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 Est. Cost $514.68 Unrealized +4.7%

UNH UNITEDHEALTH GROUP INC 9.1%

Value $76.07M Shares 281,119 Est. Cost $494.17 Unrealized -37.5%

TYL TYLER TECHNOLOGIES INC 7.4%

Value $62.4M Shares 182,258 Est. Cost $556.54 Unrealized -30.8%

WST WEST PHARMACEUTICAL SVSC INC 6.8%

Value $56.65M Shares 226,021 Est. Cost $313.59 Unrealized -19.7%

VEEV VEEVA SYS INC 6.6%

Value $55.57M Shares 316,325 Est. Cost $222.77 Unrealized -8.5%

EW EDWARDS LIFESCIENCES CORP 6.6%

Value $55.27M Shares 690,191 Est. Cost $69.99 Unrealized +17.1%

GOOGL ALPHABET INC 6.4%

Value $53.34M Shares 185,486 Est. Cost $174.14 Unrealized +85.6%

ADSK AUTODESK INC 5.9%

Value $49.11M Shares 205,128 Est. Cost $285.23 Unrealized -11.0%

MSFT MICROSOFT CORP 5.8%

Value $48.8M Shares 131,825 Est. Cost $422.35 Unrealized +2.9%

IDXX IDEXX LABS INC 5.4%

Value $45.42M Shares 80,831 Est. Cost $438.63 Unrealized +52.8%

ISRG INTUITIVE SURGICAL INC 5.4%

Value $45.34M Shares 98,358 Est. Cost $514.76 Unrealized +1.2%

ADBE ADOBE INC 5.1%

Value $43.03M Shares 177,020 Est. Cost $495.13 Unrealized -41.5%

CDNS CADENCE DESIGN SYSTEM INC 4.8%

Value $40.48M Shares 145,672 Est. Cost $318.97 Unrealized -4.9%

ZTS ZOETIS INC 4.5%

Value $37.68M Shares 318,773 Est. Cost $139.31 Unrealized -9.6%

ACN ACCENTURE PLC IRELAND 4.1%

Value $34.3M Shares 172,985 Est. Cost $342.58 Unrealized -26.1%

MTD METTLER TOLEDO INTERNATIONAL 3.4%

Value $28.42M Shares 22,534 Est. Cost $1304.80 Unrealized +8.3%

TW TRADEWEB MKTS INC 0.3%

Value $2.614M Shares 22,218 Est. Cost $107.35 Unrealized +1.8%

BKNG BOOKING HOLDINGS INC 0.3%

Value $2.446M Shares 581 Est. Cost $4764.13 Unrealized +0.4%

CPRT COPART INC 0.3%

Value $2.286M Shares 68,854 Est. Cost $41.46 Unrealized -5.6%

GGG GRACO INC 0.3%

Value $2.224M Shares 26,277 Est. Cost $85.20 Unrealized +4.6%

ADP AUTOMATIC DATA PROCESSING IN 0.3%

Value $2.189M Shares 10,776 Est. Cost $287.90 Unrealized -16.4%

CME CME GROUP INC 0.3%

Value $2.118M Shares 7,170 Est. Cost $262.54 Unrealized +10.2%

MCO MOODYS CORP 0.2%

Value $2.064M Shares 4,732 Est. Cost $473.16 Unrealized +3.5%

V VISA INC 0.2%

Value $1.752M Shares 5,796 Est. Cost $298.33 Unrealized +10.3%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
MA	MASTERCARD INCORPORATED	177,965	$88.92M	10.6%	$514.68	+4.7%	CL A	57636Q104
UNH	UNITEDHEALTH GROUP INC	281,119	$76.07M	9.1%	$494.17	-37.5%	COM	91324P102
TYL	TYLER TECHNOLOGIES INC	182,258	$62.4M	7.4%	$556.54	-30.8%	COM	902252105
WST	WEST PHARMACEUTICAL SVSC INC	226,021	$56.65M	6.8%	$313.59	-19.7%	COM	955306105
VEEV	VEEVA SYS INC	316,325	$55.57M	6.6%	$222.77	-8.5%	CL A COM	922475108
EW	EDWARDS LIFESCIENCES CORP	690,191	$55.27M	6.6%	$69.99	+17.1%	COM	28176E108
GOOGL	ALPHABET INC	185,486	$53.34M	6.4%	$174.14	+85.6%	CAP STK CL A	02079K305
ADSK	AUTODESK INC	205,128	$49.11M	5.9%	$285.23	-11.0%	COM	052769106
MSFT	MICROSOFT CORP	131,825	$48.8M	5.8%	$422.35	+2.9%	COM	594918104
IDXX	IDEXX LABS INC	80,831	$45.42M	5.4%	$438.63	+52.8%	COM	45168D104
ISRG	INTUITIVE SURGICAL INC	98,358	$45.34M	5.4%	$514.76	+1.2%	COM NEW	46120E602
ADBE	ADOBE INC	177,020	$43.03M	5.1%	$495.13	-41.5%	COM	00724F101
CDNS	CADENCE DESIGN SYSTEM INC	145,672	$40.48M	4.8%	$318.97	-4.9%	COM	127387108
ZTS	ZOETIS INC	318,773	$37.68M	4.5%	$139.31	-9.6%	CL A	98978V103
ACN	ACCENTURE PLC IRELAND	172,985	$34.3M	4.1%	$342.58	-26.1%	SHS CLASS A	G1151C101
MTD	METTLER TOLEDO INTERNATIONAL	22,534	$28.42M	3.4%	$1304.80	+8.3%	COM	592688105
TW	TRADEWEB MKTS INC	22,218	$2.614M	0.3%	$107.35	+1.8%	CL A	892672106
BKNG	BOOKING HOLDINGS INC	581	$2.446M	0.3%	$4764.13	+0.4%	COM	09857L108
CPRT	COPART INC	68,854	$2.286M	0.3%	$41.46	-5.6%	COM	217204106
GGG	GRACO INC	26,277	$2.224M	0.3%	$85.20	+4.6%	COM	384109104
ADP	AUTOMATIC DATA PROCESSING IN	10,776	$2.189M	0.3%	$287.90	-16.4%	COM	053015103
CME	CME GROUP INC	7,170	$2.118M	0.3%	$262.54	+10.2%	COM	12572Q105
MCO	MOODYS CORP	4,732	$2.064M	0.2%	$473.16	+3.5%	COM	615369105
V	VISA INC	5,796	$1.752M	0.2%	$298.33	+10.3%	COM CL A	92826C839