Seilern Investment Management as of Dec. 31, 2025
Portfolio Holdings for Seilern Investment Management
Seilern Investment Management holds 24 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Mastercard Incorporated Cl A (MA) | 9.7 | $125M | 219k | 570.88 | |
| UnitedHealth (UNH) | 9.1 | $118M | 356k | 330.11 | |
| Microsoft Corporation (MSFT) | 6.9 | $89M | 184k | 483.62 | |
| Alphabet Cap Stk Cl A (GOOGL) | 6.5 | $84M | 269k | 313.00 | |
| Adobe Systems Incorporated (ADBE) | 6.3 | $81M | 232k | 349.99 | |
| Edwards Lifesciences (EW) | 6.1 | $79M | 923k | 85.25 | |
| West Pharmaceutical Services (WST) | 5.9 | $77M | 278k | 275.14 | |
| Intuitive Surgical Com New (ISRG) | 5.8 | $75M | 132k | 566.36 | |
| Mettler-Toledo International (MTD) | 5.7 | $74M | 53k | 1394.19 | |
| Autodesk (ADSK) | 5.4 | $70M | 237k | 296.01 | |
| Veeva Sys Cl A Com (VEEV) | 5.4 | $70M | 314k | 223.23 | |
| Tyler Technologies (TYL) | 5.3 | $69M | 151k | 453.95 | |
| IDEXX Laboratories (IDXX) | 5.3 | $68M | 101k | 676.53 | |
| Accenture Plc Ireland Shs Class A (ACN) | 4.7 | $61M | 226k | 268.30 | |
| Cadence Design Systems (CDNS) | 4.4 | $57M | 181k | 312.58 | |
| Zoetis Cl A (ZTS) | 3.3 | $42M | 334k | 125.82 | |
| Booking Holdings (BKNG) | 0.7 | $8.5M | 1.6k | 5355.33 | |
| Moody's Corporation (MCO) | 0.6 | $7.1M | 14k | 510.85 | |
| Gra (GGG) | 0.5 | $6.8M | 83k | 81.97 | |
| Cme (CME) | 0.5 | $6.5M | 24k | 273.08 | |
| Automatic Data Processing (ADP) | 0.5 | $6.4M | 25k | 257.23 | |
| Visa Com Cl A (V) | 0.5 | $6.1M | 17k | 350.71 | |
| Copart (CPRT) | 0.4 | $5.4M | 138k | 39.15 | |
| Tradeweb Mkts Cl A (TW) | 0.4 | $5.3M | 49k | 107.54 |
