§ 13F · FUND PROFILE
Seilern Investment Management Ltd.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.4B (13F)Positions · 22Turnover · — · Q1Filed · Apr 7, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | MA | MASTERCARD INCORPORATED | 178K | $89M | 10.6% | −19% |
| 2 | UNH | UNITEDHEALTH GROUP INC | 281K | $76M | 9.1% | −21% |
| 3 | TYL | TYLER TECHNOLOGIES INC | 182K | $62M | 7.4% | +21% |
| 4 | WST | WEST PHARMACEUTICAL SVSC INC | 226K | $57M | 6.8% | −19% |
| 5 | VEEV | VEEVA SYS INC | 316K | $56M | 6.6% | +1% |
| 6 | EW | EDWARDS LIFESCIENCES CORP | 690K | $55M | 6.6% | −25% |
| 7 | GOOGL | ALPHABET INC | 185K | $53M | 6.4% | −31% |
| 8 | ADSK | AUTODESK INC | 205K | $49M | 5.9% | −13% |
| 9 | MSFT | MICROSOFT CORP | 132K | $49M | 5.8% | −28% |
| 10 | IDXX | IDEXX LABS INC | 81K | $45M | 5.4% | −20% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SEILERN SIGNAL
AC read
Seilern Investment Management Ltd is a Other fund managing $1.4 billion in assets. The fund runs a focused portfolio of just 22 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed