0001214659-21-008586.txt : 20210816 0001214659-21-008586.hdr.sgml : 20210816 20210816112543 ACCESSION NUMBER: 0001214659-21-008586 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210630 FILED AS OF DATE: 20210816 DATE AS OF CHANGE: 20210816 EFFECTIVENESS DATE: 20210816 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: 211175685 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 06-30-2021 06-30-2021 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 08-10-2021 0 69 1118379 INFORMATION TABLE 2 infotable.xml ABIOMED INC COM 003654100 9167 29370 SH SOLE 29370 0 0 AGILENT TECHNOLOGIES INC COM 00846U101 10694 72350 SH SOLE 72350 0 0 ALIGN TECHNOLOGY INC COM 016255101 10368 16969 SH SOLE 16969 0 0 AMERICAN EXPRESS CO COM 025816109 10735 64968 SH SOLE 64968 0 0 ANSYS INC COM 03662Q105 75152 216539 SH SOLE 216539 0 0 ASPEN TECHNOLOGY INC COM 045327103 8914 64809 SH SOLE 64809 0 0 AVALARA INC COM 05338G106 11143 68868 SH SOLE 68868 0 0 BOOKING HOLDINGS INC COM 09857L108 8831 4036 SH SOLE 4036 0 0 BROWN FORMAN CORP CL B 115637209 10000 133439 SH SOLE 133439 0 0 CAE INC COM 124765108 9945 322475 SH SOLE 322475 0 0 CARMAX INC COM 143130102 9146 70816 SH SOLE 70816 0 0 CATALENT INC COM 148806102 9499 87858 SH SOLE 87858 0 0 CLOROX CO DEL COM 189054109 8845 49166 SH SOLE 49166 0 0 CONSTELLATION BRANDS INC CL A 21036P108 9568 40907 SH SOLE 40907 0 0 COSTAR GROUP INC COM 22160N109 9260 111810 SH SOLE 111810 0 0 CYBERARK SOFTWARE LTD SHS M2682V108 9313 71489 SH SOLE 71489 0 0 DOLBY LABORATORIES INC COM CL A 25659T107 9266 94268 SH SOLE 94268 0 0 DOMINOS PIZZA INC COM 25754A201 11671 25019 SH SOLE 25019 0 0 EDWARDS LIFESCIENCES CORP COM 28176E108 11379 109864 SH SOLE 109864 0 0 ELECTRONIC ARTS INC COM 285512109 9812 68218 SH SOLE 68218 0 0 ENTEGRIS INC COM 29362U104 10112 82232 SH SOLE 82232 0 0 FACTSET RESH SYS INC COM 303075105 10011 29830 SH SOLE 29830 0 0 FASTENAL CO COM 311900104 27219 523439 SH SOLE 523439 0 0 FERRARI N V COM N3167Y103 9229 44789 SH SOLE 44789 0 0 FORTINET INC COM 34959E109 46094 193517 SH SOLE 193517 0 0 GARTNER INC COM 366651107 12192 50337 SH SOLE 50337 0 0 GRACO INC COM 384109104 9790 129323 SH SOLE 129323 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 84041 708015 SH SOLE 708015 0 0 INTUIT COM 461202103 11769 24011 SH SOLE 24011 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 11436 12435 SH SOLE 12435 0 0 IPG PHOTONICS CORP COM 44980X109 9301 44129 SH SOLE 44129 0 0 IQVIA HLDGS INC COM 46266C105 38071 157111 SH SOLE 157111 0 0 ISHARES TR MSCI ACWI ETF 464288257 807 7980 SH SOLE 7980 0 0 JD.COM INC SPON ADR CL A 47215P106 8950 112147 SH SOLE 112147 0 0 LAUDER ESTEE COS INC CL A 518439104 10062 31632 SH SOLE 31632 0 0 LIVE NATION ENTERTAINMENT IN COM 538034109 9508 108554 SH SOLE 108554 0 0 MARKEL CORP COM 570535104 29354 24736 SH SOLE 24736 0 0 MARKETAXESS HLDGS INC COM 57060D108 8777 18933 SH SOLE 18933 0 0 MASIMO CORP COM 574795100 9701 40011 SH SOLE 40011 0 0 MATCH GROUP INC NEW COM 57667L107 10786 66887 SH SOLE 66887 0 0 MCCORMICK & CO INC COM NON VTG 579780206 9265 104900 SH SOLE 104900 0 0 MERCADOLIBRE INC COM 58733R102 9722 6241 SH SOLE 6241 0 0 METTLER TOLEDO INTERNATIONAL COM 592688105 11012 7949 SH SOLE 7949 0 0 MOODYS CORP COM 615369105 11166 30814 SH SOLE 30814 0 0 MSCI INC COM 55354G100 33168 62220 SH SOLE 62220 0 0 NEW YORK TIMES CO CL A 650111107 8233 189039 SH SOLE 189039 0 0 PERKINELMER INC COM 714046109 35185 227866 SH SOLE 227866 0 0 POOL CORP COM 73278L105 12224 26651 SH SOLE 26651 0 0 RESMED INC COM 761152107 98161 398187 SH SOLE 398187 0 0 S&P GLOBAL INC COM 78409V104 10704 26079 SH SOLE 26079 0 0 SENSATA TECHNOLOGIES HLDG PL SHS G8060N102 32867 566963 SH SOLE 566963 0 0 SERVICE CORP INTL COM 817565104 9721 181389 SH SOLE 181389 0 0 SKYWORKS SOLUTIONS INC COM 83088M102 9773 50967 SH SOLE 50967 0 0 SPOTIFY TECHNOLOGY S A SHS L8681T102 9590 34798 SH SOLE 34798 0 0 STARBUCKS CORP COM 855244109 9505 85014 SH SOLE 85014 0 0 STONECO LTD COM CL A G85158106 31685 472489 SH SOLE 472489 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 10161 20142 SH SOLE 20142 0 0 TRADEWEB MKTS INC CL A 892672106 10508 124263 SH SOLE 124263 0 0 TRANSUNION COM 89400J107 11219 102163 SH SOLE 102163 0 0 TRIMBLE INC COM 896239100 9721 118799 SH SOLE 118799 0 0 TRIP COM GROUP LTD ADS 89677Q107 8495 239552 SH SOLE 239552 0 0 TYLER TECHNOLOGIES INC COM 902252105 9792 21645 SH SOLE 21645 0 0 ULTA BEAUTY INC COM 90384S303 10276 29720 SH SOLE 29720 0 0 UNIVERSAL DISPLAY CORP COM 91347P105 8876 39922 SH SOLE 39922 0 0 VERISIGN INC COM 92343E102 29507 129593 SH SOLE 129593 0 0 VERISK ANALYTICS INC COM 92345Y106 9238 52872 SH SOLE 52872 0 0 VERTEX PHARMACEUTICALS INC COM 92532F100 8906 44171 SH SOLE 44171 0 0 WABTEC COM 929740108 9630 117012 SH SOLE 117012 0 0 WATSCO INC COM 942622200 10151 35414 SH SOLE 35414 0 0