Seilern Investment Management
Latest statistics and disclosures from Seilern Investment Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MA, UNH, TYL, WST, VEEV, and represent 40.50% of Seilern Investment Management's stock portfolio.
- Added to shares of these 2 stocks: TYL (+$11M), VEEV.
- Reduced shares in these 10 stocks: MTD (-$39M), GOOGL (-$24M), MA (-$21M), UNH (-$20M), MSFT (-$19M), EW (-$19M), ISRG (-$16M), ADBE (-$13M), WST (-$13M), IDXX (-$11M).
- Seilern Investment Management was a net seller of stock by $-243M.
- Seilern Investment Management has $839M in assets under management (AUM), dropping by -34.98%.
- 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 March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Mastercard Incorporated Cl A (MA) | 10.6 | $89M | -18% | 178k | 499.66 |
|
| UnitedHealth (UNH) | 9.1 | $76M | -21% | 281k | 270.59 |
|
| Tyler Technologies (TYL) | 7.4 | $62M | +20% | 182k | 342.38 |
|
| West Pharmaceutical Services (WST) | 6.8 | $57M | -18% | 226k | 250.64 |
|
| Veeva Sys Cl A Com (VEEV) | 6.6 | $56M | 316k | 175.66 |
|
|
| Edwards Lifesciences (EW) | 6.6 | $55M | -25% | 690k | 80.08 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 6.4 | $53M | -31% | 186k | 287.56 |
|
| Autodesk (ADSK) | 5.9 | $49M | -13% | 205k | 239.40 |
|
| Microsoft Corporation (MSFT) | 5.8 | $49M | -28% | 132k | 370.17 |
|
| IDEXX Laboratories (IDXX) | 5.4 | $45M | -19% | 81k | 561.89 |
|
| Intuitive Surgical Com New (ISRG) | 5.4 | $45M | -25% | 98k | 460.99 |
|
| Adobe Systems Incorporated (ADBE) | 5.1 | $43M | -23% | 177k | 243.08 |
|
| Cadence Design Systems (CDNS) | 4.8 | $41M | -19% | 146k | 277.87 |
|
| Zoetis Cl A (ZTS) | 4.5 | $38M | -4% | 319k | 118.21 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 4.1 | $34M | -23% | 173k | 198.29 |
|
| Mettler-Toledo International (MTD) | 3.4 | $28M | -57% | 23k | 1261.20 |
|
| Tradeweb Mkts Cl A (TW) | 0.3 | $2.6M | -54% | 22k | 117.66 |
|
| Booking Holdings (BKNG) | 0.3 | $2.4M | -63% | 581.00 | 4210.32 |
|
| Copart (CPRT) | 0.3 | $2.3M | -50% | 69k | 33.20 |
|
| Gra (GGG) | 0.3 | $2.2M | -68% | 26k | 84.65 |
|
| Automatic Data Processing (ADP) | 0.3 | $2.2M | -57% | 11k | 203.18 |
|
| Cme (CME) | 0.3 | $2.1M | -69% | 7.2k | 295.35 |
|
| Moody's Corporation (MCO) | 0.2 | $2.1M | -66% | 4.7k | 436.25 |
|
| Visa Com Cl A (V) | 0.2 | $1.8M | -66% | 5.8k | 302.24 |
|
Past Filings by Seilern Investment Management
SEC 13F filings are viewable for Seilern Investment Management going back to 2024
- 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