Seilern Investment Management Ltd Long-Term Concentrated

CIK: 0001817797 · Show all filings

Period: Q4 2025 (← Previous)

Filing Date: Jan 9, 2026

Total Value ($000): $1,289,531 (100.0% shares, 0.0% debt)

Holdings (24)

New Positions (2)

CPRT COPART INC 0.4%

Value ($000) $5,395 Shares 137,814 Est. Cost $41.46 Unrealized 0.0%

TW TRADEWEB MKTS INC 0.4%

Value ($000) $5,263 Shares 48,939 Est. Cost $107.35 Unrealized 0.0%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
CPRT	COPART INC	137,814	$5,395	0.4%	$41.46	0.0%	COM	217204106
TW	TRADEWEB MKTS INC	48,939	$5,263	0.4%	$107.35	0.0%	CL A	892672106

Increased Positions (6)

CDNS CADENCE DESIGN SYSTEM INC 4.4%

Value ($000) $56,539 (+659.7%) Shares 180,878 (+556.7%) Est. Cost $318.97 Unrealized +2.3%

ZTS ZOETIS INC 3.3%

Value ($000) $41,957 (+296.5%) Shares 333,465 (+361.2%) Est. Cost $139.31 Unrealized -6.5%

VEEV VEEVA SYS INC 5.4%

Value ($000) $70,066 (-20.1%) Shares 313,872 (+6.7%) Est. Cost $222.77 Unrealized +19.1%

ACN ACCENTURE PLC IRELAND 4.7%

Value ($000) $60,732 (+23.7%) Shares 226,360 (+13.7%) Est. Cost $342.58 Unrealized -25.8%

TYL TYLER TECHNOLOGIES INC 5.3%

Value ($000) $68,557 (-4.0%) Shares 151,024 (+10.6%) Est. Cost $592.01 Unrealized -19.5%

ADSK AUTODESK INC 5.4%

Value ($000) $70,152 (+0.9%) Shares 236,991 (+8.3%) Est. Cost $285.23 Unrealized +6.1%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
CDNS	CADENCE DESIGN SYSTEM INC	180,878 (+556.7%)	$56,539 (+659.7%)	4.4%	$318.97	+2.3%	COM	127387108
ZTS	ZOETIS INC	333,465 (+361.2%)	$41,957 (+296.5%)	3.3%	$139.31	-6.5%	CL A	98978V103
VEEV	VEEVA SYS INC	313,872 (+6.7%)	$70,066 (-20.1%)	5.4%	$222.77	+19.1%	CL A COM	922475108
ACN	ACCENTURE PLC IRELAND	226,360 (+13.7%)	$60,732 (+23.7%)	4.7%	$342.58	-25.8%	SHS CLASS A	G1151C101
TYL	TYLER TECHNOLOGIES INC	151,024 (+10.6%)	$68,557 (-4.0%)	5.3%	$592.01	-19.5%	COM	902252105
ADSK	AUTODESK INC	236,991 (+8.3%)	$70,152 (+0.9%)	5.4%	$285.23	+6.1%	COM	052769106

Decreased Positions (16)

CME CME GROUP INC 0.5%

Value ($000) $6,506 (-90.1%) Shares 23,826 (-87.3%) Est. Cost $262.54 Unrealized +3.1%

MSFT MICROSOFT CORP 6.9%

Value ($000) $88,889 (-32.6%) Shares 183,799 (-27.8%) Est. Cost $422.35 Unrealized +18.5%

IDXX IDEXX LABS INC 5.3%

Value ($000) $68,187 (-24.5%) Shares 100,790 (-28.7%) Est. Cost $438.63 Unrealized +55.3%

GOOGL ALPHABET INC 6.5%

Value ($000) $84,332 (-20.7%) Shares 269,430 (-38.4%) Est. Cost $174.14 Unrealized +64.0%

UNH UNITEDHEALTH GROUP INC 9.1%

Value ($000) $117,498 (-11.8%) Shares 355,936 (-7.7%) Est. Cost $494.17 Unrealized -31.8%

ISRG INTUITIVE SURGICAL INC 5.8%

Value ($000) $74,993 (+14.7%) Shares 132,413 (-9.5%) Est. Cost $514.76 Unrealized +3.4%

WST WEST PHARMACEUTICAL SVSC INC 5.9%

Value ($000) $76,552 (-10.7%) Shares 278,229 (-14.9%) Est. Cost $313.59 Unrealized -12.8%

