CIK: 0001817797
Total reported value
$793.8M
Reporting period: 2026-06-30 · Number of holdings: 24
Seilern Investment Management Ltd disclosed 24 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $793.8M and a quarterly turnover rate of 14.6%.
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Seilern Investment Management Ltd's disclosed holdings carry a Herfindahl concentration index of 0.063 — mathematically equivalent to about 16 equally-sized positions, close to its 24 actual disclosed holdings. Value is spread relatively evenly across the portfolio rather than concentrated in a handful of names.
Position sizes are fairly uniform across the portfolio (a coefficient of variation of 0.74), suggesting a disciplined, rules-based approach to how much capital goes into each idea.
Recent activity leans toward adding more aggressively to already-large existing positions than to newly initiated ones (a 4.2 percentage-point tilt) — a pattern consistent with a momentum-following approach.
Add CPRT
+1428.9% $27.4M
Trim ACN
-5.4% -$13.9M
Trim TYL
-5.0% -$11.8M
Add IDXX
+20.7% $5.9M
Trim GOOGL
-34.5% -$9.9M
Trim UNH
-43.1% -$9.6M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MA | Mastercard INC - A | Stock-Financials | 10.96% | +0.35% | -4.81% | |
| 2 | UNH | Unitedhealth Group INC | Stock-Healthcare | 8.38% | -0.69% | -43.08% | |
| 3 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 7.09% | +0.46% | +0.22% | |
| 4 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 6.84% | +0.25% | -13.03% | |
| 5 | IDXX | Idexx Laboratories INC | Stock-Healthcare | 6.47% | +1.05% | +20.70% | |
| 6 | TYL | Tyler Technologies INC | Stock-Tech | 6.38% | -1.06% | -4.99% | |
| 7 | WST | West Pharmaceutical Services | Stock-Healthcare | 6.25% | -0.51% | -38.84% | |
| 8 | ISRG | Intuitive Surgical INC | Stock-Healthcare | 5.80% | +0.39% | +17.63% | |
| 9 | ADSK | Autodesk INC | Stock-Tech | 5.58% | -0.28% | +10.99% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.47% | -0.89% | -34.54% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 5.41% | -0.41% | -12.67% | |
| 12 | CDNS | Cadence Design Sys INC | Stock-Tech | 5.41% | +0.58% | -21.52% | |
| 13 | ADBE | Adobe INC | Stock-Tech | 4.65% | -0.48% | +1.62% | |
| 14 | ZTS | Zoetis INC | Stock-Healthcare | 4.16% | -0.33% | +44.31% | |
| 15 | CPRT | Copart INC | Stock-Industrials | 3.74% | +3.47% | +1428.88% | |
| 16 | MTD | Mettler-toledo International | Stock-Healthcare | 3.39% | — | -6.55% | |
| 17 | ACN | Accenture plc | Stock-Tech | 2.57% | -1.52% | -5.40% | |
| 18 | BKNG | Booking Holdings INC | Stock-Consumer Disc | 0.28% | -0.01% | +2027.02% | |
| 19 | TW | Tradeweb Markets Inc-class A | Stock-Financials | 0.24% | -0.07% | -12.29% | |
| 20 | V | Visa Inc-class A Shares | Stock-Financials | 0.24% | +0.03% | -3.02% | |
| 21 | ADP | Automatic Data Processing | Stock-Tech | 0.24% | -0.02% | -21.97% | |
| 22 | MCO | Moody's CORP | Stock-Financials | 0.21% | -0.04% | -23.29% | |
| 23 | GGG | Graco INC | Stock-Industrials | 0.16% | -0.11% | -36.11% | |
| 24 | CME | Cme Group INC | Stock-Financials | 0.11% | -0.14% | -47.00% |
Performance for Q3 2026
+0.5%
Performance Last 4 Quarters
-0.6%
Based on 83% of reported portfolio value with available pricing
Seilern Investment Management Ltd's most significant position changes for 2026-06-30: Add: Copart INC (CPRT) — shares +1428.88%; Trim: Accenture plc (ACN) — shares -5.40%; Trim: Tyler Technologies INC (TYL) — shares -4.99%; Add: Idexx Laboratories INC (IDXX) — shares +20.70%; Trim: Alphabet Inc-cl A (GOOGL) — shares -34.54%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CPRT | Copart INC | +3.5% | +1428.88% | Add |
| 2 | IDXX | Idexx Laboratories INC | +1.1% | +20.70% | Add |
| 3 | CDNS | Cadence Design Sys INC | +0.6% | -21.52% | Trim |
| 4 | VEEV | Veeva Systems Inc-class A | +0.5% | +0.22% | Add |
| 5 | ISRG | Intuitive Surgical INC | +0.4% | +17.63% | Add |
| 6 | MA | Mastercard INC - A | +0.4% | -4.81% | Trim |
| 7 | EW | Edwards Lifesciences CORP | +0.3% | -13.03% | Trim |
| 8 | V | Visa Inc-class A Shares | 0% | -3.02% | Trim |
| 9 | MTD | Mettler-toledo International | — | -6.55% | Trim |
| 10 | BKNG | Booking Holdings INC | 0% | +2027.02% | Add |
| 11 | ADP | Automatic Data Processing | 0% | -21.97% | Trim |
| 12 | MCO | Moody's CORP | 0% | -23.29% | Trim |
| 13 | TW | Tradeweb Markets Inc-class A | -0.1% | -12.29% | Trim |
| 14 | GGG | Graco INC | -0.1% | -36.11% | Trim |
| 15 | CME | Cme Group INC | -0.1% | -47.00% | Trim |
| 16 | ADSK | Autodesk INC | -0.3% | +10.99% | Add |
| 17 | ZTS | Zoetis INC | -0.3% | +44.31% | Add |
| 18 | MSFT | Microsoft CORP | -0.4% | -12.67% | Trim |
| 19 | ADBE | Adobe INC | -0.5% | +1.62% | Add |
| 20 | WST | West Pharmaceutical Services | -0.5% | -38.84% | Trim |
| 21 | UNH | Unitedhealth Group INC | -0.7% | -43.08% | Trim |
| 22 | GOOGL | Alphabet Inc-cl A | -0.9% | -34.54% | Trim |
| 23 | TYL | Tyler Technologies INC | -1.1% | -4.99% | Trim |
| 24 | ACN | Accenture plc | -1.5% | -5.40% | Trim |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-06-30 | 2026-07-08 | 13F-HR | View on EDGAR |
| 2026-03-31 | 2026-04-07 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-01-09 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-10-14 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-07-07 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-04-14 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-01-16 | 13F-HR | View on EDGAR |
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