0001214659-24-002619.txt : 20240214 0001214659-24-002619.hdr.sgml : 20240214 20240214113131 ACCESSION NUMBER: 0001214659-24-002619 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240214 DATE AS OF CHANGE: 20240214 EFFECTIVENESS DATE: 20240214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: 2Xideas AG CENTRAL INDEX KEY: 0001843587 ORGANIZATION NAME: 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: 24634444 BUSINESS ADDRESS: STREET 1: BAHNHOFSTRASSE 1 CITY: PFAFFIKON STATE: V8 ZIP: 8808 BUSINESS PHONE: 41 44 763 53 00 MAIL ADDRESS: STREET 1: BAHNHOFSTRASSE 1 CITY: PFAFFIKON STATE: V8 ZIP: 8808 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001843587 XXXXXXXX 12-31-2023 12-31-2023 false 2Xideas AG

BAHNHOFSTRASSE 1 PFAFFIKON V8 8808

13F HOLDINGS REPORT 028-20822 N Stephan Welti 41-44-763-53-09 /s/ Stephan Welti Pfaffikon V8 02-09-2024 0 52 932847296 INFORMATION TABLE 2 infotable.xml AGILENT TECHNOLOGIES INC COM 00846U101 13460050 96814 SH SOLE 96814 0 0 ALIGN TECHNOLOGY INC COM 016255101 9702340 35410 SH SOLE 35410 0 0 AMERICAN EXPRESS CO COM 025816109 13614560 72673 SH SOLE 72673 0 0 ANALOG DEVICES INC COM 032654105 22852072 115089 SH SOLE 115089 0 0 ANSYS INC COM 03662Q105 67044620 184757 SH SOLE 184757 0 0 BROOKFIELD ASSET MANAGEMENT LTD CLASS A SHARES CL A LMT VTG SHS 113004105 21657707 536600 SH SOLE 536600 0 0 CERTARA INC COM 15687V109 13078358 743511 SH SOLE 743511 0 0 CHARLES RIV LABS INTL INC COM 159864107 13040770 55164 SH SOLE 55164 0 0 CONSTELLATION BRANDS INC CL A 21036P108 17026694 70431 SH SOLE 70431 0 0 COOPER COS INC COM NEW 216648402 12864689 33994 SH SOLE 33994 0 0 COSTAR GROUP INC COM 22160N109 12286859 140598 SH SOLE 140598 0 0 DOLBY LABORATORIES INC COM CL A 25659T107 11783219 136728 SH SOLE 136728 0 0 DOMINOS PIZZA INC COM 25754A201 11781533 28580 SH SOLE 28580 0 0 EDWARDS LIFESCIENCES CORP COM 28176E108 11898279 156043 SH SOLE 156043 0 0 ENTEGRIS INC COM 29362U104 13804103 115207 SH SOLE 115207 0 0 ETSY INC COM 29786A106 13567932 167402 SH SOLE 167402 0 0 FASTENAL CO COM 311900104 19034025 293871 SH SOLE 293871 0 0 FERGUSON PLC NEW SHS G3421J106 18300102 95147 SH SOLE 95147 0 0 FORTINET INC COM 34959E109 21347471 364727 SH SOLE 364727 0 0 GARTNER INC COM 366651107 14191921 31460 SH SOLE 31460 0 0 HALOZYME THERAPEUTICS INC COM 40637H109 20112375 544166 SH SOLE 544166 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 65929027 513346 SH SOLE 513346 0 0 INTUIT COM 461202103 13243761 21189 SH SOLE 21189 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 12477597 36986 SH SOLE 36986 0 0 IQVIA HLDGS INC COM 46266C105 62125993 268502 SH SOLE 268502 0 0 KINSALE CAP GROUP INC COM 49714P108 8744835 26111 SH SOLE 26111 0 0 KLA CORP COM NEW 482480100 13726237 23613 SH SOLE 23613 0 0 LABORATORY CORP AMER HLDGS COM NEW 50540R409 12252067 53905 SH SOLE 53905 0 0 LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755 10954570 173524 SH SOLE 173524 0 0 LIVE NATION ENTERTAINMENT IN COM 538034109 12185410 130186 SH SOLE 130186 0 0 MARKEL GROUP INC COM 570535104 10426326 7343 SH SOLE 7343 0 0 MARKETAXESS HLDGS INC COM 57060D108 14852766 50718 SH SOLE 50718 0 0 MERCADOLIBRE INC COM 58733R102 12599036 8017 SH SOLE 8017 0 0 MSCI INC COM 55354G100 11941437 21111 SH SOLE 21111 0 0 NEW YORK TIMES CO CL A 650111107 23956600 489010 SH SOLE 489010 0 0 PAYCOM SOFTWARE INC COM 70432V102 8632627 41760 SH SOLE 41760 0 0 POOL CORP COM 73278L105 12132347 30429 SH SOLE 30429 0 0 PTC INC COM 69370C100 24004512 137200 SH SOLE 137200 0 0 RESMED INC COM 761152107 53159513 309031 SH SOLE 309031 0 0 REVVITY INC COM 714046109 19220196 175832 SH SOLE 175832 0 0 SERVICE CORP INTL COM 817565104 21328609 311594 SH SOLE 311594 0 0 SKYWORKS SOLUTIONS INC COM 83088M102 12390258 110214 SH SOLE 110214 0 0 STARBUCKS CORP COM 855244109 11415685 118901 SH SOLE 118901 0 0 TERADYNE INC COM 880770102 11687930 107703 SH SOLE 107703 0 0 TRADEWEB MKTS INC CL A 892672106 12258440 134886 SH SOLE 134886 0 0 TYLER TECHNOLOGIES INC COM 902252105 11707778 28001 SH SOLE 28001 0 0 ULTA BEAUTY INC COM 90384S303 13262069 27066 SH SOLE 27066 0 0 VERISIGN INC COM 92343E102 10993321 53376 SH SOLE 53376 0 0 VERTEX PHARMACEUTICALS INC COM 92532F100 12649803 31089 SH SOLE 31089 0 0 WALKER & DUNLOP INC COM 93148P102 16252863 146409 SH SOLE 146409 0 0 WATSCO INC COM 942622200 12318941 28751 SH SOLE 28751 0 0 WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 11567063 259934 SH SOLE 259934 0 0