Institutions / Seilern Investment Management Ltd
Seilern Investment Management Ltd
CIK 1817797 · Institution · as of Dec 31, 2025
Portfolio value
$1.29B
Positions
24
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Mastercard Inc | $125.12M | 9.7% |
| Unitedhealth Group Inc | $117.50M | 9.1% |
| Microsoft Corp | $88.89M | 6.9% |
| Alphabet Inc. | $84.33M | 6.5% |
| Adobe Inc. | $81.20M | 6.3% |
| Edwards Lifesciences Corp | $78.71M | 6.1% |
| West Pharmaceutical Services Inc | $76.55M | 5.9% |
| Intuitive Surgical Inc | $74.99M | 5.8% |
| Mettler-Toledo International Inc | $73.96M | 5.7% |
| Autodesk, Inc. | $70.15M | 5.4% |
| Veeva Systems Inc | $70.07M | 5.4% |
| Tyler Technologies, Inc. | $68.56M | 5.3% |
| Idexx Laboratories Inc /De | $68.19M | 5.3% |
| Accenture plc | $60.73M | 4.7% |
| Cadence Design Systems Inc | $56.54M | 4.4% |
| Zoetis Inc. | $41.96M | 3.3% |
| Booking Holdings Inc | $8.46M | 0.7% |
| Moody's Corp | $7.13M | 0.6% |
| Graco Inc | $6.83M | 0.5% |
| CME Group Inc | $6.51M | 0.5% |
| Automatic Data Processing Inc | $6.45M | 0.5% |
| Visa Inc | $6.05M | 0.5% |
| Copart Inc | $5.40M | 0.4% |
| Tradeweb Markets Inc. | $5.26M | 0.4% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.