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Livermore
Livermore
ZHEN

2Xideas AG

SEC CIK
0001843587
Latest filing
Aug 14, 2026

Holdings in Q4 2022

Holdings as of Dec 31, 2022, filed Feb 14, 2023. Long positions only; changes compare share counts with Q3 2022.

Institution overview
Positions
66
−7 vs. Q3 2022
Portfolio value
$944.9M
−$3.44M (−0.4%) vs. Q3 2022
Filed
Feb 14, 2023
SEC
Holdings of 2Xideas AG in Q4 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
CDNSCadence Design Systems IncStock12,300$1.98M0.2%+12,300NewHistory
FDSFactset Research Systems IncStock5,024$2.02M0.2%−79−1.5%ReducedHistory
BFAMBright Horizons Family Solutions Inc.COM34,742$2.19M0.2%+2,573+8.0%AddedHistory
MCOMoodys CorpStock8,268$2.30M0.2%−28,416−77.5%ReducedHistory
KLACKLA CorpCOM NEW6,642$2.50M0.3%+490+8.0%AddedHistory
DPZDominos Pizza IncCOM22,463$7.78M0.8%+1,884+9.2%AddedHistory
WSCWillScot Holdings CorpCOM CL A175,808$7.94M0.8%−38,230−17.9%ReducedHistory
WSOWatsco IncCOM31,888$7.95M0.8%+2,650+9.1%AddedHistory
STZConstellation Brands, Inc.Stock34,371$7.97M0.8%+3,809+12.5%AddedHistory
ALGNAlign Technology IncCOM39,025$8.23M0.9%−3,079−7.3%ReducedHistory
GSHDGoosehead Insurance, Inc.COM CL A265,523$9.12M1.0%+47,336+21.7%AddedHistory
Abcam PLC000380204ADS597,286$9.29M1.0%+597,286New–
ENTGEntegris IncCOM147,256$9.66M1.0%+45,884+45.3%AddedHistory
LYVLive Nation Entertainment, Inc.COM138,844$9.68M1.0%+18,193+15.1%AddedHistory
MELIMercadolibre IncCOM11,521$9.75M1.0%−2,459−17.6%ReducedHistory
EWEdwards Lifesciences CorpStock130,994$9.77M1.0%+26,203+25.0%AddedHistory
POOLPool CorpCOM32,343$9.78M1.0%+3,929+13.8%AddedHistory
VRTXVertex Pharmaceuticals IncStock33,960$9.81M1.0%+1,776+5.5%AddedHistory
TYLTyler Technologies IncCOM30,459$9.82M1.0%+3,182+11.7%AddedHistory
WDWalker & Dunlop, Inc.COM126,069$9.89M1.0%+22,328+21.5%AddedHistory
ETSYEtsy IncCOM82,616$9.90M1.0%−38,975−32.1%ReducedHistory
Cyberark Software LtdM2682V108SHS76,554$9.93M1.1%+6,987+10.0%Added–
TRUTransUnionCOM175,957$9.99M1.1%+45,144+34.5%AddedHistory
MTCHMatch Group, Inc.COM241,155$10.0M1.1%+89,032+58.5%AddedHistory
FWONKLiberty Media CorpCOM SER C FRMLA167,429$10.0M1.1%+10,429+6.6%AddedHistory
MORNMorningstar, Inc.COM46,401$10.0M1.1%+5,193+12.6%AddedHistory
INTUIntuit Inc.Stock25,876$10.1M1.1%+2,327+9.9%AddedHistory
TRMBTrimble Inc.COM200,009$10.1M1.1%+39,698+24.8%AddedHistory
VRSKVerisk Analytics, Inc.COM57,411$10.1M1.1%+4,970+9.5%AddedHistory
CRLCharles River Laboratories International, Inc.COM46,581$10.2M1.1%+90.0%AddedHistory
MKCMcCormick & Co IncStock122,545$10.2M1.1%+2,549+2.1%AddedHistory
CSGPCostar Group, Inc.COM131,692$10.2M1.1%−15,663−10.6%ReducedHistory
STSensata Technologies Holding plcSHS253,106$10.2M1.1%−377,342−59.9%ReducedHistory
AXPAmerican Express CoStock69,482$10.3M1.1%+4,070+6.2%AddedHistory
