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Form 13F-HR 2Xideas AG For: Jun 30

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August 15, 2022 9:54 AM EDT

The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F COVER PAGE
OMB APPROVAL
OMB Number: 3235-0006
Expires: July 31, 2015
Estimated average burden
hours per response: 23.8
Report for the Calendar Year or Quarter Ended: 06-30-2022
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
Address: Bahnhofstrasse 1
Pfaffikon , V88808
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
Title: Chief Operating Officer
Phone: 41-44-763-53-09
Signature, Place, and Date of Signing:
/s/ Stephan Welti Pfaffikon , V8 08-10-2022
[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 reported are 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: 73
Form 13F Information Table Value Total: 1,094,603
(thousands)
List of Other Managers Reporting for this Manager:
[If there are no entries in this list, omit this section.]
Form 13F File Number Name

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. Form 13F File Number Name

The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Expires: July 31, 2015
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABIOMED INC COM 003654100 10,017 40,470 SH SOLE 40,470 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 11,633 97,948 SH SOLE 97,948 0 0
ALIGN TECHNOLOGY INC COM 016255101 7,277 30,748 SH SOLE 30,748 0 0
AMERICAN EXPRESS CO COM 025816109 9,959 71,842 SH SOLE 71,842 0 0
ANALOG DEVICES INC COM 032654105 11,479 78,575 SH SOLE 78,575 0 0
ANSYS INC COM 03662Q105 58,257 243,456 SH SOLE 243,456 0 0
AVALARA INC COM 05338G106 9,511 134,717 SH SOLE 134,717 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100 1,711 20,244 SH SOLE 20,244 0 0
CARMAX INC COM 143130102 9,621 106,337 SH SOLE 106,337 0 0
CATALENT INC COM 148806102 12,524 116,732 SH SOLE 116,732 0 0
CHARLES RIV LABS INTL INC COM 159864107 10,101 47,209 SH SOLE 47,209 0 0
CLOROX CO DEL COM 189054109 13,183 93,508 SH SOLE 93,508 0 0
CONSTELLATION BRANDS INC CL A 21036P108 10,406 44,648 SH SOLE 44,648 0 0
COOPER COS INC COM NEW 216648402 10,052 32,102 SH SOLE 32,102 0 0
COSTAR GROUP INC COM 22160N109 11,741 194,352 SH SOLE 194,352 0 0
CYBERARK SOFTWARE LTD SHS M2682V108 10,165 79,440 SH SOLE 79,440 0 0
DOLBY LABORATORIES INC COM CL A 25659T107 11,865 165,808 SH SOLE 165,808 0 0
DOMINOS PIZZA INC COM 25754A201 9,844 25,259 SH SOLE 25,259 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 10,828 113,875 SH SOLE 113,875 0 0
ELECTRONIC ARTS INC COM 285512109 2,583 21,233 SH SOLE 21,233 0 0
ENTEGRIS INC COM 29362U104 9,414 102,179 SH SOLE 102,179 0 0
ETSY INC COM 29786A106 7,897 107,866 SH SOLE 107,866 0 0
FASTENAL CO COM 311900104 29,903 599,024 SH SOLE 599,024 0 0
FERGUSON PLC NEW SHS G3421J106 10,947 98,092 SH SOLE 98,092 0 0
FERRARI N V COM N3167Y103 10,689 58,903 SH SOLE 58,903 0 0
FORTINET INC COM 34959E109 31,843 562,790 SH SOLE 562,790 0 0
GARTNER INC COM 366651107 10,898 45,065 SH SOLE 45,065 0 0
GOOSEHEAD INS INC COM CL A 38267D109 6,231 136,432 SH SOLE 136,432 0 0
