Seilern Investment Management Ltd 13F Holdings

CIK 0001817797 · LONDON, X0

As of Sep 30, 2025, Seilern Investment Management Ltd reported 22 positions worth .4B in its SEC Form 13F filing.

Top 22 holdings

SecurityTickerSectorSharesValue% of portfolio
UNITEDHEALTH GROUP INCUNHHealthcare385,720 33.2M9.63%
MICROSOFT CORPMSFTTechnology254,544 31.8M9.53%
MASTERCARD INCMAFinancial Services226,438 28.8M9.31%
ALPHABET INCGOOGLEquity437,529 06.4M7.69%
IDEXX LABORATORIES INCIDXXHealthcare141,276$90.3M6.52%
VEEVA SYSTEMS INCVEEVHealthcare294,189$87.6M6.33%
WEST PHARMACEUTICAL SERVICES INCWSTHealthcare326,957$85.8M6.20%
ADOBE INCADBETechnology236,993$83.6M6.04%
EDWARDS LIFESCIENCES CORPEWHealthcare1,055,774$82.1M5.93%
METTLER-TOLEDO INTERNATIONALMTDHealthcare59,665$73.2M5.29%
TYLER TECHNOLOGIES INCTYLTechnology136,534$71.4M5.16%
AUTODESK INCADSKTechnology218,905$69.5M5.03%
CME GROUP INCCMEFinancial Services187,240$65.8M4.75%
INTUITIVE SURGICAL INCISRGHealthcare146,235$65.4M4.73%
ACCENTURE PLCACNTechnology199,022$49.1M3.55%
ZOETIS INCZTSHealthcare72,310 0.6M0.76%
AUTOMATIC DATA PROCESSING INCADPIndustrials34,140 0.0M0.72%
BOOKING HOLDINGS INCBKNGIndustrials1,821$9.8M0.71%
GRACO INCGGGIndustrials92,263$7.8M0.57%
CADENCE DESIGN SYSTEMS INCCDNSTechnology27,544$7.4M0.54%
MOODYS CORPMCOFinancial Services14,790$7.0M0.51%
VISA INC-CLASS A SHARESVFinancial Services19,931$6.8M0.49%