0001214659-24-009402.txt : 20240516 0001214659-24-009402.hdr.sgml : 20240516 20240516152758 ACCESSION NUMBER: 0001214659-24-009402 CONFORMED SUBMISSION TYPE: 13F-HR/A PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240516 DATE AS OF CHANGE: 20240516 EFFECTIVENESS DATE: 20240516 FILER: COMPANY DATA: COMPANY CONFORMED NAME: 2Xideas AG CENTRAL INDEX KEY: 0001843587 ORGANIZATION NAME: IRS NUMBER: 000000000 STATE OF INCORPORATION: V8 FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR/A SEC ACT: 1934 Act SEC FILE NUMBER: 028-20822 FILM NUMBER: 24955101 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/A 1 primary_doc.xml X0202 13F-HR/A LIVE false false false 0001843587 XXXXXXXX 03-31-2024 03-31-2024 true 1 RESTATEMENT 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 05-15-2024 0 51 817296085 INFORMATION TABLE 2 infotable.xml AGILENT TECHNOLOGIES INC COM 00846U101 10521537 72308 SH SOLE 72308 0 0 ALIGN TECHNOLOGY INC COM 016255101 12031057 36689 SH SOLE 36689 0 0 AMERICAN EXPRESS CO COM 025816109 12245168 53780 SH SOLE 53780 0 0 ANALOG DEVICES INC COM 032654105 18188373 91958 SH SOLE 91958 0 0 ANSYS INC COM 03662Q105 14106152 40633 SH SOLE 40633 0 0 BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 113004105 19804101 471000 SH SOLE 471000 0 0 CERTARA INC COM 15687V109 10775990 602684 SH SOLE 602684 0 0 CHARLES RIV LABS INTL INC COM 159864107 11522420 42526 SH SOLE 42526 0 0 CONSTELLATION BRANDS INC CL A 21036P108 18580503 68371 SH SOLE 68371 0 0 COOPER COS INC COM 216648501 10780632 106255 SH SOLE 106255 0 0 COSTAR GROUP INC COM 22160N109 11112188 115033 SH SOLE 115033 0 0 DOLBY LABORATORIES INC COM CL A 25659T107 10331605 123333 SH SOLE 123333 0 0 DOMINOS PIZZA INC COM 25754A201 12116916 24386 SH SOLE 24386 0 0 EDWARDS LIFESCIENCES CORP COM 28176E108 18778304 196508 SH SOLE 196508 0 0 ENTEGRIS INC COM 29362U104 11797630 83945 SH SOLE 83945 0 0 FASTENAL CO COM 311900104 12020186 155823 SH SOLE 155823 0 0 FERGUSON PLC NEW SHS G3421J106 17716427 80957 SH SOLE 80957 0 0 FORTINET INC COM 34959E109 50128064 733832 SH SOLE 733832 0 0 GARTNER INC COM 366651107 10623068 22286 SH SOLE 22286 0 0 HALOZYME THERAPEUTICS INC COM 40637H109 20968994 515462 SH SOLE 515462 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 52311355 380640 SH SOLE 380640 0 0 INTUIT COM 461202103 11034400 16976 SH SOLE 16976 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 11892084 29798 SH SOLE 29798 0 0 IQVIA HLDGS INC COM 46266C105 51999495 205621 SH SOLE 205621 0 0 KINSALE CAP GROUP INC COM 49714P108 15753744 30022 SH SOLE 30022 0 0 KLA CORP COM NEW 482480100 12100630 17322 SH SOLE 17322 0 0 LABORATORY CORP AMER HLDGS COM NEW 50540R409 10212787 46749 SH SOLE 46749 0 0 LANTHEUS HLDGS INC COM 516544103 10642231 170987 SH SOLE 170987 0 0 LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755 10446013 159238 SH SOLE 159238 0 0 LIVE NATION ENTERTAINMENT IN COM 538034109 11360015 107403 SH SOLE 107403 0 0 MARKEL GROUP INC COM 570535104 10772078 7080 SH SOLE 7080 0 0 MARKETAXESS HLDGS INC COM 57060D108 7954829 36282 SH SOLE 36282 0 0 MERCADOLIBRE INC COM 58733R102 9478477 6269 SH SOLE 6269 0 0 MSCI INC COM 55354G100 10524691 18779 SH SOLE 18779 0 0 NEW YORK TIMES CO CL A 650111107 18918086 437716 SH SOLE 437716 0 0 PAYCOM SOFTWARE INC COM 70432V102 16343895 82126 SH SOLE 82126 0 0 POOL CORP COM 73278L105 10173042 25212 SH SOLE 25212 0 0 PTC INC COM 69370C100 22046464 116685 SH SOLE 116685 0 0 RESMED INC COM 761152107 42750716 215880 SH SOLE 215880 0 0 REVVITY INC COM 714046109 17748465 169033 SH SOLE 169033 0 0 RYAN SPECIALTY HOLDINGS INC CL A 78351F107 19765437 356134 SH SOLE 356134 0 0 SERVICE CORP INTL COM 817565104 10898555 146861 SH SOLE 146861 0 0 SKYWORKS SOLUTIONS INC COM 83088M102 10260829 94727 SH SOLE 94727 0 0 STARBUCKS CORP COM 855244109 10133232 110879 SH SOLE 110879 0 0 TERADYNE INC COM 880770102 11031163 97768 SH SOLE 97768 0 0 TRADEWEB MKTS INC CL A 892672106 11530161 110686 SH SOLE 110686 0 0 TYLER TECHNOLOGIES INC COM 902252105 15361986 36145 SH SOLE 36145 0 0 ULTA BEAUTY INC COM 90384S303 10726360 20514 SH SOLE 20514 0 0 WALKER & DUNLOP INC COM 93148P102 9694079 95924 SH SOLE 95924 0 0 WATSCO INC COM 942622200 10732295 24845 SH SOLE 24845 0 0 WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 18549176 398907 SH SOLE 398907 0 0