Seilern Investment Management as of Sept. 30, 2026
Portfolio Holdings for Seilern Investment Management
Seilern Investment Management holds 24 positions in its portfolio as reported in the September 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Mastercard Incorporated Cl A (MA) | 10.2 | $79M | 143k | 551.47 | |
| Intuitive Surgical Com New (ISRG) | 7.1 | $55M | 134k | 406.63 | |
| Tyler Technologies (TYL) | 7.0 | $54M | 170k | 318.60 | |
| Veeva Sys Cl A Com (VEEV) | 6.6 | $51M | 179k | 285.45 | |
| Edwards Lifesciences (EW) | 6.6 | $51M | 590k | 86.32 | |
| IDEXX Laboratories (IDXX) | 6.5 | $50M | 97k | 522.19 | |
| UnitedHealth (UNH) | 6.2 | $48M | 131k | 367.08 | |
| Microsoft Corporation (MSFT) | 6.1 | $47M | 92k | 512.90 | |
| West Pharmaceutical Services (WST) | 5.8 | $45M | 121k | 370.76 | |
| Cadence Design Systems (CDNS) | 5.8 | $44M | 135k | 330.19 | |
| Autodesk (ADSK) | 5.6 | $43M | 206k | 209.00 | |
| Alphabet Cap Stk Cl A (GOOGL) | 5.3 | $41M | 120k | 344.08 | |
| Adobe Systems Incorporated (ADBE) | 4.3 | $33M | 137k | 239.94 | |
| Copart (CPRT) | 4.2 | $32M | 1.2M | 27.28 | |
| Zoetis Cl A (ZTS) | 4.1 | $32M | 455k | 69.83 | |
| Mettler-Toledo International (MTD) | 4.0 | $31M | 21k | 1510.95 | |
| Accenture Plc Ireland Shs Class A (ACN) | 3.1 | $24M | 130k | 183.37 | |
| Booking Holdings (BKNG) | 0.3 | $2.0M | 13k | 162.91 | |
| Tradeweb Mkts Cl A (TW) | 0.2 | $1.9M | 19k | 100.84 | |
| Visa Com Cl A (V) | 0.2 | $1.7M | 4.7k | 359.33 | |
| Automatic Data Processing (ADP) | 0.2 | $1.7M | 6.4k | 258.06 | |
| Moody's Corporation (MCO) | 0.2 | $1.5M | 3.2k | 454.13 | |
| Gra (GGG) | 0.2 | $1.2M | 16k | 76.84 | |
| Cme (CME) | 0.1 | $957k | 3.7k | 261.98 |
