# EDGAR Filing Document

**Accession Number:** 0001843587
**File Stem:** 0001420506-26-000892
**Filing Date:** 2026-5
**Character Count:** 8421
**Document Hash:** 6cddadbc8477d4c55d84d46035022470
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001420506-26-000892.hdr.sgml**: 20260511

**ACCESSION NUMBER**: 0001420506-26-000892

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260511

**DATE AS OF CHANGE**: 20260511

**EFFECTIVENESS DATE**: 20260511

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** 2Xideas AG
- **CENTRAL INDEX KEY:** 0001843587

**ORGANIZATION NAME:**
- **EIN:** 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:** 26961326

**BUSINESS ADDRESS:**
- **ADDRESS IS A NON US LOCATION:** YES
- **STREET 1:** SEESTRASSE 39
- **CITY:** KUSNACHT
- **PROVINCE COUNTRY:** V8
- **ZIP:** 8700
- **BUSINESS PHONE:** 41 44 763 53 00

**MAIL ADDRESS:**
- **ADDRESS IS A NON US LOCATION:** YES
- **STREET 1:** SEESTRASSE 39
- **CITY:** KUSNACHT
- **PROVINCE COUNTRY:** V8
- **ZIP:** 8700

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** 2Xideas AG<br>**Address:** SEESTRASSE 39<br>KUSNACHT, V8 8700

**Form 13F File Number:** 028-20822

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Stephan Welti<br>**Title:** Chief Operating Officer<br>**Phone:** 41 44 763 53 00

**Signature, Place, and Date of Signing:**

Stephan Welti Chief Operating Officer  Kusnacht, V8  05-11-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 1

**Form 13F Information Table Entry Total:** 47

**Form 13F Information Table Value Total:** $255259927

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

| No.   | Name            | Form 13F File Number   |
|:---|:---|:---|
|  | 2Xideas US Inc. | 028-25591              |

