Seilern Investment Management Ltd — 13F Holdings & Portfolio
CIK 1817797 · latest 13F-HR filed 2026-07-08
Seilern Investment Management Ltd manages $793.8M in 13F-reported U.S. long-equity assets across 24 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are MA (10.96%), UNH (8.38%), VEEV (7.09%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 0 new positions, exited 0, added to 4, and trimmed 16.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
15-16 BUCKINGHAM STREET
LONDON WC2N 6DU
$793.8M
Long-equity book
24
Distinct positions
2026-06-30
Filed 2026-07-08
+0 / −0 / ↑4 / ↓16
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- COPART INC$27.4M +1198.2%
- IDEXX LABS INC$5.9M +13.1%
- CADENCE DESIGN SYSTEM INC$2.4M +6.0%
- VISA INC$176.7K +10.1%
Top Trims
- ACCENTURE PLC IRELAND-$13.9M -40.6%
- TYLER TECHNOLOGIES INC-$11.8M -18.8%
- ALPHABET INC-$9.9M -18.6%
- UNITEDHEALTH GROUP INC-$9.6M -12.6%
- WEST PHARMACEUTICAL SVSC INC-$7.0M -12.4%
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | MASTERCARD INCORPORATED | MA | 57636Q104 | $87.0M | 10.96% | 169,410 | SH |
| 2 | UNITEDHEALTH GROUP INC | UNH | 91324P102 | $66.5M | 8.38% | 160,023 | SH |
| 3 | VEEVA SYS INC | VEEV | 922475108 | $56.3M | 7.09% | 317,032 | SH |
| 4 | EDWARDS LIFESCIENCES CORP | EW | 28176E108 | $54.3M | 6.84% | 600,231 | SH |
| 5 | IDEXX LABS INC | IDXX | 45168D104 | $51.4M | 6.47% | 97,560 | SH |
| 6 | TYLER TECHNOLOGIES INC | TYL | 902252105 | $50.6M | 6.38% | 173,172 | SH |
| 7 | WEST PHARMACEUTICAL SVSC INC | WST | 955306105 | $49.6M | 6.25% | 138,230 | SH |
| 8 | INTUITIVE SURGICAL INC | ISRG | 46120E602 | $46.0M | 5.80% | 115,695 | SH |
| 9 | AUTODESK INC | ADSK | 052769106 | $44.3M | 5.58% | 227,675 | SH |
| 10 | ALPHABET INC | GOOGL | 02079K305 | $43.4M | 5.47% | 121,426 | SH |
| 11 | MICROSOFT CORP | MSFT | 594918104 | $42.9M | 5.41% | 115,127 | SH |
| 12 | CADENCE DESIGN SYSTEM INC | CDNS | 127387108 | $42.9M | 5.41% | 114,321 | SH |
| 13 | ADOBE INC | ADBE | 00724F101 | $36.9M | 4.65% | 179,896 | SH |
| 14 | ZOETIS INC | ZTS | 98978V103 | $33.1M | 4.16% | 460,006 | SH |
| 15 | COPART INC | CPRT | 217204106 | $29.7M | 3.74% | 1,052,697 | SH |
| 16 | METTLER TOLEDO INTERNATIONAL | MTD | 592688105 | $26.9M | 3.39% | 21,057 | SH |
| 17 | ACCENTURE PLC IRELAND | ACN | G1151C101 | $20.4M | 2.57% | 163,642 | SH |
| 18 | BOOKING HOLDINGS INC | BKNG | 09857L108 | $2.2M | 0.28% | 12,358 | SH |
| 19 | TRADEWEB MKTS INC | TW | 892672106 | $1.9M | 0.24% | 19,488 | SH |
| 20 | VISA INC | V | 92826C839 | $1.9M | 0.24% | 5,621 | SH |
| 21 | AUTOMATIC DATA PROCESSING IN | ADP | 053015103 | $1.9M | 0.24% | 8,408 | SH |
| 22 | MOODYS CORP | MCO | 615369105 | $1.6M | 0.21% | 3,630 | SH |
| 23 | GRACO INC | GGG | 384109104 | $1.3M | 0.16% | 16,788 | SH |
| 24 | CME GROUP INC | CME | 12572Q105 | $839.2K | 0.11% | 3,800 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-07-08 | $793.8M | 24 | 0001817797-26-000004 |
| 2026-03-31 | 2026-04-07 | $838.5M | 24 | 0001817797-26-000003 |
| 2025-12-31 | 2026-01-09 | $1.29B | 24 | 0001817797-26-000001 |