Seilern Investment Management Ltd Long-Term Concentrated

Name: Seilern Investment Management Ltd Q1 2026 13F Filing | 13F Explorer
Creator: Seilern Investment Management Ltd
Published: 2026-04-07

Location: London, United Kingdom

CIK: 0001817797 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: Apr 7, 2026

Total Value: $838M (100.0% shares, 0.0% debt)

Holdings (24)

MA MASTERCARD INCORPORATED 10.6%

Value $88.92M Shares 177,965 Share Price $499.66 Est. Cost/Share $514.68 Unrealized @ Report Date -2.9%

UNH UNITEDHEALTH GROUP INC 9.1%

Value $76.07M Shares 281,119 Share Price $270.59 Est. Cost/Share $494.17 Unrealized @ Report Date -45.2%

TYL TYLER TECHNOLOGIES INC 7.4%

Value $62.4M Shares 182,258 Share Price $342.38 Est. Cost/Share $554.33 Unrealized @ Report Date -38.2%

WST WEST PHARMACEUTICAL SVSC INC 6.8%

Value $56.65M Shares 226,021 Share Price $250.64 Est. Cost/Share $313.59 Unrealized @ Report Date -20.1%

VEEV VEEVA SYS INC 6.6%

Value $55.57M Shares 316,325 Share Price $175.66 Est. Cost/Share $222.77 Unrealized @ Report Date -21.1%

EW EDWARDS LIFESCIENCES CORP 6.6%

Value $55.27M Shares 690,191 Share Price $80.08 Est. Cost/Share $69.99 Unrealized @ Report Date +14.4%

GOOGL ALPHABET INC 6.4%

Value $53.34M Shares 185,486 Share Price $287.56 Est. Cost/Share $174.14 Unrealized @ Report Date +65.1%

ADSK AUTODESK INC 5.9%

Value $49.11M Shares 205,128 Share Price $239.40 Est. Cost/Share $285.23 Unrealized @ Report Date -16.1%

MSFT MICROSOFT CORP 5.8%

Value $48.8M Shares 131,825 Share Price $370.17 Est. Cost/Share $422.35 Unrealized @ Report Date -12.4%

IDXX IDEXX LABS INC 5.4%

Value $45.42M Shares 80,831 Share Price $561.89 Est. Cost/Share $438.63 Unrealized @ Report Date +28.1%

ISRG INTUITIVE SURGICAL INC 5.4%

Value $45.34M Shares 98,358 Share Price $460.99 Est. Cost/Share $514.76 Unrealized @ Report Date -10.4%

ADBE ADOBE INC 5.1%

Value $43.03M Shares 177,020 Share Price $243.08 Est. Cost/Share $495.13 Unrealized @ Report Date -50.9%

CDNS CADENCE DESIGN SYSTEM INC 4.8%

Value $40.48M Shares 145,672 Share Price $277.87 Est. Cost/Share $318.97 Unrealized @ Report Date -12.9%

ZTS ZOETIS INC 4.5%

Value $37.68M Shares 318,773 Share Price $118.21 Est. Cost/Share $139.31 Unrealized @ Report Date -15.1%

ACN ACCENTURE PLC IRELAND 4.1%

Value $34.3M Shares 172,985 Share Price $198.29 Est. Cost/Share $342.58 Unrealized @ Report Date -42.1%

MTD METTLER TOLEDO INTERNATIONAL 3.4%

Value $28.42M Shares 22,534 Share Price $1261.20 Est. Cost/Share $1304.80 Unrealized @ Report Date -3.3%

TW TRADEWEB MKTS INC 0.3%

Value $2.614M Shares 22,218 Share Price $117.66 Est. Cost/Share $107.35 Unrealized @ Report Date +9.6%

BKNG BOOKING HOLDINGS INC 0.3%

Value $2.446M Shares 581 Share Price $4210.32 * Est. Cost/Share $4764.13 Unrealized @ Report Date -96.5%

CPRT COPART INC 0.3%

Value $2.286M Shares 68,854 Share Price $33.20 Est. Cost/Share $41.46 Unrealized @ Report Date -19.9%

GGG GRACO INC 0.3%

Value $2.224M Shares 26,277 Share Price $84.65 Est. Cost/Share $85.20 Unrealized @ Report Date -0.7%

