Seilern Investment Management
Latest statistics and disclosures from Seilern Investment Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MA, UNH, VEEV, EW, IDXX, and represent 39.74% of Seilern Investment Management's stock portfolio.
- Added to shares of these 8 stocks: CPRT (+$28M), ZTS (+$10M), IDXX (+$8.8M), ISRG (+$6.9M), ADSK, BKNG, ADBE, VEEV.
- Reduced shares in these 10 stocks: UNH (-$50M), WST (-$32M), GOOGL (-$23M), CDNS (-$12M), EW (-$8.1M), MSFT (-$6.2M), MA, TYL, MTD, ACN.
- Seilern Investment Management was a net seller of stock by $-83M.
- Seilern Investment Management has $794M in assets under management (AUM), dropping by -5.33%.
- Central Index Key (CIK): 0001817797
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Portfolio Holdings for Seilern Investment Management
Seilern Investment Management holds 24 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Mastercard Incorporated Cl A (MA) | 11.0 | $87M | -4% | 169k | 513.60 |
|
| UnitedHealth (UNH) | 8.4 | $67M | -43% | 160k | 415.63 |
|
| Veeva Sys Cl A Com (VEEV) | 7.1 | $56M | 317k | 177.47 |
|
|
| Edwards Lifesciences (EW) | 6.8 | $54M | -13% | 600k | 90.46 |
|
| IDEXX Laboratories (IDXX) | 6.5 | $51M | +20% | 98k | 526.44 |
|
| Tyler Technologies (TYL) | 6.4 | $51M | -4% | 173k | 292.46 |
|
| West Pharmaceutical Services (WST) | 6.3 | $50M | -38% | 138k | 359.00 |
|
| Intuitive Surgical Com New (ISRG) | 5.8 | $46M | +17% | 116k | 397.68 |
|
| Autodesk (ADSK) | 5.6 | $44M | +10% | 228k | 194.42 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 5.5 | $43M | -34% | 121k | 357.37 |
|
| Microsoft Corporation (MSFT) | 5.4 | $43M | -12% | 115k | 373.02 |
|
| Cadence Design Systems (CDNS) | 5.4 | $43M | -21% | 114k | 375.32 |
|
| Adobe Systems Incorporated (ADBE) | 4.6 | $37M | 180k | 205.02 |
|
|
| Zoetis Cl A (ZTS) | 4.2 | $33M | +44% | 460k | 71.86 |
|
| Copart (CPRT) | 3.7 | $30M | +1428% | 1.1M | 28.19 |
|
| Mettler-Toledo International (MTD) | 3.4 | $27M | -6% | 21k | 1277.51 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 2.6 | $20M | -5% | 164k | 124.44 |
|
| Booking Holdings (BKNG) | 0.3 | $2.2M | +2027% | 12k | 178.24 |
|
| Tradeweb Mkts Cl A (TW) | 0.2 | $1.9M | -12% | 20k | 99.66 |
|
| Visa Com Cl A (V) | 0.2 | $1.9M | -3% | 5.6k | 343.09 |
|
| Automatic Data Processing (ADP) | 0.2 | $1.9M | -21% | 8.4k | 223.95 |
|
| Moody's Corporation (MCO) | 0.2 | $1.6M | -23% | 3.6k | 452.92 |
|
| Gra (GGG) | 0.2 | $1.3M | -36% | 17k | 75.61 |
|
| Cme (CME) | 0.1 | $839k | -47% | 3.8k | 220.83 |
|
Past Filings by Seilern Investment Management
SEC 13F filings are viewable for Seilern Investment Management going back to 2024
- Seilern Investment Management 2026 Q2 filed July 8, 2026
- Seilern Investment Management 2026 Q1 filed April 7, 2026
- 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