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CIK: 0001817797
Total reported value
$793.8M
$793.8M
21 檔
97.0%
As reported in its official Q4 2024 Form 13F filing, Seilern Investment Management Ltd's tracked investment portfolio stood at $793.8M with 21 total positions.
During Q4 2024, Seilern Investment Management Ltd's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MA | Mastercard Inc - A | Stock-Financials | 10.48% | +0.35% | — | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 9.93% | -0.41% | — | |
| 3 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 8.72% | -0.69% | — | |
| 4 | WST | West Pharmaceutical Services | Stock-Healthcare | 8.28% | -0.51% | — | |
| 5 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 6.44% | +1.05% | — | |
| 6 | ADBE | Adobe Inc | Stock-Tech | 6.31% | -0.48% | — | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 6.31% | -0.89% | — | |
| 8 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 6.24% | +0.25% | — | |
| 9 | TYL | Tyler Technologies Inc | Stock-Tech | 6.01% | -1.06% | — | |
| 10 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 5.78% | — | — | |
| 11 | ACN | Accenture plc | Stock-Tech | 5.70% | -1.52% | — | |
| 12 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 5.41% | +0.46% | — | |
| 13 | MTD | Mettler-toledo International | Stock-Healthcare | 5.08% | — | — | |
| 14 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 4.70% | +0.39% | — | |
| 15 | ADP | Automatic Data Processing | Stock-Tech | 0.79% | -0.02% | — | |
| 16 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.76% | -0.01% | — | |
| 17 | V | Visa Inc-class A Shares | Stock-Financials | 0.72% | +0.03% | — | |
| 18 | MCO | Moody's CORP | Stock-Financials | 0.60% | -0.04% | — | |
| 19 | CME | Cme Group Inc | Stock-Financials | 0.60% | -0.14% | — | |
| 20 | GGG | Graco Inc | Stock-Industrials | 0.59% | -0.11% | — | |
| 21 | ZTS | Zoetis Inc | Stock-Healthcare | 0.54% | -0.33% | — |
According to official SEC Form 13F filings, Seilern Investment Management Ltd reported a total U.S. public equity portfolio value of $793.8M across 21 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including MA, MSFT, UNH) accounted for 97.0% of total reported equity market value during Q4 2024.
During Q4 2024, Seilern Investment Management Ltd's top holdings by market value included MA (10.5%)、MSFT (9.9%)、UNH (8.7%). The largest single position, MA, represented 10.5% of total portfolio value.
In Q4 2024, Seilern Investment Management Ltd made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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