Seilern Investment Management as of June 30, 2026
Portfolio Holdings for Seilern Investment Management
Seilern Investment Management holds 24 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Mastercard Incorporated Cl A (MA) | 11.0 | $87M | 169k | 513.60 | |
| UnitedHealth (UNH) | 8.4 | $67M | 160k | 415.63 | |
| Veeva Sys Cl A Com (VEEV) | 7.1 | $56M | 317k | 177.47 | |
| Edwards Lifesciences (EW) | 6.8 | $54M | 600k | 90.46 | |
| IDEXX Laboratories (IDXX) | 6.5 | $51M | 98k | 526.44 | |
| Tyler Technologies (TYL) | 6.4 | $51M | 173k | 292.46 | |
| West Pharmaceutical Services (WST) | 6.3 | $50M | 138k | 359.00 | |
| Intuitive Surgical Com New (ISRG) | 5.8 | $46M | 116k | 397.68 | |
| Autodesk (ADSK) | 5.6 | $44M | 228k | 194.42 | |
| Alphabet Cap Stk Cl A (GOOGL) | 5.5 | $43M | 121k | 357.37 | |
| Microsoft Corporation (MSFT) | 5.4 | $43M | 115k | 373.02 | |
| Cadence Design Systems (CDNS) | 5.4 | $43M | 114k | 375.32 | |
| Adobe Systems Incorporated (ADBE) | 4.6 | $37M | 180k | 205.02 | |
| Zoetis Cl A (ZTS) | 4.2 | $33M | 460k | 71.86 | |
| Copart (CPRT) | 3.7 | $30M | 1.1M | 28.19 | |
| Mettler-Toledo International (MTD) | 3.4 | $27M | 21k | 1277.51 | |
| Accenture Plc Ireland Shs Class A (ACN) | 2.6 | $20M | 164k | 124.44 | |
| Booking Holdings (BKNG) | 0.3 | $2.2M | 12k | 178.24 | |
| Tradeweb Mkts Cl A (TW) | 0.2 | $1.9M | 20k | 99.66 | |
| Visa Com Cl A (V) | 0.2 | $1.9M | 5.6k | 343.09 | |
| Automatic Data Processing (ADP) | 0.2 | $1.9M | 8.4k | 223.95 | |
| Moody's Corporation (MCO) | 0.2 | $1.6M | 3.6k | 452.92 | |
| Gra (GGG) | 0.2 | $1.3M | 17k | 75.61 | |
| Cme (CME) | 0.1 | $839k | 3.8k | 220.83 |
