Seilern Investment Management Ltd Top Holdings and 13F Report (2026) About Seilern Investment Management LtdInvestment ActivitySeilern Investment Management Ltd has $793.82 million in total holdings as of June 30, 2026.Seilern Investment Management Ltd owns shares of 24 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 7.66% of the portfolio was purchased this quarter.About 18.11% of the portfolio was sold this quarter.This quarter, Seilern Investment Management Ltd has purchased 24 new stocks and bought additional shares in 8 stocks.Seilern Investment Management Ltd sold shares of 16 stocks and completely divested from 0 stocks this quarter.Largest Holdings Mastercard $87,008,976UnitedHealth Group $66,510,359Veeva Systems $56,263,669Edwards Lifesciences $54,296,896IDEXX Laboratories $51,359,486 Largest Purchases this Quarter Copart 983,843 shares (about $27.73M)Zoetis 141,233 shares (about $10.15M)IDEXX Laboratories 16,729 shares (about $8.81M)Intuitive Surgical 17,337 shares (about $6.89M)Autodesk 22,547 shares (about $4.38M) Largest Sales this Quarter UnitedHealth Group 121,096 shares (about $50.33M)West Pharmaceutical Services 87,791 shares (about $31.52M)Alphabet 64,060 shares (about $22.89M)Cadence Design Systems 31,351 shares (about $11.77M)Edwards Lifesciences 89,960 shares (about $8.14M) 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 PortfolioSectorMAMastercard$87,008,976$4,393,848 â–¼-4.8%169,41011.0%Business ServicesUNHUnitedHealth Group$66,510,359$50,331,130 â–¼-43.1%160,0238.4%MedicalVEEVVeeva Systems$56,263,669$125,471 â–²0.2%317,0327.1%MedicalEWEdwards Lifesciences$54,296,896$8,137,782 â–¼-13.0%600,2316.8%MedicalIDXXIDEXX Laboratories$51,359,486$8,806,815 â–²20.7%97,5606.5%MedicalTYLTyler Technologies$50,645,883$2,657,292 â–¼-5.0%173,1726.4%Computer and TechnologyWSTWest Pharmaceutical Services$49,624,570$31,516,969 â–¼-38.8%138,2306.3%MedicalISRGIntuitive Surgical$46,009,588$6,894,578 â–²17.6%115,6955.8%MedicalADSKAutodesk$44,264,574$4,383,588 â–²11.0%227,6755.6%Computer and TechnologyGOOGLAlphabet$43,394,010$22,893,122 â–¼-34.5%121,4265.5%Computer and TechnologyMSFTMicrosoft$42,944,674$6,228,688 â–¼-12.7%115,1275.4%Computer and TechnologyCDNSCadence Design Systems$42,906,958$11,766,657 â–¼-21.5%114,3215.4%Computer and TechnologyADBEAdobe$36,882,278$589,638 â–²1.6%179,8964.6%Computer and TechnologyZTSZoetis$33,056,031$10,149,003 â–²44.3%460,0064.2%MedicalCPRTCopart$29,675,528$27,734,534 â–²1,428.9%1,052,6973.7%Business ServicesMTDMettler-Toledo International$26,900,528$1,886,882 â–¼-6.6%21,0573.4%MedicalACNAccenture$20,363,610$1,162,643 â–¼-5.4%163,6422.6%Computer and TechnologyBKNGBooking$2,202,690$2,099,133 â–²2,027.0%12,3580.3%Retail/WholesaleTWTradeweb Markets$1,942,174$272,072 â–¼-12.3%19,4880.2%FinanceVVisa$1,928,509$60,041 â–¼-3.0%5,6210.2%Business ServicesADPAutomatic Data Processing$1,882,972$530,314 â–¼-22.0%8,4080.2%Computer and TechnologyMCOMoody's$1,644,100$499,118 â–¼-23.3%3,6300.2%FinanceGGGGraco$1,269,341$717,463 â–¼-36.1%16,7880.2%IndustrialsCMECME Group$839,154$744,197 â–¼-47.0%3,8000.1%FinanceShowing 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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access 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. 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