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Seilern Investment Management Ltd
Period ended Sep 30, 2026 · Latest filing Oct 13, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $771,278,494
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- MASTERCARD INCORPORATED · CL A · 57636Q104 · shares: $78,758,740
- INTUITIVE SURGICAL INC · COM NEW · 46120E602 · shares: $54,455,076
- TYLER TECHNOLOGIES INC · COM · 902252105 · shares: $54,058,774
- VEEVA SYS INC · CL A COM · 922475108 · shares: $51,042,742
- EDWARDS LIFESCIENCES CORP · COM · 28176E108 · shares: $50,905,666
- IDEXX LABS INC · COM · 45168D104 · shares: $50,415,356
- UNITEDHEALTH GROUP INC · COM · 91324P102 · shares: $48,083,075
- MICROSOFT CORP · COM · 594918104 · shares: $47,305,793
- WEST PHARMACEUTICAL SVSC INC · COM · 955306105 · shares: $44,761,484
- CADENCE DESIGN SYSTEM INC · COM · 127387108 · shares: $44,419,788
Reported holdings
24 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| MASTERCARD INCORPORATED | CL A | 57636Q104 | — | 142,816 shares | $78,758,740 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 | — | 133,918 shares | $54,455,076 |
| TYLER TECHNOLOGIES INC | COM | 902252105 | — | 169,676 shares | $54,058,774 |
| VEEVA SYS INC | CL A COM | 922475108 | — | 178,815 shares | $51,042,742 |
| EDWARDS LIFESCIENCES CORP | COM | 28176E108 | — | 589,732 shares | $50,905,666 |
| IDEXX LABS INC | COM | 45168D104 | — | 96,546 shares | $50,415,356 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | — | 130,988 shares | $48,083,075 |
| MICROSOFT CORP | COM | 594918104 | — | 92,232 shares | $47,305,793 |
| WEST PHARMACEUTICAL SVSC INC | COM | 955306105 | — | 120,729 shares | $44,761,484 |
| CADENCE DESIGN SYSTEM INC | COM | 127387108 | — | 134,530 shares | $44,419,788 |
| AUTODESK INC | COM | 052769106 | — | 206,140 shares | $43,083,260 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 119,522 shares | $41,125,130 |
| ADOBE INC | COM | 00724F101 | — | 137,205 shares | $32,920,968 |
| COPART INC | COM | 217204106 | — | 1,188,547 shares | $32,423,562 |
| ZOETIS INC | CL A | 98978V103 | — | 454,608 shares | $31,745,277 |
| METTLER TOLEDO INTERNATIONAL | COM | 592688105 | — | 20,459 shares | $30,912,526 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 | — | 130,331 shares | $23,898,795 |
| BOOKING HOLDINGS INC | COM | 09857L108 | — | 12,453 shares | $2,028,718 |
| TRADEWEB MKTS INC | CL A | 892672106 | — | 19,015 shares | $1,917,473 |
| VISA INC | COM CL A | 92826C839 | — | 4,737 shares | $1,702,146 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 | — | 6,418 shares | $1,656,229 |
| MOODYS CORP | COM | 615369105 | — | 3,219 shares | $1,461,844 |
| GRACO INC | COM | 384109104 | — | 16,132 shares | $1,239,583 |
| CME GROUP INC | COM | 12572Q105 | — | 3,651 shares | $956,489 |