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Seilern Investment Management Ltd Portfolio
$771.3M across 24 positions as of 2026-09-30, with 68% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
-1.5%
-16.0% a year vs the S&P 500
3 years
—
a quarter missing or too little priced
5 years
—
a quarter missing or too little priced
Quarters ahead
1 of 7
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | +7.7% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +6.7% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -15.6% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +1.6% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +5.7% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +6.9% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -6.0% | -4.6% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| MAMastercard Inc | $78.8M | 10.2% | 142,816 |
| ISRGIntuitive Surgical Inc | $54.5M | 7.1% | 133,918 |
| TYLTyler Technologies Inc | $54.1M | 7.0% | 169,676 |
| VEEVVeeva Systems Inc | $51M | 6.6% | 178,815 |
| EWEdwards Lifesciences Corp | $50.9M | 6.6% | 589,732 |
| IDXXIDEXX Laboratories Inc | $50.4M | 6.5% | 96,546 |
| UNHUnitedHealth Group Inc | $48.1M | 6.2% | 130,988 |
| MSFTMicrosoft Corp | $47.3M | 6.1% | 92,232 |
| WSTWest Pharmaceutical Services Inc | $44.8M | 5.8% | 120,729 |
| CDNSCadence Design Systems Inc | $44.4M | 5.8% | 134,530 |
| ADSKAutodesk Inc | $43.1M | 5.6% | 206,140 |
| GOOGLAlphabet Inc | $41.1M | 5.3% | 119,522 |
| ADBEAdobe Inc | $32.9M | 4.3% | 137,205 |
| CPRTCopart Inc | $32.4M | 4.2% | 1,188,547 |
| ZTSZoetis Inc | $31.7M | 4.1% | 454,608 |
| MTDMettler-toledo International Inc | $30.9M | 4.0% | 20,459 |
| ACCENTURE PLC IRELAND | $23.9M | 3.1% | 130,331 |
| BKNGBooking Holdings Inc | $2M | 0.3% | 12,453 |
| TWTradeweb Markets Inc | $1.9M | 0.2% | 19,015 |
| VVisa Inc | $1.7M | 0.2% | 4,737 |
| ADPAutomatic Data Processing Inc | $1.7M | 0.2% | 6,418 |
| MCOMoody's Corp | $1.5M | 0.2% | 3,219 |
| GGGGraco Inc | $1.2M | 0.2% | 16,132 |
| CMECME Group Inc | $956.5K | 0.1% | 3,651 |
Quarter ending 2026-09-30.
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