Seilern Investment Management Ltd Long-Term Concentrated

Name: Seilern Investment Management Ltd Q4 2025 13F Filing | 13F Explorer
Creator: Seilern Investment Management Ltd
Published: 2026-01-09

Location: London, United Kingdom

CIK: 0001817797 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Jan 9, 2026

Total Value: $1.29B (100.0% shares, 0.0% debt)

Holdings (24)

MA MASTERCARD INCORPORATED 9.7%

Value $125M Shares 219,171 Est. Cost $514.68 Unrealized +8.6%

UNH UNITEDHEALTH GROUP INC 9.1%

Value $117M Shares 355,936 Est. Cost $494.17 Unrealized -31.8%

MSFT MICROSOFT CORP 6.9%

Value $88.89M Shares 183,799 Est. Cost $422.35 Unrealized +18.5%

GOOGL ALPHABET INC 6.5%

Value $84.33M Shares 269,430 Est. Cost $174.14 Unrealized +64.0%

ADBE ADOBE INC 6.3%

Value $81.2M Shares 232,001 Est. Cost $495.13 Unrealized -31.3%

EW EDWARDS LIFESCIENCES CORP 6.1%

Value $78.71M Shares 923,260 Est. Cost $69.99 Unrealized +17.3%

WST WEST PHARMACEUTICAL SVSC INC 5.9%

Value $76.55M Shares 278,229 Est. Cost $313.59 Unrealized -12.8%

ISRG INTUITIVE SURGICAL INC 5.8%

Value $74.99M Shares 132,413 Est. Cost $514.76 Unrealized +3.4%

MTD METTLER TOLEDO INTERNATIONAL 5.7%

Value $73.96M Shares 53,052 Est. Cost $1304.80 Unrealized +7.0%

ADSK AUTODESK INC 5.4%

Value $70.15M Shares 236,991 Est. Cost $285.23 Unrealized +6.1%

VEEV VEEVA SYS INC 5.4%

Value $70.07M Shares 313,872 Est. Cost $222.77 Unrealized +19.1%

TYL TYLER TECHNOLOGIES INC 5.3%

Value $68.56M Shares 151,024 Est. Cost $592.01 Unrealized -19.5%

IDXX IDEXX LABS INC 5.3%

Value $68.19M Shares 100,790 Est. Cost $438.63 Unrealized +55.3%

ACN ACCENTURE PLC IRELAND 4.7%

Value $60.73M Shares 226,360 Est. Cost $342.58 Unrealized -25.8%

CDNS CADENCE DESIGN SYSTEM INC 4.4%

Value $56.54M Shares 180,878 Est. Cost $318.97 Unrealized +2.3%

ZTS ZOETIS INC 3.3%

Value $41.96M Shares 333,465 Est. Cost $139.31 Unrealized -6.5%

BKNG BOOKING HOLDINGS INC 0.7%

Value $8.456M Shares 1,579 Est. Cost $4764.13 Unrealized +7.8%

MCO MOODYS CORP 0.6%

Value $7.134M Shares 13,964 Est. Cost $473.16 Unrealized +3.0%

GGG GRACO INC 0.5%

Value $6.834M Shares 83,370 Est. Cost $85.20 Unrealized -3.8%

CME CME GROUP INC 0.5%

Value $6.506M Shares 23,826 Est. Cost $262.54 Unrealized +3.1%

ADP AUTOMATIC DATA PROCESSING IN 0.5%

Value $6.446M Shares 25,061 Est. Cost $287.90 Unrealized -8.0%

V VISA INC 0.5%

Value $6.052M Shares 17,255 Est. Cost $298.33 Unrealized +14.1%

CPRT COPART INC 0.4%

Value $5.395M Shares 137,814 Est. Cost $41.46 Unrealized 0.0%

TW TRADEWEB MKTS INC 0.4%

Value $5.263M Shares 48,939 Est. Cost $107.35 Unrealized 0.0%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
MA	MASTERCARD INCORPORATED	219,171	$125M	9.7%	$514.68	+8.6%	CL A	57636Q104
UNH	UNITEDHEALTH GROUP INC	355,936	$117M	9.1%	$494.17	-31.8%	COM	91324P102
MSFT	MICROSOFT CORP	183,799	$88.89M	6.9%	$422.35	+18.5%	COM	594918104
GOOGL	ALPHABET INC	269,430	$84.33M	6.5%	$174.14	+64.0%	CAP STK CL A	02079K305
ADBE	ADOBE INC	232,001	$81.2M	6.3%	$495.13	-31.3%	COM	00724F101
EW	EDWARDS LIFESCIENCES CORP	923,260	$78.71M	6.1%	$69.99	+17.3%	COM	28176E108
WST	WEST PHARMACEUTICAL SVSC INC	278,229	$76.55M	5.9%	$313.59	-12.8%	COM	955306105
ISRG	INTUITIVE SURGICAL INC	132,413	$74.99M	5.8%	$514.76	+3.4%	COM NEW	46120E602
MTD	METTLER TOLEDO INTERNATIONAL	53,052	$73.96M	5.7%	$1304.80	+7.0%	COM	592688105
ADSK	AUTODESK INC	236,991	$70.15M	5.4%	$285.23	+6.1%	COM	052769106
VEEV	VEEVA SYS INC	313,872	$70.07M	5.4%	$222.77	+19.1%	CL A COM	922475108
TYL	TYLER TECHNOLOGIES INC	151,024	$68.56M	5.3%	$592.01	-19.5%	COM	902252105
IDXX	IDEXX LABS INC	100,790	$68.19M	5.3%	$438.63	+55.3%	COM	45168D104
ACN	ACCENTURE PLC IRELAND	226,360	$60.73M	4.7%	$342.58	-25.8%	SHS CLASS A	G1151C101
CDNS	CADENCE DESIGN SYSTEM INC	180,878	$56.54M	4.4%	$318.97	+2.3%	COM	127387108
ZTS	ZOETIS INC	333,465	$41.96M	3.3%	$139.31	-6.5%	CL A	98978V103
BKNG	BOOKING HOLDINGS INC	1,579	$8.456M	0.7%	$4764.13	+7.8%	COM	09857L108
MCO	MOODYS CORP	13,964	$7.134M	0.6%	$473.16	+3.0%	COM	615369105
GGG	GRACO INC	83,370	$6.834M	0.5%	$85.20	-3.8%	COM	384109104
CME	CME GROUP INC	23,826	$6.506M	0.5%	$262.54	+3.1%	COM	12572Q105
ADP	AUTOMATIC DATA PROCESSING IN	25,061	$6.446M	0.5%	$287.90	-8.0%	COM	053015103
V	VISA INC	17,255	$6.052M	0.5%	$298.33	+14.1%	COM CL A	92826C839
CPRT	COPART INC	137,814	$5.395M	0.4%	$41.46	0.0%	COM	217204106
TW	TRADEWEB MKTS INC	48,939	$5.263M	0.4%	$107.35	0.0%	CL A	892672106