Seilern Investment Management Ltd
Seilern Investment Management Ltd reported 24 holdings worth US$771M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 13, 2026
Seilern Investment Management Ltd reported 24 holdings worth US$771M as of Sep 30, 2026. Largest: Mastercard Incorporated, Intuitive Surgical, Inc. and Tyler Technologies, Inc. Filed Oct 13, 2026 (Form 13F).
- Holdings
- 24
- Value as reported
- US$771M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Mastercard Incorporated | 143K | US$78.8M | 10.2% |
| Intuitive Surgical, Inc. | 134K | US$54.5M | 7.1% |
| Tyler Technologies, Inc. | 170K | US$54.1M | 7.0% |
| Veeva Systems Inc. | 179K | US$51M | 6.6% |
| Edwards Lifesciences Corporation | 590K | US$50.9M | 6.6% |
| Idexx Laboratories, Inc. | 96,546 | US$50.4M | 6.5% |
| Unitedhealth Group Incorporated | 131K | US$48.1M | 6.2% |
| Microsoft Corp. | 92,232 | US$47.3M | 6.1% |
| West Pharmaceutical Services, Inc. | 121K | US$44.8M | 5.8% |
| Cadence Design Systems, Inc. | 135K | US$44.4M | 5.8% |
| Autodesk, Inc. | 206K | US$43.1M | 5.6% |
| Alphabet Inc (google) Class C | 120K | US$41.1M | 5.3% |
| Adobe Inc. | 137K | US$32.9M | 4.3% |
| Copart, Inc. | 1.19M | US$32.4M | 4.2% |
| Zoetis Inc. | 455K | US$31.7M | 4.1% |
| Mettler-toledo International, Inc. | 20,459 | US$30.9M | 4.0% |
| Booking Holdings Inc. Common Stock | 12,453 | US$2.03M | 0.26% |
| Tradeweb Markets Inc. | 19,015 | US$1.92M | 0.25% |
| Visa Inc. | 4,737 | US$1.7M | 0.22% |
| Automatic Data Processing, Inc. | 6,418 | US$1.66M | 0.21% |
| Moody's Corporation | 3,219 | US$1.46M | 0.19% |
| Graco Inc. | 16,132 | US$1.24M | 0.16% |
| Cme Group Inc. | 3,651 | US$956K | 0.12% |