2Xideas AG
KUSNACHT V8 · SEC CIK 0001843587
$2.32亿2026Q2 申报市值
48持仓数
67.6%前十大占比 · 第一大 14.0%
2 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
RYAN 加仓+$900.07万
ICE 加仓+$428.44万
PTC 加仓+$407.85万
SARO 新建仓+$247.43万
WSO 加仓+$138.19万
2026Q2 卖出最多 按季末市值估算
FTNT 减仓-$1,947.49万
RMD 减仓-$898.22万
SNEX 减仓-$369.96万
PLNT 减仓-$276.38万
KNSL 减仓-$250.66万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| EFOR | ASGN INC | $0 | 0.00% | 0 | -17,939 | -100.0% | -$69.44万 | 清仓 |
| EXLS | EXLSERVICE HLDGS INC | $43.32万 | 0.19% | 16,753 | -19,299 | -53.5% | -$49.91万 | 减仓 |
| DLB | DOLBY LABORATORIES INC | $45.07万 | 0.19% | 8,572 | -17,925 | -67.6% | -$94.25万 | 减仓 |
| LH | LABCORP HOLDINGS INC | $50.90万 | 0.22% | 1,818 | -4,505 | -71.2% | -$126.14万 | 减仓 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $55.19万 | 0.24% | 7,378 | 7,378 | — | $55.19万 | 新建仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $64.70万 | 0.28% | 14,441 | -8,086 | -35.9% | -$36.23万 | 减仓 |
| LPLA | LPL FINL HLDGS INC | $71.10万 | 0.31% | 2,524 | -8,629 | -77.4% | -$243.06万 | 减仓 |
| VEEV | VEEVA SYS INC | $74.48万 | 0.32% | 4,197 | -1,969 | -31.9% | -$34.94万 | 减仓 |
| PLNT | PLANET FITNESS MASTER ISSUER | $84.95万 | 0.37% | 16,283 | -52,977 | -76.5% | -$276.38万 | 减仓 |
| MELI | MERCADOLIBRE INC | $142.07万 | 0.61% | 837 | 73 | 9.6% | $12.39万 | 加仓 |
| SCI | SERVICE CORP INTL | $146.12万 | 0.63% | 19,237 | -12,613 | -39.6% | -$95.81万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $148.02万 | 0.64% | 3,722 | -2,652 | -41.6% | -$105.46万 | 减仓 |
| ALC | ALCON AG | $154.15万 | 0.66% | 22,812 | -6,299 | -21.6% | -$42.57万 | 减仓 |
| SNEX | STONEX GROUP INC | $156.60万 | 0.67% | 13,215 | -31,220 | -70.3% | -$369.96万 | 减仓 |
| KNSL | KINSALE CAP GROUP INC | $159.73万 | 0.69% | 4,843 | -7,600 | -61.1% | -$250.66万 | 减仓 |
| RBC | RBC BEARINGS INC | $162.82万 | 0.70% | 2,528 | -3,616 | -58.9% | -$232.89万 | 减仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $165.75万 | 0.71% | 9,052 | -12,706 | -58.4% | -$232.66万 | 减仓 |
| RBA | RB GLOBAL INC | $169.59万 | 0.73% | 14,563 | -12,215 | -45.6% | -$142.24万 | 减仓 |
| HLN | HALEON PLC | $170.87万 | 0.74% | 370,389 | -67,080 | -15.3% | -$30.95万 | 减仓 |
| GLBE | GLOBAL E ONLINE LTD | $172.10万 | 0.74% | 49,555 | -28,114 | -36.2% | -$97.64万 | 减仓 |
| TECH | BIO-TECHNE CORP | $173.89万 | 0.75% | 24,613 | -8,799 | -26.3% | -$62.16万 | 减仓 |
| AON | AON PLC | $176.16万 | 0.76% | 5,311 | -4,964 | -48.3% | -$164.65万 | 减仓 |
| WCN | WASTE CONNECTIONS INC | $199.03万 | 0.86% | 11,940 | 1,974 | 19.8% | $32.90万 | 加仓 |
