13F HOLDINGS REPORT
Seilern Investment Management Ltd
Quarter ended Q3 2025 · Filed October 14, 2025 · Accession 0001817797-25-000011
Total Value
$1.38B
Positions
22
Other Managers
0
Confidential Omitted
No
Holdings (22)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | UNITEDHEALTH GROUP INC | UNH | 385,720 | $133.2M | 9.63% |
| 2 | MICROSOFT CORP | MSFT | 254,544 | $131.8M | 9.53% |
| 3 | MASTERCARD INCORPORATED | MA | 226,438 | $128.8M | 9.31% |
| 4 | ALPHABET INC | GOOG | 437,529 | $106.4M | 7.69% |
| 5 | IDEXX LABS INC | 45168D104 | 141,276 | $90.3M | 6.52% |
| 6 | VEEVA SYS INC | VEEV | 294,189 | $87.6M | 6.33% |
| 7 | WEST PHARMACEUTICAL SVSC INC | 955306105 | 326,957 | $85.8M | 6.20% |
| 8 | ADOBE INC | ADBE | 236,993 | $83.6M | 6.04% |
| 9 | EDWARDS LIFESCIENCES CORP | EW | 1,055,774 | $82.1M | 5.93% |
| 10 | METTLER TOLEDO INTERNATIONAL | MTD | 59,665 | $73.2M | 5.29% |
| 11 | TYLER TECHNOLOGIES INC | TYL | 136,534 | $71.4M | 5.16% |
| 12 | AUTODESK INC | ADSK | 218,905 | $69.5M | 5.03% |
| 13 | CME GROUP INC | CME | 187,240 | $65.8M | 4.75% |
| 14 | INTUITIVE SURGICAL INC | ISRG | 146,235 | $65.4M | 4.73% |
| 15 | ACCENTURE PLC IRELAND | ACN | 199,022 | $49.1M | 3.55% |
| 16 | ZOETIS INC | ZTS | 72,310 | $10.6M | 0.76% |
| 17 | AUTOMATIC DATA PROCESSING IN | ADP | 34,140 | $10.0M | 0.72% |
| 18 | BOOKING HOLDINGS INC | BKNG | 1,821 | $9.8M | 0.71% |
| 19 | GRACO INC | GGG | 92,263 | $7.8M | 0.57% |
| 20 | CADENCE DESIGN SYSTEM INC | CDNS | 27,544 | $7.4M | 0.54% |
| 21 | MOODYS CORP | MCO | 14,790 | $7.0M | 0.51% |
| 22 | VISA INC | V | 19,931 | $6.8M | 0.49% |