0001214659-22-002493.txt : 20220214 0001214659-22-002493.hdr.sgml : 20220214 20220214124406 ACCESSION NUMBER: 0001214659-22-002493 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220214 DATE AS OF CHANGE: 20220214 EFFECTIVENESS DATE: 20220214 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: 22628271 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 12-31-2021 12-31-2021 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 02-10-2022 0 75 1656259 INFORMATION TABLE 2 infotable.xml ABCAM PLC ADS 000380204 16691 711273 SH SOLE 711273 0 0 ABIOMED INC COM 003654100 15922 44329 SH SOLE 44329 0 0 AGILENT TECHNOLOGIES INC COM 00846U101 14818 92818 SH SOLE 92818 0 0 ALIGN TECHNOLOGY INC COM 016255101 14371 21867 SH SOLE 21867 0 0 AMERICAN EXPRESS CO COM 025816109 14132 86380 SH SOLE 86380 0 0 ANSYS INC COM 03662Q105 97562 243224 SH SOLE 243224 0 0 ASPEN TECHNOLOGY INC COM 045327103 17501 114988 SH SOLE 114988 0 0 AVALARA INC COM 05338G106 11008 85262 SH SOLE 85262 0 0 BRIGHT HORIZONS FAM SOL IN D COM 109194100 2185 17355 SH SOLE 17355 0 0 CARMAX INC COM 143130102 12394 95172 SH SOLE 95172 0 0 CATALENT INC COM 148806102 14264 111408 SH SOLE 111408 0 0 CHARLES RIV LABS INTL INC COM 159864107 13510 35857 SH SOLE 35857 0 0 CLOROX CO DEL COM 189054109 15479 88775 SH SOLE 88775 0 0 CONSTELLATION BRANDS INC CL A 21036P108 14541 57940 SH SOLE 57940 0 0 COOPER COS INC COM NEW 216648402 2374 5666 SH SOLE 5666 0 0 COSTAR GROUP INC COM 22160N109 13548 171428 SH SOLE 171428 0 0 CYBERARK SOFTWARE LTD SHS M2682V108 15598 90015 SH SOLE 90015 0 0 DOLBY LABORATORIES INC COM CL A 25659T107 15852 166482 SH SOLE 166482 0 0 DOMINOS PIZZA INC COM 25754A201 14425 25561 SH SOLE 25561 0 0 EDWARDS LIFESCIENCES CORP COM 28176E108 16619 128282 SH SOLE 128282 0 0 ELECTRONIC ARTS INC COM 285512109 13632 103352 SH SOLE 103352 0 0 ENTEGRIS INC COM 29362U104 15758 113709 SH SOLE 113709 0 0 ETSY INC COM 29786A106 14987 68454 SH SOLE 68454 0 0 FACTSET RESH SYS INC COM 303075105 17677 36371 SH SOLE 36371 0 0 FASTENAL CO COM 311900104 44509 694796 SH SOLE 694796 0 0 FERRARI N V COM N3167Y103 17497 67683 SH SOLE 67683 0 0 FORTINET INC COM 34959E109 56156 156250 SH SOLE 156250 0 0 GARTNER INC COM 366651107 15893 47539 SH SOLE 47539 0 0 GOOSEHEAD INS INC COM CL A 38267D109 10402 79965 SH SOLE 79965 0 0 GRACO INC COM 384109104 14058 174370 SH SOLE 174370 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 105449 770998 SH SOLE 770998 0 0 INTUIT COM 461202103 17151 26664 SH SOLE 26664 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 15663 43593 SH SOLE 43593 0 0 IPG PHOTONICS CORP COM 44980X109 15774 