Seilern Investment Management Ltd Portfolio Stock Holdings
According to the SEC 13F filed on October 13, 2026, Seilern Investment Management Ltd disclosed 24 stock positions valued at approximately $771.28M as of quarter-end September 30, 2026. The largest holdings include MASTERCARD INCORPORATED, INTUITIVE SURGICAL INC, and TYLER TECHNOLOGIES INC.
- Report Period
- September 30, 2026
- No. of Stocks
- 24
- Portfolio Value
- $771.28M
Holdings by Sector
Seilern Investment Management Ltd Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| MASTERCARD INCORPORATED | MA | Financial Services | 10.21% | 142,816 | -26,594 | -15.70% | $78,758,740 |
| INTUITIVE SURGICAL INC | ISRG | Healthcare | 7.06% | 133,918 | +18,223 | +15.75% | $54,455,076 |
| TYLER TECHNOLOGIES INC | TYL | Technology | 7.01% | 169,676 | -3,496 | -2.02% | $54,058,774 |
| VEEVA SYS INC | VEEV | Healthcare | 6.62% | 178,815 | -138,217 | -43.60% | $51,042,742 |
| EDWARDS LIFESCIENCES CORP | EW | Healthcare | 6.60% | 589,732 | -10,499 | -1.75% | $50,905,666 |
| IDEXX LABS INC | IDXX | Healthcare | 6.54% | 96,546 | -1,014 | -1.04% | $50,415,356 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 6.23% | 130,988 | -29,035 | -18.14% | $48,083,075 |
| MICROSOFT CORP | MSFT | Technology | 6.13% | 92,232 | -22,895 | -19.89% | $47,305,793 |
| WEST PHARMACEUTICAL SVSC INC | WST | Healthcare | 5.80% | 120,729 | -17,501 | -12.66% | $44,761,484 |
| CADENCE DESIGN SYSTEM INC | CDNS | Technology | 5.76% | 134,530 | +20,209 | +17.68% | $44,419,788 |
| AUTODESK INC | ADSK | Technology | 5.59% | 206,140 | -21,535 | -9.46% | $43,083,260 |
| ALPHABET INC | GOOGL | Communication Services | 5.33% | 119,522 | -1,904 | -1.57% | $41,125,130 |
| ADOBE INC | ADBE | Technology | 4.27% | 137,205 | -42,691 | -23.73% | $32,920,968 |
| COPART INC | CPRT | Industrials | 4.20% | 1,188,547 | +135,850 | +12.90% | $32,423,562 |
| ZOETIS INC | ZTS | Healthcare | 4.12% | 454,608 | -5,398 | -1.17% | $31,745,277 |
| METTLER TOLEDO INTERNATIONAL | MTD | Healthcare | 4.01% | 20,459 | -598 | -2.84% | $30,912,526 |
| ACCENTURE PLC IRELAND | ACN | Technology | 3.10% | 130,331 | -33,311 | -20.36% | $23,898,795 |
| BOOKING HOLDINGS INC | BKNG | Consumer Cyclical | 0.26% | 12,453 | +95 | +0.77% | $2,028,718 |
| TRADEWEB MKTS INC | TW | Financial Services | 0.25% | 19,015 | -473 | -2.43% | $1,917,473 |
| VISA INC | V | Financial Services | 0.22% | 4,737 | -884 | -15.73% | $1,702,146 |
| AUTOMATIC DATA PROCESSING IN | ADP | Technology | 0.21% | 6,418 | -1,990 | -23.67% | $1,656,229 |
| MOODYS CORP | MCO | Financial Services | 0.19% | 3,219 | -411 | -11.32% | $1,461,844 |
| GRACO INC | GGG | Industrials | 0.16% | 16,132 | -656 | -3.91% | $1,239,583 |
| CME GROUP INC | CME | Financial Services | 0.12% | 3,651 | -149 | -3.92% | $956,489 |
Showing 24 of 24 holdings in the latest reporting period.