GRACO INC COM 384109104 8,762 147,476 SH SOLE 147,476 0 0
HALOZYME THERAPEUTICS INC COM 40637H109 14,283 324,619 SH SOLE 324,619 0 0
IDEXX LABS INC COM 45168D104 1,722 4,910 SH SOLE 4,910 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 64,190 682,586 SH SOLE 682,586 0 0
INTUIT COM 461202103 10,388 26,951 SH SOLE 26,951 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 8,919 44,438 SH SOLE 44,438 0 0
IQVIA HLDGS INC COM 46266C105 82,293 379,247 SH SOLE 379,247 0 0
KINSALE CAP GROUP INC COM 49714P108 13,324 58,021 SH SOLE 58,021 0 0
KLA CORP COM NEW 482480100 2,341 7,338 SH SOLE 7,338 0 0
LAUDER ESTEE COS INC CL A 518439104 12,124 47,605 SH SOLE 47,605 0 0
LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854 11,765 185,361 SH SOLE 185,361 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 9,411 113,957 SH SOLE 113,957 0 0
MARKEL CORP COM 570535104 11,347 8,774 SH SOLE 8,774 0 0
MARKETAXESS HLDGS INC COM 57060D108 10,104 39,466 SH SOLE 39,466 0 0
MASIMO CORP COM 574795100 11,623 88,951 SH SOLE 88,951 0 0
MATCH GROUP INC NEW COM 57667L107 8,592 123,283 SH SOLE 123,283 0 0
MCCORMICK & CO INC COM NON VTG 579780206 10,828 130,072 SH SOLE 130,072 0 0
MERCADOLIBRE INC COM 58733R102 7,178 11,270 SH SOLE 11,270 0 0
MOODYS CORP COM 615369105 10,821 39,789 SH SOLE 39,789 0 0
MORNINGSTAR INC COM 617700109 11,460 47,390 SH SOLE 47,390 0 0
MSCI INC COM 55354G100 29,848 72,421 SH SOLE 72,421 0 0
NEW YORK TIMES CO CL A 650111107 23,200 831,549 SH SOLE 831,549 0 0
PERKINELMER INC COM 714046109 32,334 227,355 SH SOLE 227,355 0 0
POOL CORP COM 73278L105 11,150 31,745 SH SOLE 31,745 0 0
RESMED INC COM 761152107 76,099 363,018 SH SOLE 363,018 0 0
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102 29,543 715,159 SH SOLE 715,159 0 0
SERVICE CORP INTL COM 817565104 13,624 197,100 SH SOLE 197,100 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 9,346 100,887 SH SOLE 100,887 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 8,329 88,766 SH SOLE 88,766 0 0
STARBUCKS CORP COM 855244109 10,913 142,862 SH SOLE 142,862 0 0
STONECO LTD COM CL A G85158106 15,376 1,996,920 SH SOLE 1,996,920 0 0
TERADYNE INC COM 880770102 2,035 22,720 SH SOLE 22,720 0 0
TRADEWEB MKTS INC CL A 892672106 10,419 152,662 SH SOLE 152,662 0 0
TRANSUNION COM 89400J107 10,384 129,810 SH SOLE 129,810 0 0
TRIMBLE INC COM 896239100 10,821 185,829 SH SOLE 185,829 0 0
TYLER TECHNOLOGIES INC COM 902252105 10,018 30,131 SH SOLE 30,131 0 0
ULTA BEAUTY INC COM 90384S303 12,531 32,507 SH SOLE 32,507 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 8,121 80,295 SH SOLE 80,295 0 0
VERISIGN INC COM 92343E102 28,297 169,108 SH SOLE 169,108 0 0
VERISK ANALYTICS INC COM 92345Y106 10,811 62,458 SH SOLE 62,458 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 13,979 49,608 SH SOLE 49,608 0 0
WALKER & DUNLOP INC COM 93148P102 10,011 103,911 SH SOLE 103,911 0 0
WATSCO INC COM 942622200 8,448 35,375 SH SOLE 35,375 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 8,500 262,193 SH SOLE 262,193 0 0
WIX COM LTD SHS M98068105 8,412 128,331 SH SOLE 128,331 0 0

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