Seilern Investment Management
Latest statistics and disclosures from Seilern Investment Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MA, ISRG, TYL, VEEV, EW, and represent 37.50% of Seilern Investment Management's stock portfolio.
- Added to shares of these 4 stocks: ISRG (+$7.4M), CDNS (+$6.7M), CPRT, BKNG.
- Reduced shares in these 10 stocks: VEEV (-$40M), MA (-$15M), MSFT (-$12M), UNH (-$11M), ADBE (-$10M), WST (-$6.5M), ACN (-$6.1M), ADSK, TYL, EW.
- Seilern Investment Management was a net seller of stock by $-92M.
- Seilern Investment Management has $771M in assets under management (AUM), dropping by -2.84%.
- 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 September 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Mastercard Incorporated Cl A (MA) | 10.2 | $79M | -15% | 143k | 551.47 |
|
| Intuitive Surgical Com New (ISRG) | 7.1 | $55M | +15% | 134k | 406.63 |
|
| Tyler Technologies (TYL) | 7.0 | $54M | -2% | 170k | 318.60 |
|
| Veeva Sys Cl A Com (VEEV) | 6.6 | $51M | -43% | 179k | 285.45 |
|
| Edwards Lifesciences (EW) | 6.6 | $51M | 590k | 86.32 |
|
|
| IDEXX Laboratories (IDXX) | 6.5 | $50M | 97k | 522.19 |
|
|
| UnitedHealth (UNH) | 6.2 | $48M | -18% | 131k | 367.08 |
|
| Microsoft Corporation (MSFT) | 6.1 | $47M | -19% | 92k | 512.90 |
|
| West Pharmaceutical Services (WST) | 5.8 | $45M | -12% | 121k | 370.76 |
|
| Cadence Design Systems (CDNS) | 5.8 | $44M | +17% | 135k | 330.19 |
|
| Autodesk (ADSK) | 5.6 | $43M | -9% | 206k | 209.00 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 5.3 | $41M | 120k | 344.08 |
|
|
| Adobe Systems Incorporated (ADBE) | 4.3 | $33M | -23% | 137k | 239.94 |
|
| Copart (CPRT) | 4.2 | $32M | +12% | 1.2M | 27.28 |
|
| Zoetis Cl A (ZTS) | 4.1 | $32M | 455k | 69.83 |
|
|
| Mettler-Toledo International (MTD) | 4.0 | $31M | -2% | 21k | 1510.95 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 3.1 | $24M | -20% | 130k | 183.37 |
|
| Booking Holdings (BKNG) | 0.3 | $2.0M | 13k | 162.91 |
|
|
| Tradeweb Mkts Cl A (TW) | 0.2 | $1.9M | -2% | 19k | 100.84 |
|
| Visa Com Cl A (V) | 0.2 | $1.7M | -15% | 4.7k | 359.33 |
|
| Automatic Data Processing (ADP) | 0.2 | $1.7M | -23% | 6.4k | 258.06 |
|
| Moody's Corporation (MCO) | 0.2 | $1.5M | -11% | 3.2k | 454.13 |
|
| Gra (GGG) | 0.2 | $1.2M | -3% | 16k | 76.84 |
|
| Cme (CME) | 0.1 | $957k | -3% | 3.7k | 261.98 |
|
Past Filings by Seilern Investment Management
SEC 13F filings are viewable for Seilern Investment Management going back to 2024
- Seilern Investment Management 2026 Q3 filed Oct. 13, 2026
- 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