Seilern Investment Management Ltd Portfolio Stock Holdings
According to the SEC 13F filed on July 8, 2026, Seilern Investment Management Ltd disclosed 24 stock positions valued at approximately $793.82M as of quarter-end June 30, 2026. The largest holdings include MASTERCARD INCORPORATED, UNITEDHEALTH GROUP INC, and VEEVA SYS INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 24
- Portfolio Value
- $793.82M
Holdings by Sector
Seilern Investment Management Ltd Portfolio Holdings in Q2 2026
| 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 |
Showing 24 of 24 holdings in the latest reporting period.