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Livermore
Livermore
ZHEN

2Xideas AG

SEC CIK
0001843587
Latest filing
Aug 14, 2026

Holdings in Q2 2022

Holdings as of Jun 30, 2022, filed Aug 15, 2022. Long positions only; changes compare share counts with Q1 2022.

Institution overview
Positions
73
−1 vs. Q1 2022
Portfolio value
$1.09B
−$323.3M (−22.8%) vs. Q1 2022
Filed
Aug 15, 2022
SEC
Holdings of 2Xideas AG in Q2 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
IQVIQVIA Holdings Inc.Stock379,247$82.3M7.5%−13,047−3.3%ReducedHistory
RMDResmed IncCOM363,018$76.1M7.0%−24,167−6.2%ReducedHistory
ICEIntercontinental Exchange, Inc.Stock682,586$64.2M5.9%−76,912−10.1%ReducedHistory
ANSSAnsys IncCOM243,456$58.3M5.3%+2,404+1.0%AddedHistory
RVTYRevvity, Inc.COM227,355$32.3M3.0%−28,649−11.2%ReducedHistory
FTNTFortinet, Inc.Stock562,790$31.8M2.9%−47,235−7.7%ReducedConverted for a 5-for-1 splitHistory
FASTFastenal CoStock599,024$29.9M2.7%−63,976−9.6%ReducedHistory
MSCIMSCI Inc.Stock72,421$29.8M2.7%−528−0.7%ReducedHistory
STSensata Technologies Holding plcSHS715,159$29.5M2.7%−11,816−1.6%ReducedHistory
VRSNVerisign IncCOM169,108$28.3M2.6%−4,287−2.5%ReducedHistory
NYTNew York Times CoCL A831,549$23.2M2.1%−82,481−9.0%ReducedHistory
STNEStoneCo Ltd.COM1,996,920$15.4M1.4%+449,740+29.1%AddedHistory
HALOHalozyme Therapeutics, Inc.COM324,619$14.3M1.3%+324,619NewHistory
VRTXVertex Pharmaceuticals IncStock49,608$14.0M1.3%−22,157−30.9%ReducedHistory
SCIService Corp InternationalCOM197,100$13.6M1.2%−24,890−11.2%ReducedHistory
KNSLKinsale Capital Group, Inc.Stock58,021$13.3M1.2%−8,248−12.4%ReducedHistory
CLXClorox CoStock93,508$13.2M1.2%+1,421+1.5%AddedHistory
ULTAUlta Beauty, Inc.Stock32,507$12.5M1.1%−5,711−14.9%ReducedHistory
CTLTCatalent, Inc.COM116,732$12.5M1.1%−8,098−6.5%ReducedHistory
ELEstee Lauder Companies IncCL A47,605$12.1M1.1%+4,370+10.1%AddedHistory
DLBDolby Laboratories, Inc.COM CL A165,808$11.9M1.1%−2,423−1.4%ReducedHistory
FWONKLiberty Media CorpCOM SER C FRMLA185,361$11.8M1.1%−63,833−25.6%ReducedHistory
CSGPCostar Group, Inc.COM194,352$11.7M1.1%−7,877−3.9%ReducedHistory
AAgilent Technologies, Inc.COM97,948$11.6M1.1%−2,250−2.2%ReducedHistory
MASIMasimo CorpCOM88,951$11.6M1.1%+34,364+63.0%AddedHistory
ADIAnalog Devices IncStock78,575$11.5M1.0%+78,575NewHistory
MORNMorningstar, Inc.COM47,390$11.5M1.0%+620+1.3%AddedHistory
MKLMarkel Group Inc.COM8,774$11.3M1.0%−3,997−31.3%ReducedHistory
POOLPool CorpCOM31,745$11.2M1.0%+3,479+12.3%AddedHistory
FERGFerguson Enterprises Inc.SHS98,092$10.9M1.0%+8,054+8.9%AddedHistory
SBUXStarbucks CorpStock142,862$10.9M1.0%+5,745+4.2%AddedHistory
ITGartner IncCOM45,065$10.9M1.0%−2,075−4.4%ReducedHistory
EWEdwards Lifesciences CorpStock113,875$10.8M1.0%−9,492−7.7%ReducedHistory
MKCMcCormick & Co IncStock130,072$10.8M1.0%−33,048−20.3%ReducedHistory
MCOMoodys CorpStock39,789$10.8M1.0%−1,192−2.9%ReducedHistory
TRMBTrimble Inc.COM185,829$10.8M1.0%+2,527+1.4%AddedHistory
