13F HOLDINGS REPORT
Seilern Investment Management Ltd
Quarter ended Q2 2025 · Filed July 7, 2025 · Accession 0001817797-25-000007
Total Value
$1.52B
Positions
22
Other Managers
0
Confidential Omitted
No
Holdings (22)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 321,256 | $159.8M | 10.54% |
| 2 | MASTERCARD INCORPORATED | MA | 261,583 | $147.0M | 9.70% |
| 3 | UNITEDHEALTH GROUP INC | UNH | 392,681 | $122.5M | 8.08% |
| 4 | IDEXX LABS INC | 45168D104 | 212,176 | $113.8M | 7.51% |
| 5 | EDWARDS LIFESCIENCES CORP | EW | 1,238,875 | $96.9M | 6.39% |
| 6 | VEEVA SYS INC | VEEV | 336,049 | $96.8M | 6.39% |
| 7 | ALPHABET INC | GOOG | 539,309 | $95.0M | 6.27% |
| 8 | WEST PHARMACEUTICAL SVSC INC | 955306105 | 431,561 | $94.4M | 6.23% |
| 9 | ADOBE INC | ADBE | 238,152 | $92.1M | 6.08% |
| 10 | TYLER TECHNOLOGIES INC | TYL | 145,513 | $86.3M | 5.69% |
| 11 | METTLER TOLEDO INTERNATIONAL | MTD | 64,288 | $75.5M | 4.98% |
| 12 | CADENCE DESIGN SYSTEM INC | CDNS | 242,180 | $74.6M | 4.92% |
| 13 | INTUITIVE SURGICAL INC | ISRG | 124,511 | $67.7M | 4.46% |
| 14 | AUTODESK INC | ADSK | 217,272 | $67.3M | 4.44% |
| 15 | ACCENTURE PLC IRELAND | ACN | 214,063 | $64.0M | 4.22% |
| 16 | BOOKING HOLDINGS INC | BKNG | 1,889 | $10.9M | 0.72% |
| 17 | AUTOMATIC DATA PROCESSING IN | ADP | 33,849 | $10.4M | 0.69% |
| 18 | ZOETIS INC | ZTS | 62,637 | $9.8M | 0.64% |
| 19 | MOODYS CORP | MCO | 16,757 | $8.4M | 0.55% |
| 20 | GRACO INC | GGG | 91,477 | $7.9M | 0.52% |
| 21 | CME GROUP INC | CME | 27,310 | $7.5M | 0.50% |
| 22 | VISA INC | V | 19,761 | $7.0M | 0.46% |