Seilern Investment Management as of Sept. 30, 2025
Portfolio Holdings for Seilern Investment Management
Seilern Investment Management holds 22 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| UnitedHealth (UNH) | 9.6 | $133M | 386k | 345.30 | |
| Microsoft Corporation (MSFT) | 9.5 | $132M | 255k | 517.95 | |
| Mastercard Incorporated Cl A (MA) | 9.3 | $129M | 226k | 568.81 | |
| Alphabet Cap Stk Cl A (GOOGL) | 7.7 | $106M | 438k | 243.10 | |
| IDEXX Laboratories (IDXX) | 6.5 | $90M | 141k | 638.89 | |
| Veeva Sys Cl A Com (VEEV) | 6.3 | $88M | 294k | 297.91 | |
| West Pharmaceutical Services (WST) | 6.2 | $86M | 327k | 262.33 | |
| Adobe Systems Incorporated (ADBE) | 6.0 | $84M | 237k | 352.75 | |
| Edwards Lifesciences (EW) | 5.9 | $82M | 1.1M | 77.77 | |
| Mettler-Toledo International (MTD) | 5.3 | $73M | 60k | 1227.61 | |
| Tyler Technologies (TYL) | 5.2 | $71M | 137k | 523.16 | |
| Autodesk (ADSK) | 5.0 | $70M | 219k | 317.67 | |
| Cme (CME) | 4.8 | $66M | 187k | 351.26 | |
| Intuitive Surgical Com New (ISRG) | 4.7 | $65M | 146k | 447.23 | |
| Accenture Plc Ireland Shs Class A (ACN) | 3.5 | $49M | 199k | 246.60 | |
| Zoetis Cl A (ZTS) | 0.8 | $11M | 72k | 146.32 | |
| Automatic Data Processing (ADP) | 0.7 | $10M | 34k | 293.50 | |
| Booking Holdings (BKNG) | 0.7 | $9.8M | 1.8k | 5399.27 | |
| Gra (GGG) | 0.6 | $7.8M | 92k | 84.96 | |
| Cadence Design Systems (CDNS) | 0.5 | $7.4M | 28k | 270.19 | |
| Moody's Corporation (MCO) | 0.5 | $7.0M | 15k | 476.48 | |
| Visa Com Cl A (V) | 0.5 | $6.8M | 20k | 341.38 |
