Seilern Investment Management Ltd
13F Reported Value
ⓘ$793.8M
Holdings
24
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Seilern Investment Management Ltd disclosed 24 positions worth $793.8M in its Form 13F-HR for Q2 2026, led by $MA (Mastercard Inc) at 11.0% of the equity portfolio, followed by $UNH and $VEEV. The portfolio is most concentrated in Technology (43.6% of disclosed assets). All figures are sourced directly from Seilern Investment Management Ltd’s Form 13F-HR filing with the SEC under CIK 1817797.
AI Fund Analysis
DiversifyingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 81.7#28
Quality
$87.0M169,410 sh - 66.8#497
Quality
$66.5M160,023 sh - 77.8#76
Quality
$56.3M317,032 sh - 67.6
Quality
$54.3M600,231 sh - 73.6
Quality
$51.4M97,560 sh - 69.3
Quality
$50.6M173,172 sh - 66.8
Quality
$49.6M138,230 sh - 81.4
Quality
$46.0M115,695 sh - 76.4
Quality
$44.3M227,675 sh - 80.2
Quality
$43.4M121,426 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Mastercard Inc$MA | 81.7#28 | $87.0M | 169,410 |
 UNITEDHEALTH GROUP INC$UNH | 66.8#497 | $66.5M | 160,023 |
 VEEVA SYSTEMS INC$VEEV | 77.8#76 | $56.3M | 317,032 |
 Edwards Lifesciences Corp$EW | 67.6 | $54.3M | 600,231 |
 IDEXX LABORATORIES INC /DE$IDXX | 73.6 | $51.4M | 97,560 |
 TYLER TECHNOLOGIES INC$TYL | 69.3 | $50.6M | 173,172 |
 WEST PHARMACEUTICAL SERVICES INC$WST | 66.8 | $49.6M | 138,230 |
 INTUITIVE SURGICAL INC$ISRG | 81.4 | $46.0M | 115,695 |
 Autodesk, Inc.$ADSK | 76.4 | $44.3M | 227,675 |
 Alphabet Inc.$GOOG | 80.2 | $43.4M | 121,426 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Seilern Investment Management Ltd's 24 positions.
Showing top 10 of 24 holdings.
Sector Allocation
Technology
$346.1M
Healthcare
$300.9M
Financials
$93.4M
Consumer Discretionary
$31.9M
Industrials
$21.6M
Full Holdings — Seilern Investment Management Ltd (Q2 2026)
All 24 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $MA | Mastercard Inc | $87.0M | 11.0% | -5% | 81.7 |
| 2 | $UNH | UNITEDHEALTH GROUP INC | $66.5M | 8.4% | -43% | 66.8 |
| 3 | $VEEV | VEEVA SYSTEMS INC | $56.3M | 7.1% | +0% | 77.8 |
| 4 | $EW | Edwards Lifesciences Corp | $54.3M | 6.8% | -13% | 67.6 |
| 5 | $IDXX | IDEXX LABORATORIES INC /DE | $51.4M | 6.5% | +21% | 73.6 |
| 6 | $TYL | TYLER TECHNOLOGIES INC | $50.6M | 6.4% | -5% | 69.3 |
| 7 | $WST | WEST PHARMACEUTICAL SERVICES INC | $49.6M | 6.3% | -39% | 66.8 |
| 8 | $ISRG | INTUITIVE SURGICAL INC | $46.0M | 5.8% | +18% | 81.4 |
| 9 | $ADSK | Autodesk, Inc. | $44.3M | 5.6% | +11% | 76.4 |
| 10 | $GOOG | Alphabet Inc. | $43.4M | 5.5% | -35% | 80.2 |
| 11 |  $MSFT | MICROSOFT CORP | $42.9M | 5.4% | -13% | 83.7 |
| 12 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $42.9M | 5.4% | -22% | 74.4 |
| 13 |  $ADBE | ADOBE INC. | $36.9M | 4.7% | +2% | 80.4 |
| 14 |  $ZTS | Zoetis Inc. | $33.1M | 4.2% | +44% | 72.6 |
| 15 |  $CPRT | COPART INC | $29.7M | 3.7% | +1429% | 74.9 |
| 16 |  $MTD | METTLER TOLEDO INTERNATIONAL INC/ | $26.9M | 3.4% | -7% | 68.8 |
| 17 |  $ACN | Accenture plc | $20.4M | 2.6% | -5% | — |
| 18 |  $BKNG | Booking Holdings Inc. | $2.2M | 0.3% | +2027% | 55.3 |
| 19 |  $TW | Tradeweb Markets Inc. | $1.9M | 0.2% | -12% | 80.9 |
| 20 |  $V | VISA INC. | $1.9M | 0.2% | -3% | 83.5 |
| 21 |  $ADP | AUTOMATIC DATA PROCESSING INC | $1.9M | 0.2% | -22% | 77.9 |
| 22 |  $MCO | MOODYS CORP /DE/ | $1.6M | 0.2% | -23% | 81.3 |
| 23 |  $GGG | GRACO INC | $1.3M | 0.2% | -36% | 67.2 |
| 24 |  $CME | CME GROUP INC. | $839,154 | 0.1% | -47% | 74.5 |
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