13FBOX
Seilern Investment Management Ltd · 13F Holdings
Options Calculator Rankings

Seilern Investment Management Ltd

No.3203
Latest AUM (Q2 2026)
$793.8M
QoQ Change Q1 2026
-$44.7M-5.3%
Holdings
24
New Buys
0
Adds
8
Reduces
16
Exits
0
Unchanged
0
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
MASTERCARD INCORPORATEDMA
10.96%10.61%$87.0M169,410$88.9M177,965-8,555-4.81%Reduce
UNITEDHEALTH GROUP INCUNH
8.38%9.07%$66.5M160,023$76.1M281,119-121,096-43.08%Reduce
VEEVA SYS INCVEEV
7.09%6.63%$56.3M317,032$55.6M316,325+707+0.22%Add
EDWARDS LIFESCIENCES CORPEW
6.84%6.59%$54.3M600,231$55.3M690,191-89,960-13.03%Reduce
IDEXX LABS INC COMIDXX
6.47%5.42%$51.4M97,560$45.4M80,831+16,729+20.70%Add
TTYLER TECHNOLOGIES INCTYL
6.38%7.44%$50.6M173,172$62.4M182,258-9,086-4.99%Reduce
WEST PHARMACEUTICAL SVSC INCWST
6.25%6.76%$49.6M138,230$56.6M226,021-87,791-38.84%Reduce
INTUITIVE SURGICAL INCISRG
5.8%5.41%$46.0M115,695$45.3M98,358+17,337+17.63%Add
AUTODESK INCADSK
5.58%5.86%$44.3M227,675$49.1M205,128+22,547+10.99%Add
ALPHABET INCGOOGL
5.47%6.36%$43.4M121,426$53.3M185,486-64,060-34.54%Reduce
MICROSOFT CORPMSFT
5.41%5.82%$42.9M115,127$48.8M131,825-16,698-12.67%Reduce
CADENCE DESIGN SYSTEM INC COMAYI
5.41%4.83%$42.9M114,321$40.5M145,672-31,351-21.52%Reduce
ADOBE INC COMADBE
4.65%5.13%$36.9M179,896$43.0M177,020+2,876+1.62%Add
ZOETIS INC CL AZTS
4.16%4.49%$33.1M460,006$37.7M318,773+141,233+44.31%Add
COPART INC COMCPRT
3.74%0.27%$29.7M1.1M$2.3M68,854+983,843+1,428.88%Add
METTLER TOLEDO INTERNATIONALMTD
3.39%3.39%$26.9M21,057$28.4M22,534-1,477-6.55%Reduce
ACCENTURE PLC IRELANDACN
2.57%4.09%$20.4M163,642$34.3M172,985-9,343-5.40%Reduce
BOOKING HOLDINGS INC COMBKNG
0.28%0.29%$2.2M12,358$2.4M581+11,777+2,027.02%Add
TRADEWEB MKTS INCTW
0.24%0.31%$1.9M19,488$2.6M22,218-2,730-12.29%Reduce
VISA INCV
0.24%0.21%$1.9M5,621$1.8M5,796-175-3.02%Reduce
AUTOMATIC DATA PROCESSING INADP
0.24%0.26%$1.9M8,408$2.2M10,776-2,368-21.97%Reduce
MOODYS CORPMCO
0.21%0.25%$1.6M3,630$2.1M4,732-1,102-23.29%Reduce
GRACO INCGGG
0.16%0.27%$1.3M16,788$2.2M26,277-9,489-36.11%Reduce
CME GROUP INCCME
0.11%0.25%$839,1543,800$2.1M7,170-3,370-47.00%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow