Seilern Investment Management Ltd Portfolio Stock Holdings
Seilern Investment Management Ltd disclosed 24 stock positions valued at approximately $793.8 million in its latest SEC 13F filing. The largest holdings include MASTERCARD INCORPORATED, UNITEDHEALTH GROUP INC, and VEEVA SYS INC. The filing reflects positions held as of June 30, 2026 and was filed on July 8, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 24
- Portfolio Value
- $793.8M
Holdings by Sector
Seilern Investment Management Ltd Portfolio Holdings in Q2 2026
24 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| MASTERCARD INCORPORATED | MA | Financial Services | 10.96% | 169,410 | -8,555 | -4.81% | $87,008,976 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 8.38% | 160,023 | -121,096 | -43.08% | $66,510,359 |
| VEEVA SYS INC | VEEV | Healthcare | 7.09% | 317,032 | +707 | +0.22% | $56,263,669 |
| EDWARDS LIFESCIENCES CORP | EW | Healthcare | 6.84% | 600,231 | -89,960 | -13.03% | $54,296,896 |
| IDEXX LABS INC | IDXX | Healthcare | 6.47% | 97,560 | +16,729 | +20.70% | $51,359,486 |
| TYLER TECHNOLOGIES INC | TYL | Technology | 6.38% | 173,172 | -9,086 | -4.99% | $50,645,883 |
| WEST PHARMACEUTICAL SVSC INC | WST | Healthcare | 6.25% | 138,230 | -87,791 | -38.84% | $49,624,570 |
| INTUITIVE SURGICAL INC | ISRG | Healthcare | 5.80% | 115,695 | +17,337 | +17.63% | $46,009,588 |
| AUTODESK INC | ADSK | Technology | 5.58% | 227,675 | +22,547 | +10.99% | $44,264,574 |
| ALPHABET INC | GOOGL | Communication Services | 5.47% | 121,426 | -64,060 | -34.54% | $43,394,010 |
| MICROSOFT CORP | MSFT | Technology | 5.41% | 115,127 | -16,698 | -12.67% | $42,944,674 |
| CADENCE DESIGN SYSTEM INC | CDNS | Technology | 5.41% | 114,321 | -31,351 | -21.52% | $42,906,958 |
| ADOBE INC | ADBE | Technology | 4.65% | 179,896 | +2,876 | +1.62% | $36,882,278 |
| ZOETIS INC | ZTS | Healthcare | 4.16% | 460,006 | +141,233 | +44.31% | $33,056,031 |
| COPART INC | CPRT | Industrials | 3.74% | 1,052,697 | +983,843 | +1428.88% | $29,675,528 |
| METTLER TOLEDO INTERNATIONAL | MTD | Healthcare | 3.39% | 21,057 | -1,477 | -6.55% | $26,900,528 |
| ACCENTURE PLC IRELAND | ACN | Technology | 2.57% | 163,642 | -9,343 | -5.40% | $20,363,610 |
| BOOKING HOLDINGS INC | BKNG | Consumer Cyclical | 0.28% | 12,358 | +11,777 | +2027.02% | $2,202,690 |
| TRADEWEB MKTS INC | TW | Financial Services | 0.24% | 19,488 | -2,730 | -12.29% | $1,942,174 |
| VISA INC | V | Financial Services | 0.24% | 5,621 | -175 | -3.02% | $1,928,509 |
| AUTOMATIC DATA PROCESSING IN | ADP | Technology | 0.24% | 8,408 | -2,368 | -21.97% | $1,882,972 |
| MOODYS CORP | MCO | Financial Services | 0.21% | 3,630 | -1,102 | -23.29% | $1,644,100 |
| GRACO INC | GGG | Industrials | 0.16% | 16,788 | -9,489 | -36.11% | $1,269,341 |
| CME GROUP INC | CME | Financial Services | 0.11% | 3,800 | -3,370 | -47.00% | $839,154 |