# EDGAR Filing Document

**Accession Number:** 0001843587
**File Stem:** 0001843587-25-000006
**Filing Date:** 2025-8
**Character Count:** 28695
**Document Hash:** 0bae41a9ac14ad6a77b9ce492da176fd
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001843587-25-000006.hdr.sgml**: 20250827

**ACCESSION NUMBER**: 0001843587-25-000006

**CONFORMED SUBMISSION TYPE**: N-PX

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250827

**EFFECTIVENESS DATE**: 20250827

**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:** N-PX
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-20822
- **FILM NUMBER:** 251259979

**BUSINESS ADDRESS:**
- **STREET 1:** SEESTRASSE 39
- **CITY:** KUSNACHT
- **STATE:** V8
- **ZIP:** 8700
- **BUSINESS PHONE:** 41 44 763 53 00

**MAIL ADDRESS:**
- **STREET 1:** SEESTRASSE 39
- **CITY:** KUSNACHT
- **STATE:** V8
- **ZIP:** 8700

## FORM N-PX
### ANNUAL REPORT OF PROXY VOTING RECORD

## N-PX: Filer Information

**Filer CIK:** 0001843587

**Date of Report:** 06/30/2025

**Are you a Registered Management Investment Company or an Institutional Manager?:** Institutional Manager

**Is this a LIVE or TEST Filing?:** LIVE

**Is this an electronic copy of an official filing submitted in paper format?:** [ ]

### Submission Contact Information
_Not provided in this filing._

### Notification Information
**Notify via Filing Website only?:** [ ]

## N-PX: Cover Page

**Name of reporting person:** 2XIDEAS  AG

**Address:** Seestrasse 39, Kusnacht, V8 8700

**Telephone number:** 0041447635300

**Name of agent for service:** —

**Agent Address:** —, —, — —

**Reporting Period:** Report for the year ended 06/30/2025

**SEC File Number:** 801-128870

**CRD Number (if any):** —

**Other SEC File Number (if any):** —

**LEI (if any):** 254900LXUJS4PKBGVC48

**Report Type (check only one):**

Institutional Manager.

- [x] Institutional Manager Voting Report

- [ ] Institutional Manager Notice Report

- [ ] Institutional Manager Combination Report

Registered Management Investment Company.

