Seilern Investment Management as of Dec. 31, 2024
Portfolio Holdings for Seilern Investment Management
Seilern Investment Management holds 21 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Mastercard Incorporated Cl A (MA) | 10.5 | $184M | 349k | 526.57 | |
| Microsoft Corporation (MSFT) | 9.9 | $174M | 414k | 421.50 | |
| UnitedHealth (UNH) | 8.7 | $153M | 303k | 505.86 | |
| West Pharmaceutical Services (WST) | 8.3 | $145M | 444k | 327.56 | |
| IDEXX Laboratories (IDXX) | 6.4 | $113M | 274k | 413.44 | |
| Adobe Systems Incorporated (ADBE) | 6.3 | $111M | 249k | 444.68 | |
| Alphabet Cap Stk Cl A (GOOGL) | 6.3 | $111M | 585k | 189.30 | |
| Edwards Lifesciences (EW) | 6.2 | $110M | 1.5M | 74.03 | |
| Tyler Technologies (TYL) | 6.0 | $106M | 183k | 576.64 | |
| Nike CL B (NKE) | 5.8 | $102M | 1.3M | 75.67 | |
| Accenture Plc Ireland Shs Class A (ACN) | 5.7 | $100M | 284k | 351.79 | |
| Veeva Sys Cl A Com (VEEV) | 5.4 | $95M | 452k | 210.25 | |
| Mettler-Toledo International (MTD) | 5.1 | $89M | 73k | 1223.68 | |
| Intuitive Surgical Com New (ISRG) | 4.7 | $83M | 158k | 521.96 | |
| Automatic Data Processing (ADP) | 0.8 | $14M | 47k | 292.73 | |
| Booking Holdings (BKNG) | 0.8 | $13M | 2.7k | 4968.42 | |
| Visa Com Cl A (V) | 0.7 | $13M | 40k | 316.04 | |
| Moody's Corporation (MCO) | 0.6 | $11M | 22k | 473.37 | |
| Cme (CME) | 0.6 | $11M | 45k | 232.23 | |
| Gra (GGG) | 0.6 | $10M | 123k | 84.29 | |
| Zoetis Cl A (ZTS) | 0.5 | $9.6M | 59k | 162.93 |
