Seilern Investment Management Ltd
Seilern Investment Management Ltd reported 24 holdings worth US$794M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 8, 2026
Seilern Investment Management Ltd reported 24 holdings worth US$794M as of Jun 30, 2026. Largest: Mastercard Incorporated, Unitedhealth Group Incorporated and Veeva Systems Inc. Filed Jul 8, 2026 (Form 13F).
- Holdings
- 24
- Value as reported
- US$794M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Mastercard Incorporated | 169K | US$87M | 11.0% |
| Unitedhealth Group Incorporated | 160K | US$66.5M | 8.4% |
| Veeva Systems Inc. | 317K | US$56.3M | 7.1% |
| Edwards Lifesciences Corporation | 600K | US$54.3M | 6.8% |
| Idexx Laboratories, Inc. | 97,560 | US$51.4M | 6.5% |
| Tyler Technologies, Inc. | 173K | US$50.6M | 6.4% |
| West Pharmaceutical Services, Inc. | 138K | US$49.6M | 6.3% |
| Intuitive Surgical, Inc. | 116K | US$46M | 5.8% |
| Autodesk, Inc. | 228K | US$44.3M | 5.6% |
| Alphabet Inc (google) Class C | 121K | US$43.4M | 5.5% |
| Microsoft Corp. | 115K | US$42.9M | 5.4% |
| Cadence Design Systems, Inc. | 114K | US$42.9M | 5.4% |
| Adobe Inc. | 180K | US$36.9M | 4.6% |
| Zoetis Inc. | 460K | US$33.1M | 4.2% |
| Copart, Inc. | 1.05M | US$29.7M | 3.7% |
| Mettler-toledo International, Inc. | 21,057 | US$26.9M | 3.4% |
| Booking Holdings Inc. Common Stock | 12,358 | US$2.2M | 0.28% |
| Tradeweb Markets Inc. | 19,488 | US$1.94M | 0.24% |
| Visa Inc. | 5,621 | US$1.93M | 0.24% |
| Automatic Data Processing, Inc. | 8,408 | US$1.88M | 0.24% |
| Moody's Corporation | 3,630 | US$1.64M | 0.21% |
| Graco Inc. | 16,788 | US$1.27M | 0.16% |
| Cme Group Inc. | 3,800 | US$839K | 0.11% |