- [ ] Fund Voting Report

- [ ] Fund Notice Report

**Do you wish to provide explanatory information pursuant to Special Instruction B.4?:**

- [x] No

- [ ] Yes

**Additional information:** —

## N-PX: Summary - Included Managers

**Number of Included Institutional Managers:** 0

**Included Institutional Managers:** —

## FORM N-PX PROXY VOTING RECORD

| NAME OF ISSUER                          | CUSIP     | MEETING DATE   | VOTE DESCRIPTION                                                                                                                                                                            | VOTE CATEGORY                |   SHARES VOTED |   SHARES ON LOAN | HOW VOTED   |   SHARES VOTED FOR OR AGAINST MANAGEMENT | FOR OR AGAINST MANAGEMENT   | OTHER INFO   |
|:---|:---|:---|:---|:---|---:|---:|:---|---:|:---|:---|
| Autodesk, Inc.                          | 052769106 | 07/16/2024     | Approve, on an advisory (non-binding) basis, the compensation of Autodesk, Inc.'s named executive officers.                                                                                 | SECTION 14A SAY-ON-PAY VOTES |          38593 |                0 | AGAINST     |                                    38593 | AGAINST                     |  |
| Constellation Brands, Inc.              | 21036P108 | 07/17/2024     | To approve, by an advisory vote, the compensation of the Company's named executive officers as disclosed in the Proxy Statement.                                                            | SECTION 14A SAY-ON-PAY VOTES |          63012 |                0 | FOR         |                                    63012 | FOR                         |  |
| Bio-Techne Corporation                  | 09073M104 | 10/24/2024     | Approve, on an advisory basis, the compensation of our executive officers.                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |         124789 |                0 | FOR         |                                   124789 | FOR                         |  |
| KLA Corporation                         | 482480100 | 11/06/2024     | To approve on a non-binding, advisory basis our named executive officer compensation.                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |          10760 |                0 | FOR         |                                    10760 | FOR                         |  |
| ResMed Inc.                             | 761152107 | 11/20/2024     | Approve, on an advisory basis, the compensation paid to our named executive officers, as disclosed in the proxy statement ("say-on-pay").                                                   | SECTION 14A SAY-ON-PAY VOTES |          53263 |                0 | FOR         |                                    53263 | FOR                         |  |
| Ferguson Enterprises Inc.               | 31488V107 | 12/05/2024     | To approve, on an advisory basis, the fiscal 2024 compensation of the Company's Named Executive Officers.                                                                                   | SECTION 14A SAY-ON-PAY VOTES |          88573 |                0 | FOR         |                                    88573 | FOR                         |  |
| Ferguson Enterprises Inc.               | 31488V107 | 12/05/2024     | To approve, on an advisory basis, the frequency of future shareholder advisory votes to approve the compensation of the Company's Named Executive Officers.                                 | SECTION 14A SAY-ON-PAY VOTES |          88573 |                0 | ONE YEAR    |                                    88573 | FOR                         |  |
| Intuit Inc.                             | 461202103 | 01/23/2025     | Advisory vote to approve Intuit's executive compensation (say-on-pay)                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |          10654 |                0 | FOR         |                                    10654 | FOR                         |  |
| Dolby Laboratories, Inc.                | 25659T107 | 02/04/2025     | An advisory vote to approve Named Executive Officer compensation.                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |         151129 |                0 | FOR         |                                   151129 | FOR                         |  |
| Dolby Laboratories, Inc.                | 25659T107 | 02/04/2025     | An advisory vote on the frequency of future advisory votes to approve Named Executive Officer compensation.                                                                                 | SECTION 14A SAY-ON-PAY VOTES |         151129 |                0 | ONE YEAR    |                                   151129 | FOR                         |  |
| PTC Inc.                                | 69370C100 | 02/12/2025     | Advisory vote to approve the compensation of our named executive officers (say-on-pay).                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |          98732 |                0 | FOR         |                                    98732 | FOR                         |  |
| Hologic Inc.                            | 436440101 | 02/26/2025     | A non-binding advisory vote to approve executive compensation.                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |         124982 |                0 | FOR         |                                   124982 | FOR                         |  |
| Analog Devices, Inc.                    | 032654105 | 03/12/2025     | Advisory vote to approve the compensation of our named executive officers.                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |           6447 |                0 | FOR         |                                     6447 | FOR                         |  |
| Agilent Technologies, Inc.              | 00846U101 | 03/13/2025     | To approve, on a non-binding advisory basis, the compensation of our named executive officers.                                                                                              | SECTION 14A SAY-ON-PAY VOTES |          43342 |                0 | FOR         |                                    43342 | FOR                         |  |
