Skip to main content
Livermore
Livermore
ZHEN

2Xideas AG

SEC CIK
0001843587
Latest filing
Aug 14, 2026

Holdings in Q3 2021

Holdings as of Sep 30, 2021, filed Nov 15, 2021. Long positions only; changes compare share counts with Q2 2021.

Institution overview
Positions
70
+1 vs. Q2 2021
Portfolio value
$1.31B
+$195.5M (+17.5%) vs. Q2 2021
Filed
Nov 15, 2021
SEC
Holdings of 2Xideas AG in Q3 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
RMDResmed IncCOM399,840$105.4M8.0%+1,653+0.4%AddedHistory
IQVIQVIA Holdings Inc.Stock379,974$91.0M6.9%+222,863+141.9%AddedHistory
ICEIntercontinental Exchange, Inc.Stock736,371$84.5M6.4%+28,356+4.0%AddedHistory
ANSSAnsys IncCOM229,096$78.0M5.9%+12,557+5.8%AddedHistory
FTNTFortinet, Inc.Stock151,269$44.2M3.4%−42,248−21.8%ReducedHistory
RVTYRevvity, Inc.COM245,234$42.5M3.2%+17,368+7.6%AddedHistory
NYTNew York Times CoCL A828,244$40.8M3.1%+639,205+338.1%AddedHistory
MSCIMSCI Inc.Stock66,464$40.4M3.1%+4,244+6.8%AddedHistory
STSensata Technologies Holding plcSHS645,227$35.3M2.7%+78,264+13.8%AddedHistory
MKLMarkel Group Inc.COM28,996$34.7M2.6%+4,260+17.2%AddedHistory
FASTFastenal CoStock637,832$32.9M2.5%+114,393+21.9%AddedHistory
VRSNVerisign IncCOM149,841$30.7M2.3%+20,248+15.6%AddedHistory
STNEStoneCo Ltd.COM552,030$19.2M1.5%+79,541+16.8%AddedHistory
ITGartner IncCOM45,811$13.9M1.1%−4,526−9.0%ReducedHistory
CTLTCatalent, Inc.COM102,627$13.7M1.0%+14,769+16.8%AddedHistory
Cyberark Software LtdM2682V108SHS85,174$13.4M1.0%+13,685+19.1%Added–
GSHDGoosehead Insurance, Inc.COM CL A87,996$13.4M1.0%+87,996NewHistory
FDSFactset Research Systems IncStock33,112$13.1M1.0%+3,282+11.0%AddedHistory
VRSKVerisk Analytics, Inc.COM63,569$12.7M1.0%+10,697+20.2%AddedHistory
TMOThermo Fisher Scientific Inc.Stock22,002$12.6M1.0%+1,860+9.2%AddedHistory
SCIService Corp InternationalCOM207,589$12.5M1.0%+26,200+14.4%AddedHistory
MASIMasimo CorpCOM45,764$12.4M0.9%+5,753+14.4%AddedHistory
INTUIntuit Inc.Stock22,656$12.2M0.9%−1,355−5.6%ReducedHistory
EWEdwards Lifesciences CorpStock107,134$12.1M0.9%−2,730−2.5%ReducedHistory
ALGNAlign Technology IncCOM18,160$12.1M0.9%+1,191+7.0%AddedHistory
BKNGBooking Holdings Inc.Stock5,071$12.0M0.9%+1,035+25.6%AddedHistory
ISRGIntuitive Surgical IncCOM NEW12,064$12.0M0.9%−371−3.0%ReducedHistory
AVLRAvalara, Inc.COM68,579$12.0M0.9%−289−0.4%ReducedHistory
MELIMercadolibre IncCOM7,124$12.0M0.9%+883+14.1%AddedHistory
AAgilent Technologies, Inc.COM75,139$11.8M0.9%+2,789+3.9%AddedHistory
WABWestinghouse Air Brake Technologies CorpStock134,951$11.6M0.9%+17,939+15.3%AddedHistory
ULTAUlta Beauty, Inc.Stock32,092$11.6M0.9%+2,372+8.0%AddedHistory
ABMDAbiomed IncCOM35,551$11.6M0.9%+6,181+21.0%AddedHistory
LYVLive Nation Entertainment, Inc.COM126,679$11.5M0.9%+18,125+16.7%AddedHistory
