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Livermore
Livermore
ZHEN

2Xideas AG

SEC CIK
0001843587
Latest filing
Aug 14, 2026

Holdings in Q3 2022

Holdings as of Sep 30, 2022, filed Nov 14, 2022. Long positions only; changes compare share counts with Q2 2022.

Institution overview
Positions
73
0 vs. Q2 2022
Portfolio value
$948.4M
−$146.2M (−13.4%) vs. Q2 2022
Filed
Nov 14, 2022
SEC
Holdings of 2Xideas AG in Q3 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
RMDResmed IncCOM299,108$65.3M6.9%−63,910−17.6%ReducedHistory
ICEIntercontinental Exchange, Inc.Stock646,248$58.4M6.2%−36,338−5.3%ReducedHistory
IQVIQVIA Holdings Inc.Stock321,592$58.3M6.1%−57,655−15.2%ReducedHistory
ANSSAnsys IncCOM214,262$47.5M5.0%−29,194−12.0%ReducedHistory
KNSLKinsale Capital Group, Inc.Stock94,992$24.3M2.6%+36,971+63.7%AddedHistory
FTNTFortinet, Inc.Stock483,582$23.8M2.5%−79,208−14.1%ReducedHistory
RVTYRevvity, Inc.COM196,476$23.6M2.5%−30,879−13.6%ReducedHistory
STSensata Technologies Holding plcSHS630,448$23.5M2.5%−84,711−11.8%ReducedHistory
MSCIMSCI Inc.Stock55,155$23.3M2.5%−17,266−23.8%ReducedHistory
NYTNew York Times CoCL A787,169$22.6M2.4%−44,380−5.3%ReducedHistory
FASTFastenal CoStock491,423$22.6M2.4%−107,601−18.0%ReducedHistory
ZBRAZebra Technologies CorpCL A86,127$22.6M2.4%+86,127NewHistory
SCIService Corp InternationalCOM386,964$22.3M2.4%+189,864+96.3%AddedHistory
PTCPTC Inc.Stock176,031$18.4M1.9%+176,031NewHistory
ETSYEtsy IncCOM121,591$12.2M1.3%+13,725+12.7%AddedHistory
AVLRAvalara, Inc.COM126,087$11.6M1.2%−8,630−6.4%ReducedHistory
MELIMercadolibre IncCOM13,980$11.6M1.2%+2,710+24.0%AddedHistory
Cyberark Software LtdM2682V108SHS69,567$10.4M1.1%−9,873−12.4%Reduced–
CSGPCostar Group, Inc.COM147,355$10.3M1.1%−46,997−24.2%ReducedHistory
ITGartner IncCOM36,800$10.2M1.1%−8,265−18.3%ReducedHistory
SBUXStarbucks CorpStock116,890$9.85M1.0%−25,972−18.2%ReducedHistory
MASIMasimo CorpCOM68,123$9.62M1.0%−20,828−23.4%ReducedHistory
TYLTyler Technologies IncCOM27,277$9.48M1.0%−2,854−9.5%ReducedHistory
ULTAUlta Beauty, Inc.Stock23,527$9.44M1.0%−8,980−27.6%ReducedHistory
VRSNVerisign IncCOM54,197$9.41M1.0%−114,911−68.0%ReducedHistory
FERGFerguson Enterprises Inc.SHS89,266$9.37M1.0%−8,826−9.0%ReducedHistory
VRTXVertex Pharmaceuticals IncStock32,184$9.32M1.0%−17,424−35.1%ReducedHistory
RACEFerrari N.V.COM49,482$9.29M1.0%−9,421−16.0%ReducedHistory
AAgilent Technologies, Inc.COM76,426$9.29M1.0%−21,522−22.0%ReducedHistory
FWONKLiberty Media CorpCOM SER C FRMLA157,000$9.18M1.0%−28,361−15.3%ReducedHistory
LYVLive Nation Entertainment, Inc.COM120,651$9.17M1.0%+6,694+5.9%AddedHistory
CRLCharles River Laboratories International, Inc.COM46,572$9.16M1.0%−637−1.3%ReducedHistory
INTUIntuit Inc.Stock23,549$9.12M1.0%−3,402−12.6%ReducedHistory
DLBDolby Laboratories, Inc.COM CL A139,500$9.09M1.0%−26,308−15.9%ReducedHistory
POOLPool CorpCOM28,414$9.04M1.0%−3,331−10.5%ReducedHistory
ABMDAbiomed IncCOM36,640$9.00M0.9%−3,830−9.5%ReducedHistory
