0001214659-21-001799.txt : 20210216 0001214659-21-001799.hdr.sgml : 20210216 20210216062459 ACCESSION NUMBER: 0001214659-21-001799 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210216 DATE AS OF CHANGE: 20210216 EFFECTIVENESS DATE: 20210216 FILER: COMPANY DATA: COMPANY CONFORMED NAME: 2Xideas AG CENTRAL INDEX KEY: 0001843587 IRS NUMBER: 000000000 STATE OF INCORPORATION: V8 FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20822 FILM NUMBER: 21632077 BUSINESS ADDRESS: STREET 1: SEESTRASSE 39 CITY: KUSNACHT STATE: V8 ZIP: 8700 BUSINESS PHONE: 41 44 763 53 00 MAIL ADDRESS: STREET 1: SEESTRASSE 39 CITY: KUSNACHT STATE: V8 ZIP: 8700 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001843587 XXXXXXXX 12-31-2020 12-31-2020 false 2Xideas AG

SEESTRASSE 39 KUSNACHT V8 8700

13F HOLDINGS REPORT 028-20822 N Stephan Welti 41-44-763-53-09 /s/ Stephan Welti Kusnacht V8 02-09-2021 0 66 801890 INFORMATION TABLE 2 infotable.xml ABIOMED INC COM 003654100 7258 22386 SH SOLE 22386 0 0 AGILENT TECHNOLOGIES INC COM 00846U101 7249 61177 SH SOLE 61177 0 0 ALIGN TECHNOLOGY INC COM 016255101 7319 13697 SH SOLE 13697 0 0 AMERICAN EXPRESS CO COM 025816109 7191 59478 SH SOLE 59478 0 0 ANSYS INC COM 03662Q105 66892 183870 SH SOLE 183870 0 0 ASPEN TECHNOLOGY INC COM 045327103 7125 54706 SH SOLE 54706 0 0 BOOKING HOLDINGS INC COM 09857L108 7163 3216 SH SOLE 3216 0 0 BROWN FORMAN CORP CL B 115637209 7250 91276 SH SOLE 91276 0 0 CAE INC COM 124765108 7181 259975 SH SOLE 259975 0 0 CARMAX INC COM 143130102 7337 77670 SH SOLE 77670 0 0 CATALENT INC COM 148806102 7243 69596 SH SOLE 69596 0 0 CLOROX CO DEL COM 189054109 7213 35722 SH SOLE 35722 0 0 CONSTELLATION BRANDS INC CL A 21036P108 7209 32911 SH SOLE 32911 0 0 COSTAR GROUP INC COM 22160N109 7176 7764 SH SOLE 7764 0 0 CYBERARK SOFTWARE LTD SHS M2682V108 7208 44606 SH SOLE 44606 0 0 DOLBY LABORATORIES INC COM CL A 25659T107 7185 73976 SH SOLE 73976 0 0 DOMINOS PIZZA INC COM 25754A201 7160 18672 SH SOLE 18672 0 0 EDWARDS LIFESCIENCES CORP COM 28176E108 7309 80116 SH SOLE 80116 0 0 ELECTRONIC ARTS INC COM 285512109 7242 50429 SH SOLE 50429 0 0 ENTEGRIS INC COM 29362U104 7226 75188 SH SOLE 75188 0 0 LAUDER ESTEE COS INC CL A 518439104 7208 27080 SH SOLE 27080 0 0 FACTSET RESH SYS INC COM 303075105 7271 21869 SH SOLE 21869 0 0 FASTENAL CO COM 311900104 22804 467002 SH SOLE 467002 0 0 FORTINET INC COM 34959E109 27890 187771 SH SOLE 187771 0 0 GARTNER INC COM 366651107 7256 45295 SH SOLE 45295 0 0 GRACO INC COM 384109104 7196 99455 SH SOLE 99455 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 73080 633882 SH SOLE 633882 0 0 INTUIT COM 461202103 7193 18937 SH SOLE 18937 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 7136 8723 SH SOLE 8723 0 0 IPG PHOTONICS CORP COM 44980X109 7168 32028 SH SOLE 32028 0 0 IQVIA HLDGS INC COM 46266C105 25827 144146 SH SOLE 144146 0 0 ISHARES TR MSCI ACWI ETF 464288257 1004 11067 SH SOLE 11067 0 0 JD.COM INC SPON ADR CL A 47215P106 7135 81173 SH SOLE 81173 0 0 LIVE NATION ENTERTAINMENT IN COM 538034109 7077 96307 SH SOLE 96307 0 0 MARKEL CORP COM 570535104 23540 22781 SH SOLE 22781 0 0 MARKETAXESS HLDGS INC COM 57060D108 7287 12772 SH SOLE 12772 0 0 MASIMO CORP COM 574795100 7205 26845 SH SOLE 26845 0 0 MATCH GROUP INC NEW COM 57667L107 7141 47234 SH SOLE 47234 0 0 MCCORMICK & CO INC COM NON VTG 579780206 7261 75948 SH SOLE 75948 0 0 MERCADOLIBRE INC COM 58733R102 7034 4199 SH SOLE 4199 0 0 METTLER TOLEDO INTERNATIONAL COM 592688105 7148 6272 SH SOLE 6272 0 0 MOODYS CORP COM 615369105 7336 25275 SH SOLE 25275 0 0 MSCI INC COM 55354G100 24368 54572 SH SOLE 54572 0 0 PAYCHEX INC COM 704326107 7263 77942 SH SOLE 77942 0 0 PERKINELMER INC COM 714046109 28556 198994 SH SOLE 198994 0 0 POOL CORP COM 73278L105 7283 19553 SH SOLE 19553 0 0 RESMED INC COM 761152107 65863 309856 SH SOLE 309856 0 0 S&P GLOBAL INC COM 78409V104 7224 21975 SH SOLE 21975 0 0 SENSATA TECHNOLOGIES HLDG PL SHS G8060N102 27795 527025 SH SOLE 527025 0 0 SERVICE CORP INTL COM 817565104 7261 147892 SH SOLE 147892 0 0 SKYWORKS SOLUTIONS INC COM 83088M102 7212 47174 SH SOLE 47174 0 0 STARBUCKS CORP COM 855244109 7180 67113 SH SOLE 67113 0 0 STONECO LTD COM CL A G85158106 7240 86276 SH SOLE 86276 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 7174 15402 SH SOLE 15402 0 0 TRADEWEB MKTS INC CL A 892672106 7283 116623 SH SOLE 116623 0 0 TRANSUNION COM 89400J107 7224 72806 SH SOLE 72806 0 0 TRIMBLE INC COM 896239100 7229 108271 SH SOLE 108271 0 0 TRIP COM GROUP LTD ADS 89677Q107 7337 217526 SH SOLE 217526 0 0 TYLER TECHNOLOGIES INC COM 902252105 7309 16743 SH SOLE 16743 0 0 ULTA BEAUTY INC COM 90384S303 7347 25585 SH SOLE 25585 0 0 UNIVERSAL DISPLAY CORP COM 91347P105 7142 31078 SH SOLE 31078 0 0 VERISIGN INC COM 92343E102 24326 112412 SH SOLE 112412 0 0 VERISK ANALYTICS INC COM 92345Y106 7245 34899 SH SOLE 34899 0 0 VERTEX PHARMACEUTICALS INC COM 92532F100 7294 30864 SH SOLE 30864 0 0 WABTEC COM 929740108 7261 99194 SH SOLE 99194 0 0 WATSCO INC COM 942622200 7141 31520 SH SOLE 31520 0 0