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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%

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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.