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Livermore
Livermore
ZHEN

2Xideas AG

SEC CIK
0001843587
Latest filing
Aug 14, 2026

Holdings in Q1 2022

Holdings as of Mar 31, 2022, filed May 16, 2022. Long positions only; changes compare share counts with Q4 2021.

Institution overview
Positions
74
−1 vs. Q4 2021
Portfolio value
$1.42B
−$238.4M (−14.4%) vs. Q4 2021
Filed
May 16, 2022
SEC
Holdings of 2Xideas AG in Q1 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
TRUPTrupanion, Inc.COM21,117$1.88M0.1%+21,117NewHistory
TERTeradyne, IncStock17,061$2.02M0.1%−261−1.5%ReducedHistory
IDXXIDEXX Laboratories IncCOM4,234$2.32M0.2%+4,234NewHistory
KLACKLA CorpCOM NEW6,495$2.38M0.2%+412+6.8%AddedHistory
EAElectronic Arts Inc.COM21,138$2.67M0.2%−82,214−79.5%ReducedHistory
BFAMBright Horizons Family Solutions Inc.COM22,149$2.94M0.2%+4,794+27.6%AddedHistory
MASIMasimo CorpCOM54,587$7.95M0.6%+1,005+1.9%AddedHistory
GSHDGoosehead Insurance, Inc.COM CL A101,430$7.97M0.6%+21,465+26.8%AddedHistory
ETSYEtsy IncCOM72,996$9.07M0.6%+4,542+6.6%AddedHistory
DPZDominos Pizza IncCOM23,379$9.52M0.7%−2,182−8.5%ReducedHistory
KMXCarMax IncCOM101,313$9.78M0.7%+6,141+6.5%AddedHistory
IPGPIpg Photonics CorpCOM92,846$10.2M0.7%+1,209+1.3%AddedHistory
SPOTSpotify Technology S.A.Stock68,292$10.3M0.7%+5,131+8.1%AddedHistory
WIXWix.com Ltd.SHS101,288$10.6M0.7%+26,737+35.9%AddedHistory
ALGNAlign Technology IncCOM24,318$10.6M0.7%+2,451+11.2%AddedHistory
GGGGraco IncCOM163,968$11.4M0.8%−10,402−6.0%ReducedHistory
ELEstee Lauder Companies IncCL A43,235$11.8M0.8%−4,546−9.5%ReducedHistory
STZConstellation Brands, Inc.Stock51,801$11.9M0.8%−6,139−10.6%ReducedHistory
POOLPool CorpCOM28,266$12.0M0.8%−4,468−13.6%ReducedHistory
INTUIntuit Inc.Stock24,868$12.0M0.8%−1,796−6.7%ReducedHistory
CRLCharles River Laboratories International, Inc.COM42,418$12.0M0.8%+6,561+18.3%AddedHistory
FERGFerguson Enterprises Inc.SHS90,038$12.3M0.9%+90,038NewHistory
AVLRAvalara, Inc.COM123,787$12.3M0.9%+38,525+45.2%AddedHistory
WSCWillScot Holdings CorpCOM CL A317,604$12.4M0.9%−66,320−17.3%ReducedHistory
SBUXStarbucks CorpStock137,117$12.5M0.9%+4,667+3.5%AddedHistory
WSOWatsco IncCOM41,643$12.7M0.9%−4,605−10.0%ReducedHistory
MORNMorningstar, Inc.COM46,770$12.8M0.9%−8,162−14.9%ReducedHistory
CLXClorox CoStock92,087$12.8M0.9%+3,312+3.7%AddedHistory
MTDMettler Toledo International IncCOM9,416$12.9M0.9%−1,017−9.7%ReducedHistory
MTCHMatch Group, Inc.COM120,850$13.1M0.9%+27,312+29.2%AddedHistory
DLBDolby Laboratories, Inc.COM CL A168,231$13.2M0.9%+1,749+1.1%AddedHistory
TYLTyler Technologies IncCOM29,708$13.2M0.9%−1,446−4.6%ReducedHistory
TRMBTrimble Inc.COM183,302$13.2M0.9%+6,459+3.7%AddedHistory
MKTXMarketaxess Holdings IncCOM38,914$13.2M0.9%+3,604+10.2%AddedHistory
AAgilent Technologies, Inc.COM100,198$13.3M0.9%+7,380+8.0%AddedHistory
ISRGIntuitive Surgical IncCOM NEW44,483$13.4M0.9%+890+2.0%AddedHistory
CSGPCostar Group, Inc.COM202,229$13.5M0.9%+30,801+18.0%AddedHistory
