0001214659-21-011710.txt : 20211115 0001214659-21-011710.hdr.sgml : 20211115 20211115103128 ACCESSION NUMBER: 0001214659-21-011710 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210930 FILED AS OF DATE: 20211115 DATE AS OF CHANGE: 20211115 EFFECTIVENESS DATE: 20211115 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: 211407253 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 09-30-2021 09-30-2021 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 11-10-2021 0 70 1313877 INFORMATION TABLE 2 infotable.xml ABIOMED INC COM 003654100 11573 35551 SH SOLE 35551 0 0 AGILENT TECHNOLOGIES INC COM 00846U101 11837 75139 SH SOLE 75139 0 0 ALIGN TECHNOLOGY INC COM 016255101 12084 18160 SH SOLE 18160 0 0 AMERICAN EXPRESS CO COM 025816109 11271 67276 SH SOLE 67276 0 0 ANSYS INC COM 03662Q105 77996 229096 SH SOLE 229096 0 0 ASPEN TECHNOLOGY INC COM 045327103 10237 83365 SH SOLE 83365 0 0 AVALARA INC COM 05338G106 11986 68579 SH SOLE 68579 0 0 BOOKING HOLDINGS INC COM 09857L108 12038 5071 SH SOLE 5071 0 0 CARMAX INC COM 143130102 10994 85916 SH SOLE 85916 0 0 CATALENT INC COM 148806102 13657 102627 SH SOLE 102627 0 0 CLOROX CO DEL COM 189054109 10550 63701 SH SOLE 63701 0 0 CONSTELLATION BRANDS INC CL A 21036P108 10341 49080 SH SOLE 49080 0 0 COSTAR GROUP INC COM 22160N109 11530 133977 SH SOLE 133977 0 0 CYBERARK SOFTWARE LTD SHS M2682V108 13442 85174 SH SOLE 85174 0 0 DOLBY LABORATORIES INC COM CL A 25659T107 10236 116320 SH SOLE 116320 0 0 DOMINOS PIZZA INC COM 25754A201 11359 23815 SH SOLE 23815 0 0 EDWARDS LIFESCIENCES CORP COM 28176E108 12129 107134 SH SOLE 107134 0 0 ELECTRONIC ARTS INC COM 285512109 11286 79342 SH SOLE 79342 0 0 ENTEGRIS INC COM 29362U104 11365 90272 SH SOLE 90272 0 0 ETSY INC COM 29786A106 11210 53905 SH SOLE 53905 0 0 FACTSET RESH SYS INC COM 303075105 13072 33112 SH SOLE 33112 0 0 FASTENAL CO COM 311900104 32919 637832 SH SOLE 637832 0 0 FERRARI N V COM N3167Y103 11367 54356 SH SOLE 54356 0 0 FORTINET INC COM 34959E109 44177 151269 SH SOLE 151269 0 0 GARTNER INC COM 366651107 13921 45811 SH SOLE 45811 0 0 GOOSEHEAD INS INC COM CL A 38267D109 13401 87996 SH SOLE 87996 0 0 GRACO INC COM 384109104 10502 150091 SH SOLE 150091 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 84550 736371 SH SOLE 736371 0 0 INTUIT COM 461202103 12223 22656 SH SOLE 22656 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 11993 12064 SH SOLE 12064 0 0 IPG PHOTONICS CORP COM 44980X109 8867 55976 SH SOLE 55976 0 0 IQVIA HLDGS INC COM 46266C105 91019 379974 SH SOLE 379974 0 0 ISHARES TR MSCI ACWI ETF 464288257 484 4843 SH SOLE 4843 0 0 JD.COM INC SPON ADR CL A 47215P106 10294 142504 SH SOLE 142504 0 0 KINSALE CAP GROUP INC COM 49714P108 11031 68220 SH SOLE 68220 0 0 LAUDER ESTEE COS INC CL A 518439104 10647 35498 SH SOLE 35498 0 0 LIVE NATION ENTERTAINMENT IN COM 538034109 11544 126679 SH SOLE 126679 0 0 MARKEL CORP COM 570535104 34654 28996 SH SOLE 28996 0 0 MARKETAXESS HLDGS INC COM 57060D108 10439 24815 SH SOLE 24815 0 0 MASIMO CORP COM 574795100 12389 45764 SH SOLE 45764 0 0 MATCH GROUP INC NEW COM 57667L107 10963 69830 SH SOLE 69830 0 0 MCCORMICK & CO INC COM NON VTG 579780206 10444 128889 SH SOLE 128889 0 0 MERCADOLIBRE INC COM 58733R102 11964 7124 SH SOLE 7124 0 0 METTLER TOLEDO INTERNATIONAL COM 592688105 11031 8009 SH SOLE 8009 0 0 MOODYS CORP COM 615369105 11061 31147 SH SOLE 31147 0 0 MORNINGSTAR INC COM 617700109 11189 43194 SH SOLE 43194 0 0 MSCI INC COM 55354G100 40433 66464 SH SOLE 66464 0 0 NEW YORK TIMES CO CL A 650111107 40808 828244 SH SOLE 828244 0 0 PERKINELMER INC COM 714046109 42497 245234 SH SOLE 245234 0 0 POOL CORP COM 73278L105 10717 24671 SH SOLE 24671 0 0 RESMED INC COM 761152107 105378 399840 SH SOLE 399840 0 0 SENSATA TECHNOLOGIES HLDG PL SHS G8060N102 35307 645227 SH SOLE 645227 0 0 SERVICE CORP INTL COM 817565104 12509 207589 SH SOLE 207589 0 0 SKYWORKS SOLUTIONS INC COM 83088M102 9902 60095 SH SOLE 60095 0 0 SPOTIFY TECHNOLOGY S A SHS L8681T102 9499 42156 SH SOLE 42156 0 0 STARBUCKS CORP COM 855244109 11139 100980 SH SOLE 100980 0 0 STONECO LTD COM CL A G85158106 19166 552030 SH SOLE 552030 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 12570 22002 SH SOLE 22002 0 0 TRADEWEB MKTS INC CL A 892672106 10853 134351 SH SOLE 134351 0 0 TRANSUNION COM 89400J107 11355 101104 SH SOLE 101104 0 0 TRIMBLE INC COM 896239100 11153 135596 SH SOLE 135596 0 0 TRIP COM GROUP LTD ADS 89677Q107 9622 312911 SH SOLE 312911 0 0 TYLER TECHNOLOGIES INC COM 902252105 11249 24527 SH SOLE 24527 0 0 ULTA BEAUTY INC COM 90384S303 11583 32092 SH SOLE 32092 0 0 UNIVERSAL DISPLAY CORP COM 91347P105 8955 52378 SH SOLE 52378 0 0 VERISIGN INC COM 92343E102 30719 149841 SH SOLE 149841 0 0 VERISK ANALYTICS INC COM 92345Y106 12731 63569 SH SOLE 63569 0 0 VERTEX PHARMACEUTICALS INC COM 92532F100 10314 56863 SH SOLE 56863 0 0 WABTEC COM 929740108 11634 134951 SH SOLE 134951 0 0 WATSCO INC COM 942622200 10518 39747 SH SOLE 39747 0 0