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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 $793.8M. In the most recent quarter, they have increased their positions in CPRT (+983.8K shares, valued at $27.7M), N/A (+141.2K shares, valued at $10.1M), N/A (+16.7K shares, valued at $8.8M); decreased their positions in N/A (-121.1K shares, valued at $50.3M), WST (-87.8K shares, valued at $31.5M), GOOGL (-64.1K shares, valued at $22.9M).

1M P&L

-1.1M-0.26%

3M P&L

-33.1M-7.00%

HY P&L

-91.4M-17.24%

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 - Application139.7M

28.1%

2Medical Instruments & Supplies95.6M

19.3%

3Health Information Services56.3M

11.3%

Top Industries by Stock Count

1Software - Application4 stocks

23.5%

2Financial Data & Stock Exchanges2 stocks

11.8%

3Medical Instruments & Supplies2 stocks

11.8%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

MASTERCARD INCORPORATED MASTERCARD INCORPORATED169.4K shares-4.81%2026-06-302026-07-08

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC160.0K shares-43.08%2026-06-302026-07-08

VEEV VEEVA SYS INC317.0K shares0.22%2026-06-302026-07-08

EW EDWARDS LIFESCIENCES CORP600.2K shares-13.03%2026-06-302026-07-08

IDEXX LABS INC IDEXX LABS INC97.6K shares20.70%2026-06-302026-07-08

TYL TYLER TECHNOLOGIES INC173.2K shares-4.99%2026-06-302026-07-08

WST WEST PHARMACEUTICAL SVSC INC138.2K shares-38.84%2026-06-302026-07-08

ISRG INTUITIVE SURGICAL INC115.7K shares17.63%2026-06-302026-07-08

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ADSK AUTODESK INC227.7K shares10.99%2026-06-302026-07-08

GOOGL ALPHABET INC121.4K shares-34.54%2026-06-302026-07-08

MSFT MICROSOFT CORP115.1K shares-12.67%2026-06-302026-07-08

CDNS CADENCE DESIGN SYSTEM INC114.3K shares-21.52%2026-06-302026-07-08

ADOBE INC ADOBE INC179.9K shares1.62%2026-06-302026-07-08

ZOETIS INC ZOETIS INC460.0K shares44.31%2026-06-302026-07-08

CPRT COPART INC1.1M shares1428.88%2026-06-302026-07-08

MTD METTLER TOLEDO INTERNATIONAL21.1K shares-6.55%2026-06-302026-07-08

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ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND163.6K shares-5.40%2026-06-302026-07-08

BKNG BOOKING HOLDINGS INC12.4K shares2027.02%2026-06-302026-07-08

TW TRADEWEB MKTS INC19.5K shares-12.29%2026-06-302026-07-08

VISA INC VISA INC5.6K shares-3.02%2026-06-302026-07-08

ADP AUTOMATIC DATA PROCESSING IN8.4K shares-21.97%2026-06-302026-07-08

MCO MOODYS CORP3.6K shares-23.29%2026-06-302026-07-08

GGG GRACO INC16.8K shares-36.11%2026-06-302026-07-08

CME CME GROUP INC3.8K shares-47.00%2026-06-302026-07-08

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MASTERCARD INCORPORATED

-4.81%

Shares169.4K

Event2026-06-30

Filed2026-07-08

UNITEDHEALTH GROUP INC

-43.08%

Shares160.0K

Event2026-06-30

Filed2026-07-08

VEEV

VEEVA SYS INC

0.22%

Shares317.0K

Event2026-06-30

Filed2026-07-08

EDWARDS LIFESCIENCES CORP

-13.03%

Shares600.2K

Event2026-06-30

Filed2026-07-08

IDEXX LABS INC

20.70%

Shares97.6K

Event2026-06-30

Filed2026-07-08

TYL

TYLER TECHNOLOGIES INC

-4.99%

Shares173.2K

Event2026-06-30

Filed2026-07-08

WST

WEST PHARMACEUTICAL SVSC INC

-38.84%

Shares138.2K

Event2026-06-30

Filed2026-07-08

ISRG

INTUITIVE SURGICAL INC

17.63%

Shares115.7K

Event2026-06-30

Filed2026-07-08

ADSK

AUTODESK INC

10.99%

Shares227.7K

Event2026-06-30

Filed2026-07-08

GOOGL

ALPHABET INC

-34.54%

Shares121.4K

Event2026-06-30

Filed2026-07-08

MSFT

MICROSOFT CORP

-12.67%

Shares115.1K

Event2026-06-30

Filed2026-07-08

CDNS

CADENCE DESIGN SYSTEM INC

-21.52%

Shares114.3K

Event2026-06-30

Filed2026-07-08

ADOBE INC

1.62%

Shares179.9K

Event2026-06-30

Filed2026-07-08

ZOETIS INC

44.31%

Shares460.0K

Event2026-06-30

Filed2026-07-08

CPRT

COPART INC

1428.88%

Shares1.1M

Event2026-06-30

Filed2026-07-08

MTD

METTLER TOLEDO INTERNATIONAL

-6.55%

Shares21.1K

Event2026-06-30

Filed2026-07-08

ACCENTURE PLC IRELAND

-5.40%

Shares163.6K

Event2026-06-30

Filed2026-07-08

BKNG

BOOKING HOLDINGS INC

2027.02%

Shares12.4K

Event2026-06-30

Filed2026-07-08

TRADEWEB MKTS INC

-12.29%

Shares19.5K

Event2026-06-30

Filed2026-07-08

VISA INC

-3.02%

Shares5.6K

Event2026-06-30

Filed2026-07-08

ADP

AUTOMATIC DATA PROCESSING IN

-21.97%

Shares8.4K

Event2026-06-30

Filed2026-07-08

MCO

MOODYS CORP

-23.29%

Shares3.6K

Event2026-06-30

Filed2026-07-08

GGG

GRACO INC

-36.11%

Shares16.8K

Event2026-06-30

Filed2026-07-08

CME

CME GROUP INC

-47.00%

Shares3.8K

Event2026-06-30

Filed2026-07-08

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available