Q2 2026 · 13F-HR
Seilern Investment Management Ltdholdings as filed
Filed 2026-07-08 · accession 0001817797-26-000004
$793.8M
Reported value
24
Positions
2026-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 57636Q104 | MA | MASTERCARD INCORPORATED | $87.0M | 11.0% | 169,410 | Common | SOLE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $66.5M | 8.38% | 160,023 | Common | SOLE |
| 922475108 | VEEV | VEEVA SYS INC | $56.3M | 7.09% | 317,032 | Common | SOLE |
| 28176E108 | EW | EDWARDS LIFESCIENCES CORP | $54.3M | 6.84% | 600,231 | Common | SOLE |
| 45168D104 | IDXX | IDEXX LABS INC | $51.4M | 6.47% | 97,560 | Common | SOLE |
| 902252105 | TYL | TYLER TECHNOLOGIES INC | $50.6M | 6.38% | 173,172 | Common | SOLE |
| 955306105 | WST | WEST PHARMACEUTICAL SVSC INC | $49.6M | 6.25% | 138,230 | Common | SOLE |
| 46120E602 | ISRG | INTUITIVE SURGICAL INC | $46.0M | 5.80% | 115,695 | Common | SOLE |
| 052769106 | ADSK | AUTODESK INC | $44.3M | 5.58% | 227,675 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $43.4M | 5.47% | 121,426 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $42.9M | 5.41% | 115,127 | Common | SOLE |
| 127387108 | CDNS | CADENCE DESIGN SYSTEM INC | $42.9M | 5.41% | 114,321 | Common | SOLE |
| 00724F101 | ADBE | ADOBE INC | $36.9M | 4.65% | 179,896 | Common | SOLE |
| 98978V103 | ZTS | ZOETIS INC | $33.1M | 4.16% | 460,006 | Common | SOLE |
| 217204106 | CPRT | COPART INC | $29.7M | 3.74% | 1,052,697 | Common | SOLE |
| 592688105 | MTD | METTLER TOLEDO INTERNATIONAL | $26.9M | 3.39% | 21,057 | Common | SOLE |
| G1151C101 | ACN | ACCENTURE PLC IRELAND | $20.4M | 2.57% | 163,642 | Common | SOLE |
| 09857L108 | BKNG | BOOKING HOLDINGS INC | $2.2M | 0.28% | 12,358 | Common | SOLE |
| 892672106 | TW | TRADEWEB MKTS INC | $1.9M | 0.24% | 19,488 | Common | SOLE |
| 92826C839 | V | VISA INC | $1.9M | 0.24% | 5,621 | Common | SOLE |
| 053015103 | ADP | AUTOMATIC DATA PROCESSING IN | $1.9M | 0.24% | 8,408 | Common | SOLE |
| 615369105 | MCO | MOODYS CORP | $1.6M | 0.21% | 3,630 | Common | SOLE |
| 384109104 | GGG | GRACO INC | $1.3M | 0.16% | 16,788 | Common | SOLE |
| 12572Q105 | CME | CME GROUP INC | $839,154 | 0.11% | 3,800 | 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.