| Keysight Technologies, Inc.             | 49338L103 | 03/20/2025     | Approve, on a non-binding advisory basis, the compensation of Keysight's Named Executive Officers                                                                                           | SECTION 14A SAY-ON-PAY VOTES |          49813 |                0 | FOR         |                                    49813 | FOR                         |  |
| The Cooper Companies, Inc.              | 216648501 | 04/02/2025     | Approve, on a non-binding, advisory basis, the compensation of our Named Executive Officers.                                                                                                | SECTION 14A SAY-ON-PAY VOTES |          90718 |                0 | FOR         |                                    90718 | FOR                         |  |
| MSCI Inc.                               | 55354G100 | 04/22/2025     | To approve, by advisory vote, our executive compensation.                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |          16709 |                0 | FOR         |                                    16709 | FOR                         |  |
| Revvity, Inc.                           | 714046109 | 04/22/2025     | To approve, by non-binding advisory vote, our executive compensation.                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |          79927 |                0 | FOR         |                                    79927 | FOR                         |  |
| Domino's Pizza, Inc.                    | 25754A201 | 04/23/2025     | Advisory vote to approve the compensation of the named executive officers of the Company.                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |          23443 |                0 | FOR         |                                    23443 | FOR                         |  |
| Entegris, Inc.                          | 29362U104 | 04/23/2025     | Approval, by non-binding vote, of the compensation paid to Entegris, Inc.'s named executive officers (advisory vote).                                                                       | SECTION 14A SAY-ON-PAY VOTES |          71878 |                0 | AGAINST     |                                    71878 | AGAINST                     |  |
| IQVIA Holdings Inc.                     | 46266C105 | 04/24/2025     | Approve an advisory (non-binding) resolution to approve IQVIA'S executive compensation (say-on-pay).                                                                                        | SECTION 14A SAY-ON-PAY VOTES |          67414 |                0 | FOR         |                                    67414 | FOR                         |  |
| TopBuild Corp.                          | 89055F103 | 04/28/2025     | To approve, on an advisory basis, the compensation of the Company's named executive officers.                                                                                               | SECTION 14A SAY-ON-PAY VOTES |          30717 |                0 | FOR         |                                    30717 | FOR                         |  |
| American Express Company                | 025816109 | 04/29/2025     | Approval, on an advisory basis, of the Company's executive compensation.                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |          13236 |                0 | FOR         |                                    13236 | FOR                         |  |
| Carlisle Companies Incorporated         | 142339100 | 04/30/2025     | To approve, on an advisory basis, the Company's named executive officer compensation in 2024.                                                                                               | SECTION 14A SAY-ON-PAY VOTES |          27153 |                0 | FOR         |                                    27153 | FOR                         |  |
| Pool Corporation                        | 73278L105 | 04/30/2025     | Say-on-pay vote: Advisory vote to approve the compensation of our named executive officers as disclosed in the proxy statement.                                                             | SECTION 14A SAY-ON-PAY VOTES |           9384 |                0 | FOR         |                                     9384 | FOR                         |  |
| Halozyme Therapeutics, Inc.             | 40637H109 | 05/01/2025     | To approve, by a non-binding advisory vote, the compensation of the Company's named executive officers.                                                                                     | SECTION 14A SAY-ON-PAY VOTES |         298366 |                0 | FOR         |                                   298366 | FOR                         |  |
| Intuitive Surgical, Inc.                | 46120E602 | 05/01/2025     | To approve, by advisory vote, the compensation of the Company's Named Executive Officers.                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |           9954 |                0 | FOR         |                                     9954 | FOR                         |  |
| Lantheus Holdings, Inc.                 | 516544103 | 05/01/2025     | The approval, on an advisory basis, of the compensation paid to our named executive officers.                                                                                               | SECTION 14A SAY-ON-PAY VOTES |          65060 |                0 | FOR         |                                    65060 | FOR                         |  |
| Paycom Software, Inc.                   | 70432V102 | 05/05/2025     | Advisory approval of the compensation of the Company's named executive officers.                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |          15109 |                0 | FOR         |                                    15109 | FOR                         |  |
| Planet Fitness, Inc.                    | 72703H101 | 05/06/2025     | Approval, on an advisory basis, of the compensation of the Company's named executive officers.                                                                                              | SECTION 14A SAY-ON-PAY VOTES |         119481 |                0 | FOR         |                                   119481 | FOR                         |  |
