0001214659-22-010077.txt : 20220815 0001214659-22-010077.hdr.sgml : 20220815 20220815095259 ACCESSION NUMBER: 0001214659-22-010077 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220815 DATE AS OF CHANGE: 20220815 EFFECTIVENESS DATE: 20220815 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: 221163032 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 06-30-2022 06-30-2022 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 08-10-2022 0 73 1094603 INFORMATION TABLE 2 infotable.xml ABIOMED INC COM 003654100 10017 40470 SH SOLE 40470 0 0 AGILENT TECHNOLOGIES INC COM 00846U101 11633 97948 SH SOLE 97948 0 0 ALIGN TECHNOLOGY INC COM 016255101 7277 30748 SH SOLE 30748 0 0 AMERICAN EXPRESS CO COM 025816109 9959 71842 SH SOLE 71842 0 0 ANALOG DEVICES INC COM 032654105 11479 78575 SH SOLE 78575 0 0 ANSYS INC COM 03662Q105 58257 243456 SH SOLE 243456 0 0 AVALARA INC COM 05338G106 9511 134717 SH SOLE 134717 0 0 BRIGHT HORIZONS FAM SOL IN D COM 109194100 1711 20244 SH SOLE 20244 0 0 CARMAX INC COM 143130102 9621 106337 SH SOLE 106337 0 0 CATALENT INC COM 148806102 12524 116732 SH SOLE 116732 0 0 CHARLES RIV LABS INTL INC COM 159864107 10101 47209 SH SOLE 47209 0 0 CLOROX CO DEL COM 189054109 13183 93508 SH SOLE 93508 0 0 CONSTELLATION BRANDS INC CL A 21036P108 10406 44648 SH SOLE 44648 0 0 COOPER COS INC COM NEW 216648402 10052 32102 SH SOLE 32102 0 0 COSTAR GROUP INC COM 22160N109 11741 194352 SH SOLE 194352 0 0 CYBERARK SOFTWARE LTD SHS M2682V108 10165 79440 SH SOLE 79440 0 0 DOLBY LABORATORIES INC COM CL A 25659T107 11865 165808 SH SOLE 165808 0 0 DOMINOS PIZZA INC COM 25754A201 9844 25259 SH SOLE 25259 0 0 EDWARDS LIFESCIENCES CORP COM 28176E108 10828 113875 SH SOLE 113875 0 0 ELECTRONIC ARTS INC COM 285512109 2583 21233 SH SOLE 21233 0 0 ENTEGRIS INC COM 29362U104 9414 102179 SH SOLE 102179 0 0 ETSY INC COM 29786A106 7897 107866 SH SOLE 107866 0 0 FASTENAL CO COM 311900104 29903 599024 SH SOLE 599024 0 0 FERGUSON PLC NEW SHS G3421J106 10947 98092 SH SOLE 98092 0 0 FERRARI N V COM N3167Y103 10689 58903 SH SOLE 58903 0 0 FORTINET INC COM 34959E109 31843 562790 SH SOLE 562790 0 0 GARTNER INC COM 366651107 10898 45065 SH SOLE 45065 0 0 GOOSEHEAD INS INC COM CL A 38267D109 6231 136432 SH SOLE 136432 0 0 GRACO INC COM 384109104 8762 147476 SH SOLE 147476 0 0 HALOZYME THERAPEUTICS INC COM 40637H109 14283 324619 SH SOLE 324619 0 0 IDEXX LABS INC COM 45168D104 1722 4910 SH SOLE 4910 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 64190 682586 SH SOLE 682586 0 0 INTUIT COM 461202103 10388 26951 SH SOLE 26951 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 8919 44438 SH SOLE 44438 0 0 IQVIA HLDGS INC COM 46266C105 82293 379247 SH SOLE 379247 0 0 KINSALE CAP GROUP INC COM 49714P108 13324 58021 SH SOLE 58021 0 0 KLA CORP COM NEW 482480100 2341 7338 SH SOLE 7338 0 0 LAUDER ESTEE COS INC CL A 518439104 12124 47605 SH SOLE 47605 0 0 LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854 11765 185361 SH SOLE 185361 0 0 LIVE NATION ENTERTAINMENT IN COM 538034109 9411 113957 SH SOLE 113957 0 0 MARKEL CORP COM 570535104 11347 8774 SH SOLE 8774 0 0 MARKETAXESS HLDGS INC COM 57060D108 10104 39466 SH SOLE 39466 0 0 MASIMO CORP COM 574795100 11623 88951 SH SOLE 88951 0 0 MATCH GROUP INC NEW COM 57667L107 8592 123283 SH SOLE 123283 0 0 MCCORMICK & CO INC COM NON VTG 579780206 10828 130072 SH SOLE 130072 0 0 MERCADOLIBRE INC COM 58733R102 7178 11270 SH SOLE 11270 0 0 MOODYS CORP COM 615369105 10821 39789 SH SOLE 39789 0 0 MORNINGSTAR INC COM 617700109 11460 47390 SH SOLE 47390 0 0 MSCI INC COM 55354G100 29848 72421 SH SOLE 72421 0 0 NEW YORK TIMES CO CL A 650111107 23200 831549 SH SOLE 831549 0 0 PERKINELMER INC COM 714046109 32334 227355 SH SOLE 227355 0 0 POOL CORP COM 73278L105 11150 31745 SH SOLE 31745 0 0 RESMED INC COM 761152107 76099 363018 SH SOLE 363018 0 0 SENSATA TECHNOLOGIES HLDG PL SHS G8060N102 29543 715159 SH SOLE 715159 0 0 SERVICE CORP INTL COM 817565104 13624 197100 SH SOLE 197100 0 0 SKYWORKS SOLUTIONS INC COM 83088M102 9346 100887 SH SOLE 100887 0 0 SPOTIFY TECHNOLOGY S A SHS L8681T102 8329 88766 SH SOLE 88766 0 0 STARBUCKS CORP COM 855244109 10913 142862 SH SOLE 142862 0 0 STONECO LTD COM CL A G85158106 15376 1996920 SH SOLE 1996920 0 0 TERADYNE INC COM 880770102 2035 22720 SH SOLE 22720 0 0 TRADEWEB MKTS INC CL A 892672106 10419 152662 SH SOLE 152662 0 0 TRANSUNION COM 89400J107 10384 129810 SH SOLE 129810 0 0 TRIMBLE INC COM 896239100 10821 185829 SH SOLE 185829 0 0 TYLER TECHNOLOGIES INC COM 902252105 10018 30131 SH SOLE 30131 0 0 ULTA BEAUTY INC COM 90384S303 12531 32507 SH SOLE 32507 0 0 UNIVERSAL DISPLAY CORP COM 91347P105 8121 80295 SH SOLE 80295 0 0 VERISIGN INC COM 92343E102 28297 169108 SH SOLE 169108 0 0 VERISK ANALYTICS INC COM 92345Y106 10811 62458 SH SOLE 62458 0 0 VERTEX PHARMACEUTICALS INC COM 92532F100 13979 49608 SH SOLE 49608 0 0 WALKER & DUNLOP INC COM 93148P102 10011 103911 SH SOLE 103911 0 0 WATSCO INC COM 942622200 8448 35375 SH SOLE 35375 0 0 WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 8500 262193 SH SOLE 262193 0 0 WIX COM LTD SHS M98068105 8412 128331 SH SOLE 128331 0 0