CSGPCostar Group, Inc.COM133,977$11.5M0.9%+22,167+19.8%AddedHistory
RACEFerrari N.V.COM54,356$11.4M0.9%+9,567+21.4%AddedHistory
ENTGEntegris IncCOM90,272$11.4M0.9%+8,040+9.8%AddedHistory
DPZDominos Pizza IncCOM23,815$11.4M0.9%−1,204−4.8%ReducedHistory
TRUTransUnionCOM101,104$11.4M0.9%−1,059−1.0%ReducedHistory
EAElectronic Arts Inc.COM79,342$11.3M0.9%+11,124+16.3%AddedHistory
AXPAmerican Express CoStock67,276$11.3M0.9%+2,308+3.6%AddedHistory
TYLTyler Technologies IncCOM24,527$11.2M0.9%+2,882+13.3%AddedHistory
ETSYEtsy IncCOM53,905$11.2M0.9%+53,905NewHistory
MORNMorningstar, Inc.COM43,194$11.2M0.9%+43,194NewHistory
TRMBTrimble Inc.COM135,596$11.2M0.8%+16,797+14.1%AddedHistory
SBUXStarbucks CorpStock100,980$11.1M0.8%+15,966+18.8%AddedHistory
MCOMoodys CorpStock31,147$11.1M0.8%+333+1.1%AddedHistory
KNSLKinsale Capital Group, Inc.Stock68,220$11.0M0.8%+68,220NewHistory
MTDMettler Toledo International IncCOM8,009$11.0M0.8%+60+0.8%AddedHistory
KMXCarMax IncCOM85,916$11.0M0.8%+15,100+21.3%AddedHistory
MTCHMatch Group, Inc.COM69,830$11.0M0.8%+2,943+4.4%AddedHistory
TWTradeweb Markets Inc.Stock134,351$10.9M0.8%+10,088+8.1%AddedHistory
POOLPool CorpCOM24,671$10.7M0.8%−1,980−7.4%ReducedHistory
ELEstee Lauder Companies IncCL A35,498$10.6M0.8%+3,866+12.2%AddedHistory
CLXClorox CoStock63,701$10.6M0.8%+14,535+29.6%AddedHistory
WSOWatsco IncCOM39,747$10.5M0.8%+4,333+12.2%AddedHistory
GGGGraco IncCOM150,091$10.5M0.8%+20,768+16.1%AddedHistory
MKCMcCormick & Co IncStock128,889$10.4M0.8%+23,989+22.9%AddedHistory
MKTXMarketaxess Holdings IncCOM24,815$10.4M0.8%+5,882+31.1%AddedHistory
STZConstellation Brands, Inc.Stock49,080$10.3M0.8%+8,173+20.0%AddedHistory
VRTXVertex Pharmaceuticals IncStock56,863$10.3M0.8%+12,692+28.7%AddedHistory
JDJD.com, Inc.SPON ADS CL A142,504$10.3M0.8%+30,357+27.1%AddedHistory
AZPNASPENTECH CorpCOM83,365$10.2M0.8%+18,556+28.6%AddedHistory
DLBDolby Laboratories, Inc.COM CL A116,320$10.2M0.8%+22,052+23.4%AddedHistory
SWKSSkyworks Solutions, Inc.Stock60,095$9.90M0.8%+9,128+17.9%AddedHistory
TCOMTrip.com Group LtdADS312,911$9.62M0.7%+73,359+30.6%AddedHistory
SPOTSpotify Technology S.A.Stock42,156$9.50M0.7%+7,358+21.1%AddedHistory
OLEDUniversal Display CorpCOM52,378$8.96M0.7%+12,456+31.2%AddedHistory
IPGPIpg Photonics CorpCOM55,976$8.87M0.7%+11,847+26.8%AddedHistory
iShares Tr464288257MSCI ACWI ETF4,843$484.0K<0.1%−3,137−39.3%Reduced–

Sold out since Q2 2021 (3)

Positions held at the end of Q2 2021 that are gone from this filing.

Positions of 2Xideas AG sold out since Q2 2021
SecurityClassShares in Q2 2021Value in Q2 2021% of portfolio in Q2 2021History
SPGIS&P Global Inc.Stock26,079$10.7M1.0%History
BF.BBrown Forman CorpStock133,439$10.0M0.9%History
CAECae IncCOM322,475$9.95M0.9%History