| Service Corporation International       | 817565104 | 05/06/2025     | To approve, by advisory vote, named executive officer compensation.                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |          33215 |                0 | FOR         |                                    33215 | FOR                         |  |
| Tyler Technologies, Inc.                | 902252105 | 05/06/2025     | Advisory Approval of Our Executive Compensation.                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |           4052 |                0 | FOR         |                                     4052 | FOR                         |  |
| DexCom, Inc.                            | 252131107 | 05/08/2025     | To provide a non-binding advisory vote on the compensation of our named executive officers for the fiscal year ended December 31, 2024.                                                     | SECTION 14A SAY-ON-PAY VOTES |          91644 |                0 | FOR         |                                    91644 | FOR                         |  |
| Edwards Lifesciences Corporation        | 28176E108 | 05/08/2025     | Advisory Vote to Approve Named Executive Officer Compensation                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |         178756 |                0 | FOR         |                                   178756 | FOR                         |  |
| Teradyne, Inc.                          | 880770102 | 05/09/2025     | To approve, on a non-binding, advisory basis, the 2024 compensation of the Company's named executive officers.                                                                              | SECTION 14A SAY-ON-PAY VOTES |          78393 |                0 | FOR         |                                    78393 | FOR                         |  |
| RLI Corp.                               | 749607107 | 05/13/2025     | Non-Binding, Advisory Vote to Approve the Compensation of the Company's Named Executive Officers (the "Say-on-Pay" vote).                                                                   | SECTION 14A SAY-ON-PAY VOTES |         104052 |                0 | FOR         |                                   104052 | FOR                         |  |
| Labcorp Holdings Inc.                   | 504922105 | 05/15/2025     | To approve, by non-binding vote, the compensation of Company's Named Executive Officers.                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |          28781 |                0 | FOR         |                                    28781 | FOR                         |  |
| APi Group Corporation                   | 00187Y100 | 05/16/2025     | To approve, on an advisory basis, the compensation of our named executive officers.                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |          78603 |                0 | FOR         |                                    78603 | FOR                         |  |
| Intercontinental Exchange, Inc.         | 45866F104 | 05/16/2025     | To approve, by non-binding vote, the advisory resolution on executive compensation for named executive officers.                                                                            | SECTION 14A SAY-ON-PAY VOTES |         117729 |                0 | FOR         |                                   117729 | FOR                         |  |
| Waste Connections, Inc.                 | 94106B101 | 05/16/2025     | Say-on-Pay - Approve, on a non-binding, advisory basis, the compensation of the Company's named executive officers as disclosed in the Company's Proxy Statement.                           | SECTION 14A SAY-ON-PAY VOTES |          27679 |                0 | FOR         |                                    27679 | FOR                         |  |
| Tradeweb Markets Inc.                   | 892672106 | 05/20/2025     | To approve, on an advisory basis, the compensation of our named executive officers.                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |          47999 |                0 | FOR         |                                    47999 | FOR                         |  |
| Align Technology, Inc.                  | 016255101 | 05/21/2025     | Advisory Vote to Approve the Compensation of our Named Executive Officers                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |          35707 |                0 | FOR         |                                    35707 | FOR                         |  |
| Certara, Inc.                           | 15687V109 | 05/21/2025     | A non-binding advisory vote to approve the compensation of our named executive officers for the most recently completed fiscal year.                                                        | SECTION 14A SAY-ON-PAY VOTES |         464761 |                0 | FOR         |                                   464761 | FOR                         |  |
| Hyatt Hotels Corporation                | 448579102 | 05/21/2025     | Approval, on an advisory basis, of the compensation paid to our named executive officers as disclosed pursuant to the Securities and Exchange Commission's compensation disclosure rules.   | SECTION 14A SAY-ON-PAY VOTES |          21225 |                0 | FOR         |                                    21225 | FOR                         |  |
| Neurocrine Biosciences, Inc.            | 64125C109 | 05/21/2025     | Advisory vote on the compensation paid to the Company's named executive officers;                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |          66591 |                0 | FOR         |                                    66591 | FOR                         |  |
| CCC Intelligent Solutions Holdings Inc. | 12510Q100 | 05/22/2025     | To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as set forth in the Proxy Statement for the Annual Meeting.                      | SECTION 14A SAY-ON-PAY VOTES |         821414 |                0 | AGAINST     |                                   821414 | AGAINST                     |  |
