0001214659-23-006785.txt : 20230511 0001214659-23-006785.hdr.sgml : 20230511 20230511101526 ACCESSION NUMBER: 0001214659-23-006785 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230511 DATE AS OF CHANGE: 20230511 EFFECTIVENESS DATE: 20230511 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: 23909382 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 03-31-2023 03-31-2023 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 05-05-2023 0 59 1039253376 INFORMATION TABLE 2 infotable.xml ABCAM PLC ADS 000380204 8871957 659135 SH SOLE 659135 0 0 AGILENT TECHNOLOGIES INC COM 00846U101 9787832 70752 SH SOLE 70752 0 0 ALIGN TECHNOLOGY INC COM 016255101 16899130 50575 SH SOLE 50575 0 0 AMERICAN EXPRESS CO COM 025816109 11876730 72002 SH SOLE 72002 0 0 ANALOG DEVICES INC COM 032654105 26747568 135623 SH SOLE 135623 0 0 ANSYS INC COM 03662Q105 68925542 207108 SH SOLE 207108 0 0 CHARLES RIV LABS INTL INC COM 159864107 9792306 48520 SH SOLE 48520 0 0 CONSTELLATION BRANDS INC CL A 21036P108 10336952 45761 SH SOLE 45761 0 0 COOPER COS INC COM NEW 216648402 11941546 31984 SH SOLE 31984 0 0 COSTAR GROUP INC COM 22160N109 9424532 136885 SH SOLE 136885 0 0 CYBERARK SOFTWARE LTD SHS M2682V108 12159369 82169 SH SOLE 82169 0 0 DOLBY LABORATORIES INC COM CL A 25659T107 12914394 151187 SH SOLE 151187 0 0 DOMINOS PIZZA INC COM 25754A201 10033986 30418 SH SOLE 30418 0 0 EDWARDS LIFESCIENCES CORP COM 28176E108 11734506 141841 SH SOLE 141841 0 0 ENTEGRIS INC COM 29362U104 13286112 162006 SH SOLE 162006 0 0 ETSY INC COM 29786A106 9696620 87098 SH SOLE 87098 0 0 FASTENAL CO COM 311900104 26906243 498818 SH SOLE 498818 0 0 FERGUSON PLC NEW SHS G3421J106 11287430 84392 SH SOLE 84392 0 0 FERRARI N V COM N3167Y103 13351542 49593 SH SOLE 49593 0 0 FORTINET INC COM 34959E109 30452371 458206 SH SOLE 458206 0 0 GARTNER INC COM 366651107 10258823 31491 SH SOLE 31491 0 0 HALOZYME THERAPEUTICS INC COM 40637H109 20913570 547619 SH SOLE 547619 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 66147810 634268 SH SOLE 634268 0 0 INTUIT COM 461202103 12166255 27289 SH SOLE 27289 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 10198873 39922 SH SOLE 39922 0 0 IQVIA HLDGS INC COM 46266C105 61042324 306915 SH SOLE 306915 0 0 KINSALE CAP GROUP INC COM 49714P108 23156873 77151 SH SOLE 77151 0 0 LABORATORY CORP AMER HLDGS COM NEW 50540R409 10344089 45088 SH SOLE 45088 0 0 LAUDER ESTEE COS INC CL A 518439104 10566233 42872 SH SOLE 42872 0 0 LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854 13245733 177011 SH SOLE 177011 0 0 LIVE NATION ENTERTAINMENT IN COM 538034109 10588200 151260 SH SOLE 151260 0 0 MARKEL CORP COM 570535104 10306144 8068 SH SOLE 8068 0 0 MARKETAXESS HLDGS INC COM 57060D108 14822456 37881 SH SOLE 37881 0 0 MATCH GROUP INC NEW COM 57667L107 9877824 257302 SH SOLE 257302 0 0 MCCORMICK & CO INC COM NON VTG 579780206 10566006 126980 SH SOLE 126980 0 0 MERCADOLIBRE INC COM 58733R102 16357125 12410 SH SOLE 12410 0 0 MORNINGSTAR INC COM 617700109 9941567 48966 SH SOLE 48966 0 0 MSCI INC COM 55354G100 25701524 45921 SH SOLE 45921 0 0 NEW YORK TIMES CO CL A 650111107 28585665 735228 SH SOLE 735228 0 0 PERKINELMER INC COM 714046109 23975739 179917 SH SOLE 179917 0 0 POOL CORP COM 73278L105 11956293 34915 SH SOLE 34915 0 0 PTC INC COM 69370C100 21758195 169681 SH SOLE 169681 0 0 RESMED INC COM 761152107 60829071 277771 SH SOLE 277771 0 0 SENSATA TECHNOLOGIES HLDG PL SHS G8060N102 13162713 263149 SH SOLE 263149 0 0 SERVICE CORP INTL COM 817565104 25594964 372128 SH SOLE 372128 0 0 SKYWORKS SOLUTIONS INC COM 83088M102 13779592 116796 SH SOLE 116796 0 0 STARBUCKS CORP COM 855244109 11170962 107279 SH SOLE 107279 0 0 TRADEWEB MKTS INC CL A 892672106 12956988 163971 SH SOLE 163971 0 0 TRANSUNION COM 89400J107 11625213 187081 SH SOLE 187081 0 0 TYLER TECHNOLOGIES INC COM 902252105 11639994 32822 SH SOLE 32822 0 0 ULTA BEAUTY INC COM 90384S303 12379070 22686 SH SOLE 22686 0 0 UNIVERSAL DISPLAY CORP COM 91347P105 15222442 98127 SH SOLE 98127 0 0 VERISIGN INC COM 92343E102 10905473 51604 SH SOLE 51604 0 0 VERISK ANALYTICS INC COM 92345Y106 11532705 60110 SH SOLE 60110 0 0 VERTEX PHARMACEUTICALS INC COM 92532F100 11494069 36481 SH SOLE 36481 0 0 WALKER & DUNLOP INC COM 93148P102 10286682 135049 SH SOLE 135049 0 0 WATSCO INC COM 942622200 13564115 42633 SH SOLE 42633 0 0 WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 10978124 234175 SH SOLE 234175 0 0 ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 13227210 41595 SH SOLE 41595 0 0