Institutional Manager · CIK 0001817797
Seilern Investment Management Ltd
LONDON, X0 · File #028-24563
Latest AUM
$1.29B
Positions
24
Top-10 Concentration
67.6%
Filings
5
Sector Allocation
Filing History
View all filings →Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | MASTERCARD INCORPORATED | MA | 219,171 | $125.1M | 9.70% |
| 2 | UNITEDHEALTH GROUP INC | UNH | 355,936 | $117.5M | 9.11% |
| 3 | MICROSOFT CORP | MSFT | 183,799 | $88.9M | 6.89% |
| 4 | ALPHABET INC | GOOG | 269,430 | $84.3M | 6.54% |
| 5 | ADOBE INC | ADBE | 232,001 | $81.2M | 6.30% |
| 6 | EDWARDS LIFESCIENCES CORP | EW | 923,260 | $78.7M | 6.10% |
| 7 | WEST PHARMACEUTICAL SVSC INC | 955306105 | 278,229 | $76.6M | 5.94% |
| 8 | INTUITIVE SURGICAL INC | ISRG | 132,413 | $75.0M | 5.82% |
| 9 | METTLER TOLEDO INTERNATIONAL | MTD | 53,052 | $74.0M | 5.74% |
| 10 | AUTODESK INC | ADSK | 236,991 | $70.2M | 5.44% |
| 11 | VEEVA SYS INC | VEEV | 313,872 | $70.1M | 5.43% |
| 12 | TYLER TECHNOLOGIES INC | TYL | 151,024 | $68.6M | 5.32% |
| 13 | IDEXX LABS INC | 45168D104 | 100,790 | $68.2M | 5.29% |
| 14 | ACCENTURE PLC IRELAND | ACN | 226,360 | $60.7M | 4.71% |
| 15 | CADENCE DESIGN SYSTEM INC | CDNS | 180,878 | $56.5M | 4.38% |
| 16 | ZOETIS INC | ZTS | 333,465 | $42.0M | 3.25% |
| 17 | BOOKING HOLDINGS INC | BKNG | 1,579 | $8.5M | 0.66% |
| 18 | MOODYS CORP | MCO | 13,964 | $7.1M | 0.55% |
| 19 | GRACO INC | GGG | 83,370 | $6.8M | 0.53% |
| 20 | CME GROUP INC | CME | 23,826 | $6.5M | 0.50% |