Seilern Investment Management Ltd
24 holdingsFiling period: 2026-03-31Current AUM: $934.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | MA | MASTERCARD INCORPORATED | 178.0K | $88.9M | $102.0M | 10.92% | -41,206 | 2026-03-31 |
| 2 | UNH | UNITEDHEALTH GROUP INC | 281.1K | $76.1M | $116.5M | 12.47% | -74,817 | 2026-03-31 |
| 3 | TYL | TYLER TECHNOLOGIES INC | 182.3K | $62.4M | $56.4M | 6.04% | +31.2K | 2026-03-31 |
| 4 | WST | WEST PHARMACEUTICAL SVSC INC | 226.0K | $56.6M | $77.1M | 8.25% | -52,208 | 2026-03-31 |
| 5 | VEEV | VEEVA SYS INC | 316.3K | $55.6M | $64.5M | 6.90% | +2.5K | 2026-03-31 |
| 6 | EW | EDWARDS LIFESCIENCES CORP | 690.2K | $55.3M | $59.4M | 6.36% | -233,069 | 2026-03-31 |
| 7 | GOOGL | ALPHABET INC | 185.5K | $53.3M | $66.1M | 7.07% | -83,944 | 2026-03-31 |
| 8 | ADSK | AUTODESK INC | 205.1K | $49.1M | $48.0M | 5.14% | -31,863 | 2026-03-31 |
| 9 | MSFT | MICROSOFT CORP | 131.8K | $48.8M | $61.3M | 6.56% | -51,974 | 2026-03-31 |
| 10 | IDXX | IDEXX LABS INC | 80.8K | $45.4M | $45.2M | 4.84% | -19,959 | 2026-03-31 |
| 11 | ISRG | INTUITIVE SURGICAL INC | 98.4K | $45.3M | $34.8M | 3.72% | -34,055 | 2026-03-31 |
| 12 | ADBE | ADOBE INC | 177.0K | $43.0M | $44.3M | 4.75% | -54,981 | 2026-03-31 |
| 13 | CDNS | CADENCE DESIGN SYSTEM INC | 145.7K | $40.5M | $49.5M | 5.30% | -35,206 | 2026-03-31 |
| 14 | ZTS | ZOETIS INC | 318.8K | $37.7M | $24.6M | 2.64% | -14,692 | 2026-03-31 |
| 15 | — | ACCENTURE PLC IRELAND | 173.0K | $34.3M | $34.3M | 3.67% | -53,375 | 2026-03-31 |
| 16 | MTD | METTLER TOLEDO INTERNATIONAL | 22.5K | $28.4M | $31.9M | 3.42% | -30,518 | 2026-03-31 |
| 17 | TW | TRADEWEB MKTS INC | 22.2K | $2.6M | $2.2M | 0.24% | -26,721 | 2026-03-31 |
| 18 | BKNG | BOOKING HOLDINGS INC | 581 | $2.4M | $2.8M | 0.30% | -998 | 2026-03-31 |
| 19 | CPRT | COPART INC | 68.9K | $2.3M | $2.0M | 0.21% | -68,960 | 2026-03-31 |
| 20 | GGG | GRACO INC | 26.3K | $2.2M | $2.1M | 0.22% | -57,093 | 2026-03-31 |
| 21 | ADP | AUTOMATIC DATA PROCESSING IN | 10.8K | $2.2M | $2.9M | 0.31% | -14,285 | 2026-03-31 |
| 22 | CME | CME GROUP INC | 7.2K | $2.1M | $1.9M | 0.21% | -16,656 | 2026-03-31 |
| 23 | MCO | MOODYS CORP | 4.7K | $2.1M | $2.3M | 0.24% | -9,232 | 2026-03-31 |
| 24 | V | VISA INC | 5.8K | $1.8M | $2.1M | 0.23% | -11,459 | 2026-03-31 |
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