2Xideas AG
KUSNACHT V8 · SEC CIK 0001843587
$2.55亿2026Q1 申报市值
47持仓数
60.4%前十大占比 · 第一大 12.0%
3 / 6新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
DSGX 新建仓+$378.64万
HLN 新建仓+$215.93万
ALC 新建仓+$215.07万
HUBB 加仓+$196.05万
FWONK 加仓+$81.53万
2026Q1 卖出最多 按季末市值估算
ICE 减仓-$1,011.36万
ADSK 清仓-$737.12万
FTNT 减仓-$733.80万
CSGP 清仓-$727.99万
EW 减仓-$616.92万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| ICE | INTERCONTINENTAL EXCHANGE IN | $3,073.02万 | 12.04% | 195,385 | -64,303 | -24.8% | -$1,011.36万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $2,819.43万 | 11.05% | 352,077 | -77,038 | -18.0% | -$616.92万 | 减仓 |
| FTNT | FORTINET INC | $2,761.51万 | 10.82% | 337,924 | -89,794 | -21.0% | -$733.80万 | 减仓 |
| PTC | PTC INC | $2,026.25万 | 7.94% | 142,203 | -39,274 | -21.6% | -$559.62万 | 减仓 |
| RMD | RESMED INC | $1,408.93万 | 5.52% | 62,764 | -11,451 | -15.4% | -$257.05万 | 减仓 |
| NYT | NEW YORK TIMES CO MTN BE | $796.93万 | 3.12% | 95,178 | -31,453 | -24.8% | -$263.36万 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC | $680.82万 | 2.67% | 29,187 | -4,754 | -14.0% | -$110.89万 | 减仓 |
| HUBB | HUBBELL INC | $634.82万 | 2.49% | 12,936 | 3,995 | 44.7% | $196.05万 | 加仓 |
| APG | API GROUP CORP | $618.60万 | 2.42% | 152,665 | -36,986 | -19.5% | -$149.87万 | 减仓 |
| HALO | HALOZYME THERAPEUTICS INC | $592.42万 | 2.32% | 91,663 | -13,138 | -12.5% | -$84.91万 | 减仓 |
| DXCM | DEXCOM INC | $565.07万 | 2.21% | 89,980 | 172 | 0.2% | $1.08万 | 加仓 |
| PLNT | PLANET FITNESS MASTER ISSUER | $515.16万 | 2.02% | 69,260 | -821 | -1.2% | -$6.11万 | 减仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $443.39万 | 1.74% | 77,788 | 6,527 | 9.2% | $37.20万 | 加仓 |
| KNSL | KINSALE CAP GROUP INC | $425.13万 | 1.67% | 12,443 | -2,974 | -19.3% | -$101.61万 | 减仓 |
| DSGX | DESCARTES SYS GROUP INC | $378.64万 | 1.48% | 53,044 | 53,044 | — | $378.64万 | 新建仓 |
| IQV | IQVIA HLDGS INC | $369.32万 | 1.45% | 21,656 | -8,036 | -27.1% | -$137.05万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $368.61万 | 1.44% | 13,054 | -8,374 | -39.1% | -$236.46万 | 减仓 |
| CCC | CCC INTELLIGENT SOLUTIONS HL | $362.42万 | 1.42% | 604,029 | -152,749 | -20.2% | -$91.65万 | 减仓 |
| RYAN | RYAN SPECIALTY HOLDINGS INC | $361.55万 | 1.42% | 107,159 | -29,027 | -21.3% | -$97.94万 | 减仓 |
| SNEX | STONEX GROUP INC | $358.37万 | 1.40% | 44,435 | 2,796 | 6.7% | $22.55万 | 加仓 |
| LPLA | LPL FINL HLDGS INC | $335.52万 | 1.31% | 11,153 | 116 | 1.1% | $3.49万 | 加仓 |
| RBC | RBC BEARINGS INC | $333.69万 | 1.31% | 6,144 | -1,554 | -20.2% | -$84.40万 | 减仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $331.83万 | 1.30% | 21,758 | -8,078 | -27.1% | -$123.20万 | 减仓 |
