account_balance
Investment manager · 13F filer · SEC CIK 1817797
Seilern Investment Management Ltd
Reported value$771Mas of Sep 30, 2026
Positions24 0 new, 0 sold out
Top 10 weight68.0%MA alone is 10%
FiledOct 1313 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
MAMastercard Inc
10.2%Trimmed −16%
ISRGIntuitive Surgical Inc
7.1%Added +16%
TYLTyler Technologies Inc
7.0%Trimmed −2%
VEEVVeeva Systems Inc
6.6%Trimmed −44%
EWEdwards Lifesciences Corp
6.6%
IDXXIDEXX Laboratories Inc
6.5%
UNHUnitedHealth Group Inc
6.2%Trimmed −18%
MSFTMicrosoft Corp
6.1%Trimmed −20%
WSTWest Pharmaceutical Services Inc
5.8%Trimmed −13%
CDNSCadence Design Systems Inc
5.8%Added +18%
ADSKAutodesk, Inc.
5.6%Trimmed −9%
GOOGLAlphabet Inc.
5.3%
MAMastercard Inc
10.2%Trimmed −16%
ISRGIntuitive Surgical Inc
7.1%
TYLTyler Technologies Inc
7.0%
VEEVVeeva Systems Inc
6.6%−44%
EWEdwards Lifesciences Corp
6.6%
IDXXIDEXX Laboratories Inc
6.5%
UNHUnitedHealth Group Inc
6.2%
MSFTMicrosoft Corp
6.1%
WSTWest Pharmaceutical Services Inc
5.8%
CDNSCadence Design Systems Inc
5.8%
ADSKAutodesk, Inc.
5.6%
GOOGLAlphabet Inc.
5.3%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
MA Mastercard Inc 10.2% Trimmed −16%ISRG Intuitive Surgical Inc 7.1% Added +16%TYL Tyler Technologies Inc 7.0% Trimmed −2%VEEV Veeva Systems Inc 6.6% Trimmed −44%EW Edwards Lifesciences Corp 6.6% HeldIDXX IDEXX Laboratories Inc 6.5% HeldUNH UnitedHealth Group Inc 6.2% Trimmed −18%MSFT Microsoft Corp 6.1% Trimmed −20%WST West Pharmaceutical Services Inc 5.8% Trimmed −13%CDNS Cadence Design Systems Inc 5.8% Added +18%ADSK Autodesk, Inc. 5.6% Trimmed −9%GOOGL Alphabet Inc. 5.3% Held
What changed
Biggest moves since Jun 30, 2026
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