Seilern Investment Management Ltd Long-Term Concentrated

Name: Seilern Investment Management Ltd Q2 2026 13F Filing | 13F Explorer
Creator: Seilern Investment Management Ltd
Published: 2026-07-08

Location: London, United Kingdom

CIK: 0001817797 · Show all filings

Period: Q2 2026 (← Previous) (Next →)

Filing Date: Jul 8, 2026

Total Value: $794M (100.0% shares, 0.0% debt)

Holdings (24)

MA MASTERCARD INCORPORATED 11.0%

Value $87.01M Shares 169,410 Share Price $513.60 Est. Cost/Share $514.68 Unrealized @ Report Date -0.2%

UNH UNITEDHEALTH GROUP INC 8.4%

Value $66.51M Shares 160,023 Share Price $415.63 Est. Cost/Share $494.17 Unrealized @ Report Date -15.9%

VEEV VEEVA SYS INC 7.1%

Value $56.26M Shares 317,032 Share Price $177.47 Est. Cost/Share $222.77 Unrealized @ Report Date -20.3%

EW EDWARDS LIFESCIENCES CORP 6.8%

Value $54.3M Shares 600,231 Share Price $90.46 Est. Cost/Share $69.99 Unrealized @ Report Date +29.2%

IDXX IDEXX LABS INC 6.5%

Value $51.36M Shares 97,560 Share Price $526.44 Est. Cost/Share $459.59 Unrealized @ Report Date +14.5%

TYL TYLER TECHNOLOGIES INC 6.4%

Value $50.65M Shares 173,172 Share Price $292.46 Est. Cost/Share $554.33 Unrealized @ Report Date -47.2%

WST WEST PHARMACEUTICAL SVSC INC 6.3%

Value $49.62M Shares 138,230 Share Price $359.00 Est. Cost/Share $313.59 Unrealized @ Report Date +14.5%

ISRG INTUITIVE SURGICAL INC 5.8%

Value $46.01M Shares 115,695 Share Price $397.68 Est. Cost/Share $503.09 Unrealized @ Report Date -21.0%

ADSK AUTODESK INC 5.6%

Value $44.26M Shares 227,675 Share Price $194.42 Est. Cost/Share $279.60 Unrealized @ Report Date -30.5%

GOOGL ALPHABET INC 5.5%

Value $43.39M Shares 121,426 Share Price $357.37 Est. Cost/Share $174.14 Unrealized @ Report Date +105.2%

MSFT MICROSOFT CORP 5.4%

Value $42.94M Shares 115,127 Share Price $373.02 Est. Cost/Share $422.35 Unrealized @ Report Date -11.7%

CDNS CADENCE DESIGN SYSTEM INC 5.4%

Value $42.91M Shares 114,321 Share Price $375.32 Est. Cost/Share $318.97 Unrealized @ Report Date +17.7%

ADBE ADOBE INC 4.6%

Value $36.88M Shares 179,896 Share Price $205.02 Est. Cost/Share $491.00 Unrealized @ Report Date -58.2%

ZTS ZOETIS INC 4.2%

Value $33.06M Shares 460,006 Share Price $71.86 Est. Cost/Share $125.44 Unrealized @ Report Date -42.7%

CPRT COPART INC 3.7%

Value $29.68M Shares 1,052,697 Share Price $28.19 Est. Cost/Share $32.89 Unrealized @ Report Date -14.3%

MTD METTLER TOLEDO INTERNATIONAL 3.4%

Value $26.9M Shares 21,057 Share Price $1277.51 Est. Cost/Share $1304.80 Unrealized @ Report Date -2.1%

ACN ACCENTURE PLC IRELAND 2.6%

Value $20.36M Shares 163,642 Share Price $124.44 Est. Cost/Share $342.58 Unrealized @ Report Date -63.7%

BKNG BOOKING HOLDINGS INC 0.3%

Value $2.203M Shares 12,358 Share Price $178.24 Est. Cost/Share $386.55 Unrealized @ Report Date -53.9%

TW TRADEWEB MKTS INC 0.2%

Value $1.942M Shares 19,488 Share Price $99.66 Est. Cost/Share $107.35 Unrealized @ Report Date -7.2%

V VISA INC 0.2%

Value $1.929M Shares 5,621 Share Price $343.09 Est. Cost/Share $298.33 Unrealized @ Report Date +15.0%

