Holdings of Seilern Investment Management Ltd
23 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 73.6 % of the equity sleeve
Sector breakdown
- Health care 35.8 %
- Technology 29.5 %
- Financials 11.8 %
- Consumer discretionary 7.6 %
- Communication 6.6 %
- Industrials 0.3 %
- Unattributed 8.4 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 100.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 23 | 804.2M $ | 100.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | Mastercard Inc | 177,965 | 88.9M $ | |
| 2 | UnitedHealth Group Inc | 281,119 | 76.1M $ | |
| 3 | Tyler Technologies Inc | 182,258 | 62.4M $ | |
| 4 | West Pharmaceutical Services Inc | 226,021 | 56.6M $ | |
| 5 | Veeva Systems Inc | 316,325 | 55.6M $ | |
| 6 | Edwards Lifesciences Corp | 690,191 | 55.3M $ | |
| 7 | Alphabet Inc | 185,486 | 53.3M $ | |
| 8 | Autodesk Inc | 205,128 | 49.1M $ | |
| 9 | Microsoft Corp | 131,825 | 48.8M $ | |
| 10 | IDEXX Laboratories Inc | 80,831 | 45.4M $ | |
| 11 | Intuitive Surgical Inc | 98,358 | 45.3M $ | |
| 12 | Adobe Inc | 177,020 | 43M $ | |
| 13 | Cadence Design Systems Inc | 145,672 | 40.5M $ | |
| 14 | Zoetis Inc | 318,773 | 37.7M $ | |
| 15 | Mettler-Toledo International Inc | 22,534 | 28.4M $ | |
| 16 | Tradeweb Markets Inc | 22,218 | 2.6M $ | |
| 17 | Booking Holdings Inc | 581 | 2.4M $ | |
| 18 | Copart Inc | 68,854 | 2.3M $ | |
| 19 | Graco Inc | 26,277 | 2.2M $ | |
| 20 | Automatic Data Processing Inc | 10,776 | 2.2M $ | |
| 21 | CME Group Inc | 7,170 | 2.1M $ | |
| 22 | Moody's Corp | 4,732 | 2.1M $ | |
| 23 | Visa Inc | 5,796 | 1.8M $ |