Institutional
Seilern Investment Management Ltd
CIK 0001817797
$793.8M
Reported AUM
24
Positions
Q2 2026
Period
2026-07-08
Filed
Editorial summary
Summary for Seilern Investment Management Ltd · Q2 2026 is not yet generated. It will appear here after the next nightly run.
Portfolio · Q2 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | MA | MASTERCARD INCORPORATED | $563.32 | 0.10% | 1.24% | 67.59% | $87.0M | 10.96% | — | HELD |
| 2 | UNH | UNITEDHEALTH GROUP INC | $420.57 | -1.92% | 83.63% | 11.52% | $66.5M | 8.38% | — | HELD |
| 3 | VEEV | VEEVA SYS INC | $207.91 | 3.33% | -28.49% | -39.39% | $56.3M | 7.09% | — | HELD |
| 4 | EW | EDWARDS LIFESCIENCES CORP | $85.76 | 2.49% | 5.91% | -28.30% | $54.3M | 6.84% | — | HELD |
| 5 | IDXX | IDEXX LABS INC | $569.77 | 0.04% | 6.35% | -15.47% | $51.4M | 6.47% | — | HELD |
| 6 | TYL | TYLER TECHNOLOGIES INC | $333.50 | 0.04% | -40.37% | -28.60% | $50.6M | 6.38% | — | HELD |
| 7 | WST | WEST PHARMACEUTICAL SVSC INC | $337.46 | 0.14% | 40.85% | -24.63% | $49.6M | 6.25% | — | HELD |
| 8 | ISRG | INTUITIVE SURGICAL INC | $353.10 | -2.40% | -26.91% | 0.54% | $46.0M | 5.80% | — | HELD |
| 9 | ADSK | AUTODESK INC | $245.25 | 3.32% | -17.43% | -20.91% | $44.3M | 5.58% | — | HELD |
| 10 | GOOGL | ALPHABET INC | $336.71 | 0.90% | 76.51% | 132.04% | $43.4M | 5.47% | — | HELD |
| 11 | MSFT | MICROSOFT CORP | $390.54 | -0.71% | -24.89% | 34.54% | $42.9M | 5.41% | — | HELD |
| 12 | CDNS | CADENCE DESIGN SYSTEM INC | $332.76 | -3.47% | -4.33% | 108.89% | $42.9M | 5.41% | — | HELD |
| 13 | ADBE | ADOBE INC | $263.43 | 5.72% | -24.43% | -60.40% | $36.9M | 4.65% | — | HELD |
| 14 | ZTS | ZOETIS INC | $77.93 | 0.54% | -45.71% | -59.40% | $33.1M | 4.16% | — | HELD |
| 15 | CPRT | COPART INC | $30.82 | 0.42% | -31.89% | -14.09% | $29.7M | 3.74% | — | HELD |
| 16 | MTD | METTLER TOLEDO INTERNATIONAL | $1388.33 | 0.00% | 15.96% | -10.59% | $26.9M | 3.39% | — | HELD |
| 17 | ACN | ACCENTURE PLC IRELAND | $173.17 | 5.17% | -31.00% | -44.27% | $20.4M | 2.57% | — | HELD |
| 18 | BKNG | BOOKING HOLDINGS INC | $201.30 | 1.00% | -6.71% | 121.27% | $2.2M | 0.28% | — | HELD |
| 19 | TW | TRADEWEB MKTS INC | $108.18 | 3.75% | -23.56% | 22.24% | $1.9M | 0.24% | — | HELD |
| 20 | V | VISA INC | $368.73 | 0.58% | 9.62% | 67.02% | $1.9M | 0.24% | — | HELD |
| 21 | ADP | AUTOMATIC DATA PROCESSING IN | $273.37 | 3.48% | -9.63% | 41.03% | $1.9M | 0.24% | — | HELD |
| 22 | MCO | MOODYS CORP | $483.24 | -0.20% | -2.79% | 32.16% | $1.6M | 0.21% | — | HELD |
| 23 | GGG | GRACO INC | $81.21 | -1.28% | -0.38% | 10.27% | $1.3M | 0.16% | — | HELD |
| 24 | CME | CME GROUP INC | $265.44 | 2.09% | -1.78% | 62.34% | $839K | 0.11% | — | HELD |
Source: SEC EDGAR · accession 0001817797-26-000004. 13F discloses long positions only — shorts, foreign equities, and options are excluded.