Seilern Investment Management Ltd
Net seller this quarter
$794M
24
-$85.5M
69.2%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 MA | $87M | 10.96% | 0.01% | -4.8% | Q4 2024 |
 UNH | $66.5M | 8.38% | 0.02% | -43.1% | Q4 2024 |
 VEEV | $56.3M | 7.09% | 0.20% | +0.2% | Q4 2024 |
 EW | $54.3M | 6.84% | 0.10% | -13.0% | Q4 2024 |
 IDXX | $51.4M | 6.47% | 0.12% | +20.7% | Q4 2024 |
 TYL | $50.6M | 6.38% | 0.36% | -5.0% | Q4 2024 |
 WST | $49.6M | 6.25% | 0.20% | -38.8% | Q4 2024 |
 ISRG | $46M | 5.80% | 0.03% | +17.6% | Q4 2024 |
 ADSK | $44.3M | 5.58% | 0.11% | +11.0% | Q1 2025 |
 GOOGL | $43.4M | 5.47% | 0.00% | -34.5% | Q4 2024 |
 MSFT | $42.9M | 5.41% | 0.00% | -12.7% | Q4 2024 |
 CDNS | $42.9M | 5.41% | 0.04% | -21.5% | Q1 2025 |
 ADBE | $36.9M | 4.65% | 0.05% | +1.6% | Q4 2024 |
 ZTS | $33.1M | 4.16% | 0.11% | +44.3% | Q4 2024 |
 CPRT | $29.7M | 3.74% | 0.11% | +1428.9% | Q4 2025 |
 MTD | $26.9M | 3.39% | 0.11% | -6.6% | Q4 2024 |
 ACN | $20.4M | 2.57% | 0.03% | -5.4% | Q4 2024 |
 BKNG | $2.2M | 0.28% | 0.00% | -14.9% | Q4 2024 |
 TW | $1.94M | 0.24% | 19488.00% | -12.3% | Q4 2025 |
 V | $1.93M | 0.24% | 0.00% | -3.0% | Q4 2024 |
 ADP | $1.88M | 0.24% | 0.00% | -22.0% | Q4 2024 |
 MCO | $1.64M | 0.21% | 0.00% | -23.3% | Q4 2024 |
 GGG | $1.27M | 0.16% | 0.01% | -36.1% | Q4 2024 |
 CME | $839K | 0.11% | 0.00% | -47.0% | Q4 2024 |
| Q1 2026 | |||||
| MA | $88.9M | 10.61% | 0.01% | -18.8% | Q4 2024 |
| UNH | $76.1M | 9.07% | 0.03% | -21.0% | Q4 2024 |
| TYL | $62.4M | 7.44% | 0.38% | +20.7% | Q4 2024 |
| WST | $56.6M | 6.76% | 0.32% | -18.8% | Q4 2024 |
| VEEV | $55.6M | 6.63% | 0.19% | +0.8% | Q4 2024 |
| EW | $55.3M | 6.59% | 0.12% | -25.2% | Q4 2024 |
| GOOGL | $53.3M | 6.36% | 0.00% | -31.2% | Q4 2024 |
| ADSK | $49.1M | 5.86% | 0.10% | -13.4% | Q1 2025 |
| MSFT | $48.8M | 5.82% | 0.00% | -28.3% | Q4 2024 |
| IDXX | $45.4M | 5.42% | 0.10% | -19.8% | Q4 2024 |
| ISRG | $45.3M | 5.41% | 0.03% | -25.7% | Q4 2024 |
| ADBE | $43M | 5.13% | 0.04% | -23.7% | Q4 2024 |
| CDNS | $40.5M | 4.83% | 0.05% | -19.5% | Q1 2025 |
| ZTS | $37.7M | 4.49% | 0.08% | -4.4% | Q4 2024 |
| ACN | $34.3M | 4.09% | 0.03% | -23.6% | Q4 2024 |
| MTD | $28.4M | 3.39% | 0.11% | -57.5% | Q4 2024 |
| TW | $2.61M | 0.31% | 22218.00% | -54.6% | Q4 2025 |
| BKNG | $2.45M | 0.29% | 0.00% | -63.2% | Q4 2024 |
| CPRT | $2.29M | 0.27% | 0.01% | -50.0% | Q4 2025 |
| GGG | $2.22M | 0.27% | 0.02% | -68.5% | Q4 2024 |
| ADP | $2.19M | 0.26% | 0.00% | -57.0% | Q4 2024 |
| CME | $2.12M | 0.25% | 0.00% | -69.9% | Q4 2024 |