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| AGILENT TECHNOLOGIES INC | COM | 00846U101 |  | 3262678 | 28625 | SH |  | SOLE |  | 28625 | 0 | 0 |
| ALCON AG | ORD SHS | H01301128 |  | 2150698 | 29111 | SH |  | SOLE |  | 29111 | 0 | 0 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 3250148 | 10745 | SH |  | SOLE |  | 10745 | 0 | 0 |
| AON PLC | SHS CL A | G0403H108 |  | 3316565 | 10275 | SH |  | SOLE |  | 10275 | 0 | 0 |
| API GROUP CORP | COM STK | 00187Y100 |  | 6185986 | 152665 | SH |  | SOLE |  | 152665 | 0 | 0 |
| ASGN INC | COM | 00191U102 |  | 694419 | 17939 | SH |  | SOLE |  | 17939 | 0 | 0 |
| BIO-TECHNE CORP | COM | 09073M104 |  | 1746111 | 33412 | SH |  | SOLE |  | 33412 | 0 | 0 |
| BROOKFIELD ASSET MANAGMT LTD | CL A LMT VTG SHS | 113004105 |  | 998162 | 22527 | SH |  | SOLE |  | 22527 | 0 | 0 |
| CARLISLE COS INC | COM | 142339100 |  | 2814085 | 8435 | SH |  | SOLE |  | 8435 | 0 | 0 |
| CCC INTELLIGENT SOLUTIONS HL | COM | 12510Q100 |  | 3624174 | 604029 | SH |  | SOLE |  | 604029 | 0 | 0 |
| DESCARTES SYS GROUP INC | COM | 249906108 |  | 3786414 | 53044 | SH |  | SOLE |  | 53044 | 0 | 0 |
| DEXCOM INC | COM | 252131107 |  | 5650744 | 89980 | SH |  | SOLE |  | 89980 | 0 | 0 |
| DOLBY LABORATORIES INC | COM CL A | 25659T107 |  | 1591410 | 26497 | SH |  | SOLE |  | 26497 | 0 | 0 |
| DOMINOS PIZZA INC | COM | 25754A201 |  | 3189643 | 8890 | SH |  | SOLE |  | 8890 | 0 | 0 |
| EDWARDS LIFESCIENCES CORP | COM | 28176E108 |  | 28194326 | 352077 | SH |  | SOLE |  | 352077 | 0 | 0 |
| EXLSERVICE HLDGS INC | COM | 302081104 |  | 1097783 | 36052 | SH |  | SOLE |  | 36052 | 0 | 0 |
| FERGUSON ENTERPRISES INC | COMMON STOCK NEW | 31488V107 |  | 6808160 | 29187 | SH |  | SOLE |  | 29187 | 0 | 0 |
| FORTINET INC | COM | 34959E109 |  | 27615149 | 337924 | SH |  | SOLE |  | 337924 | 0 | 0 |
| GLOBAL E ONLINE LTD | SHS | M5216V106 |  | 2396089 | 77669 | SH |  | SOLE |  | 77669 | 0 | 0 |
| HALEON PLC | SPON ADS | 405552100 |  | 2159314 | 437469 | SH |  | SOLE |  | 437469 | 0 | 0 |
| HALOZYME THERAPEUTICS INC | COM | 40637H109 |  | 5924180 | 91663 | SH |  | SOLE |  | 91663 | 0 | 0 |
| HUBBELL INC | COM | 443510607 |  | 6348213 | 12936 | SH |  | SOLE |  | 12936 | 0 | 0 |
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 |  | 30730153 | 195385 | SH |  | SOLE |  | 195385 | 0 | 0 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 |  | 2938350 | 6374 | SH |  | SOLE |  | 6374 | 0 | 0 |
| IQVIA HLDGS INC | COM | 46266C105 |  | 3693214 | 21656 | SH |  | SOLE |  | 21656 | 0 | 0 |
| KEYSIGHT TECHNOLOGIES INC | COM | 49338L103 |  | 3686058 | 13054 | SH |  | SOLE |  | 13054 | 0 | 0 |
| KINSALE CAP GROUP INC | COM | 49714P108 |  | 4251275 | 12443 | SH |  | SOLE |  | 12443 | 0 | 0 |
| LABCORP HOLDINGS INC | COM SHS | 504922105 |  | 1687040 | 6323 | SH |  | SOLE |  | 6323 | 0 | 0 |
| LIBERTY MEDIA CORP DEL | COM LBTY ONE S C | 531229755 |  | 3268084 | 38439 | SH |  | SOLE |  | 38439 | 0 | 0 |
| LIVE NATION ENTERTAINMENT IN | COM | 538034109 |  | 3318313 | 21758 | SH |  | SOLE |  | 21758 | 0 | 0 |
| LPL FINL HLDGS INC | COM | 50212V100 |  | 3355157 | 11153 | SH |  | SOLE |  | 11153 | 0 | 0 |
| MERCADOLIBRE  INC | COM | 58733R102 |  | 1320971 | 764 | SH |  | SOLE |  | 764 | 0 | 0 |
| NEUROCRINE BIOSCIENCES INC | COM | 64125C109 |  | 1363641 | 10351 | SH |  | SOLE |  | 10351 | 0 | 0 |
| NEW YORK TIMES CO MTN BE | CL A | 650111107 |  | 7969254 | 95178 | SH |  | SOLE |  | 95178 | 0 | 0 |
| PLANET FITNESS MASTER ISSUER | CL A | 72703H101 |  | 5151559 | 69260 | SH |  | SOLE |  | 69260 | 0 | 0 |
| PROCORE TECHNOLOGIES INC | COM | 74275K108 |  | 4433916 | 77788 | SH |  | SOLE |  | 77788 | 0 | 0 |
| PTC INC | COM | 69370C100 |  | 20262505 | 142203 | SH |  | SOLE |  | 142203 | 0 | 0 |
| RB GLOBAL INC | COM | 74935Q107 |  | 2566671 | 26778 | SH |  | SOLE |  | 26778 | 0 | 0 |
| RBC BEARINGS INC | COM | 75524B104 |  | 3336929 | 6144 | SH |  | SOLE |  | 6144 | 0 | 0 |
| RESMED INC | COM | 761152107 |  | 14089263 | 62764 | SH |  | SOLE |  | 62764 | 0 | 0 |
| RYAN SPECIALTY HOLDINGS INC | CL A | 78351F107 |  | 3615545 | 107159 | SH |  | SOLE |  | 107159 | 0 | 0 |
| SERVICE CORP INTL | COM | 817565104 |  | 2627944 | 31850 | SH |  | SOLE |  | 31850 | 0 | 0 |
| STONEX GROUP INC | COM | 861896108 |  | 3583683 | 44435 | SH |  | SOLE |  | 44435 | 0 | 0 |
| TRADEWEB MKTS INC | CL A | 892672106 |  | 1338735 | 11378 | SH |  | SOLE |  | 11378 | 0 | 0 |
| VEEVA SYS INC | CL A COM | 922475108 |  | 1083120 | 6166 | SH |  | SOLE |  | 6166 | 0 | 0 |
| WASTE CONNECTIONS INC | COM | 94106B101 |  | 1618877 | 9966 | SH |  | SOLE |  | 9966 | 0 | 0 |
| WATSCO INC | COM | 942622200 |  | 1165219 | 3203 | SH |  | SOLE |  | 3203 | 0 | 0 |

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