ADP AUTOMATIC DATA PROCESSING IN 0.2%

Value $1.883M Shares 8,408 Share Price $223.95 Est. Cost/Share $287.90 Unrealized @ Report Date -22.2%

MCO MOODYS CORP 0.2%

Value $1.644M Shares 3,630 Share Price $452.92 Est. Cost/Share $473.16 Unrealized @ Report Date -4.3%

GGG GRACO INC 0.2%

Value $1.269M Shares 16,788 Share Price $75.61 Est. Cost/Share $85.20 Unrealized @ Report Date -11.3%

CME CME GROUP INC 0.1%

Value $839K Shares 3,800 Share Price $220.83 Est. Cost/Share $262.54 Unrealized @ Report Date -15.9%

Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
MA	MASTERCARD INCORPORATED	169,410	$87.01M	11.0%	$513.60	$514.68	-0.2%	CL A	57636Q104
UNH	UNITEDHEALTH GROUP INC	160,023	$66.51M	8.4%	$415.63	$494.17	-15.9%	COM	91324P102
VEEV	VEEVA SYS INC	317,032	$56.26M	7.1%	$177.47	$222.77	-20.3%	CL A COM	922475108
EW	EDWARDS LIFESCIENCES CORP	600,231	$54.3M	6.8%	$90.46	$69.99	+29.2%	COM	28176E108
IDXX	IDEXX LABS INC	97,560	$51.36M	6.5%	$526.44	$459.59	+14.5%	COM	45168D104
TYL	TYLER TECHNOLOGIES INC	173,172	$50.65M	6.4%	$292.46	$554.33	-47.2%	COM	902252105
WST	WEST PHARMACEUTICAL SVSC INC	138,230	$49.62M	6.3%	$359.00	$313.59	+14.5%	COM	955306105
ISRG	INTUITIVE SURGICAL INC	115,695	$46.01M	5.8%	$397.68	$503.09	-21.0%	COM NEW	46120E602
ADSK	AUTODESK INC	227,675	$44.26M	5.6%	$194.42	$279.60	-30.5%	COM	052769106
GOOGL	ALPHABET INC	121,426	$43.39M	5.5%	$357.37	$174.14	+105.2%	CAP STK CL A	02079K305
MSFT	MICROSOFT CORP	115,127	$42.94M	5.4%	$373.02	$422.35	-11.7%	COM	594918104
CDNS	CADENCE DESIGN SYSTEM INC	114,321	$42.91M	5.4%	$375.32	$318.97	+17.7%	COM	127387108
ADBE	ADOBE INC	179,896	$36.88M	4.6%	$205.02	$491.00	-58.2%	COM	00724F101
ZTS	ZOETIS INC	460,006	$33.06M	4.2%	$71.86	$125.44	-42.7%	CL A	98978V103
CPRT	COPART INC	1,052,697	$29.68M	3.7%	$28.19	$32.89	-14.3%	COM	217204106
MTD	METTLER TOLEDO INTERNATIONAL	21,057	$26.9M	3.4%	$1277.51	$1304.80	-2.1%	COM	592688105
ACN	ACCENTURE PLC IRELAND	163,642	$20.36M	2.6%	$124.44	$342.58	-63.7%	SHS CLASS A	G1151C101
BKNG	BOOKING HOLDINGS INC	12,358	$2.203M	0.3%	$178.24	$386.55	-53.9%	COM	09857L108
TW	TRADEWEB MKTS INC	19,488	$1.942M	0.2%	$99.66	$107.35	-7.2%	CL A	892672106
V	VISA INC	5,621	$1.929M	0.2%	$343.09	$298.33	+15.0%	COM CL A	92826C839
ADP	AUTOMATIC DATA PROCESSING IN	8,408	$1.883M	0.2%	$223.95	$287.90	-22.2%	COM	053015103
MCO	MOODYS CORP	3,630	$1.644M	0.2%	$452.92	$473.16	-4.3%	COM	615369105
GGG	GRACO INC	16,788	$1.269M	0.2%	$75.61	$85.20	-11.3%	COM	384109104
CME	CME GROUP INC	3,800	$839K	0.1%	$220.83	$262.54	-15.9%	COM	12572Q105