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Seilern Investment Management Ltd

Q3 2026 13F filing

Updated 23 days ago

24 disclosed positions worth $771.3M

Portfolio value

$771.3M

Total holdings

24

New positions

0

Closed positions

0

Increased

4

Decreased

20

Turnover

—

Filed

2026-10-13

Full holdings

Every line item disclosed in Q3 2026

#	Stock	Value	Shares	% Portfolio	Change
1	M MA MASTERCARD INCORPORATED	$78.8M	142.8K	10.21%	Trimmed(-15.7%)
2	I ISRG INTUITIVE SURGICAL INC	$54.5M	133.9K	7.06%	Added(+15.8%)
3	T TYL TYLER TECHNOLOGIES INC	$54.1M	169.7K	7.01%	Trimmed(-2.0%)
4	V VEEV VEEVA SYS INC	$51M	178.8K	6.62%	Trimmed(-43.6%)
5	E EW EDWARDS LIFESCIENCES CORP	$50.9M	589.7K	6.60%	Trimmed(-1.8%)
6	I IDXX IDEXX LABS INC	$50.4M	96.5K	6.54%	Trimmed(-1.0%)
7	U UNH UNITEDHEALTH GROUP INC	$48.1M	131.0K	6.23%	Trimmed(-18.1%)
8	M MSFT MICROSOFT CORP	$47.3M	92.2K	6.13%	Trimmed(-19.9%)
9	W WST WEST PHARMACEUTICAL SVSC INC	$44.8M	120.7K	5.80%	Trimmed(-12.7%)
10	C CDNS CADENCE DESIGN SYSTEM INC	$44.4M	134.5K	5.76%	Added(+17.7%)
11	A ADSK AUTODESK INC	$43.1M	206.1K	5.59%	Trimmed(-9.5%)
12	G GOOGN ALPHABET INC	$41.1M	119.5K	5.33%	Trimmed(-1.6%)
13	A ADBE ADOBE INC	$32.9M	137.2K	4.27%	Trimmed(-23.7%)
14	C CPRT COPART INC	$32.4M	1.19M	4.20%	Added(+12.9%)
15	Z ZTS ZOETIS INC	$31.7M	454.6K	4.12%	Trimmed(-1.2%)
16	M MTD METTLER TOLEDO INTERNATIONAL	$30.9M	20.5K	4.01%	Trimmed(-2.8%)
17	A ACN ACCENTURE PLC IRELAND	$23.9M	130.3K	3.10%	Trimmed(-20.4%)
18	B BKNG BOOKING HOLDINGS INC	$2M	12.5K	0.26%	Added(+0.8%)
19	T TW TRADEWEB MKTS INC	$1.9M	19.0K	0.25%	Trimmed(-2.4%)
20	V V VISA INC	$1.7M	4.7K	0.22%	Trimmed(-15.7%)
21	A ADP AUTOMATIC DATA PROCESSING IN	$1.7M	6.4K	0.21%	Trimmed(-23.7%)
22	M MCO MOODYS CORP	$1.5M	3.2K	0.19%	Trimmed(-11.3%)
23	G GGG GRACO INC	$1.2M	16.1K	0.16%	Trimmed(-3.9%)
24	C CME CME GROUP INC	$956K	3.7K	0.12%	Trimmed(-3.9%)

M

1.MA

MASTERCARD INCORPORATED

-15.7%

Value

$78.8M

Shares

142.8K

% Port

10.21%

I

INTUITIVE SURGICAL INC

+15.8%

Value

$54.5M

Shares

133.9K

% Port

7.06%

T

TYLER TECHNOLOGIES INC

-2.0%

Value

$54.1M

Shares

169.7K

% Port

7.01%

V

VEEVA SYS INC

-43.6%

Value

$51M

Shares

178.8K

% Port

6.62%

E

5.EW

EDWARDS LIFESCIENCES CORP

-1.8%

Value

$50.9M

Shares

589.7K

% Port

6.60%

I

IDEXX LABS INC

-1.0%

Value

$50.4M

Shares

96.5K

% Port

6.54%

U

UNITEDHEALTH GROUP INC

-18.1%

Value

$48.1M

Shares

131.0K

% Port

6.23%

M

MICROSOFT CORP

-19.9%

Value

$47.3M

Shares

92.2K

% Port

6.13%

W

WEST PHARMACEUTICAL SVSC INC

-12.7%

Value

$44.8M

Shares

120.7K

% Port

5.80%

C

CADENCE DESIGN SYSTEM INC

+17.7%

Value

$44.4M

Shares

134.5K

% Port

5.76%

A

AUTODESK INC

-9.5%

Value

$43.1M

Shares

206.1K

% Port

5.59%

G

ALPHABET INC

-1.6%

Value

$41.1M

Shares

119.5K

% Port

5.33%

A

ADOBE INC

-23.7%

Value

$32.9M

Shares

137.2K

% Port

4.27%

C

COPART INC

+12.9%

Value

$32.4M

Shares

1.19M

% Port

4.20%

Z

15.ZTS

ZOETIS INC

-1.2%

Value

$31.7M

Shares

454.6K

% Port

4.12%

M

16.MTD

METTLER TOLEDO INTERNATIONAL

-2.8%

Value

$30.9M

Shares

20.5K

% Port

4.01%

A

17.ACN

ACCENTURE PLC IRELAND

-20.4%

Value

$23.9M

Shares

130.3K

% Port

3.10%

B

BOOKING HOLDINGS INC

+0.8%

Value

$2M

Shares

12.5K

% Port

0.26%

T

19.TW

TRADEWEB MKTS INC

-2.4%

Value

$1.9M

Shares

19.0K

% Port

0.25%

V

20.V

VISA INC

-15.7%

Value

$1.7M

Shares

4.7K

% Port

0.22%

A

21.ADP

AUTOMATIC DATA PROCESSING IN

-23.7%

Value

$1.7M

Shares

6.4K

% Port

0.21%

M

22.MCO

MOODYS CORP

-11.3%

Value

$1.5M

Shares

3.2K

% Port

0.19%

G

23.GGG

GRACO INC

-3.9%

Value

$1.2M

Shares

16.1K

% Port

0.16%

C

24.CME

CME GROUP INC

-3.9%

Value

$956K

Shares

3.7K

% Port

0.12%