| MCO | $2.06M | 0.25% | 0.00% | -66.1% | Q4 2024 |
| V | $1.75M | 0.21% | 0.00% | -66.4% | Q4 2024 |
| Q4 2025 | |||||
| MA | $125M | 9.70% | 0.02% | -3.2% | Q4 2024 |
| UNH | $117M | 9.11% | 0.04% | -7.7% | Q4 2024 |
| MSFT | $88.9M | 6.89% | 0.00% | -27.8% | Q4 2024 |
| GOOGL | $84.3M | 6.54% | 0.00% | -38.4% | Q4 2024 |
| ADBE | $81.2M | 6.30% | 0.06% | -2.1% | Q4 2024 |
| EW | $78.7M | 6.10% | 0.16% | -12.6% | Q4 2024 |
| WST | $76.6M | 5.94% | 0.39% | -14.9% | Q4 2024 |
| ISRG | $75M | 5.82% | 0.04% | -9.5% | Q4 2024 |
| MTD | $74M | 5.74% | 0.24% | -11.1% | Q4 2024 |
| ADSK | $70.2M | 5.44% | 0.11% | +8.3% | Q1 2025 |
| VEEV | $70.1M | 5.43% | 0.19% | +6.7% | Q4 2024 |
| TYL | $68.6M | 5.32% | 0.31% | +10.6% | Q4 2024 |
| IDXX | $68.2M | 5.29% | 0.13% | -28.7% | Q4 2024 |
| ACN | $60.7M | 4.71% | 0.04% | +13.7% | Q4 2024 |
| CDNS | $56.5M | 4.38% | 0.07% | +556.7% | Q1 2025 |
| ZTS | $42M | 3.25% | 0.08% | +361.2% | Q4 2024 |
| BKNG | $8.46M | 0.66% | 0.00% | -13.3% | Q4 2024 |
| MCO | $7.13M | 0.55% | 0.01% | -5.6% | Q4 2024 |
| GGG | $6.83M | 0.53% | 0.05% | -9.6% | Q4 2024 |
| CME | $6.51M | 0.50% | 0.01% | -87.3% | Q4 2024 |
| ADP | $6.45M | 0.50% | 0.01% | -26.6% | Q4 2024 |
| V | $6.05M | 0.47% | 0.00% | -13.4% | Q4 2024 |
| CPRT | $5.4M | 0.42% | 0.01% | New | Q4 2025 |
| TW | $5.26M | 0.41% | 48939.00% | New | Q4 2025 |
| Q3 2025 | |||||
| UNH | $133M | 9.63% | 0.04% | -1.8% | Q4 2024 |
| MSFT | $132M | 9.53% | 0.00% | -20.8% | Q4 2024 |
| MA | $129M | 9.31% | 0.02% | -13.4% | Q4 2024 |
| GOOGL | $106M | 7.69% | 0.00% | -18.9% | Q4 2024 |
| IDXX | $90.3M | 6.52% | 0.18% | -33.4% | Q4 2024 |
| VEEV | $87.6M | 6.33% | 0.18% | -12.5% | Q4 2024 |
| WST | $85.8M | 6.20% | 0.45% | -24.2% | Q4 2024 |
| ADBE | $83.6M | 6.04% | 0.06% | -0.5% | Q4 2024 |
| EW | $82.1M | 5.93% | 0.18% | -14.8% | Q4 2024 |
| MTD | $73.2M | 5.29% | 0.29% | -7.2% | Q4 2024 |
| TYL | $71.4M | 5.16% | 0.28% | -6.2% | Q4 2024 |
| ADSK | $69.5M | 5.03% | 0.10% | +0.8% | Q1 2025 |
| CME | $65.8M | 4.75% | 0.06% | +585.6% | Q4 2024 |
| ISRG | $65.4M | 4.73% | 0.04% | +17.5% | Q4 2024 |
| ACN | $49.1M | 3.55% | 0.03% | -7.0% | Q4 2024 |
| ZTS | $10.6M | 0.76% | 0.02% | +15.4% | Q4 2024 |
| ADP | $10M | 0.72% | 0.01% | +0.9% | Q4 2024 |
| BKNG | $9.83M | 0.71% | 0.01% | -3.6% | Q4 2024 |
| GGG | $7.84M | 0.57% | 0.06% | +0.9% | Q4 2024 |
| CDNS | $7.44M | 0.54% | 0.01% | -88.6% | Q1 2025 |
| MCO | $7.05M | 0.51% | 0.01% | -11.7% | Q4 2024 |
| V | $6.8M | 0.49% | 0.00% | +0.9% | Q4 2024 |