| AON | AON PLC | $331.66万 | 1.30% | 10,275 | -2,096 | -16.9% | -$67.65万 | 减仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $326.81万 | 1.28% | 38,439 | 9,590 | 33.2% | $81.53万 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $326.27万 | 1.28% | 28,625 | 4,522 | 18.8% | $51.54万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $325.01万 | 1.27% | 10,745 | -716 | -6.2% | -$21.66万 | 减仓 |
| DPZ | DOMINOS PIZZA INC | $318.96万 | 1.25% | 8,890 | -53 | -0.6% | -$1.90万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $293.83万 | 1.15% | 6,374 | -804 | -11.2% | -$37.06万 | 减仓 |
| CSL | CARLISLE COS INC | $281.41万 | 1.10% | 8,435 | -802 | -8.7% | -$26.76万 | 减仓 |
| SCI | SERVICE CORP INTL | $262.79万 | 1.03% | 31,850 | -4,524 | -12.4% | -$37.33万 | 减仓 |
| RBA | RB GLOBAL INC | $256.67万 | 1.01% | 26,778 | 2,758 | 11.5% | $26.44万 | 加仓 |
| GLBE | GLOBAL E ONLINE LTD | $239.61万 | 0.94% | 77,669 | 24,146 | 45.1% | $74.49万 | 加仓 |
| HLN | HALEON PLC | $215.93万 | 0.85% | 437,469 | 437,469 | — | $215.93万 | 新建仓 |
| ALC | ALCON AG | $215.07万 | 0.84% | 29,111 | 29,111 | — | $215.07万 | 新建仓 |
| TECH | BIO-TECHNE CORP | $174.61万 | 0.68% | 33,412 | -1,501 | -4.3% | -$7.84万 | 减仓 |
| LH | LABCORP HOLDINGS INC | $168.70万 | 0.66% | 6,323 | -7,144 | -53.0% | -$190.61万 | 减仓 |
| WCN | WASTE CONNECTIONS INC | $161.89万 | 0.63% | 9,966 | -14,898 | -59.9% | -$242.00万 | 减仓 |
| DLB | DOLBY LABORATORIES INC | $159.14万 | 0.62% | 26,497 | -27,512 | -50.9% | -$165.24万 | 减仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $136.36万 | 0.53% | 10,351 | -19,037 | -64.8% | -$250.79万 | 减仓 |
| TW | TRADEWEB MKTS INC | $133.87万 | 0.52% | 11,378 | -16,830 | -59.7% | -$198.02万 | 减仓 |
| MELI | MERCADOLIBRE INC | $132.10万 | 0.52% | 764 | -435 | -36.3% | -$75.21万 | 减仓 |
| WSO | WATSCO INC | $116.52万 | 0.46% | 3,203 | -1,634 | -33.8% | -$59.44万 | 减仓 |
| EXLS | EXLSERVICE HLDGS INC | $109.78万 | 0.43% | 36,052 | -58,983 | -62.1% | -$179.60万 | 减仓 |
| VEEV | VEEVA SYS INC | $108.31万 | 0.42% | 6,166 | -4,099 | -39.9% | -$72.00万 | 减仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $99.82万 | 0.39% | 22,527 | -48,840 | -68.4% | -$216.41万 | 减仓 |
| EFOR | ASGN INC | $69.44万 | 0.27% | 17,939 | -34,435 | -65.7% | -$133.30万 | 减仓 |
| ADSK | AUTODESK INC | $0 | 0.00% | 0 | -24,902 | -100.0% | -$737.12万 | 清仓 |
| CSGP | COSTAR GROUP INC | $0 | 0.00% | 0 | -108,267 | -100.0% | -$727.99万 | 清仓 |
| KLAC | KLA CORP | $0 | 0.00% | 0 | -3,810 | -100.0% | -$462.95万 | 清仓 |
| TYL | TYLER TECHNOLOGIES INC | $0 | 0.00% | 0 | -5,195 | -100.0% | -$235.83万 | 清仓 |
| — | ONESTREAM INC | $0 | 0.00% | 0 | -121,825 | -100.0% | -$223.91万 | 清仓 |
| IT | GARTNER INC | $0 | 0.00% | 0 | -7,808 | -100.0% | -$196.98万 | 清仓 |