StockDriftsStockDriftsTop 47 2Xideas AG Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ICE | INTERCONTINENTAL EXCHANGE IN | 12.04% | 195.4K | $30.7M | -24.76%(-64.30K) | $109.54(+21.40%) | 2026-03-31 | |
| EW | EDWARDS LIFESCIENCES CORP | 11.05% | 352.1K | $28.2M | -17.95%(-77.04K) | $78.48(+20.24%) | 2026-03-31 | |
| FTNT | FORTINET INC | 10.82% | 337.9K | $27.6M | -20.99%(-89.79K) | $47.85(+226.57%) | 2026-03-31 | |
| PTC | PTC INC | 7.94% | 142.2K | $20.3M | -21.64%(-39.27K) | $154.12(-19.18%) | 2026-03-31 | |
| RMD | RESMED INC | 5.52% | 62.8K | $14.1M | -15.43%(-11.45K) | $203.22(+3.16%) | 2026-03-31 | |
| NYT | NEW YORK TIMES CO MTN BE | 3.12% | 95.2K | $8.0M | -24.84%(-31.45K) | $48.99(+50.74%) | 2026-03-31 | |
| FERG | FERGUSON ENTERPRISES INC | 2.67% | 29.2K | $6.8M | -14.01%(-4.75K) | $168.54(+36.61%) | 2026-03-31 | |
| HUBB | HUBBELL INC | 2.49% | 12.9K | $6.3M | +44.68%(+4.00K) | $446.54(+9.08%) | 2026-03-31 | |
| APG | API GROUP CORP | 2.42% | 152.7K | $6.2M | -19.50%(-36.99K) | $31.82(+31.92%) | 2026-03-31 | |
| HALO | HALOZYME THERAPEUTICS INC | 2.32% | 91.7K | $5.9M | -12.54%(-13.14K) | $45.81(+73.43%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +1.31% | +4.00% |
| Top 20 Holdings Unweighted | +0.31% | +0.92% |
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