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 Share Price $345.30 Est. Cost/Share $494.17 Unrealized @ Report Date -30.6%

MSFT MICROSOFT CORP 9.5%

Value $132M Shares 254,544 Share Price $517.95 Est. Cost/Share $422.35 Unrealized @ Report Date +22.4%

MA MASTERCARD INCORPORATED 9.3%

Value $129M Shares 226,438 Share Price $568.81 Est. Cost/Share $514.68 Unrealized @ Report Date +10.4%

GOOGL ALPHABET INC 7.7%

Value $106M Shares 437,529 Share Price $243.10 Est. Cost/Share $174.14 Unrealized @ Report Date +39.5%

IDXX IDEXX LABS INC 6.5%

Value $90.26M Shares 141,276 Share Price $638.89 Est. Cost/Share $438.63 Unrealized @ Report Date +45.7%

VEEV VEEVA SYS INC 6.3%

Value $87.64M Shares 294,189 Share Price $297.91 Est. Cost/Share $219.92 Unrealized @ Report Date +35.5%

WST WEST PHARMACEUTICAL SVSC INC 6.2%

Value $85.77M Shares 326,957 Share Price $262.33 Est. Cost/Share $313.59 Unrealized @ Report Date -16.4%

ADBE ADOBE INC 6.0%

Value $83.6M Shares 236,993 Share Price $352.75 Est. Cost/Share $495.13 Unrealized @ Report Date -28.8%

EW EDWARDS LIFESCIENCES CORP 5.9%

Value $82.11M Shares 1,055,774 Share Price $77.77 Est. Cost/Share $69.99 Unrealized @ Report Date +11.1%

MTD METTLER TOLEDO INTERNATIONAL 5.3%

Value $73.25M Shares 59,665 Share Price $1227.61 Est. Cost/Share $1304.80 Unrealized @ Report Date -5.9%

TYL TYLER TECHNOLOGIES INC 5.2%

Value $71.43M Shares 136,534 Share Price $523.16 Est. Cost/Share $604.28 Unrealized @ Report Date -13.4%

ADSK AUTODESK INC 5.0%

Value $69.54M Shares 218,905 Share Price $317.67 Est. Cost/Share $283.80 Unrealized @ Report Date +11.9%

CME CME GROUP INC 4.8%

Value $65.77M Shares 187,240 Share Price $351.26 * Est. Cost/Share $262.54 Unrealized @ Report Date +2.4%

ISRG INTUITIVE SURGICAL INC 4.7%

Value $65.4M Shares 146,235 Share Price $447.23 Est. Cost/Share $514.76 Unrealized @ Report Date -13.1%

ACN ACCENTURE PLC IRELAND 3.5%

Value $49.08M Shares 199,022 Share Price $246.60 Est. Cost/Share $354.74 Unrealized @ Report Date -30.5%

ZTS ZOETIS INC 0.8%

Value $10.58M Shares 72,310 Share Price $146.32 Est. Cost/Share $171.97 Unrealized @ Report Date -15.2%

ADP AUTOMATIC DATA PROCESSING IN 0.7%

Value $10.02M Shares 34,140 Share Price $293.50 Est. Cost/Share $287.90 Unrealized @ Report Date +1.3%

BKNG BOOKING HOLDINGS INC 0.7%

Value $9.832M Shares 1,821 Share Price $5399.27 Est. Cost/Share $4764.13 Unrealized @ Report Date +13.1%

GGG GRACO INC 0.6%

Value $7.839M Shares 92,263 Share Price $84.96 Est. Cost/Share $85.20 Unrealized @ Report Date -1.0%

CDNS CADENCE DESIGN SYSTEM INC 0.5%

Value $7.442M Shares 27,544 Share Price $270.19 * Est. Cost/Share $278.09 Unrealized @ Report Date +26.3%

MCO MOODYS CORP 0.5%

Value $7.047M Shares 14,790 Share Price $476.48 Est. Cost/Share $473.16 Unrealized @ Report Date +0.5%

V VISA INC 0.5%

Value $6.804M Shares 19,931 Share Price $341.38 Est. Cost/Share $298.33 Unrealized @ Report Date +14.2%

Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
UNH	UNITEDHEALTH GROUP INC	385,720	$133M	9.6%	$345.30	$494.17	-30.6%	COM	91324P102
MSFT	MICROSOFT CORP	254,544	$132M	9.5%	$517.95	$422.35	+22.4%	COM	594918104
MA	MASTERCARD INCORPORATED	226,438	$129M	9.3%	$568.81	$514.68	+10.4%	CL A	57636Q104
GOOGL	ALPHABET INC	437,529	$106M	7.7%	$243.10	$174.14	+39.5%	CAP STK CL A	02079K305
IDXX	IDEXX LABS INC	141,276	$90.26M	6.5%	$638.89	$438.63	+45.7%	COM	45168D104
VEEV	VEEVA SYS INC	294,189	$87.64M	6.3%	$297.91	$219.92	+35.5%	CL A COM	922475108
WST	WEST PHARMACEUTICAL SVSC INC	326,957	$85.77M	6.2%	$262.33	$313.59	-16.4%	COM	955306105
ADBE	ADOBE INC	236,993	$83.6M	6.0%	$352.75	$495.13	-28.8%	COM	00724F101
EW	EDWARDS LIFESCIENCES CORP	1,055,774	$82.11M	5.9%	$77.77	$69.99	+11.1%	COM	28176E108
MTD	METTLER TOLEDO INTERNATIONAL	59,665	$73.25M	5.3%	$1227.61	$1304.80	-5.9%	COM	592688105
TYL	TYLER TECHNOLOGIES INC	136,534	$71.43M	5.2%	$523.16	$604.28	-13.4%	COM	902252105
ADSK	AUTODESK INC	218,905	$69.54M	5.0%	$317.67	$283.80	+11.9%	COM	052769106
CME	CME GROUP INC	187,240	$65.77M	4.8%	$351.26 *	$262.54	+2.4%	COM	12572Q105
ISRG	INTUITIVE SURGICAL INC	146,235	$65.4M	4.7%	$447.23	$514.76	-13.1%	COM NEW	46120E602
ACN	ACCENTURE PLC IRELAND	199,022	$49.08M	3.5%	$246.60	$354.74	-30.5%	SHS CLASS A	G1151C101
ZTS	ZOETIS INC	72,310	$10.58M	0.8%	$146.32	$171.97	-15.2%	CL A	98978V103
ADP	AUTOMATIC DATA PROCESSING IN	34,140	$10.02M	0.7%	$293.50	$287.90	+1.3%	COM	053015103
BKNG	BOOKING HOLDINGS INC	1,821	$9.832M	0.7%	$5399.27	$4764.13	+13.1%	COM	09857L108
GGG	GRACO INC	92,263	$7.839M	0.6%	$84.96	$85.20	-1.0%	COM	384109104
CDNS	CADENCE DESIGN SYSTEM INC	27,544	$7.442M	0.5%	$270.19 *	$278.09	+26.3%	COM	127387108
MCO	MOODYS CORP	14,790	$7.047M	0.5%	$476.48	$473.16	+0.5%	COM	615369105
V	VISA INC	19,931	$6.804M	0.5%	$341.38	$298.33	+14.2%	COM CL A	92826C839