Seilern Investment Management Ltd — 13F Holdings & Portfolio
CIK 1817797 · latest 13F-HR filed 2026-04-07
Seilern Investment Management Ltd manages $838.5M in 13F-reported U.S. long-equity assets across 24 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are MA (10.61%), UNH (9.07%), TYL (7.44%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 0 new positions, exited 0, added to 0, and trimmed 24.
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.
$838.5M
Long-equity book
24
Distinct positions
2026-03-31
Filed 2026-04-07
+0 / −0 / ↑0 / ↓24
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Trims
- METTLER TOLEDO INTERNATIONAL-$45.5M -61.6%
- UNITEDHEALTH GROUP INC-$41.4M -35.3%
- MICROSOFT CORP-$40.1M -45.1%
- ADOBE INC-$38.2M -47.0%
- MASTERCARD INCORPORATED-$36.2M -28.9%
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 | $88.9M | 10.61% | 177,965 | SH |
| 2 | UNITEDHEALTH GROUP INC | UNH | 91324P102 | $76.1M | 9.07% | 281,119 | SH |
| 3 | TYLER TECHNOLOGIES INC | TYL | 902252105 | $62.4M | 7.44% | 182,258 | SH |
| 4 | WEST PHARMACEUTICAL SVSC INC | WST | 955306105 | $56.6M | 6.76% | 226,021 | SH |
| 5 | VEEVA SYS INC | VEEV | 922475108 | $55.6M | 6.63% | 316,325 | SH |
| 6 | EDWARDS LIFESCIENCES CORP | EW | 28176E108 | $55.3M | 6.59% | 690,191 | SH |
| 7 | ALPHABET INC | GOOGL | 02079K305 | $53.3M | 6.36% | 185,486 | SH |
| 8 | AUTODESK INC | ADSK | 052769106 | $49.1M | 5.86% | 205,128 | SH |
| 9 | MICROSOFT CORP | MSFT | 594918104 | $48.8M | 5.82% | 131,825 | SH |
| 10 | IDEXX LABS INC | IDXX | 45168D104 | $45.4M | 5.42% | 80,831 | SH |
| 11 | INTUITIVE SURGICAL INC | ISRG | 46120E602 | $45.3M | 5.41% | 98,358 | SH |
| 12 | ADOBE INC | ADBE | 00724F101 | $43.0M | 5.13% | 177,020 | SH |
| 13 | CADENCE DESIGN SYSTEM INC | CDNS | 127387108 | $40.5M | 4.83% | 145,672 | SH |
| 14 | ZOETIS INC | ZTS | 98978V103 | $37.7M | 4.49% | 318,773 | SH |
| 15 | ACCENTURE PLC IRELAND | ACN | G1151C101 | $34.3M | 4.09% | 172,985 | SH |
| 16 | METTLER TOLEDO INTERNATIONAL | MTD | 592688105 | $28.4M | 3.39% | 22,534 | SH |
| 17 | TRADEWEB MKTS INC | TW | 892672106 | $2.6M | 0.31% | 22,218 | SH |
| 18 | BOOKING HOLDINGS INC | BKNG | 09857L108 | $2.4M | 0.29% | 581 | SH |
| 19 | COPART INC | CPRT | 217204106 | $2.3M | 0.27% | 68,854 | SH |
| 20 | GRACO INC | GGG | 384109104 | $2.2M | 0.27% | 26,277 | SH |
| 21 | AUTOMATIC DATA PROCESSING IN | ADP | 053015103 | $2.2M | 0.26% | 10,776 | SH |
| 22 | CME GROUP INC | CME | 12572Q105 | $2.1M | 0.25% | 7,170 | SH |
| 23 | MOODYS CORP | MCO | 615369105 | $2.1M | 0.25% | 4,732 | SH |
| 24 | VISA INC | V | 92826C839 | $1.8M | 0.21% | 5,796 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-07 | $838.5M | 24 | 0001817797-26-000003 |
| 2025-12-31 | 2026-01-09 | $1.29B | 24 | 0001817797-26-000001 |