§ 13F · FUND PROFILE
Seilern Investment Management Ltd.
AUM · $794M (13F)Positions · 24Turnover · n/a · Q2Filed · Jul 8, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | MA | MASTERCARD INCORPORATED | 169K | $87M | 11.0% | −5% |
| 2 | UNH | UNITEDHEALTH GROUP INC | 160K | $67M | 8.4% | −43% |
| 3 | VEEV | VEEVA SYS INC | 317K | $56M | 7.1% | ±0% |
| 4 | EW | EDWARDS LIFESCIENCES CORP | 600K | $54M | 6.8% | −13% |
| 5 | IDXX | IDEXX LABS INC | 98K | $51M | 6.5% | +21% |
| 6 | TYL | TYLER TECHNOLOGIES INC | 173K | $51M | 6.4% | −5% |
| 7 | WST | WEST PHARMACEUTICAL SVSC INC | 138K | $50M | 6.3% | −39% |
| 8 | ISRG | INTUITIVE SURGICAL INC | 116K | $46M | 5.8% | +18% |
| 9 | ADSK | AUTODESK INC | 228K | $44M | 5.6% | +11% |
| 10 | GOOGL | ALPHABET INC | 121K | $43M | 5.5% | −35% |
§ 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 $794 million in assets. The fund runs a focused portfolio of just 24 positions.
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