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The Analysis of Seilern Investment Management Ltd's Holdings & P&L

Currently, Seilern Investment Management Ltd holds 24 types of securities in its portfolio with a total value $838.5M. In the most recent quarter, they have increased their positions in TYL (+31.2K shares, valued at $10.7M), VEEV (+2.5K shares, valued at $430.9K); decreased their positions in MTD (-30.5K shares, valued at $38.5M), N/A (-83.9K shares, valued at $24.1M), MA (-41.2K shares, valued at $20.6M).

1M P&L

+4.6M+0.58%

3M P&L

+16.4M+2.11%

HY P&L

-98.1M-10.98%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Software - Application197.2M

26.3%

2Medical Instruments & Supplies102.0M

13.6%

3Credit Services90.7M

12.1%

Top Industries by Stock Count

1Software - Application5 stocks

22.7%

2Financial Data & Stock Exchanges2 stocks

9.1%

3Diagnostics & Research2 stocks

9.1%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

MA MASTERCARD INCORPORATED178.0K shares-18.80%2026-03-312026-04-07

UNH UNITEDHEALTH GROUP INC281.1K shares-21.02%2026-03-312026-04-07

TYL TYLER TECHNOLOGIES INC182.3K shares20.68%2026-03-312026-04-07

WST WEST PHARMACEUTICAL SVSC INC226.0K shares-18.76%2026-03-312026-04-07

VEEV VEEVA SYS INC316.3K shares0.78%2026-03-312026-04-07

EW EDWARDS LIFESCIENCES CORP690.2K shares-25.24%2026-03-312026-04-07

ALPHABET INC ALPHABET INC185.5K shares-31.16%2026-03-312026-04-07

ADSK AUTODESK INC205.1K shares-13.44%2026-03-312026-04-07

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MSFT MICROSOFT CORP131.8K shares-28.28%2026-03-312026-04-07

IDXX IDEXX LABS INC80.8K shares-19.80%2026-03-312026-04-07

ISRG INTUITIVE SURGICAL INC98.4K shares-25.72%2026-03-312026-04-07

ADBE ADOBE INC177.0K shares-23.70%2026-03-312026-04-07

CDNS CADENCE DESIGN SYSTEM INC145.7K shares-19.46%2026-03-312026-04-07

ZTS ZOETIS INC318.8K shares-4.41%2026-03-312026-04-07

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND173.0K shares-23.58%2026-03-312026-04-07

MTD METTLER TOLEDO INTERNATIONAL22.5K shares-57.52%2026-03-312026-04-07

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TW TRADEWEB MKTS INC22.2K shares-54.60%2026-03-312026-04-07

BKNG BOOKING HOLDINGS INC581 shares-63.20%2026-03-312026-04-07

CPRT COPART INC68.9K shares-50.04%2026-03-312026-04-07

GGG GRACO INC26.3K shares-68.48%2026-03-312026-04-07

ADP AUTOMATIC DATA PROCESSING IN10.8K shares-57.00%2026-03-312026-04-07

CME CME GROUP INC7.2K shares-69.91%2026-03-312026-04-07

MCO MOODYS CORP4.7K shares-66.11%2026-03-312026-04-07

V VISA INC5.8K shares-66.41%2026-03-312026-04-07

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MASTERCARD INCORPORATED

-18.80%

Shares178.0K

Event2026-03-31

Filed2026-04-07

UNH

UNITEDHEALTH GROUP INC

-21.02%

Shares281.1K

Event2026-03-31

Filed2026-04-07

TYL

TYLER TECHNOLOGIES INC

20.68%

Shares182.3K

Event2026-03-31

Filed2026-04-07

WST

WEST PHARMACEUTICAL SVSC INC

-18.76%

Shares226.0K

Event2026-03-31

Filed2026-04-07

VEEV

VEEVA SYS INC

0.78%

Shares316.3K

Event2026-03-31

Filed2026-04-07

EDWARDS LIFESCIENCES CORP

-25.24%

Shares690.2K

Event2026-03-31

Filed2026-04-07

ALPHABET INC

-31.16%

Shares185.5K

Event2026-03-31

Filed2026-04-07

ADSK

AUTODESK INC

-13.44%

Shares205.1K

Event2026-03-31

Filed2026-04-07

MSFT

MICROSOFT CORP

-28.28%

Shares131.8K

Event2026-03-31

Filed2026-04-07

IDXX

IDEXX LABS INC

-19.80%

Shares80.8K

Event2026-03-31

Filed2026-04-07

ISRG

INTUITIVE SURGICAL INC

-25.72%

Shares98.4K

Event2026-03-31

Filed2026-04-07

ADBE

ADOBE INC

-23.70%

Shares177.0K

Event2026-03-31

Filed2026-04-07

CDNS

CADENCE DESIGN SYSTEM INC

-19.46%

Shares145.7K

Event2026-03-31

Filed2026-04-07

ZTS

ZOETIS INC

-4.41%

Shares318.8K

Event2026-03-31

Filed2026-04-07

ACCENTURE PLC IRELAND

-23.58%

Shares173.0K

Event2026-03-31

Filed2026-04-07

MTD

METTLER TOLEDO INTERNATIONAL

-57.52%

Shares22.5K

Event2026-03-31

Filed2026-04-07

TRADEWEB MKTS INC

-54.60%

Shares22.2K

Event2026-03-31

Filed2026-04-07

BKNG

BOOKING HOLDINGS INC

-63.20%

Shares581

Event2026-03-31

Filed2026-04-07

CPRT

COPART INC

-50.04%

Shares68.9K

Event2026-03-31

Filed2026-04-07

GGG

GRACO INC

-68.48%

Shares26.3K

Event2026-03-31

Filed2026-04-07

ADP

AUTOMATIC DATA PROCESSING IN

-57.00%

Shares10.8K

Event2026-03-31

Filed2026-04-07

CME

CME GROUP INC

-69.91%

Shares7.2K

Event2026-03-31

Filed2026-04-07

MCO

MOODYS CORP

-66.11%

Shares4.7K

Event2026-03-31

Filed2026-04-07

VISA INC

-66.41%

Shares5.8K

Event2026-03-31

Filed2026-04-07

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available