HALOHalozyme Therapeutics, Inc.COM226,471$8.96M0.9%−98,148−30.2%ReducedHistory
VRSKVerisk Analytics, Inc.COM52,441$8.94M0.9%−10,017−16.0%ReducedHistory
ADIAnalog Devices IncStock64,069$8.93M0.9%−14,506−18.5%ReducedHistory
MCOMoodys CorpStock36,684$8.92M0.9%−3,105−7.8%ReducedHistory
CLXClorox CoStock68,939$8.85M0.9%−24,569−26.3%ReducedHistory
AXPAmerican Express CoStock65,412$8.82M0.9%−6,430−9.0%ReducedHistory
MORNMorningstar, Inc.COM41,208$8.75M0.9%−6,182−13.0%ReducedHistory
OLEDUniversal Display CorpCOM92,445$8.72M0.9%+12,150+15.1%AddedHistory
ALGNAlign Technology IncCOM42,104$8.72M0.9%+11,356+36.9%AddedHistory
ISRGIntuitive Surgical IncCOM NEW46,510$8.72M0.9%+2,072+4.7%AddedHistory
TRMBTrimble Inc.COM160,311$8.70M0.9%−25,518−13.7%ReducedHistory
WDWalker & Dunlop, Inc.COM103,741$8.69M0.9%−170−0.2%ReducedHistory
MKTXMarketaxess Holdings IncCOM38,980$8.67M0.9%−486−1.2%ReducedHistory
EWEdwards Lifesciences CorpStock104,791$8.66M0.9%−9,084−8.0%ReducedHistory
WSCWillScot Holdings CorpCOM CL A214,038$8.63M0.9%−48,155−18.4%ReducedHistory
SPOTSpotify Technology S.A.Stock99,487$8.59M0.9%+10,721+12.1%AddedHistory
MKCMcCormick & Co IncStock119,996$8.55M0.9%−10,076−7.7%ReducedHistory
ELEstee Lauder Companies IncCL A39,180$8.46M0.9%−8,425−17.7%ReducedHistory
ENTGEntegris IncCOM101,372$8.42M0.9%−807−0.8%ReducedHistory
COOCooper Companies, Inc.COM NEW31,826$8.40M0.9%−276−0.9%ReducedHistory
SWKSSkyworks Solutions, Inc.Stock98,206$8.37M0.9%−2,681−2.7%ReducedHistory
MKLMarkel Group Inc.COM7,708$8.36M0.9%−1,066−12.1%ReducedHistory
TWTradeweb Markets Inc.Stock146,097$8.24M0.9%−6,565−4.3%ReducedHistory
TRUTransUnionCOM130,813$7.78M0.8%+1,003+0.8%AddedHistory
GSHDGoosehead Insurance, Inc.COM CL A218,187$7.78M0.8%+81,755+59.9%AddedHistory
WSOWatsco IncCOM29,238$7.53M0.8%−6,137−17.3%ReducedHistory
MTCHMatch Group, Inc.COM152,123$7.26M0.8%+28,840+23.4%AddedHistory
GGGGraco IncCOM119,909$7.19M0.8%−27,567−18.7%ReducedHistory
STNEStoneCo Ltd.COM740,019$7.05M0.7%−1,256,901−62.9%ReducedHistory
CTLTCatalent, Inc.COM97,305$7.04M0.7%−19,427−16.6%ReducedHistory
STZConstellation Brands, Inc.Stock30,562$7.02M0.7%−14,086−31.5%ReducedHistory
DPZDominos Pizza IncCOM20,579$6.38M0.7%−4,680−18.5%ReducedHistory
KMXCarMax IncCOM81,480$5.38M0.6%−24,857−23.4%ReducedHistory
FDSFactset Research Systems IncStock5,103$2.04M0.2%+5,103NewHistory
KLACKLA CorpCOM NEW6,152$1.86M0.2%−1,186−16.2%ReducedHistory
BFAMBright Horizons Family Solutions Inc.COM32,169$1.85M0.2%+11,925+58.9%AddedHistory
TERTeradyne, IncStock21,915$1.65M0.2%−805−3.5%ReducedHistory

Sold out since Q2 2022 (3)

Positions held at the end of Q2 2022 that are gone from this filing.

Positions of 2Xideas AG sold out since Q2 2022
SecurityClassShares in Q2 2022Value in Q2 2022% of portfolio in Q2 2022History
WIXWix.com Ltd.SHS128,331$8.41M0.8%History
EAElectronic Arts Inc.COM21,233$2.58M0.2%History
IDXXIDEXX Laboratories IncCOM4,910$1.72M0.2%History