Read this manager's filing book
Disclosed positions
2Xideas AG: source evidence dated 2026-08-15T03:59:59.999Z.
- Issuer
- FORTINET INC
- Ticker
- FTNT
- Class
- COM
- Reported value
- $32,437,017
- Reported amount
- 211,151
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001420506-26-001651Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
| FORTINET INC | FTNT | COM | $32,437,017 | 211,151 | SH | None |
| EDWARDS LIFESCIENCES CORP | EW | COM | $30,829,311 | 340,806 | SH | None |
| INTERCONTINENTAL EXCHANGE IN | ICE | COM | $28,338,198 | 230,186 | SH | None |
| PTC INC | PTC | COM | $20,234,168 | 178,102 | SH | None |
| RYAN SPECIALTY HOLDINGS INC | RYAN | CL A | $13,047,062 | 345,526 | SH | None |
| API GROUP CORP | APG | COM STK | $6,915,543 | 163,295 | SH | None |
| HALOZYME THERAPEUTICS INC | HALO | COM | $6,869,680 | 87,769 | SH | None |
| FERGUSON ENTERPRISES INC | FERG | COMMON STOCK NEW | $6,470,328 | 27,263 | SH | None |
| HUBBELL INC | HUBB | COM | $6,456,811 | 12,341 | SH | None |
| DEXCOM INC | DXCM | COM | $5,461,748 | 81,095 | SH | None |
| NEW YORK TIMES CO MTN BE | NYT | CL A | $4,599,016 | 65,719 | SH | None |
| CARLISLE COS INC | CSL | COM | $4,209,351 | 11,604 | SH | None |
| IQVIA HLDGS INC | IQV | COM | $3,659,587 | 18,940 | SH | None |
| RESMED INC | RMD | COM | $3,249,234 | 16,673 | SH | None |
| CCC INTELLIGENT SOLUTIONS HL | CCC | COM | $3,047,898 | 590,678 | SH | None |
| KEYSIGHT TECHNOLOGIES INC | KEYS | COM | $2,886,677 | 8,246 | SH | None |
| PROCORE TECHNOLOGIES INC | PCOR | COM | $2,851,199 | 70,192 | SH | None |
| NEUROCRINE BIOSCIENCES INC | NBIX | COM | $2,825,152 | 16,763 | SH | None |
| DESCARTES SYS GROUP INC | DSGX | COM | $2,790,642 | 40,344 | SH | None |
| WATSCO INC | WSO | COM | $2,716,663 | 6,519 | SH | None |
| LIBERTY MEDIA CORP DEL | FWONK | COM LBTY ONE S C | $2,708,541 | 28,469 | SH | None |
| AMERICAN EXPRESS CO | AXP | COM | $2,654,586 | 7,848 | SH | None |
| AGILENT TECHNOLOGIES INC | A | COM | $2,560,962 | 19,280 | SH | None |
| STANDARDAERO INC | SARO | COM | $2,474,335 | 82,726 | SH | None |
| DOMINOS PIZZA INC | DPZ | COM | $2,097,739 | 7,086 | SH | None |
| TRADEWEB MKTS INC | TW | CL A | $2,088,375 | 20,955 | SH | None |
| WASTE CONNECTIONS INC | WCN | COM | $1,990,279 | 11,940 | SH | None |
| AON PLC | AON | SHS CL A | $1,761,606 | 5,311 | SH | None |
| BIO-TECHNE CORP | TECH | COM | $1,738,908 | 24,613 | SH | None |
| GLOBAL E ONLINE LTD | GLBE | SHS | $1,721,045 | 49,555 | SH | None |
| HALEON PLC | HLN | SPON ADS | $1,708,694 | 370,389 | SH | None |
| RB GLOBAL INC | RBA | COM | $1,695,861 | 14,563 | SH | None |
| LIVE NATION ENTERTAINMENT IN | LYV | COM | $1,657,512 | 9,052 | SH | None |
| RBC BEARINGS INC | RBC | COM | $1,628,184 | 2,528 | SH | None |
| KINSALE CAP GROUP INC | KNSL | COM | $1,597,270 | 4,843 | SH | None |
| STONEX GROUP INC | SNEX | COM | $1,565,978 | 13,215 | SH | None |
| ALCON AG | ALC | ORD SHS | $1,541,504 | 22,812 | SH | None |
| INTUITIVE SURGICAL INC | ISRG | COM NEW | $1,480,165 | 3,722 | SH | None |
| SERVICE CORP INTL | SCI | COM | $1,461,243 | 19,237 | SH | None |
| MERCADOLIBRE INC | MELI | COM | $1,420,715 | 837 | SH | None |
| PLANET FITNESS MASTER ISSUER | PLNT | CL A | $849,484 | 16,283 | SH | None |
| VEEVA SYS INC | VEEV | CL A COM | $744,842 | 4,197 | SH | None |
| LPL FINL HLDGS INC | LPLA | COM | $710,960 | 2,524 | SH | None |
| BROOKFIELD ASSET MANAGMT LTD | BAM | CL A LMT VTG SHS | $646,952 | 14,441 | SH | None |
| SUNBELT RENTALS HOLDINGS INC | SUNB | SHS | $551,948 | 7,378 | SH | None |
| LABCORP HOLDINGS INC | LH | COM SHS | $509,040 | 1,818 | SH | None |
| DOLBY LABORATORIES INC | DLB | COM CL A | $450,716 | 8,572 | SH | None |
| EXLSERVICE HLDGS INC | EXLS | COM | $433,233 | 16,753 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.