Seilern Investment Management Ltd Long-Term Concentrated

Name: Seilern Investment Management Ltd Q3 2025 13F Filing | 13F Explorer
Creator: Seilern Investment Management Ltd
Published: 2025-10-14

Location: London, United Kingdom

CIK: 0001817797 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Oct 14, 2025

Total Value: $1.384B (100.0% shares, 0.0% debt)

Holdings (22)

UNH UNITEDHEALTH GROUP INC 9.6%

Value $133M Shares 385,720 Est. Cost $494.17 Unrealized -39.5%

MSFT MICROSOFT CORP 9.5%

Value $132M Shares 254,544 Est. Cost $422.35 Unrealized +20.4%

MA MASTERCARD INCORPORATED 9.3%

Value $129M Shares 226,438 Est. Cost $514.68 Unrealized +11.4%

GOOGL ALPHABET INC 7.7%

Value $106M Shares 437,529 Est. Cost $174.14 Unrealized +20.1%

IDXX IDEXX LABS INC 6.5%

Value $90.26M Shares 141,276 Est. Cost $438.63 Unrealized +38.4%

VEEV VEEVA SYS INC 6.3%

Value $87.64M Shares 294,189 Est. Cost $219.92 Unrealized +28.0%

WST WEST PHARMACEUTICAL SVSC INC 6.2%

Value $85.77M Shares 326,957 Est. Cost $313.59 Unrealized -22.6%

ADBE ADOBE INC 6.0%

Value $83.6M Shares 236,993 Est. Cost $495.13 Unrealized -27.5%

EW EDWARDS LIFESCIENCES CORP 5.9%

Value $82.11M Shares 1,055,774 Est. Cost $69.99 Unrealized +11.6%

MTD METTLER TOLEDO INTERNATIONAL 5.3%

Value $73.25M Shares 59,665 Est. Cost $1304.80 Unrealized -4.0%

TYL TYLER TECHNOLOGIES INC 5.2%

Value $71.43M Shares 136,534 Est. Cost $604.28 Unrealized -7.1%

ADSK AUTODESK INC 5.0%

Value $69.54M Shares 218,905 Est. Cost $283.80 Unrealized +7.4%

CME CME GROUP INC 4.8%

Value $65.77M Shares 187,240 Est. Cost $262.54 Unrealized +2.8%

ISRG INTUITIVE SURGICAL INC 4.7%

Value $65.4M Shares 146,235 Est. Cost $514.76 Unrealized -6.8%

ACN ACCENTURE PLC IRELAND 3.5%

Value $49.08M Shares 199,022 Est. Cost $354.74 Unrealized -26.5%

ZTS ZOETIS INC 0.8%

Value $10.58M Shares 72,310 Est. Cost $171.97 Unrealized -12.5%

ADP AUTOMATIC DATA PROCESSING IN 0.7%

Value $10.02M Shares 34,140 Est. Cost $287.90 Unrealized +3.4%

BKNG BOOKING HOLDINGS INC 0.7%

Value $9.832M Shares 1,821 Est. Cost $4764.13 Unrealized +16.8%

GGG GRACO INC 0.6%

Value $7.839M Shares 92,263 Est. Cost $85.20 Unrealized -0.3%

CDNS CADENCE DESIGN SYSTEM INC 0.5%

Value $7.442M Shares 27,544 Est. Cost $278.09 Unrealized +23.7%

MCO MOODYS CORP 0.5%

Value $7.047M Shares 14,790 Est. Cost $473.16 Unrealized +6.2%

V VISA INC 0.5%

Value $6.804M Shares 19,931 Est. Cost $298.33 Unrealized +15.7%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
UNH	UNITEDHEALTH GROUP INC	385,720	$133M	9.6%	$494.17	-39.5%	COM	91324P102
MSFT	MICROSOFT CORP	254,544	$132M	9.5%	$422.35	+20.4%	COM	594918104
MA	MASTERCARD INCORPORATED	226,438	$129M	9.3%	$514.68	+11.4%	CL A	57636Q104
GOOGL	ALPHABET INC	437,529	$106M	7.7%	$174.14	+20.1%	CAP STK CL A	02079K305
IDXX	IDEXX LABS INC	141,276	$90.26M	6.5%	$438.63	+38.4%	COM	45168D104
VEEV	VEEVA SYS INC	294,189	$87.64M	6.3%	$219.92	+28.0%	CL A COM	922475108
WST	WEST PHARMACEUTICAL SVSC INC	326,957	$85.77M	6.2%	$313.59	-22.6%	COM	955306105
ADBE	ADOBE INC	236,993	$83.6M	6.0%	$495.13	-27.5%	COM	00724F101
EW	EDWARDS LIFESCIENCES CORP	1,055,774	$82.11M	5.9%	$69.99	+11.6%	COM	28176E108
MTD	METTLER TOLEDO INTERNATIONAL	59,665	$73.25M	5.3%	$1304.80	-4.0%	COM	592688105
TYL	TYLER TECHNOLOGIES INC	136,534	$71.43M	5.2%	$604.28	-7.1%	COM	902252105
ADSK	AUTODESK INC	218,905	$69.54M	5.0%	$283.80	+7.4%	COM	052769106
CME	CME GROUP INC	187,240	$65.77M	4.8%	$262.54	+2.8%	COM	12572Q105
ISRG	INTUITIVE SURGICAL INC	146,235	$65.4M	4.7%	$514.76	-6.8%	COM NEW	46120E602
ACN	ACCENTURE PLC IRELAND	199,022	$49.08M	3.5%	$354.74	-26.5%	SHS CLASS A	G1151C101
ZTS	ZOETIS INC	72,310	$10.58M	0.8%	$171.97	-12.5%	CL A	98978V103
ADP	AUTOMATIC DATA PROCESSING IN	34,140	$10.02M	0.7%	$287.90	+3.4%	COM	053015103
BKNG	BOOKING HOLDINGS INC	1,821	$9.832M	0.7%	$4764.13	+16.8%	COM	09857L108
GGG	GRACO INC	92,263	$7.839M	0.6%	$85.20	-0.3%	COM	384109104
CDNS	CADENCE DESIGN SYSTEM INC	27,544	$7.442M	0.5%	$278.09	+23.7%	COM	127387108
MCO	MOODYS CORP	14,790	$7.047M	0.5%	$473.16	+6.2%	COM	615369105
V	VISA INC	19,931	$6.804M	0.5%	$298.33	+15.7%	COM CL A	92826C839