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 Share Price $570.88 Est. Cost/Share $514.68 Unrealized @ Report Date +10.9%

UNH UNITEDHEALTH GROUP INC 9.1%

Value $117M Shares 355,936 Share Price $330.11 Est. Cost/Share $494.17 Unrealized @ Report Date -33.2%

MSFT MICROSOFT CORP 6.9%

Value $88.89M Shares 183,799 Share Price $483.62 Est. Cost/Share $422.35 Unrealized @ Report Date +14.5%

GOOGL ALPHABET INC 6.5%

Value $84.33M Shares 269,430 Share Price $313.00 Est. Cost/Share $174.14 Unrealized @ Report Date +79.7%

ADBE ADOBE INC 6.3%

Value $81.2M Shares 232,001 Share Price $349.99 Est. Cost/Share $495.13 Unrealized @ Report Date -29.3%

EW EDWARDS LIFESCIENCES CORP 6.1%

Value $78.71M Shares 923,260 Share Price $85.25 Est. Cost/Share $69.99 Unrealized @ Report Date +21.8%

WST WEST PHARMACEUTICAL SVSC INC 5.9%

Value $76.55M Shares 278,229 Share Price $275.14 Est. Cost/Share $313.59 Unrealized @ Report Date -12.3%

ISRG INTUITIVE SURGICAL INC 5.8%

Value $74.99M Shares 132,413 Share Price $566.36 Est. Cost/Share $514.76 Unrealized @ Report Date +10.0%

MTD METTLER TOLEDO INTERNATIONAL 5.7%

Value $73.96M Shares 53,052 Share Price $1394.19 Est. Cost/Share $1304.80 Unrealized @ Report Date +6.9%

ADSK AUTODESK INC 5.4%

Value $70.15M Shares 236,991 Share Price $296.01 Est. Cost/Share $285.23 Unrealized @ Report Date +3.8%

VEEV VEEVA SYS INC 5.4%

Value $70.07M Shares 313,872 Share Price $223.23 Est. Cost/Share $222.77 Unrealized @ Report Date +0.2%

TYL TYLER TECHNOLOGIES INC 5.3%

Value $68.56M Shares 151,024 Share Price $453.95 Est. Cost/Share $592.01 Unrealized @ Report Date -23.3%

IDXX IDEXX LABS INC 5.3%

Value $68.19M Shares 100,790 Share Price $676.53 Est. Cost/Share $438.63 Unrealized @ Report Date +54.2%

ACN ACCENTURE PLC IRELAND 4.7%

Value $60.73M Shares 226,360 Share Price $268.30 Est. Cost/Share $342.58 Unrealized @ Report Date -21.7%

CDNS CADENCE DESIGN SYSTEM INC 4.4%

Value $56.54M Shares 180,878 Share Price $312.58 Est. Cost/Share $318.97 Unrealized @ Report Date -2.0%

ZTS ZOETIS INC 3.3%

Value $41.96M Shares 333,465 Share Price $125.82 Est. Cost/Share $139.31 Unrealized @ Report Date -9.7%

BKNG BOOKING HOLDINGS INC 0.7%

Value $8.456M Shares 1,579 Share Price $5355.33 Est. Cost/Share $4764.13 Unrealized @ Report Date +12.4%

MCO MOODYS CORP 0.6%

Value $7.134M Shares 13,964 Share Price $510.85 Est. Cost/Share $473.16 Unrealized @ Report Date +8.0%

GGG GRACO INC 0.5%

Value $6.834M Shares 83,370 Share Price $81.97 Est. Cost/Share $85.20 Unrealized @ Report Date -4.1%

CME CME GROUP INC 0.5%

Value $6.506M Shares 23,826 Share Price $273.08 Est. Cost/Share $262.54 Unrealized @ Report Date +4.0%

ADP AUTOMATIC DATA PROCESSING IN 0.5%

Value $6.446M Shares 25,061 Share Price $257.23 Est. Cost/Share $287.90 Unrealized @ Report Date -10.7%

