# Seilern Investment Management Ltd

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1817797. Source: https://holderbook.com/funds/1817797-seilern-investment-management-ltd/

- Reported value: $793.8M
- Positions: 24
- Weight of the ten largest: 69.2%
- Filed: 2026-07-08

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $87.0M | 169,410 | 11.0% | 7 |
| UNITEDHEALTH GROUP INC | [UNH](https://holderbook.com/stocks/UNH/) | $66.5M | 160,023 | 8.4% | 7 |
| VEEVA SYS INC | [VEEV](https://holderbook.com/stocks/VEEV/) | $56.3M | 317,032 | 7.1% | 7 |
| EDWARDS LIFESCIENCES CORP | [EW](https://holderbook.com/stocks/EW/) | $54.3M | 600,231 | 6.8% | 7 |
| IDEXX LABS INC | [IDXX](https://holderbook.com/stocks/IDXX/) | $51.4M | 97,560 | 6.5% | 7 |
| TYLER TECHNOLOGIES INC | [TYL](https://holderbook.com/stocks/TYL/) | $50.6M | 173,172 | 6.4% | 7 |
| WEST PHARMACEUTICAL SVSC INC | [WST](https://holderbook.com/stocks/WST/) | $49.6M | 138,230 | 6.3% | 7 |
| INTUITIVE SURGICAL INC | [ISRG](https://holderbook.com/stocks/ISRG/) | $46.0M | 115,695 | 5.8% | 7 |
| AUTODESK INC | [ADSK](https://holderbook.com/stocks/ADSK/) | $44.3M | 227,675 | 5.6% | 6 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $43.4M | 121,426 | 5.5% | 7 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $42.9M | 115,127 | 5.4% | 7 |
| CADENCE DESIGN SYSTEM INC | [CDNS](https://holderbook.com/stocks/CDNS/) | $42.9M | 114,321 | 5.4% | 6 |
| ADOBE INC | [ADBE](https://holderbook.com/stocks/ADBE/) | $36.9M | 179,896 | 4.6% | 7 |
| ZOETIS INC | [ZTS](https://holderbook.com/stocks/ZTS/) | $33.1M | 460,006 | 4.2% | 7 |
| COPART INC | [CPRT](https://holderbook.com/stocks/CPRT/) | $29.7M | 1,052,697 | 3.7% | 3 |
| METTLER TOLEDO INTERNATIONAL | [MTD](https://holderbook.com/stocks/MTD/) | $26.9M | 21,057 | 3.4% | 7 |
| ACCENTURE PLC IRELAND | [ACN](https://holderbook.com/stocks/ACN/) | $20.4M | 163,642 | 2.6% | 7 |
| BOOKING HOLDINGS INC | [BKNG](https://holderbook.com/stocks/BKNG/) | $2.2M | 12,358 | 0.3% | 7 |
| TRADEWEB MKTS INC | [TW](https://holderbook.com/stocks/TW/) | $1.9M | 19,488 | 0.2% | 3 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $1.9M | 5,621 | 0.2% | 7 |
| AUTOMATIC DATA PROCESSING IN | [ADP](https://holderbook.com/stocks/ADP/) | $1.9M | 8,408 | 0.2% | 7 |
| MOODYS CORP | [MCO](https://holderbook.com/stocks/MCO/) | $1.6M | 3,630 | 0.2% | 7 |
| GRACO INC | [GGG](https://holderbook.com/stocks/GGG/) | $1.3M | 16,788 | 0.2% | 7 |
| CME GROUP INC | [CME](https://holderbook.com/stocks/CME/) | $839.2K | 3,800 | 0.1% | 7 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +4.9% | +14.8% | -10.0% | 100% |
| Q1 2026 | -16.1% | -4.6% | -11.5% | 100% |
| Q4 2025 | +1.9% | +2.4% | -0.5% | 99% |
| Q3 2025 | +4.8% | +7.8% | -3.1% | 100% |
| Q2 2025 | +6.4% | +10.5% | -4.0% | 100% |
| Q1 2025 | -6.3% | -4.6% | -1.7% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $793.8M | 24 |
| Q1 2026 | $838.5M | 24 |
| Q4 2025 | $1.3B | 24 |
| Q3 2025 | $1.4B | 22 |
| Q2 2025 | $1.5B | 22 |
| Q1 2025 | $1.5B | 23 |
| Q4 2024 | $1.8B | 21 |