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2Xideas AG · 13F 持仓分析
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2Xideas AG

No.6623 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$2.32亿
环比变动 Q1 2026
-$2,291.4万-9.0%
持仓股票数
48
新买入
2
加仓
10
减仓
36
清仓
1
持股不变
0
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
飞塔FTNT
13.96%10.82%$3,243.7万21.1万股$2,761.5万33.8万股-12.7万股-37.52%减仓
爱德华生命科学EW
13.27%11.05%$3,082.9万34.1万股$2,819.4万35.2万股-1.1万股-3.20%减仓
INTERCONTINENTAL EXCHANGE COMICE
12.2%12.04%$2,833.8万23.0万股$3,073.0万19.5万股+3.5万股+17.81%加仓
PPTC COMPTC
8.71%7.94%$2,023.4万17.8万股$2,026.3万14.2万股+3.6万股+25.24%加仓
RYAN SPECIALTYRYAN
5.62%1.42%$1,304.7万34.6万股$361.6万10.7万股+23.8万股+222.44%加仓
AAPI COM STKAPG
2.98%2.42%$691.6万16.3万股$618.6万15.3万股+1.1万股+6.96%加仓
HalozymeHALO
2.96%2.32%$687.0万8.8万股$592.4万9.2万股-3,894股-4.25%减仓
FERGUSON ENTERPRISESFERG
2.78%2.67%$647.0万2.7万股$680.8万2.9万股-1,924股-6.59%减仓
哈勃HUBB
2.78%2.49%$645.7万1.2万股$634.8万1.3万股-595股-4.60%减仓
德康医疗DXCM
2.35%2.21%$546.2万8.1万股$565.1万9.0万股-8,885股-9.87%减仓
NEW YORK TIMES MTN BENYT
1.98%3.12%$459.9万6.6万股$796.9万9.5万股-2.9万股-30.95%减仓
CARLISLE COSCSL
1.81%1.1%$420.9万1.2万股$281.4万8,435股+3,169股+37.57%加仓
IQVIAIQV
1.58%1.45%$366.0万1.9万股$369.3万2.2万股-2,716股-12.54%减仓
瑞思迈RMD
1.4%5.52%$324.9万1.7万股$1,408.9万6.3万股-4.6万股-73.44%减仓
CCcc Intelligent Solutions Holdings Inc Ordinary SharesCCC
1.31%1.42%$304.8万59.1万股$362.4万60.4万股-1.3万股-2.21%减仓
KEYSIGHT TECHNOLOGIESKEYS
1.24%1.44%$288.7万8,246股$368.6万1.3万股-4,808股-36.83%减仓
PPROCORE TECHNOLOGIESPCOR
1.23%1.74%$285.1万7.0万股$443.4万7.8万股-7,596股-9.77%减仓
NeurocrineNBIX
1.22%0.53%$282.5万1.7万股$136.4万1.0万股+6,412股+61.95%加仓
DESCARTES SYSDSGX
1.2%1.48%$279.1万4.0万股$378.6万5.3万股-1.3万股-23.94%减仓
WWATSCOWSO
1.17%0.46%$271.7万6,519股$116.5万3,203股+3,316股+103.53%加仓
自由媒体FWONK
1.17%1.28%$270.9万2.8万股$326.8万3.8万股-9,970股-25.94%减仓
美国运通AXP
1.14%1.27%$265.5万7,848股$325.0万1.1万股-2,897股-26.96%减仓
AGILENT TECHNOLOGIES COMA
1.1%1.28%$256.1万1.9万股$326.3万2.9万股-9,345股-32.65%减仓
STANDARDAEROSARO
1.06%$247.4万8.3万股$00股+8.3万股新买入
达美乐披萨DPZ
0.9%1.25%$209.8万7,086股$319.0万8,890股-1,804股-20.29%减仓
TradewebTW
0.9%0.52%$208.8万2.1万股$133.9万1.1万股+9,577股+84.17%加仓
WASTE CONNECTIONSWCN
0.86%0.63%$199.0万1.2万股$161.9万9,966股+1,974股+19.81%加仓
AON SHS CL AAON
0.76%1.3%$176.2万5,311股$331.7万1.0万股-4,964股-48.31%减仓
BIO-TECHNETECH
0.75%0.68%$173.9万2.5万股$174.6万3.3万股-8,799股-26.33%减仓
GGLOBAL E ONLINEGLBE
0.74%0.94%$172.1万5.0万股$239.6万7.8万股-2.8万股-36.20%减仓
HALEON SPON ADSHLN
0.74%0.85%$170.9万37.0万股$215.9万43.7万股-6.7万股-15.33%减仓
RRB GLOBALRBA
0.73%1.01%$169.6万1.5万股$256.7万2.7万股-1.2万股-45.62%减仓
Live NationLYV
0.71%1.3%$165.8万9,052股$331.8万2.2万股-1.3万股-58.40%减仓
RRBC BEARINGSRBC
0.7%1.31%$162.8万2,528股$333.7万6,144股-3,616股-58.85%减仓
KKINSALE CAPKNSL
0.69%1.67%$159.7万4,843股$425.1万1.2万股-7,600股-61.08%减仓
SSTONEXSNEX
0.67%1.4%$156.6万1.3万股$358.4万4.4万股-3.1万股-70.26%减仓
ALCON ORD SHSALC
0.66%0.84%$154.2万2.3万股$215.1万2.9万股-6,299股-21.64%减仓
直觉外科ISRG
0.64%1.15%$148.0万3,722股$293.8万6,374股-2,652股-41.61%减仓
SERVICE INTLSCI
0.63%1.03%$146.1万1.9万股$262.8万3.2万股-1.3万股-39.60%减仓
MERCADOLIBRE COMMELI
0.61%0.52%$142.1万837股$132.1万764股+73股+9.55%加仓
PLANET FITNESS MASTER ISSUERPLNT
0.37%2.02%$84.9万1.6万股$515.2万6.9万股-5.3万股-76.49%减仓
VeevaVEEV
0.32%0.42%$74.5万4,197股$108.3万6,166股-1,969股-31.93%减仓
LPL金融LPLA
0.31%1.31%$71.1万2,524股$335.5万1.1万股-8,629股-77.37%减仓
BBROOKFIELD ASSET MANAGEMENT LTD CLASS A LTD VOTING SHS ISIN #CA1130041058 SEDOL #BPCPYH2MAGY
0.28%0.39%$64.7万1.4万股$99.8万2.3万股-8,086股-35.89%减仓
SSUNBELT RENTALS HOLDINGS INC SHSSUN
0.24%$55.2万7,378股$00股+7,378股新买入
艺康ECL
0.22%0.66%$50.9万1,818股$168.7万6,323股-4,505股-71.25%减仓
DDOLBY LABORATORIESDLB
0.19%0.62%$45.1万8,572股$159.1万2.6万股-1.8万股-67.65%减仓
EEXLSERVICEEXLS
0.19%0.43%$43.3万1.7万股$109.8万3.6万股-1.9万股-53.53%减仓

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