SWKSSkyworks Solutions, Inc.Stock113,076$10.3M1.1%+14,870+15.1%AddedHistory
OLEDUniversal Display CorpCOM95,531$10.3M1.1%+3,086+3.3%AddedHistory
ADIAnalog Devices IncStock62,923$10.3M1.1%−1,146−1.8%ReducedHistory
DLBDolby Laboratories, Inc.COM CL A146,474$10.3M1.1%+6,974+5.0%AddedHistory
RACEFerrari N.V.COM48,126$10.4M1.1%−1,356−2.7%ReducedHistory
MKTXMarketaxess Holdings IncCOM37,219$10.4M1.1%−1,761−4.5%ReducedHistory
LHLabcorp Holdings Inc.COM NEW44,087$10.4M1.1%+44,087NewHistory
VRSNVerisign IncCOM50,609$10.4M1.1%−3,588−6.6%ReducedHistory
SBUXStarbucks CorpStock105,093$10.4M1.1%−11,797−10.1%ReducedHistory
ELEstee Lauder Companies IncCL A42,026$10.4M1.1%+2,846+7.3%AddedHistory
COOCooper Companies, Inc.COM NEW31,559$10.4M1.1%−267−0.8%ReducedHistory
ITGartner IncCOM31,051$10.4M1.1%−5,749−15.6%ReducedHistory
AAgilent Technologies, Inc.COM69,812$10.4M1.1%−6,614−8.7%ReducedHistory
ULTAUlta Beauty, Inc.Stock22,336$10.5M1.1%−1,191−5.1%ReducedHistory
TWTradeweb Markets Inc.Stock161,405$10.5M1.1%+15,308+10.5%AddedHistory
MKLMarkel Group Inc.COM8,013$10.6M1.1%+305+4.0%AddedHistory
FERGFerguson Enterprises Inc.SHS83,561$10.6M1.1%−5,705−6.4%ReducedHistory
ISRGIntuitive Surgical IncCOM NEW40,850$10.8M1.1%−5,660−12.2%ReducedHistory
PTCPTC Inc.Stock166,068$19.9M2.1%−9,963−5.7%ReducedHistory
KNSLKinsale Capital Group, Inc.Stock81,742$21.4M2.3%−13,250−13.9%ReducedHistory
ZBRAZebra Technologies CorpCL A86,769$22.2M2.4%+642+0.7%AddedHistory
FASTFastenal CoStock483,500$22.9M2.4%−7,923−1.6%ReducedHistory
NYTNew York Times CoCL A719,933$23.4M2.5%−67,236−8.5%ReducedHistory
FTNTFortinet, Inc.Stock479,245$23.4M2.5%−4,337−0.9%ReducedHistory
HALOHalozyme Therapeutics, Inc.COM416,586$23.7M2.5%+190,115+83.9%AddedHistory
MSCIMSCI Inc.Stock51,757$24.1M2.5%−3,398−6.2%ReducedHistory
RVTYRevvity, Inc.COM177,118$24.8M2.6%−19,358−9.9%ReducedHistory
SCIService Corp InternationalCOM367,105$25.4M2.7%−19,859−5.1%ReducedHistory
ANSSAnsys IncCOM211,696$51.1M5.4%−2,566−1.2%ReducedHistory
RMDResmed IncCOM282,719$58.8M6.2%−16,389−5.5%ReducedHistory
IQVIQVIA Holdings Inc.Stock305,234$62.5M6.6%−16,358−5.1%ReducedHistory
ICEIntercontinental Exchange, Inc.Stock629,976$64.6M6.8%−16,272−2.5%ReducedHistory

Sold out since Q3 2022 (10)

Positions held at the end of Q3 2022 that are gone from this filing.

Positions of 2Xideas AG sold out since Q3 2022
SecurityClassShares in Q3 2022Value in Q3 2022% of portfolio in Q3 2022History
AVLRAvalara, Inc.COM126,087$11.6M1.2%History
MASIMasimo CorpCOM68,123$9.62M1.0%History
ABMDAbiomed IncCOM36,640$9.00M0.9%History
CLXClorox CoStock68,939$8.85M0.9%History
SPOTSpotify Technology S.A.Stock99,487$8.59M0.9%History
GGGGraco IncCOM119,909$7.19M0.8%History
STNEStoneCo Ltd.COM740,019$7.05M0.7%History
CTLTCatalent, Inc.COM97,305$7.04M0.7%History
KMXCarMax IncCOM81,480$5.38M0.6%History
TERTeradyne, IncStock21,915$1.65M0.2%History