ADP AUTOMATIC DATA PROCESSING IN 0.3%

Value $2.189M Shares 10,776 Share Price $203.18 Est. Cost/Share $287.90 Unrealized @ Report Date -29.4%

CME CME GROUP INC 0.3%

Value $2.118M Shares 7,170 Share Price $295.35 Est. Cost/Share $262.54 Unrealized @ Report Date +12.5%

MCO MOODYS CORP 0.2%

Value $2.064M Shares 4,732 Share Price $436.25 Est. Cost/Share $473.16 Unrealized @ Report Date -7.8%

V VISA INC 0.2%

Value $1.752M Shares 5,796 Share Price $302.24 Est. Cost/Share $298.33 Unrealized @ Report Date +1.3%

Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
MA	MASTERCARD INCORPORATED	177,965	$88.92M	10.6%	$499.66	$514.68	-2.9%	CL A	57636Q104
UNH	UNITEDHEALTH GROUP INC	281,119	$76.07M	9.1%	$270.59	$494.17	-45.2%	COM	91324P102
TYL	TYLER TECHNOLOGIES INC	182,258	$62.4M	7.4%	$342.38	$554.33	-38.2%	COM	902252105
WST	WEST PHARMACEUTICAL SVSC INC	226,021	$56.65M	6.8%	$250.64	$313.59	-20.1%	COM	955306105
VEEV	VEEVA SYS INC	316,325	$55.57M	6.6%	$175.66	$222.77	-21.1%	CL A COM	922475108
EW	EDWARDS LIFESCIENCES CORP	690,191	$55.27M	6.6%	$80.08	$69.99	+14.4%	COM	28176E108
GOOGL	ALPHABET INC	185,486	$53.34M	6.4%	$287.56	$174.14	+65.1%	CAP STK CL A	02079K305
ADSK	AUTODESK INC	205,128	$49.11M	5.9%	$239.40	$285.23	-16.1%	COM	052769106
MSFT	MICROSOFT CORP	131,825	$48.8M	5.8%	$370.17	$422.35	-12.4%	COM	594918104
IDXX	IDEXX LABS INC	80,831	$45.42M	5.4%	$561.89	$438.63	+28.1%	COM	45168D104
ISRG	INTUITIVE SURGICAL INC	98,358	$45.34M	5.4%	$460.99	$514.76	-10.4%	COM NEW	46120E602
ADBE	ADOBE INC	177,020	$43.03M	5.1%	$243.08	$495.13	-50.9%	COM	00724F101
CDNS	CADENCE DESIGN SYSTEM INC	145,672	$40.48M	4.8%	$277.87	$318.97	-12.9%	COM	127387108
ZTS	ZOETIS INC	318,773	$37.68M	4.5%	$118.21	$139.31	-15.1%	CL A	98978V103
ACN	ACCENTURE PLC IRELAND	172,985	$34.3M	4.1%	$198.29	$342.58	-42.1%	SHS CLASS A	G1151C101
MTD	METTLER TOLEDO INTERNATIONAL	22,534	$28.42M	3.4%	$1261.20	$1304.80	-3.3%	COM	592688105
TW	TRADEWEB MKTS INC	22,218	$2.614M	0.3%	$117.66	$107.35	+9.6%	CL A	892672106
BKNG	BOOKING HOLDINGS INC	581	$2.446M	0.3%	$4210.32 *	$4764.13	-96.5%	COM	09857L108
CPRT	COPART INC	68,854	$2.286M	0.3%	$33.20	$41.46	-19.9%	COM	217204106
GGG	GRACO INC	26,277	$2.224M	0.3%	$84.65	$85.20	-0.7%	COM	384109104
ADP	AUTOMATIC DATA PROCESSING IN	10,776	$2.189M	0.3%	$203.18	$287.90	-29.4%	COM	053015103
CME	CME GROUP INC	7,170	$2.118M	0.3%	$295.35	$262.54	+12.5%	COM	12572Q105
MCO	MOODYS CORP	4,732	$2.064M	0.2%	$436.25	$473.16	-7.8%	COM	615369105
V	VISA INC	5,796	$1.752M	0.2%	$302.24	$298.33	+1.3%	COM CL A	92826C839