Seilern Investment Management as of June 30, 2025
Portfolio Holdings for Seilern Investment Management
Seilern Investment Management holds 22 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 10.5 | $160M | 321k | 497.41 | |
| Mastercard Incorporated Cl A (MA) | 9.7 | $147M | 262k | 561.94 | |
| UnitedHealth (UNH) | 8.1 | $123M | 393k | 311.97 | |
| IDEXX Laboratories (IDXX) | 7.5 | $114M | 212k | 536.34 | |
| Edwards Lifesciences (EW) | 6.4 | $97M | 1.2M | 78.21 | |
| Veeva Sys Cl A Com (VEEV) | 6.4 | $97M | 336k | 287.98 | |
| Alphabet Cap Stk Cl A (GOOGL) | 6.3 | $95M | 539k | 176.23 | |
| West Pharmaceutical Services (WST) | 6.2 | $94M | 432k | 218.80 | |
| Adobe Systems Incorporated (ADBE) | 6.1 | $92M | 238k | 386.88 | |
| Tyler Technologies (TYL) | 5.7 | $86M | 146k | 592.84 | |
| Mettler-Toledo International (MTD) | 5.0 | $76M | 64k | 1174.72 | |
| Cadence Design Systems (CDNS) | 4.9 | $75M | 242k | 308.15 | |
| Intuitive Surgical Com New (ISRG) | 4.5 | $68M | 125k | 543.41 | |
| Autodesk (ADSK) | 4.4 | $67M | 217k | 309.57 | |
| Accenture Plc Ireland Shs Class A (ACN) | 4.2 | $64M | 214k | 298.89 | |
| Booking Holdings (BKNG) | 0.7 | $11M | 1.9k | 5789.24 | |
| Automatic Data Processing (ADP) | 0.7 | $10M | 34k | 308.40 | |
| Zoetis Cl A (ZTS) | 0.6 | $9.8M | 63k | 155.95 | |
| Moody's Corporation (MCO) | 0.6 | $8.4M | 17k | 501.59 | |
| Gra (GGG) | 0.5 | $7.9M | 92k | 85.97 | |
| Cme (CME) | 0.5 | $7.5M | 27k | 275.62 | |
| Visa Com Cl A (V) | 0.5 | $7.0M | 20k | 355.05 |