| TW | TRADEWEB MKTS INC | $208.84万 | 0.90% | 20,955 | 9,577 | 84.2% | $95.44万 | 加仓 |
| DPZ | DOMINOS PIZZA INC | $209.77万 | 0.90% | 7,086 | -1,804 | -20.3% | -$53.41万 | 减仓 |
| SARO | STANDARDAERO INC | $247.43万 | 1.06% | 82,726 | 82,726 | — | $247.43万 | 新建仓 |
| A | AGILENT TECHNOLOGIES INC | $256.10万 | 1.10% | 19,280 | -9,345 | -32.6% | -$124.13万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $265.46万 | 1.14% | 7,848 | -2,897 | -27.0% | -$97.99万 | 减仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $270.85万 | 1.17% | 28,469 | -9,970 | -25.9% | -$94.85万 | 减仓 |
| WSO | WATSCO INC | $271.67万 | 1.17% | 6,519 | 3,316 | 103.5% | $138.19万 | 加仓 |
| DSGX | DESCARTES SYS GROUP INC | $279.06万 | 1.20% | 40,344 | -12,700 | -23.9% | -$87.85万 | 减仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $282.52万 | 1.22% | 16,763 | 6,412 | 61.9% | $108.06万 | 加仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $285.12万 | 1.23% | 70,192 | -7,596 | -9.8% | -$30.85万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $288.67万 | 1.24% | 8,246 | -4,808 | -36.8% | -$168.31万 | 减仓 |
| CCC | CCC INTELLIGENT SOLUTIONS HL | $304.79万 | 1.31% | 590,678 | -13,351 | -2.2% | -$6.89万 | 减仓 |
| RMD | RESMED INC | $324.92万 | 1.40% | 16,673 | -46,091 | -73.4% | -$898.22万 | 减仓 |
| IQV | IQVIA HLDGS INC | $365.96万 | 1.58% | 18,940 | -2,716 | -12.5% | -$52.48万 | 减仓 |
| CSL | CARLISLE COS INC | $420.94万 | 1.81% | 11,604 | 3,169 | 37.6% | $114.96万 | 加仓 |
| NYT | NEW YORK TIMES CO MTN BE | $459.90万 | 1.98% | 65,719 | -29,459 | -31.0% | -$206.15万 | 减仓 |
| DXCM | DEXCOM INC | $546.17万 | 2.35% | 81,095 | -8,885 | -9.9% | -$59.84万 | 减仓 |
| HUBB | HUBBELL INC | $645.68万 | 2.78% | 12,341 | -595 | -4.6% | -$31.13万 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC | $647.03万 | 2.78% | 27,263 | -1,924 | -6.6% | -$45.66万 | 减仓 |
| HALO | HALOZYME THERAPEUTICS INC | $686.97万 | 2.96% | 87,769 | -3,894 | -4.2% | -$30.48万 | 减仓 |
| APG | API GROUP CORP | $691.55万 | 2.98% | 163,295 | 10,630 | 7.0% | $45.02万 | 加仓 |
| RYAN | RYAN SPECIALTY HOLDINGS INC | $1,304.71万 | 5.62% | 345,526 | 238,367 | 222.4% | $900.07万 | 加仓 |
| PTC | PTC INC | $2,023.42万 | 8.71% | 178,102 | 35,899 | 25.2% | $407.85万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $2,833.82万 | 12.20% | 230,186 | 34,801 | 17.8% | $428.44万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $3,082.93万 | 13.27% | 340,806 | -11,271 | -3.2% | -$101.96万 | 减仓 |
| FTNT | FORTINET INC | $3,243.70万 | 13.96% | 211,151 | -126,773 | -37.5% | -$1,947.49万 | 减仓 |