The Analysis of Seilern Investment Management Ltd's Holdings


Currently, Seilern Investment Management Ltd holds 24 types of securities in its portfolio with a total value $1.3B. In the most recent quarter, they have increased their positions in CDNS (+153.3K shares, valued at $47.9M), ZTS (+261.2K shares, valued at $32.9M), N/A (+27.3K shares, valued at $7.3M); decreased their positions in N/A (-168.1K shares, valued at $52.6M), CME (-163.4K shares, valued at $44.6M), MSFT (-70.7K shares, valued at $34.2M); initiated new positions in CPRT (+137.8K shares, valued at $5.4M), TW (+48.9K shares, valued at $5.3M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
MA MASTERCARD INCORPORATED219.2K shares-3.21%2025-12-312026-01-09history
UNH UNITEDHEALTH GROUP INC355.9K shares-7.72%2025-12-312026-01-09history
MSFT MICROSOFT CORP183.8K shares-27.79%2025-12-312026-01-09history
ALPHABET INC ALPHABET INC269.4K shares-38.42%2025-12-312026-01-09history
ADBE ADOBE INC232.0K shares-2.11%2025-12-312026-01-09history
EW EDWARDS LIFESCIENCES CORP923.3K shares-12.55%2025-12-312026-01-09history
WST WEST PHARMACEUTICAL SVSC INC278.2K shares-14.90%2025-12-312026-01-09history
ISRG INTUITIVE SURGICAL INC132.4K shares-9.45%2025-12-312026-01-09history
Sponsored
MTD METTLER TOLEDO INTERNATIONAL53.1K shares-11.08%2025-12-312026-01-09history
ADSK AUTODESK INC237.0K shares8.26%2025-12-312026-01-09history
VEEV VEEVA SYS INC313.9K shares6.69%2025-12-312026-01-09history
TYL TYLER TECHNOLOGIES INC151.0K shares10.61%2025-12-312026-01-09history
IDXX IDEXX LABS INC100.8K shares-28.66%2025-12-312026-01-09history
ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND226.4K shares13.74%2025-12-312026-01-09history
CDNS CADENCE DESIGN SYSTEM INC180.9K shares556.69%2025-12-312026-01-09history
ZTS ZOETIS INC333.5K shares361.16%2025-12-312026-01-09history
Sponsored
BKNG BOOKING HOLDINGS INC1.6K shares-13.29%2025-12-312026-01-09history
MCO MOODYS CORP14.0K shares-5.58%2025-12-312026-01-09history
GGG GRACO INC83.4K shares-9.64%2025-12-312026-01-09history
CME CME GROUP INC23.8K shares-87.28%2025-12-312026-01-09history
ADP AUTOMATIC DATA PROCESSING IN25.1K shares-26.59%2025-12-312026-01-09history
V VISA INC17.3K shares-13.43%2025-12-312026-01-09history
CPRT COPART INC137.8K sharesnew addition2025-12-312026-01-09history
TW TRADEWEB MKTS INC48.9K sharesnew addition2025-12-312026-01-09history
Sponsored

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available