Seilern Investment Management as of March 31, 2025
Portfolio Holdings for Seilern Investment Management
Seilern Investment Management holds 23 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Mastercard Incorporated Cl A (MA) | 10.0 | $153M | 279k | 548.12 | |
| UnitedHealth (UNH) | 9.0 | $138M | 263k | 523.75 | |
| Microsoft Corporation (MSFT) | 8.9 | $137M | 364k | 375.39 | |
| IDEXX Laboratories (IDXX) | 7.3 | $112M | 266k | 419.95 | |
| Edwards Lifesciences (EW) | 6.5 | $99M | 1.4M | 72.48 | |
| West Pharmaceutical Services (WST) | 6.5 | $99M | 441k | 223.88 | |
| Veeva Sys Cl A Com (VEEV) | 6.4 | $97M | 420k | 231.63 | |
| Adobe Systems Incorporated (ADBE) | 6.3 | $96M | 251k | 383.53 | |
| Alphabet Cap Stk Cl A (GOOGL) | 5.8 | $89M | 574k | 154.64 | |
| Tyler Technologies (TYL) | 5.7 | $87M | 150k | 581.39 | |
| Mettler-Toledo International (MTD) | 5.3 | $81M | 68k | 1180.91 | |
| Nike CL B (NKE) | 4.8 | $73M | 1.2M | 63.48 | |
| Accenture Plc Ireland Shs Class A (ACN) | 4.4 | $67M | 215k | 312.04 | |
| Cadence Design Systems (CDNS) | 4.2 | $65M | 255k | 254.33 | |
| Intuitive Surgical Com New (ISRG) | 4.1 | $63M | 127k | 495.27 | |
| Automatic Data Processing (ADP) | 0.8 | $13M | 41k | 305.53 | |
| Booking Holdings (BKNG) | 0.8 | $12M | 2.5k | 4606.91 | |
| Zoetis Cl A (ZTS) | 0.6 | $9.9M | 60k | 164.65 | |
| Visa Com Cl A (V) | 0.6 | $8.5M | 24k | 350.46 | |
| Gra (GGG) | 0.6 | $8.4M | 101k | 83.51 | |
| Moody's Corporation (MCO) | 0.5 | $8.4M | 18k | 465.69 | |
| Autodesk (ADSK) | 0.5 | $8.1M | 31k | 261.80 | |
| Cme (CME) | 0.5 | $7.8M | 30k | 265.29 |
