Seilern Investment Management
Latest statistics and disclosures from Seilern Investment Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MA, UNH, MSFT, GOOGL, ADBE, and represent 38.54% of Seilern Investment Management's stock portfolio.
- Added to shares of these 8 stocks: CDNS (+$48M), ZTS (+$33M), ACN (+$7.3M), TYL (+$6.6M), CPRT (+$5.4M), ADSK (+$5.4M), TW (+$5.3M), VEEV.
- Started 2 new stock positions in CPRT, TW.
- Reduced shares in these 10 stocks: GOOGL (-$53M), CME (-$45M), MSFT (-$34M), IDXX (-$27M), WST (-$13M), EW (-$11M), UNH (-$9.8M), MTD (-$9.2M), ISRG (-$7.8M), MA.
- Seilern Investment Management was a net seller of stock by $-107M.
- Seilern Investment Management has $1.3B in assets under management (AUM), dropping by -6.80%.
- Central Index Key (CIK): 0001817797
Tip: Access up to 7 years of quarterly data
Positions held by Seilern Investment Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Seilern Investment Management
Seilern Investment Management holds 24 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Mastercard Incorporated Cl A (MA) | 9.7 | $125M | -3% | 219k | 570.88 |
|
| UnitedHealth (UNH) | 9.1 | $118M | -7% | 356k | 330.11 |
|
| Microsoft Corporation (MSFT) | 6.9 | $89M | -27% | 184k | 483.62 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 6.5 | $84M | -38% | 269k | 313.00 |
|
| Adobe Systems Incorporated (ADBE) | 6.3 | $81M | -2% | 232k | 349.99 |
|
| Edwards Lifesciences (EW) | 6.1 | $79M | -12% | 923k | 85.25 |
|
| West Pharmaceutical Services (WST) | 5.9 | $77M | -14% | 278k | 275.14 |
|
| Intuitive Surgical Com New (ISRG) | 5.8 | $75M | -9% | 132k | 566.36 |
|
| Mettler-Toledo International (MTD) | 5.7 | $74M | -11% | 53k | 1394.19 |
|
| Autodesk (ADSK) | 5.4 | $70M | +8% | 237k | 296.01 |
|
| Veeva Sys Cl A Com (VEEV) | 5.4 | $70M | +6% | 314k | 223.23 |
|
| Tyler Technologies (TYL) | 5.3 | $69M | +10% | 151k | 453.95 |
|
| IDEXX Laboratories (IDXX) | 5.3 | $68M | -28% | 101k | 676.53 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 4.7 | $61M | +13% | 226k | 268.30 |
|
| Cadence Design Systems (CDNS) | 4.4 | $57M | +556% | 181k | 312.58 |
|
| Zoetis Cl A (ZTS) | 3.3 | $42M | +361% | 334k | 125.82 |
|
| Booking Holdings (BKNG) | 0.7 | $8.5M | -13% | 1.6k | 5355.33 |
|
| Moody's Corporation (MCO) | 0.6 | $7.1M | -5% | 14k | 510.85 |
|
| Gra (GGG) | 0.5 | $6.8M | -9% | 83k | 81.97 |
|
| Cme (CME) | 0.5 | $6.5M | -87% | 24k | 273.08 |
|
| Automatic Data Processing (ADP) | 0.5 | $6.4M | -26% | 25k | 257.23 |
|
| Visa Com Cl A (V) | 0.5 | $6.1M | -13% | 17k | 350.71 |
|
| Copart (CPRT) | 0.4 | $5.4M | NEW | 138k | 39.15 |
|
| Tradeweb Mkts Cl A (TW) | 0.4 | $5.3M | NEW | 49k | 107.54 |
|
Past Filings by Seilern Investment Management
SEC 13F filings are viewable for Seilern Investment Management going back to 2024
- Seilern Investment Management 2025 Q4 filed Jan. 9, 2026
- Seilern Investment Management 2025 Q3 filed Oct. 14, 2025
- Seilern Investment Management 2025 Q2 filed July 7, 2025
- Seilern Investment Management 2025 Q1 filed April 14, 2025
- Seilern Investment Management 2024 Q4 filed Jan. 16, 2025