0001214659-22-006893.txt : 20220516 0001214659-22-006893.hdr.sgml : 20220516 20220516100717 ACCESSION NUMBER: 0001214659-22-006893 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220516 DATE AS OF CHANGE: 20220516 EFFECTIVENESS DATE: 20220516 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: 22926232 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 13F-HR LIVE false false false 0001843587 XXXXXXXX 03-31-2022 03-31-2022 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 05-11-2022 0 74 1417906 INFORMATION TABLE 2 infotable.xml ABIOMED INC COM 003654100 14534 43877 SH SOLE 43877 0 0 AGILENT TECHNOLOGIES INC COM 00846U101 13259 100198 SH SOLE 100198 0 0 ALIGN TECHNOLOGY INC COM 016255101 10603 24318 SH SOLE 24318 0 0 AMERICAN EXPRESS CO COM 025816109 18045 96499 SH SOLE 96499 0 0 ANSYS INC COM 03662Q105 76570 241052 SH SOLE 241052 0 0 AVALARA INC COM 05338G106 12318 123787 SH SOLE 123787 0 0 BRIGHT HORIZONS FAM SOL IN D COM 109194100 2939 22149 SH SOLE 22149 0 0 CARMAX INC COM 143130102 9775 101313 SH SOLE 101313 0 0 CATALENT INC COM 148806102 13844 124830 SH SOLE 124830 0 0 CHARLES RIV LABS INTL INC COM 159864107 12045 42418 SH SOLE 42418 0 0 CLOROX CO DEL COM 189054109 12803 92087 SH SOLE 92087 0 0 CONSTELLATION BRANDS INC CL A 21036P108 11931 51801 SH SOLE 51801 0 0 COOPER COS INC COM NEW 216648402 15709 37618 SH SOLE 37618 0 0 COSTAR GROUP INC COM 22160N109 13470 202229 SH SOLE 202229 0 0 CYBERARK SOFTWARE LTD SHS M2682V108 15347 90946 SH SOLE 90946 0 0 DOLBY LABORATORIES INC COM CL A 25659T107 13159 168231 SH SOLE 168231 0 0 DOMINOS PIZZA INC COM 25754A201 9515 23379 SH SOLE 23379 0 0 EDWARDS LIFESCIENCES CORP COM 28176E108 14523 123367 SH SOLE 123367 0 0 ELECTRONIC ARTS INC COM 285512109 2674 21138 SH SOLE 21138 0 0 ENTEGRIS INC COM 29362U104 14936 113786 SH SOLE 113786 0 0 ETSY INC COM 29786A106 9072 72996 SH SOLE 72996 0 0 FACTSET RESH SYS INC COM 303075105 14098 32473 SH SOLE 32473 0 0 FASTENAL CO COM 311900104 39382 663000 SH SOLE 663000 0 0 FERGUSON PLC NEW SHS G3421J106 12309 90038 SH SOLE 90038 0 0 FERRARI N V COM N3167Y103 13763 61775 SH SOLE 61775 0 0 FORTINET INC COM 34959E109 41694 122005 SH SOLE 122005 0 0 GARTNER INC COM 366651107 14022 47140 SH SOLE 47140 0 0 GOOSEHEAD INS INC COM CL A 38267D109 7969 101430 SH SOLE 101430 0 0 GRACO INC COM 384109104 11432 163968 SH SOLE 163968 0 0 IDEXX LABS INC COM 45168D104 2316 4234 SH SOLE 4234 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 100345 759498 SH SOLE 759498 0 0 INTUIT COM 461202103 11958 24868 SH SOLE 24868 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 13420 44483 SH SOLE 44483 0 0 IPG PHOTONICS CORP COM 44980X109 10191 92846 SH SOLE 92846 0 0 IQVIA HLDGS INC COM 46266C105 90702 392294 SH SOLE 392294 0 0 KINSALE CAP GROUP INC COM 49714P108 15111 66269 SH SOLE 66269 0 0 KLA CORP COM NEW 482480100 2378 6495 SH SOLE 6495 0 0 LAUDER ESTEE COS INC CL A 518439104 11774 43235 SH SOLE 43235 0 0 LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854 17404 249194 SH SOLE 249194 0 0 LIVE NATION ENTERTAINMENT IN COM 538034109 15489 131665 SH SOLE 131665 0 0 MARKEL CORP COM 570535104 18840 12771 SH SOLE 12771 0 0 MARKETAXESS HLDGS INC COM 57060D108 13239 38914 SH SOLE 38914 0 0 MASIMO CORP COM 574795100 7945 54587 SH SOLE 54587 0 0 MATCH GROUP INC NEW COM 57667L107 13141 120850 SH SOLE 120850 0 0 MCCORMICK & CO INC COM NON VTG 579780206 16279 163120 SH SOLE 163120 0 0 MERCADOLIBRE INC COM 58733R102 13904 11689 SH SOLE 11689 0 0 METTLER TOLEDO INTERNATIONAL COM 592688105 12930 9416 SH SOLE 9416 0 0 MOODYS CORP COM 615369105 13827 40981 SH SOLE 40981 0 0 MORNINGSTAR INC COM 617700109 12776 46770 SH SOLE 46770 0 0 MSCI INC COM 55354G100 36685 72949 SH SOLE 72949 0 0 NEW YORK TIMES CO CL A 650111107 41899 914030 SH SOLE 914030 0 0 PERKINELMER INC COM 714046109 44662 256004 SH SOLE 256004 0 0 POOL CORP COM 73278L105 11952 28266 SH SOLE 28266 0 0 RESMED INC COM 761152107 93896 387185 SH SOLE 387185 0 0 SENSATA TECHNOLOGIES HLDG PL SHS G8060N102 36967 726975 SH SOLE 726975 0 0 SERVICE CORP INTL COM 817565104 14611 221990 SH SOLE 221990 0 0 SKYWORKS SOLUTIONS INC COM 83088M102 13578 101875 SH SOLE 101875 0 0 SPOTIFY TECHNOLOGY S A SHS L8681T102 10313 68292 SH SOLE 68292 0 0 STARBUCKS CORP COM 855244109 12474 137117 SH SOLE 137117 0 0 STONECO LTD COM CL A G85158106 18102 1547180 SH SOLE 1547180 0 0 TERADYNE INC COM 880770102 2017 17061 SH SOLE 17061 0 0 TRADEWEB MKTS INC CL A 892672106 13836 157459 SH SOLE 157459 0 0 TRANSUNION COM 89400J107 13937 134864 SH SOLE 134864 0 0 TRIMBLE INC COM 896239100 13223 183302 SH SOLE 183302 0 0 TRUPANION INC COM 898202106 1882 21117 SH SOLE 21117 0 0 TYLER TECHNOLOGIES INC COM 902252105 13217 29708 SH SOLE 29708 0 0 ULTA BEAUTY INC COM 90384S303 15219 38218 SH SOLE 38218 0 0 UNIVERSAL DISPLAY CORP COM 91347P105 15942 95491 SH SOLE 95491 0 0 VERISIGN INC COM 92343E102 38573 173395 SH SOLE 173395 0 0 VERISK ANALYTICS INC COM 92345Y106 14788 68900 SH SOLE 68900 0 0 VERTEX PHARMACEUTICALS INC COM 92532F100 18729 71765 SH SOLE 71765 0 0 WATSCO INC COM 942622200 12686 41643 SH SOLE 41643 0 0 WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 12428 317604 SH SOLE 317604 0 0 WIX COM LTD SHS M98068105 10581 101288 SH SOLE 101288 0 0