Seilern Investment Management Ltd Long-Term Concentrated

Location: London, United Kingdom

CIK: 0001817797 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Jul 7, 2025

Total Value: $1.516B (100.0% shares, 0.0% debt)

Holdings (22)

MSFT MICROSOFT CORP 10.5%
Value $160M Shares 321,256 Est. Cost $422.35 Unrealized +2.4%
MA MASTERCARD INCORPORATED 9.7%
Value $147M Shares 261,583 Est. Cost $514.68 Unrealized +7.1%
UNH UNITEDHEALTH GROUP INC 8.1%
Value $123M Shares 392,681 Est. Cost $494.17 Unrealized -24.1%
IDXX IDEXX LABS INC 7.5%
Value $114M Shares 212,176 Est. Cost $438.63 Unrealized +9.0%
EW EDWARDS LIFESCIENCES CORP 6.4%
Value $96.89M Shares 1,238,875 Est. Cost $69.99 Unrealized +6.6%
VEEV VEEVA SYS INC 6.4%
Value $96.78M Shares 336,049 Est. Cost $219.92 Unrealized +12.8%
GOOGL ALPHABET INC 6.3%
Value $95.04M Shares 539,309 Est. Cost $174.14 Unrealized -6.2%
WST WEST PHARMACEUTICAL SVSC INC 6.2%
Value $94.43M Shares 431,561 Est. Cost $313.59 Unrealized -32.0%
ADBE ADOBE INC 6.1%
Value $92.14M Shares 238,152 Est. Cost $495.13 Unrealized -22.2%
TYL TYLER TECHNOLOGIES INC 5.7%
Value $86.27M Shares 145,513 Est. Cost $604.28 Unrealized -6.3%
MTD METTLER TOLEDO INTERNATIONAL 5.0%
Value $75.52M Shares 64,288 Est. Cost $1304.80 Unrealized -14.4%
CDNS CADENCE DESIGN SYSTEM INC 4.9%
Value $74.63M Shares 242,180 Est. Cost $278.09 Unrealized +4.6%
ISRG INTUITIVE SURGICAL INC 4.5%
Value $67.66M Shares 124,511 Est. Cost $520.85 Unrealized +0.4%
ADSK AUTODESK INC 4.4%
Value $67.26M Shares 217,272 Est. Cost $283.80 Unrealized -0.0%
ACN ACCENTURE PLC IRELAND 4.2%
Value $63.98M Shares 214,063 Est. Cost $354.74 Unrealized -14.6%
BKNG BOOKING HOLDINGS INC 0.7%
Value $10.94M Shares 1,889 Est. Cost $4764.13 Unrealized +6.9%
ADP AUTOMATIC DATA PROCESSING IN 0.7%
Value $10.44M Shares 33,849 Est. Cost $287.90 Unrealized +5.0%
ZTS ZOETIS INC 0.6%
Value $9.768M Shares 62,637 Est. Cost $175.28 Unrealized -10.2%
MCO MOODYS CORP 0.6%
Value $8.405M Shares 16,757 Est. Cost $473.16 Unrealized -2.6%
GGG GRACO INC 0.5%
Value $7.864M Shares 91,477 Est. Cost $85.20 Unrealized -3.7%
CME CME GROUP INC 0.5%
Value $7.527M Shares 27,310 Est. Cost $219.66 Unrealized +22.2%
V VISA INC 0.5%
Value $7.016M Shares 19,761 Est. Cost $298.33 Unrealized +16.3%