Seilern Investment Management
Latest statistics and disclosures from Seilern Investment Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are UNH, MSFT, MA, GOOGL, IDXX, and represent 42.68% of Seilern Investment Management's stock portfolio.
- Added to shares of these 7 stocks: CME (+$56M), ISRG (+$9.7M), ZTS, ADSK, ADP, GGG, V.
- Reduced shares in these 10 stocks: CDNS (-$58M), IDXX (-$45M), MSFT (-$35M), WST (-$27M), GOOGL (-$25M), MA (-$20M), EW (-$14M), VEEV (-$13M), MTD (-$5.7M), TYL.
- Seilern Investment Management was a net seller of stock by $-187M.
- Seilern Investment Management has $1.4B in assets under management (AUM), dropping by -8.71%.
- Central Index Key (CIK): 0001817797
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Portfolio Holdings for Seilern Investment Management
Seilern Investment Management holds 22 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| UnitedHealth (UNH) | 9.6 | $133M | 386k | 345.30 |
|
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| Microsoft Corporation (MSFT) | 9.5 | $132M | -20% | 255k | 517.95 |
|
| Mastercard Incorporated Cl A (MA) | 9.3 | $129M | -13% | 226k | 568.81 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 7.7 | $106M | -18% | 438k | 243.10 |
|
| IDEXX Laboratories (IDXX) | 6.5 | $90M | -33% | 141k | 638.89 |
|
| Veeva Sys Cl A Com (VEEV) | 6.3 | $88M | -12% | 294k | 297.91 |
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| West Pharmaceutical Services (WST) | 6.2 | $86M | -24% | 327k | 262.33 |
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| Adobe Systems Incorporated (ADBE) | 6.0 | $84M | 237k | 352.75 |
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| Edwards Lifesciences (EW) | 5.9 | $82M | -14% | 1.1M | 77.77 |
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| Mettler-Toledo International (MTD) | 5.3 | $73M | -7% | 60k | 1227.61 |
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| Tyler Technologies (TYL) | 5.2 | $71M | -6% | 137k | 523.16 |
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| Autodesk (ADSK) | 5.0 | $70M | 219k | 317.67 |
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| Cme (CME) | 4.8 | $66M | +585% | 187k | 351.26 |
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| Intuitive Surgical Com New (ISRG) | 4.7 | $65M | +17% | 146k | 447.23 |
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| Accenture Plc Ireland Shs Class A (ACN) | 3.5 | $49M | -7% | 199k | 246.60 |
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| Zoetis Cl A (ZTS) | 0.8 | $11M | +15% | 72k | 146.32 |
|
| Automatic Data Processing (ADP) | 0.7 | $10M | 34k | 293.50 |
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| Booking Holdings (BKNG) | 0.7 | $9.8M | -3% | 1.8k | 5399.27 |
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| Gra (GGG) | 0.6 | $7.8M | 92k | 84.96 |
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| Cadence Design Systems (CDNS) | 0.5 | $7.4M | -88% | 28k | 270.19 |
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| Moody's Corporation (MCO) | 0.5 | $7.0M | -11% | 15k | 476.48 |
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| Visa Com Cl A (V) | 0.5 | $6.8M | 20k | 341.38 |
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Past Filings by Seilern Investment Management
SEC 13F filings are viewable for Seilern Investment Management going back to 2024
- 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