13F HOLDINGS REPORT
Seilern Investment Management Ltd
Quarter ended Q1 2025 · Filed April 14, 2025 · Accession 0001817797-25-000006
Total Value
$1.53B
Positions
23
Other Managers
0
Confidential Omitted
No
Holdings (23)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MASTERCARD INCORPORATED | MA | 278,711 | $152.8M | 9.99% |
| 2 | UNITEDHEALTH GROUP INC | UNH | 263,098 | $137.8M | 9.01% |
| 3 | MICROSOFT CORP | MSFT | 363,755 | $136.5M | 8.93% |
| 4 | IDEXX LABS INC | 45168D104 | 265,949 | $111.7M | 7.30% |
| 5 | EDWARDS LIFESCIENCES CORP | EW | 1,369,459 | $99.3M | 6.49% |
| 6 | WEST PHARMACEUTICAL SVSC INC | 955306105 | 441,357 | $98.8M | 6.46% |
| 7 | VEEVA SYS INC | VEEV | 419,758 | $97.2M | 6.36% |
| 8 | ADOBE INC | ADBE | 250,794 | $96.2M | 6.29% |
| 9 | ALPHABET INC | GOOG | 573,507 | $88.7M | 5.80% |
| 10 | TYLER TECHNOLOGIES INC | TYL | 149,681 | $87.0M | 5.69% |
| 11 | METTLER TOLEDO INTERNATIONAL | MTD | 68,233 | $80.6M | 5.27% |
| 12 | NIKE INC | NKE | 1,152,119 | $73.1M | 4.78% |
| 13 | ACCENTURE PLC IRELAND | ACN | 214,794 | $67.0M | 4.38% |
| 14 | CADENCE DESIGN SYSTEM INC | CDNS | 254,788 | $64.8M | 4.24% |
| 15 | INTUITIVE SURGICAL INC | ISRG | 126,817 | $62.8M | 4.11% |
| 16 | AUTOMATIC DATA PROCESSING IN | ADP | 41,131 | $12.6M | 0.82% |
| 17 | BOOKING HOLDINGS INC | BKNG | 2,540 | $11.7M | 0.76% |
| 18 | ZOETIS INC | ZTS | 59,949 | $9.9M | 0.65% |
| 19 | VISA INC | V | 24,340 | $8.5M | 0.56% |
| 20 | GRACO INC | GGG | 101,116 | $8.4M | 0.55% |
| 21 | MOODYS CORP | MCO | 18,019 | $8.4M | 0.55% |
| 22 | AUTODESK INC | ADSK | 30,977 | $8.1M | 0.53% |
| 23 | CME GROUP INC | CME | 29,524 | $7.8M | 0.51% |