0001214659-23-002211.txt : 20230214 0001214659-23-002211.hdr.sgml : 20230214 20230214090004 ACCESSION NUMBER: 0001214659-23-002211 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230214 DATE AS OF CHANGE: 20230214 EFFECTIVENESS DATE: 20230214 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: 23623122 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 X0202 13F-HR LIVE false false false 0001843587 XXXXXXXX 12-31-2022 12-31-2022 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 02-13-2023 0 66 944934799 INFORMATION TABLE 2 infotable.xml ABCAM PLC ADS 000380204 9293770 597286 SH SOLE 597286 0 0 AGILENT TECHNOLOGIES INC COM 00846U101 10447366 69812 SH SOLE 69812 0 0 ALIGN TECHNOLOGY INC COM 016255101 8230372 39025 SH SOLE 39025 0 0 AMERICAN EXPRESS CO COM 025816109 10265966 69482 SH SOLE 69482 0 0 ANALOG DEVICES INC COM 032654105 10321260 62923 SH SOLE 62923 0 0 ANSYS INC COM 03662Q105 51143637 211696 SH SOLE 211696 0 0 BRIGHT HORIZONS FAM SOL IN D COM 109194100 2192220 34742 SH SOLE 34742 0 0 CADENCE DESIGN SYSTEM INC COM 127387108 1975872 12300 SH SOLE 12300 0 0 CHARLES RIV LABS INTL INC COM 159864107 10150000 46581 SH SOLE 46581 0 0 CONSTELLATION BRANDS INC CL A 21036P108 7965479 34371 SH SOLE 34371 0 0 COOPER COS INC COM NEW 216648402 10435615 31559 SH SOLE 31559 0 0 COSTAR GROUP INC COM 22160N109 10177158 131692 SH SOLE 131692 0 0 CYBERARK SOFTWARE LTD SHS M2682V108 9925226 76554 SH SOLE 76554 0 0 DOLBY LABORATORIES INC COM CL A 25659T107 10332276 146474 SH SOLE 146474 0 0 DOMINOS PIZZA INC COM 25754A201 7781183 22463 SH SOLE 22463 0 0 EDWARDS LIFESCIENCES CORP COM 28176E108 9773462 130994 SH SOLE 130994 0 0 ENTEGRIS INC COM 29362U104 9658521 147256 SH SOLE 147256 0 0 ETSY INC COM 29786A106 9895744 82616 SH SOLE 82616 0 0 FACTSET RESH SYS INC COM 303075105 2015679 5024 SH SOLE 5024 0 0 FASTENAL CO COM 311900104 22879220 483500 SH SOLE 483500 0 0 FERGUSON PLC NEW SHS G3421J106 10609740 83561 SH SOLE 83561 0 0 FERRARI N V COM N3167Y103 10377164 48126 SH SOLE 48126 0 0 FORTINET INC COM 34959E109 23430288 479245 SH SOLE 479245 0 0 GARTNER INC COM 366651107 10437483 31051 SH SOLE 31051 0 0 GOOSEHEAD INS INC COM CL A 38267D109 9118060 265523 SH SOLE 265523 0 0 HALOZYME THERAPEUTICS INC COM 40637H109 23703743 416586 SH SOLE 416586 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 64629238 629976 SH SOLE 629976 0 0 INTUIT COM 461202103 10071457 25876 SH SOLE 25876 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 10839548 40850 SH SOLE 40850 0 0 IQVIA HLDGS INC COM 46266C105 62539394 305234 SH SOLE 305234 0 0 KINSALE CAP GROUP INC COM 49714P108 21377168 81742 SH SOLE 81742 0 0 KLA CORP COM NEW 482480100 2504233 6642 SH SOLE 6642 0 0 LABORATORY CORP AMER HLDGS COM NEW 50540R409 10381607 44087 SH SOLE 44087 0 0 LAUDER ESTEE COS INC CL A 518439104 10427071 42026 SH SOLE 42026 0 0 LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854 10008906 167429 SH SOLE 167429 0 0 LIVE NATION ENTERTAINMENT IN COM 538034109 9682981 138844 SH SOLE 138844 0 0 MARKEL CORP COM 570535104 10557047 8013 SH SOLE 8013 0 0 MARKETAXESS HLDGS INC COM 57060D108 10380007 37219 SH SOLE 37219 0 0 MATCH GROUP INC NEW COM 57667L107 10005521 241155 SH SOLE 241155 0 0 MCCORMICK & CO INC COM NON VTG 579780206 10157755 122545 SH SOLE 122545 0 0 MERCADOLIBRE INC COM 58733R102 9749531 11521 SH SOLE 11521 0 0 MOODYS CORP COM 615369105 2303630 8268 SH SOLE 8268 0 0 MORNINGSTAR INC COM 617700109 10049993 46401 SH SOLE 46401 0 0 MSCI INC COM 55354G100 24075804 51757 SH SOLE 51757 0 0 NEW YORK TIMES CO CL A 650111107 23369025 719933 SH SOLE 719933 0 0 PERKINELMER INC COM 714046109 24835486 177118 SH SOLE 177118 0 0 POOL CORP COM 73278L105 9778259 32343 SH SOLE 32343 0 0 PTC INC COM 69370C100 19934803 166068 SH SOLE 166068 0 0 RESMED INC COM 761152107 58842305 282719 SH SOLE 282719 0 0 SENSATA TECHNOLOGIES HLDG PL SHS G8060N102 10220420 253106 SH SOLE 253106 0 0 SERVICE CORP INTL COM 817565104 25381640 367105 SH SOLE 367105 0 0 SKYWORKS SOLUTIONS INC COM 83088M102 10304616 113076 SH SOLE 113076 0 0 STARBUCKS CORP COM 855244109 10425226 105093 SH SOLE 105093 0 0 TRADEWEB MKTS INC CL A 892672106 10480027 161405 SH SOLE 161405 0 0 TRANSUNION COM 89400J107 9985560 175957 SH SOLE 175957 0 0 TRIMBLE INC COM 896239100 10112455 200009 SH SOLE 200009 0 0 TYLER TECHNOLOGIES INC COM 902252105 9820286 30459 SH SOLE 30459 0 0 ULTA BEAUTY INC COM 90384S303 10477148 22336 SH SOLE 22336 0 0 UNIVERSAL DISPLAY CORP COM 91347P105 10321169 95531 SH SOLE 95531 0 0 VERISIGN INC COM 92343E102 10397113 50609 SH SOLE 50609 0 0 VERISK ANALYTICS INC COM 92345Y106 10128449 57411 SH SOLE 57411 0 0 VERTEX PHARMACEUTICALS INC COM 92532F100 9806969 33960 SH SOLE 33960 0 0 WALKER & DUNLOP INC COM 93148P102 9893895 126069 SH SOLE 126069 0 0 WATSCO INC COM 942622200 7952867 31888 SH SOLE 31888 0 0 WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 7941247 175808 SH SOLE 175808 0 0 ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 22248439 86769 SH SOLE 86769 0 0