MA MASTERCARD INCORPORATED 9.7%

Value ($000) $125,120 (-2.9%) Shares 219,171 (-3.2%) Est. Cost $514.68 Unrealized +8.6%

ADP AUTOMATIC DATA PROCESSING IN 0.5%

Value ($000) $6,446 (-35.7%) Shares 25,061 (-26.6%) Est. Cost $287.90 Unrealized -8.0%

EW EDWARDS LIFESCIENCES CORP 6.1%

Value ($000) $78,708 (-4.1%) Shares 923,260 (-12.6%) Est. Cost $69.99 Unrealized +17.3%

ADBE ADOBE INC 6.3%

Value ($000) $81,198 (-2.9%) Shares 232,001 (-2.1%) Est. Cost $495.13 Unrealized -31.3%

BKNG BOOKING HOLDINGS INC 0.7%

Value ($000) $8,456 (-14.0%) Shares 1,579 (-13.3%) Est. Cost $4764.13 Unrealized +7.8%

GGG GRACO INC 0.5%

Value ($000) $6,834 (-12.8%) Shares 83,370 (-9.6%) Est. Cost $85.20 Unrealized -3.8%

V VISA INC 0.5%

Value ($000) $6,052 (-11.1%) Shares 17,255 (-13.4%) Est. Cost $298.33 Unrealized +14.1%

MTD METTLER TOLEDO INTERNATIONAL 5.7%

Value ($000) $73,965 (+1.0%) Shares 53,052 (-11.1%) Est. Cost $1304.80 Unrealized +7.0%

MCO MOODYS CORP 0.6%

Value ($000) $7,134 (+1.2%) Shares 13,964 (-5.6%) Est. Cost $473.16 Unrealized +3.0%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
CME	CME GROUP INC	23,826 (-87.3%)	$6,506 (-90.1%)	0.5%	$262.54	+3.1%	COM	12572Q105
MSFT	MICROSOFT CORP	183,799 (-27.8%)	$88,889 (-32.6%)	6.9%	$422.35	+18.5%	COM	594918104
IDXX	IDEXX LABS INC	100,790 (-28.7%)	$68,187 (-24.5%)	5.3%	$438.63	+55.3%	COM	45168D104
GOOGL	ALPHABET INC	269,430 (-38.4%)	$84,332 (-20.7%)	6.5%	$174.14	+64.0%	CAP STK CL A	02079K305
UNH	UNITEDHEALTH GROUP INC	355,936 (-7.7%)	$117,498 (-11.8%)	9.1%	$494.17	-31.8%	COM	91324P102
ISRG	INTUITIVE SURGICAL INC	132,413 (-9.5%)	$74,993 (+14.7%)	5.8%	$514.76	+3.4%	COM NEW	46120E602
WST	WEST PHARMACEUTICAL SVSC INC	278,229 (-14.9%)	$76,552 (-10.7%)	5.9%	$313.59	-12.8%	COM	955306105
MA	MASTERCARD INCORPORATED	219,171 (-3.2%)	$125,120 (-2.9%)	9.7%	$514.68	+8.6%	CL A	57636Q104
ADP	AUTOMATIC DATA PROCESSING IN	25,061 (-26.6%)	$6,446 (-35.7%)	0.5%	$287.90	-8.0%	COM	053015103
EW	EDWARDS LIFESCIENCES CORP	923,260 (-12.6%)	$78,708 (-4.1%)	6.1%	$69.99	+17.3%	COM	28176E108
ADBE	ADOBE INC	232,001 (-2.1%)	$81,198 (-2.9%)	6.3%	$495.13	-31.3%	COM	00724F101
BKNG	BOOKING HOLDINGS INC	1,579 (-13.3%)	$8,456 (-14.0%)	0.7%	$4764.13	+7.8%	COM	09857L108
GGG	GRACO INC	83,370 (-9.6%)	$6,834 (-12.8%)	0.5%	$85.20	-3.8%	COM	384109104
V	VISA INC	17,255 (-13.4%)	$6,052 (-11.1%)	0.5%	$298.33	+14.1%	COM CL A	92826C839
MTD	METTLER TOLEDO INTERNATIONAL	53,052 (-11.1%)	$73,965 (+1.0%)	5.7%	$1304.80	+7.0%	COM	592688105
MCO	MOODYS CORP	13,964 (-5.6%)	$7,134 (+1.2%)	0.6%	$473.16	+3.0%	COM	615369105