VRSKVerisk Analytics, Inc.COM62,458$10.8M1.0%−6,442−9.3%ReducedHistory
RACEFerrari N.V.COM58,903$10.7M1.0%−2,872−4.6%ReducedHistory
TWTradeweb Markets Inc.Stock152,662$10.4M1.0%−4,797−3.0%ReducedHistory
STZConstellation Brands, Inc.Stock44,648$10.4M1.0%−7,153−13.8%ReducedHistory
INTUIntuit Inc.Stock26,951$10.4M0.9%+2,083+8.4%AddedHistory
TRUTransUnionCOM129,810$10.4M0.9%−5,054−3.7%ReducedHistory
Cyberark Software LtdM2682V108SHS79,440$10.2M0.9%−11,506−12.7%Reduced–
MKTXMarketaxess Holdings IncCOM39,466$10.1M0.9%+552+1.4%AddedHistory
CRLCharles River Laboratories International, Inc.COM47,209$10.1M0.9%+4,791+11.3%AddedHistory
COOCooper Companies, Inc.COM NEW32,102$10.1M0.9%−5,516−14.7%ReducedHistory
TYLTyler Technologies IncCOM30,131$10.0M0.9%+423+1.4%AddedHistory
ABMDAbiomed IncCOM40,470$10.0M0.9%−3,407−7.8%ReducedHistory
WDWalker & Dunlop, Inc.COM103,911$10.0M0.9%+103,911NewHistory
AXPAmerican Express CoStock71,842$9.96M0.9%−24,657−25.6%ReducedHistory
DPZDominos Pizza IncCOM25,259$9.84M0.9%+1,880+8.0%AddedHistory
KMXCarMax IncCOM106,337$9.62M0.9%+5,024+5.0%AddedHistory
AVLRAvalara, Inc.COM134,717$9.51M0.9%+10,930+8.8%AddedHistory
ENTGEntegris IncCOM102,179$9.41M0.9%−11,607−10.2%ReducedHistory
LYVLive Nation Entertainment, Inc.COM113,957$9.41M0.9%−17,708−13.4%ReducedHistory
SWKSSkyworks Solutions, Inc.Stock100,887$9.35M0.9%−988−1.0%ReducedHistory
ISRGIntuitive Surgical IncCOM NEW44,438$8.92M0.8%−45−0.1%ReducedHistory
GGGGraco IncCOM147,476$8.76M0.8%−16,492−10.1%ReducedHistory
MTCHMatch Group, Inc.COM123,283$8.59M0.8%+2,433+2.0%AddedHistory
WSCWillScot Holdings CorpCOM CL A262,193$8.50M0.8%−55,411−17.4%ReducedHistory
WSOWatsco IncCOM35,375$8.45M0.8%−6,268−15.1%ReducedHistory
WIXWix.com Ltd.SHS128,331$8.41M0.8%+27,043+26.7%AddedHistory
SPOTSpotify Technology S.A.Stock88,766$8.33M0.8%+20,474+30.0%AddedHistory
OLEDUniversal Display CorpCOM80,295$8.12M0.7%−15,196−15.9%ReducedHistory
ETSYEtsy IncCOM107,866$7.90M0.7%+34,870+47.8%AddedHistory
ALGNAlign Technology IncCOM30,748$7.28M0.7%+6,430+26.4%AddedHistory
MELIMercadolibre IncCOM11,270$7.18M0.7%−419−3.6%ReducedHistory
GSHDGoosehead Insurance, Inc.COM CL A136,432$6.23M0.6%+35,002+34.5%AddedHistory
EAElectronic Arts Inc.COM21,233$2.58M0.2%+95+0.4%AddedHistory
KLACKLA CorpCOM NEW7,338$2.34M0.2%+843+13.0%AddedHistory
TERTeradyne, IncStock22,720$2.04M0.2%+5,659+33.2%AddedHistory
IDXXIDEXX Laboratories IncCOM4,910$1.72M0.2%+676+16.0%AddedHistory
BFAMBright Horizons Family Solutions Inc.COM20,244$1.71M0.2%−1,905−8.6%ReducedHistory

Sold out since Q1 2022 (4)

Positions held at the end of Q1 2022 that are gone from this filing.

Positions of 2Xideas AG sold out since Q1 2022
SecurityClassShares in Q1 2022Value in Q1 2022% of portfolio in Q1 2022History
FDSFactset Research Systems IncStock32,473$14.1M1.0%History
MTDMettler Toledo International IncCOM9,416$12.9M0.9%History
IPGPIpg Photonics CorpCOM92,846$10.2M0.7%History
TRUPTrupanion, Inc.COM21,117$1.88M0.1%History