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