| Kinsale Capital Group, Inc.             | 49714P108 | 05/22/2025     | Advisory vote to approve executive compensation                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |          29635 |                0 | FOR         |                                    29635 | FOR                         |  |
| LPL Financial Holdings Inc.             | 50212V100 | 05/22/2025     | Approve, in an advisory vote, the compensation paid to the Company's named executive officers.                                                                                              | SECTION 14A SAY-ON-PAY VOTES |          26117 |                0 | FOR         |                                    26117 | FOR                         |  |
| Gartner, Inc.                           | 366651107 | 05/29/2025     | Approval, on an advisory basis, of the compensation of our named executive officers.                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |          28063 |                0 | FOR         |                                    28063 | FOR                         |  |
| Ryan Specialty Holdings, Inc.           | 78351F107 | 05/30/2025     | To approve, by non-binding advisory vote, the compensation of our named executive officers; and                                                                                             | SECTION 14A SAY-ON-PAY VOTES |         166146 |                0 | FOR         |                                   166146 | FOR                         |  |
| Watsco, Inc.                            | 942622200 | 06/02/2025     | Approval of the advisory resolution regarding the compensation of our named executive officers.                                                                                             | SECTION 14A SAY-ON-PAY VOTES |          11273 |                0 | FOR         |                                    11273 | FOR                         |  |
| Ares Management Corporation             | 03990B101 | 06/06/2025     | Approval, on a non-binding, advisory basis, of the compensation paid to our named executive officers for our 2024 fiscal year.                                                              | SECTION 14A SAY-ON-PAY VOTES |          57167 |                0 | AGAINST     |                                    57167 | AGAINST                     |  |
| Ares Management Corporation             | 03990B101 | 06/06/2025     | To recommend, on a non-binding, advisory basis, the frequency of future advisory votes to approve, on a non-binding, advisory basis, the compensation paid to our named executive officers. | SECTION 14A SAY-ON-PAY VOTES |          57167 |                0 | ONE YEAR    |                                    57167 | AGAINST                     |  |
| WillScot Holdings Corporation           | 971378104 | 06/06/2025     | To approve, on an advisory and non-binding basis, the compensation of the named executive officers of WillScot Holdings Corporation.                                                        | SECTION 14A SAY-ON-PAY VOTES |         103693 |                0 | FOR         |                                   103693 | FOR                         |  |
| Live Nation Entertainment, Inc.         | 538034109 | 06/12/2025     | To hold an advisory vote on the company's executive compensation;                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |          32901 |                0 | AGAINST     |                                    32901 | AGAINST                     |  |
| Fortinet, Inc.                          | 34959E109 | 06/13/2025     | Advisory vote to approve named executive officer compensation, as disclosed in the Proxy Statement.                                                                                         | SECTION 14A SAY-ON-PAY VOTES |         147057 |                0 | FOR         |                                   147057 | FOR                         |  |
| ExlService Holdings, Inc.               | 302081104 | 06/17/2025     | The approval, on a non-binding advisory basis, of the compensation of the named executive officers of the Company.                                                                          | SECTION 14A SAY-ON-PAY VOTES |         159760 |                0 | FOR         |                                   159760 | FOR                         |  |
| MercadoLibre, Inc.                      | 58733R102 | 06/17/2025     | To approve, on an advisory basis, the compensation of our named executive officers for fiscal year 2024.                                                                                    | SECTION 14A SAY-ON-PAY VOTES |           2384 |                0 | FOR         |                                     2384 | FOR                         |  |
| Autodesk, Inc.                          | 052769106 | 06/18/2025     | Approve, on an advisory (non-binding) basis, the compensation of Autodesk, Inc's named executive officers.                                                                                  | SECTION 14A SAY-ON-PAY VOTES |          58090 |                0 | FOR         |                                    58090 | FOR                         |  |
| CoStar Group, Inc.                      | 22160N109 | 06/26/2025     | Proposal to approve, on an advisory basis, the Company's executive compensation.                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |         162376 |                0 | AGAINST     |                                   162376 | AGAINST                     |  |
| ANSYS, Inc.                             | 03662Q105 | 06/27/2025     | Advisory Approval of the Compensation of Our Named Executive Officers                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |          20645 |                0 | FOR         |                                    20645 | FOR                         |  |

## N-PX: Signature Block

**Reporting Person:** 2XIDEAS  AG

**By (Signature):** Welti Stephan

**By (Printed Signature):** Welti Stephan

**By (Title):** COO

**Date:** 08/26/2025