EdgeMarket › What Seilern Investment Management Ltd reported owning
What Seilern Investment Management Ltd reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
838.5MPositions
24Quarter
2026-03-31Shown below
24largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| MA Mastercard Inc | 88.9M | 10.6% | 178.0K | 580.63 | -2.0% |
| UNH UNITEDHEALTH GROUP INC | 76.1M | 9.1% | 281.1K | 390.11 | +30.1% |
| TYL TYLER TECHNOLOGIES INC | 62.4M | 7.4% | 182.3K | 350.73 | -38.2% |
| WST WEST PHARMACEUTICAL SERVICES INC | 56.6M | 6.8% | 226.0K | 353.08 | +43.3% |
| VEEV VEEVA SYSTEMS INC | 55.6M | 6.6% | 316.3K | 247.90 | -12.7% |
| EW Edwards Lifesciences Corp | 55.3M | 6.6% | 690.2K | 89.79 | +10.3% |
| GOOGL Alphabet Inc. | 53.3M | 6.4% | 185.5K | 344.82 | +73.0% |
| ADSK Autodesk, Inc. | 49.1M | 5.9% | 205.1K | 253.82 | -12.1% |
| MSFT MICROSOFT CORP | 48.8M | 5.8% | 131.8K | 483.24 | -4.4% |
| IDXX IDEXX LABORATORIES INC /DE | 45.4M | 5.4% | 80.8K | 556.93 | -13.0% |
| ISRG INTUITIVE SURGICAL INC | 45.3M | 5.4% | 98.4K | 378.81 | -21.2% |
| ADBE ADOBE INC. | 43.0M | 5.1% | 177.0K | 275.30 | -22.1% |
| CDNS CADENCE DESIGN SYSTEMS INC | 40.5M | 4.8% | 145.7K | 319.02 | -7.7% |
| ZTS Zoetis Inc. | 37.7M | 4.5% | 318.8K | 77.73 | -50.4% |
| ACN Accenture plc | 34.3M | 4.1% | 173.0K | 185.28 | -27.4% |
| MTD METTLER TOLEDO INTERNATIONAL INC/ | 28.4M | 3.4% | 22.5K | 1,395.25 | +6.0% |
| TW Tradeweb Markets Inc. | 2.6M | 0.3% | 22.2K | 107.04 | -17.9% |
| BKNG Booking Holdings Inc. | 2.4M | 0.3% | 581 | 209.62 | -7.1% |
| CPRT COPART INC | 2.3M | 0.3% | 68.9K | 33.80 | -29.0% |
| GGG GRACO INC | 2.2M | 0.3% | 26.3K | 80.64 | -5.5% |
| ADP AUTOMATIC DATA PROCESSING INC | 2.2M | 0.3% | 10.8K | 280.81 | -9.1% |
| CME CME GROUP INC. | 2.1M | 0.3% | 7.2K | 274.98 | +0.1% |
| MCO MOODYS CORP /DE/ | 2.1M | 0.2% | 4.7K | 503.32 | -2.3% |
| V VISA INC. | 1.8M | 0.2% | 5.8K | 371.04 | +7.9% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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