Seilern Investment Management Ltd Top Holdings and 13F Report (2025) About Seilern Investment Management LtdInvestment ActivitySeilern Investment Management Ltd has $1.52 billion in total holdings as of June 30, 2025.Seilern Investment Management Ltd owns shares of 22 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 6.50% of the portfolio was purchased this quarter.About 13.35% of the portfolio was sold this quarter.This quarter, Seilern Investment Management Ltd has purchased 23 new stocks and bought additional shares in 3 stocks.Seilern Investment Management Ltd sold shares of 19 stocks and completely divested from 1 stock this quarter.Largest Holdings Microsoft $159,795,947Mastercard $146,993,951UnitedHealth Group $122,504,692IDEXX Laboratories $113,798,476Edwards Lifesciences $96,892,414 Largest Purchases this Quarter Autodesk 186,295 shares (about $57.67M)UnitedHealth Group 129,583 shares (about $40.43M)Zoetis 2,688 shares (about $419.19K) Largest Sales this Quarter IDEXX Laboratories 53,773 shares (about $28.84M)Veeva Systems 83,709 shares (about $24.11M)Microsoft 42,499 shares (about $21.14M)Edwards Lifesciences 130,584 shares (about $10.21M)Mastercard 17,128 shares (about $9.62M) Sector Allocation Over TimeMap of 500 Largest Holdings ofSeilern Investment Management Ltd Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$159,795,947$21,139,428 ▼-11.7%321,25610.5%Computer and TechnologyMAMastercard$146,993,951$9,624,908 ▼-6.1%261,5839.7%Business ServicesUNHUnitedHealth Group$122,504,692$40,426,009 ▲49.3%392,6818.1%MedicalIDXXIDEXX Laboratories$113,798,476$28,840,611 ▼-20.2%212,1767.5%MedicalEWEdwards Lifesciences$96,892,414$10,212,975 ▼-9.5%1,238,8756.4%MedicalVEEVVeeva Systems$96,775,391$24,106,518 ▼-19.9%336,0496.4%MedicalGOOGLAlphabet$95,042,425$6,026,714 ▼-6.0%539,3096.3%Computer and TechnologyWSTWest Pharmaceutical Services$94,425,547$2,143,365 ▼-2.2%431,5616.2%MedicalADBEAdobe$92,136,246$4,890,937 ▼-5.0%238,1526.1%Computer and TechnologyTYLTyler Technologies$86,265,927$2,470,957 ▼-2.8%145,5135.7%Computer and TechnologyMTDMettler-Toledo International$75,520,399$4,634,270 ▼-5.8%64,2885.0%MedicalCDNSCadence Design Systems$74,627,767$3,885,155 ▼-4.9%242,1804.9%Computer and TechnologyISRGIntuitive Surgical$67,660,523$1,253,103 ▼-1.8%124,5114.5%MedicalADSKAutodesk$67,260,893$57,671,343 ▲601.4%217,2724.4%Computer and TechnologyACNAccenture$63,981,290$218,489 ▼-0.3%214,0634.2%Computer and TechnologyBKNGBooking$10,935,874$3,768,795 ▼-25.6%1,8890.7%Retail/WholesaleADPAutomatic Data Processing$10,439,032$2,245,769 ▼-17.7%33,8490.7%Computer and TechnologyZTSZoetis$9,768,240$419,194 ▲4.5%62,6370.6%MedicalMCOMoody's$8,405,144$633,007 ▼-7.0%16,7570.6%FinanceGGGGraco$7,864,278$828,665 ▼-9.5%91,4770.5%IndustrialsCMECME Group$7,527,182$610,223 ▼-7.5%27,3100.5%FinanceVVisa$7,016,143$1,625,774 ▼-18.8%19,7610.5%Business ServicesNKENIKE$0$73,136,514 ▼-100.0%00.0%Consumer DiscretionaryShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