91637 SH SOLE 91637 0 0 IQVIA HLDGS INC COM 46266C105 112196 397659 SH SOLE 397659 0 0 JD.COM INC SPON ADR CL A 47215P106 11812 168575 SH SOLE 168575 0 0 KINSALE CAP GROUP INC COM 49714P108 20871 87735 SH SOLE 87735 0 0 KLA CORP COM NEW 482480100 2616 6083 SH SOLE 6083 0 0 LAUDER ESTEE COS INC CL A 518439104 17689 47781 SH SOLE 47781 0 0 LIVE NATION ENTERTAINMENT IN COM 538034109 18554 155019 SH SOLE 155019 0 0 MARKEL CORP COM 570535104 14903 12077 SH SOLE 12077 0 0 MARKETAXESS HLDGS INC COM 57060D108 14522 35310 SH SOLE 35310 0 0 MASIMO CORP COM 574795100 15688 53582 SH SOLE 53582 0 0 MATCH GROUP INC NEW COM 57667L107 12370 93538 SH SOLE 93538 0 0 MCCORMICK & CO INC COM NON VTG 579780206 17450 180624 SH SOLE 180624 0 0 MERCADOLIBRE INC COM 58733R102 11862 8797 SH SOLE 8797 0 0 METTLER TOLEDO INTERNATIONAL COM 592688105 17707 10433 SH SOLE 10433 0 0 MOODYS CORP COM 615369105 15887 40675 SH SOLE 40675 0 0 MORNINGSTAR INC COM 617700109 18786 54932 SH SOLE 54932 0 0 MSCI INC COM 55354G100 43272 70626 SH SOLE 70626 0 0 NEW YORK TIMES CO CL A 650111107 42812 886381 SH SOLE 886381 0 0 PERKINELMER INC COM 714046109 52636 261791 SH SOLE 261791 0 0 POOL CORP COM 73278L105 18527 32734 SH SOLE 32734 0 0 RESMED INC COM 761152107 99551 382181 SH SOLE 382181 0 0 SENSATA TECHNOLOGIES HLDG PL SHS G8060N102 45196 732634 SH SOLE 732634 0 0 SERVICE CORP INTL COM 817565104 16987 239294 SH SOLE 239294 0 0 SKYWORKS SOLUTIONS INC COM 83088M102 13874 89429 SH SOLE 89429 0 0 SPOTIFY TECHNOLOGY S A SHS L8681T102 14782 63161 SH SOLE 63161 0 0 STARBUCKS CORP COM 855244109 15493 132450 SH SOLE 132450 0 0 STONECO LTD COM CL A G85158106 18801 1115154 SH SOLE 1115154 0 0 SVB FINANCIAL GROUP COM 78486Q101 2249 3316 SH SOLE 3316 0 0 TERADYNE INC COM 880770102 2833 17322 SH SOLE 17322 0 0 TRADEWEB MKTS INC CL A 892672106 17713 176879 SH SOLE 176879 0 0 TRANSUNION COM 89400J107 15455 130334 SH SOLE 130334 0 0 TRIMBLE INC COM 896239100 15419 176843 SH SOLE 176843 0 0 TYLER TECHNOLOGIES INC COM 902252105 16759 31154 SH SOLE 31154 0 0 ULTA BEAUTY INC COM 90384S303 16505 40028 SH SOLE 40028 0 0 UNIVERSAL DISPLAY CORP COM 91347P105 14177 85904 SH SOLE 85904 0 0 VERISIGN INC COM 92343E102 45793 180417 SH SOLE 180417 0 0 VERISK ANALYTICS INC COM 92345Y106 16553 72367 SH SOLE 72367 0 0 VERTEX PHARMACEUTICALS INC COM 92532F100 17618 80226 SH SOLE 80226 0 0 WATSCO INC COM 942622200 14470 46248 SH SOLE 46248 0 0 WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 15679 383924 SH SOLE 383924 0 0 WIX COM LTD SHS M98068105 11763 74551 SH SOLE 74551 0 0 ISHARES TR MSCI ACWI ETF 464288257 1029 9727 SH SOLE 9727 0 0