V VISA INC 0.5%

Value $6.052M Shares 17,255 Share Price $350.71 Est. Cost/Share $298.33 Unrealized @ Report Date +17.6%

CPRT COPART INC 0.4%

Value $5.395M Shares 137,814 Share Price $39.15 Est. Cost/Share $41.46 Unrealized @ Report Date -5.6%

TW TRADEWEB MKTS INC 0.4%

Value $5.263M Shares 48,939 Share Price $107.54 Est. Cost/Share $107.35 Unrealized @ Report Date +0.2%

Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
MA	MASTERCARD INCORPORATED	219,171	$125M	9.7%	$570.88	$514.68	+10.9%	CL A	57636Q104
UNH	UNITEDHEALTH GROUP INC	355,936	$117M	9.1%	$330.11	$494.17	-33.2%	COM	91324P102
MSFT	MICROSOFT CORP	183,799	$88.89M	6.9%	$483.62	$422.35	+14.5%	COM	594918104
GOOGL	ALPHABET INC	269,430	$84.33M	6.5%	$313.00	$174.14	+79.7%	CAP STK CL A	02079K305
ADBE	ADOBE INC	232,001	$81.2M	6.3%	$349.99	$495.13	-29.3%	COM	00724F101
EW	EDWARDS LIFESCIENCES CORP	923,260	$78.71M	6.1%	$85.25	$69.99	+21.8%	COM	28176E108
WST	WEST PHARMACEUTICAL SVSC INC	278,229	$76.55M	5.9%	$275.14	$313.59	-12.3%	COM	955306105
ISRG	INTUITIVE SURGICAL INC	132,413	$74.99M	5.8%	$566.36	$514.76	+10.0%	COM NEW	46120E602
MTD	METTLER TOLEDO INTERNATIONAL	53,052	$73.96M	5.7%	$1394.19	$1304.80	+6.9%	COM	592688105
ADSK	AUTODESK INC	236,991	$70.15M	5.4%	$296.01	$285.23	+3.8%	COM	052769106
VEEV	VEEVA SYS INC	313,872	$70.07M	5.4%	$223.23	$222.77	+0.2%	CL A COM	922475108
TYL	TYLER TECHNOLOGIES INC	151,024	$68.56M	5.3%	$453.95	$592.01	-23.3%	COM	902252105
IDXX	IDEXX LABS INC	100,790	$68.19M	5.3%	$676.53	$438.63	+54.2%	COM	45168D104
ACN	ACCENTURE PLC IRELAND	226,360	$60.73M	4.7%	$268.30	$342.58	-21.7%	SHS CLASS A	G1151C101
CDNS	CADENCE DESIGN SYSTEM INC	180,878	$56.54M	4.4%	$312.58	$318.97	-2.0%	COM	127387108
ZTS	ZOETIS INC	333,465	$41.96M	3.3%	$125.82	$139.31	-9.7%	CL A	98978V103
BKNG	BOOKING HOLDINGS INC	1,579	$8.456M	0.7%	$5355.33	$4764.13	+12.4%	COM	09857L108
MCO	MOODYS CORP	13,964	$7.134M	0.6%	$510.85	$473.16	+8.0%	COM	615369105
GGG	GRACO INC	83,370	$6.834M	0.5%	$81.97	$85.20	-4.1%	COM	384109104
CME	CME GROUP INC	23,826	$6.506M	0.5%	$273.08	$262.54	+4.0%	COM	12572Q105
ADP	AUTOMATIC DATA PROCESSING IN	25,061	$6.446M	0.5%	$257.23	$287.90	-10.7%	COM	053015103
V	VISA INC	17,255	$6.052M	0.5%	$350.71	$298.33	+17.6%	COM CL A	92826C839
CPRT	COPART INC	137,814	$5.395M	0.4%	$39.15	$41.46	-5.6%	COM	217204106
TW	TRADEWEB MKTS INC	48,939	$5.263M	0.4%	$107.54	$107.35	+0.2%	CL A	892672106