SWKSSkyworks Solutions, Inc.Stock101,875$13.6M1.0%+12,446+13.9%AddedHistory
RACEFerrari N.V.COM61,775$13.8M1.0%−5,908−8.7%ReducedHistory
MCOMoodys CorpStock40,981$13.8M1.0%+306+0.8%AddedHistory
TWTradeweb Markets Inc.Stock157,459$13.8M1.0%−19,420−11.0%ReducedHistory
CTLTCatalent, Inc.COM124,830$13.8M1.0%+13,422+12.0%AddedHistory
MELIMercadolibre IncCOM11,689$13.9M1.0%+2,892+32.9%AddedHistory
TRUTransUnionCOM134,864$13.9M1.0%+4,530+3.5%AddedHistory
ITGartner IncCOM47,140$14.0M1.0%−399−0.8%ReducedHistory
FDSFactset Research Systems IncStock32,473$14.1M1.0%−3,898−10.7%ReducedHistory
EWEdwards Lifesciences CorpStock123,367$14.5M1.0%−4,915−3.8%ReducedHistory
ABMDAbiomed IncCOM43,877$14.5M1.0%−452−1.0%ReducedHistory
SCIService Corp InternationalCOM221,990$14.6M1.0%−17,304−7.2%ReducedHistory
VRSKVerisk Analytics, Inc.COM68,900$14.8M1.0%−3,467−4.8%ReducedHistory
ENTGEntegris IncCOM113,786$14.9M1.1%+77+0.1%AddedHistory
KNSLKinsale Capital Group, Inc.Stock66,269$15.1M1.1%−21,466−24.5%ReducedHistory
ULTAUlta Beauty, Inc.Stock38,218$15.2M1.1%−1,810−4.5%ReducedHistory
Cyberark Software LtdM2682V108SHS90,946$15.3M1.1%+931+1.0%Added–
LYVLive Nation Entertainment, Inc.COM131,665$15.5M1.1%−23,354−15.1%ReducedHistory
COOCooper Companies, Inc.COM NEW37,618$15.7M1.1%+31,952+563.9%AddedHistory
OLEDUniversal Display CorpCOM95,491$15.9M1.1%+9,587+11.2%AddedHistory
MKCMcCormick & Co IncStock163,120$16.3M1.1%−17,504−9.7%ReducedHistory
FWONKLiberty Media CorpCOM SER C FRMLA249,194$17.4M1.2%+249,194NewHistory
AXPAmerican Express CoStock96,499$18.0M1.3%+10,119+11.7%AddedHistory
STNEStoneCo Ltd.COM1,547,180$18.1M1.3%+432,026+38.7%AddedHistory
VRTXVertex Pharmaceuticals IncStock71,765$18.7M1.3%−8,461−10.5%ReducedHistory
MKLMarkel Group Inc.COM12,771$18.8M1.3%+694+5.7%AddedHistory
MSCIMSCI Inc.Stock72,949$36.7M2.6%+2,323+3.3%AddedHistory
STSensata Technologies Holding plcSHS726,975$37.0M2.6%−5,659−0.8%ReducedHistory
VRSNVerisign IncCOM173,395$38.6M2.7%−7,022−3.9%ReducedHistory
FASTFastenal CoStock663,000$39.4M2.8%−31,796−4.6%ReducedHistory
FTNTFortinet, Inc.Stock122,005$41.7M2.9%−34,245−21.9%ReducedHistory
NYTNew York Times CoCL A914,030$41.9M3.0%+27,649+3.1%AddedHistory
RVTYRevvity, Inc.COM256,004$44.7M3.1%−5,787−2.2%ReducedHistory
ANSSAnsys IncCOM241,052$76.6M5.4%−2,172−0.9%ReducedHistory
IQVIQVIA Holdings Inc.Stock392,294$90.7M6.4%−5,365−1.3%ReducedHistory
RMDResmed IncCOM387,185$93.9M6.6%+5,004+1.3%AddedHistory
ICEIntercontinental Exchange, Inc.Stock759,498$100.3M7.1%−11,500−1.5%ReducedHistory

Sold out since Q4 2021 (5)

Positions held at the end of Q4 2021 that are gone from this filing.

Positions of 2Xideas AG sold out since Q4 2021
SecurityClassShares in Q4 2021Value in Q4 2021% of portfolio in Q4 2021History
AZPNASPENTECH CorpCOM114,988$17.5M1.1%History
Abcam PLC000380204ADS711,273$16.7M1.0%–
JDJD.com, Inc.SPON ADS CL A168,575$11.8M0.7%History
SIVBSVB Financial GroupCOM3,316$2.25M0.1%History
iShares Tr464288257MSCI ACWI ETF9,727$1.03M0.1%–