Seilern Investment Management Ltd
24 holdingsFiling period: 2026-06-30Current AUM: $854.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | MA | MASTERCARD INCORPORATED | 169.4K | $87.0M | $97.1M | 11.37% | -8,555 | 2026-06-30 |
| 2 | UNH | UNITEDHEALTH GROUP INC | 160.0K | $66.5M | $60.2M | 7.04% | -121,096 | 2026-06-30 |
| 3 | VEEV | VEEVA SYS INC | 317.0K | $56.3M | $84.5M | 9.90% | +707 | 2026-06-30 |
| 4 | EW | EDWARDS LIFESCIENCES CORP | 600.2K | $54.3M | $51.5M | 6.03% | -89,960 | 2026-06-30 |
| 5 | IDXX | IDEXX LABS INC | 97.6K | $51.4M | $49.8M | 5.83% | +16.7K | 2026-06-30 |
| 6 | TYL | TYLER TECHNOLOGIES INC | 173.2K | $50.6M | $61.2M | 7.16% | -9,086 | 2026-06-30 |
| 7 | WST | WEST PHARMACEUTICAL SVSC INC | 138.2K | $49.6M | $50.5M | 5.91% | -87,791 | 2026-06-30 |
| 8 | ISRG | INTUITIVE SURGICAL INC | 115.7K | $46.0M | $43.6M | 5.11% | +17.3K | 2026-06-30 |
| 9 | ADSK | AUTODESK INC | 227.7K | $44.3M | $51.6M | 6.04% | +22.5K | 2026-06-30 |
| 10 | GOOGL | ALPHABET INC | 121.4K | $43.4M | $41.9M | 4.90% | -64,060 | 2026-06-30 |
| 11 | MSFT | MICROSOFT CORP | 115.1K | $42.9M | $57.2M | 6.70% | -16,698 | 2026-06-30 |
| 12 | CDNS | CADENCE DESIGN SYSTEM INC | 114.3K | $42.9M | $31.3M | 3.67% | -31,351 | 2026-06-30 |
| 13 | ADBE | ADOBE INC | 179.9K | $36.9M | $46.4M | 5.43% | +2.9K | 2026-06-30 |
| 14 | ZTS | ZOETIS INC | 460.0K | $33.1M | $33.8M | 3.95% | +141.2K | 2026-06-30 |
| 15 | CPRT | COPART INC | 1.05M | $29.7M | $32.7M | 3.83% | +983.8K | 2026-06-30 |
| 16 | MTD | METTLER TOLEDO INTERNATIONAL | 21.1K | $26.9M | $28.0M | 3.28% | -1,477 | 2026-06-30 |
| 17 | — | ACCENTURE PLC IRELAND | 163.6K | $20.4M | $20.4M | 2.38% | -9,343 | 2026-06-30 |
| 18 | BKNG | BOOKING HOLDINGS INC | 12.4K | $2.2M | $2.1M | 0.25% | +11.8K | 2026-06-30 |
| 19 | TW | TRADEWEB MKTS INC | 19.5K | $1.9M | $2.0M | 0.23% | -2,730 | 2026-06-30 |
| 20 | V | VISA INC | 5.6K | $1.9M | $2.1M | 0.25% | -175 | 2026-06-30 |
| 21 | ADP | AUTOMATIC DATA PROCESSING IN | 8.4K | $1.9M | $2.3M | 0.27% | -2,368 | 2026-06-30 |
| 22 | MCO | MOODYS CORP | 3.6K | $1.6M | $1.7M | 0.20% | -1,102 | 2026-06-30 |
| 23 | GGG | GRACO INC | 16.8K | $1.3M | $1.3M | 0.15% | -9,489 | 2026-06-30 |
| 24 | CME | CME GROUP INC | 3.8K | $839K | $1.0M | 0.12% | -3,370 | 2026-06-30 |
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