B
$433K 0.19%
16,753
-19,299
-54% -$568K
EFOR
49
Everforth Inc
EFOR
$1.35B
– –
-17,939
Closed -$694K
1
2

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TGV
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PC
Panoramic Capital Larkspur, California $232M AUM 255.07% 1-Year Est. Return
LFA
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EMB
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TPBG
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MCF
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SP
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2Xideas's Q2 2026 Portfolio in Review

As of Q2 2026, 2Xideas held 49 positions worth $232M, down 9% from $255M the previous quarter. Its ten largest holdings account for 68% of the portfolio.

2Xideas withdrew a net $37.4M in Q2 2026, closing 1 position and reducing 36 holdings. Its most notable exit was Everforth Inc, an estimated $694K position sold in full.

By sector, the portfolio is most concentrated in Technology at 28% of assets, up from 26% a quarter earlier, followed by Healthcare and Financials.

Against the trend, 2Xideas opened a new position in StandardAero Inc worth $2.47M.

  • 2Xideas's largest Q2 2026 buy was StandardAero Inc: 82,726 shares worth $2.47M.
  • 2Xideas added most to Ryan Specialty Holdings in Q2 2026, an estimated $8.09M increase.
  • 2Xideas's biggest Q2 2026 reduction was Fortinet, cutting an estimated $14.7M.
  • 2Xideas fully exited Everforth Inc in Q2 2026, selling an estimated $694K.
  • 2Xideas's ten largest holdings make up 68% of its $232M portfolio in Q2 2026.
  • 2Xideas opened 2 new positions and closed 1 in Q2 2026.
  • 2Xideas's portfolio value fell 9% quarter-over-quarter to $232M.

Based on 2Xideas's 13F filing for Q2 2026, filed 14 Aug 2026.