0001214659-21-005366.txt : 20210514 0001214659-21-005366.hdr.sgml : 20210514 20210514122050 ACCESSION NUMBER: 0001214659-21-005366 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210514 DATE AS OF CHANGE: 20210514 EFFECTIVENESS DATE: 20210514 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: 21923074 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 03-31-2021 03-31-2021 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 05-12-2021 0 67 904149 INFORMATION TABLE 2 infotable.xml ABIOMED INC COM 003654100 8654 27152 SH SOLE 27152 0 0 AGILENT TECHNOLOGIES INC COM 00846U101 9159 72036 SH SOLE 72036 0 0 ALIGN TECHNOLOGY INC COM 016255101 8640 15955 SH SOLE 15955 0 0 AMERICAN EXPRESS CO COM 025816109 9998 70685 SH SOLE 70685 0 0 ANSYS INC COM 03662Q105 63422 186777 SH SOLE 186777 0 0 ASPEN TECHNOLOGY INC COM 045327103 9447 65454 SH SOLE 65454 0 0 BOOKING HOLDINGS INC COM 09857L108 8916 3827 SH SOLE 3827 0 0 BROWN FORMAN CORP CL B 115637209 7734 112133 SH SOLE 112133 0 0 CAE INC COM 124765108 8772 307875 SH SOLE 307875 0 0 CARMAX INC COM 143130102 11585 87328 SH SOLE 87328 0 0 CATALENT INC COM 148806102 8627 81921 SH SOLE 81921 0 0 CLOROX CO DEL COM 189054109 8174 42380 SH SOLE 42380 0 0 CONSTELLATION BRANDS INC CL A 21036P108 8894 39010 SH SOLE 39010 0 0 COSTAR GROUP INC COM 22160N109 7898 9609 SH SOLE 9609 0 0 CYBERARK SOFTWARE LTD SHS M2682V108 7278 56270 SH SOLE 56270 0 0 DOLBY LABORATORIES INC COM CL A 25659T107 8680 87921 SH SOLE 87921 0 0 DOMINOS PIZZA INC COM 25754A201 8193 22275 SH SOLE 22275 0 0 EDWARDS LIFESCIENCES CORP COM 28176E108 8123 97123 SH SOLE 97123 0 0 ELECTRONIC ARTS INC COM 285512109 8044 59422 SH SOLE 59422 0 0 ENTEGRIS INC COM 29362U104 9924 88762 SH SOLE 88762 0 0 FACTSET RESH SYS INC COM 303075105 7927 25687 SH SOLE 25687 0 0 FASTENAL CO COM 311900104 25408 505334 SH SOLE 505334 0 0 FERRARI N V COM N3167Y103 8046 38445 SH SOLE 38445 0 0 FORTINET INC COM 34959E109 36926 200229 SH SOLE 200229 0 0 GARTNER INC COM 366651107 9715 53221 SH SOLE 53221 0 0 GRACO INC COM 384109104 8454 118046 SH SOLE 118046 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 71859 643439 SH SOLE 643439 0 0 INTUIT COM 461202103 8607 22470 SH SOLE 22470 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 8063 10911 SH SOLE 10911 0 0 IPG PHOTONICS CORP COM 44980X109 8036 38096 SH SOLE 38096 0 0 IQVIA HLDGS INC COM 46266C105 29806 154321 SH SOLE 154321 0 0 ISHARES TR MSCI ACWI ETF 464288257 2047 21517 SH SOLE 21517 0 0 JD.COM INC SPON ADR CL A 47215P106 8179 96992 SH SOLE 96992 0 0 LAUDER ESTEE COS INC CL A 518439104 9328 32070 SH SOLE 32070 0 0 LIVE NATION ENTERTAINMENT IN COM 538034109 9822 116027 SH SOLE 116027 0 0 MARKEL CORP COM 570535104 27852 24440 SH SOLE 24440 0 0 MARKETAXESS HLDGS INC COM 57060D108 7738 15540 SH SOLE 15540 0 0 MASIMO CORP COM 574795100 7751 33752 SH SOLE 33752 0 0 MATCH GROUP INC NEW COM 57667L107 7747 56390 SH SOLE 56390 0 0 MCCORMICK & CO INC COM NON VTG 579780206 7951 89180 SH SOLE 89180 0 0 MERCADOLIBRE INC COM 58733R102 7944 5396 SH SOLE 5396 0 0 METTLER TOLEDO INTERNATIONAL COM 592688105 8643 7479 SH SOLE 7479 0 0 MOODYS CORP COM 615369105 8785 29419 SH SOLE 29419 0 0 MSCI INC COM 55354G100 24471 58364 SH SOLE 58364 0 0 PAYCHEX INC COM 704326107 8338 85061 SH SOLE 85061 0 0 PERKINELMER INC COM 714046109 27485 214243 SH SOLE 214243 0 0 POOL CORP COM 73278L105 7912 22917 SH SOLE 22917 0 0 RESMED INC COM 761152107 61519 317074 SH SOLE 317074 0 0 S&P GLOBAL INC COM 78409V104 9167 25978 SH SOLE 25978 0 0 SENSATA TECHNOLOGIES HLDG PL SHS G8060N102 32577 562165 SH SOLE 562165 0 0 SERVICE CORP INTL COM 817565104 8891 174169 SH SOLE 174169 0 0 SKYWORKS SOLUTIONS INC COM 83088M102 10251 55870 SH SOLE 55870 0 0 STARBUCKS CORP COM 855244109 8734 79931 SH SOLE 79931 0 0 STONECO LTD COM CL A G85158106 6881 112404 SH SOLE 112404 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 8356 18310 SH SOLE 18310 0 0 TRADEWEB MKTS INC CL A 892672106 10110 136622 SH SOLE 136622 0 0 TRANSUNION COM 89400J107 7993 88812 SH SOLE 88812 0 0 TRIMBLE INC COM 896239100 9933 127686 SH SOLE 127686 0 0 TRIP COM GROUP LTD ADS 89677Q107 10017 252761 SH SOLE 252761 0 0 TYLER TECHNOLOGIES INC COM 902252105 8291 19530 SH SOLE 19530 0 0 ULTA BEAUTY INC COM 90384S303 9179 29690 SH SOLE 29690 0 0 UNIVERSAL DISPLAY CORP COM 91347P105 8789 37122 SH SOLE 37122 0 0 VERISIGN INC COM 92343E102 23976 120628 SH SOLE 120628 0 0 VERISK ANALYTICS INC COM 92345Y106 7637 43225 SH SOLE 43225 0 0 VERTEX PHARMACEUTICALS INC COM 92532F100 7752 36074 SH SOLE 36074 0 0 WABTEC COM 929740108 9229 116590 SH SOLE 116590 0 0 WATSCO INC COM 942622200 9865 37834 SH SOLE 37834 0 0