Seilern Investment Management as of March 31, 2026
Portfolio Holdings for Seilern Investment Management
Seilern Investment Management holds 24 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Mastercard Incorporated Cl A (MA) | 10.6 | $89M | 178k | 499.66 | |
| UnitedHealth (UNH) | 9.1 | $76M | 281k | 270.59 | |
| Tyler Technologies (TYL) | 7.4 | $62M | 182k | 342.38 | |
| West Pharmaceutical Services (WST) | 6.8 | $57M | 226k | 250.64 | |
| Veeva Sys Cl A Com (VEEV) | 6.6 | $56M | 316k | 175.66 | |
| Edwards Lifesciences (EW) | 6.6 | $55M | 690k | 80.08 | |
| Alphabet Cap Stk Cl A (GOOGL) | 6.4 | $53M | 186k | 287.56 | |
| Autodesk (ADSK) | 5.9 | $49M | 205k | 239.40 | |
| Microsoft Corporation (MSFT) | 5.8 | $49M | 132k | 370.17 | |
| IDEXX Laboratories (IDXX) | 5.4 | $45M | 81k | 561.89 | |
| Intuitive Surgical Com New (ISRG) | 5.4 | $45M | 98k | 460.99 | |
| Adobe Systems Incorporated (ADBE) | 5.1 | $43M | 177k | 243.08 | |
| Cadence Design Systems (CDNS) | 4.8 | $41M | 146k | 277.87 | |
| Zoetis Cl A (ZTS) | 4.5 | $38M | 319k | 118.21 | |
| Accenture Plc Ireland Shs Class A (ACN) | 4.1 | $34M | 173k | 198.29 | |
| Mettler-Toledo International (MTD) | 3.4 | $28M | 23k | 1261.20 | |
| Tradeweb Mkts Cl A (TW) | 0.3 | $2.6M | 22k | 117.66 | |
| Booking Holdings (BKNG) | 0.3 | $2.4M | 581.00 | 4210.32 | |
| Copart (CPRT) | 0.3 | $2.3M | 69k | 33.20 | |
| Gra (GGG) | 0.3 | $2.2M | 26k | 84.65 | |
| Automatic Data Processing (ADP) | 0.3 | $2.2M | 11k | 203.18 | |
| Cme (CME) | 0.3 | $2.1M | 7.2k | 295.35 | |
| Moody's Corporation (MCO) | 0.2 | $2.1M | 4.7k | 436.25 | |
| Visa Com Cl A (V) | 0.2 | $1.8M | 5.8k | 302.24 |
