# EDGAR Filing Document

**Accession Number:** 0001843587
**File Stem:** 0001214659-23-002211
**Filing Date:** 2023-2
**Character Count:** 10020
**Document Hash:** d57bed6eee354f515b3cce30dbf807e1
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001214659-23-002211.hdr.sgml**: 20230214

**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

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**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:** Bahnhofstrasse 1<br>Pfaffikon, V8 8808

**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:** 41-44-763-53-09

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

/s/ Stephan Welti  Pfaffikon, V8  02-13-2023<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:** 0

**Form 13F Information Table Entry Total:** 66

**Form 13F Information Table Value Total:** $944934799

      (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.]

**NONE**

### 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 |
| 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 |

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