Q1 2026 · 13F-HR
Seilern Investment Management Ltdholdings as filed
Filed 2026-04-07 · accession 0001817797-26-000003
$838.5M
Reported value
24
Positions
2026-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 57636Q104 | MA | MASTERCARD INCORPORATED | $88.9M | 10.6% | 177,965 | Common | SOLE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $76.1M | 9.07% | 281,119 | Common | SOLE |
| 902252105 | TYL | TYLER TECHNOLOGIES INC | $62.4M | 7.44% | 182,258 | Common | SOLE |
| 955306105 | WST | WEST PHARMACEUTICAL SVSC INC | $56.6M | 6.76% | 226,021 | Common | SOLE |
| 922475108 | VEEV | VEEVA SYS INC | $55.6M | 6.63% | 316,325 | Common | SOLE |
| 28176E108 | EW | EDWARDS LIFESCIENCES CORP | $55.3M | 6.59% | 690,191 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $53.3M | 6.36% | 185,486 | Common | SOLE |
| 052769106 | ADSK | AUTODESK INC | $49.1M | 5.86% | 205,128 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $48.8M | 5.82% | 131,825 | Common | SOLE |
| 45168D104 | IDXX | IDEXX LABS INC | $45.4M | 5.42% | 80,831 | Common | SOLE |
| 46120E602 | ISRG | INTUITIVE SURGICAL INC | $45.3M | 5.41% | 98,358 | Common | SOLE |
| 00724F101 | ADBE | ADOBE INC | $43.0M | 5.13% | 177,020 | Common | SOLE |
| 127387108 | CDNS | CADENCE DESIGN SYSTEM INC | $40.5M | 4.83% | 145,672 | Common | SOLE |
| 98978V103 | ZTS | ZOETIS INC | $37.7M | 4.49% | 318,773 | Common | SOLE |
| G1151C101 | ACN | ACCENTURE PLC IRELAND | $34.3M | 4.09% | 172,985 | Common | SOLE |
| 592688105 | MTD | METTLER TOLEDO INTERNATIONAL | $28.4M | 3.39% | 22,534 | Common | SOLE |
| 892672106 | TW | TRADEWEB MKTS INC | $2.6M | 0.31% | 22,218 | Common | SOLE |
| 09857L108 | BKNG | BOOKING HOLDINGS INC | $2.4M | 0.29% | 581 | Common | SOLE |
| 217204106 | CPRT | COPART INC | $2.3M | 0.27% | 68,854 | Common | SOLE |
| 384109104 | GGG | GRACO INC | $2.2M | 0.27% | 26,277 | Common | SOLE |
| 053015103 | ADP | AUTOMATIC DATA PROCESSING IN | $2.2M | 0.26% | 10,776 | Common | SOLE |
| 12572Q105 | CME | CME GROUP INC | $2.1M | 0.25% | 7,170 | Common | SOLE |
| 615369105 | MCO | MOODYS CORP | $2.1M | 0.25% | 4,732 | Common | SOLE |
| 92826C839 | V | VISA INC | $1.8M | 0.21% | 5,796 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.