Seilern Investment Management Ltd
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 8, 2026), Seilern Investment Management Ltd reported 24 stock positions worth $793.8 million. Its top holding was Mastercard Class A (MA) at 11.0% of the portfolio, followed by Unitedhealth (UNH, 8.4%) and Veeva Systems Class A (VEEV, 7.1%). Compared with Q1 2026, it added to 7 and reduced 17. The biggest buy was Copart (CPRT, shares +1429%) and the biggest sale Accenture Class A (ACN, shares −5%).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0001817797
- Portfolio Value
- $793.8M (Q2 2026)
- SEC Filing
- 0001817797-26-000004 ↗ filed Jul 8, 2026
Holdings Value
Holdings 24 stocks · $793.8M
| MA Mastercard Inc. Class A | 10.96% | 169,410 | $87.0M | Reduce -4.8% |
| UNH Unitedhealth Group Inc. | 8.38% | 160,023 | $66.5M | Reduce -43.1% |
| VEEV Veeva Systems Inc. Class A | 7.09% | 317,032 | $56.3M | Add +0.2% |
| EW Edwards Lifesciences Corp. | 6.84% | 600,231 | $54.3M | Reduce -13.0% |
| IDXX Idexx Laboratories Inc. | 6.47% | 97,560 | $51.4M | Add +20.7% |
| TYL Tyler Technologies Inc. | 6.38% | 173,172 | $50.6M | Reduce -5.0% |
| WST West Pharmaceutical Services | 6.25% | 138,230 | $49.6M | Reduce -38.8% |
| ISRG Intuitive Surgical Inc. | 5.80% | 115,695 | $46.0M | Add +17.6% |
| ADSK Autodesk Inc. | 5.58% | 227,675 | $44.3M | Add +11.0% |
| GOOGL Alphabet Inc. Class A | 5.47% | 121,426 | $43.4M | Reduce -34.5% |
| MSFT Microsoft Corp. | 5.41% | 115,127 | $42.9M | Reduce -12.7% |
| CDNS Cadence Design SYS Inc. | 5.41% | 114,321 | $42.9M | Reduce -21.5% |
| ADBE Adobe Inc. | 4.65% | 179,896 | $36.9M | Add +1.6% |
| ZTS Zoetis Inc. | 4.16% | 460,006 | $33.1M | Add +44.3% |
| CPRT Copart Inc. | 3.74% | 1,052,697 | $29.7M | Add +1428.9% |
| MTD Mettler-Toledo International | 3.39% | 21,057 | $26.9M | Reduce -6.5% |
| ACN Accenture PLC Class A | 2.57% | 163,642 | $20.4M | Reduce -5.4% |
| BKNG Booking Holdings Inc. | 0.28% | 12,358 | $2.2M | Reduce -14.9% |
| TW Tradeweb Markets Inc. Class A | 0.24% | 19,488 | $1.9M | Reduce -12.3% |
| V Visa Inc. Class A | 0.24% | 5,621 | $1.9M | Reduce -3.0% |
| ADP Automatic Data Processing | 0.24% | 8,408 | $1.9M | Reduce -22.0% |
| MCO Moody's Corp. | 0.21% | 3,630 | $1.6M | Reduce -23.3% |
| GGG Graco Inc. | 0.16% | 16,788 | $1.3M | Reduce -36.1% |
| CME Cme Group Inc. | 0.11% | 3,800 | $839K | Reduce -47.0% |
Portfolio Sells Q1 2026 → Q2 2026
| ACN Accenture PLC Class A | Reduce -5.4% | 2.57% | −1.53 |
| TYL Tyler Technologies Inc. | Reduce -5.0% | 6.38% | −1.06 |
| GOOGL Alphabet Inc. Class A | Reduce -34.5% | 5.47% | −0.89 |
| UNH Unitedhealth Group Inc. | Reduce -43.1% | 8.38% | −0.69 |
| WST West Pharmaceutical Services | Reduce -38.8% | 6.25% | −0.50 |
| MSFT Microsoft Corp. | Reduce -12.7% | 5.41% | −0.41 |
| CME Cme Group Inc. | Reduce -47.0% | 0.11% | −0.15 |
| GGG Graco Inc. | Reduce -36.1% | 0.16% | −0.11 |
| TW Tradeweb Markets Inc. Class A | Reduce -12.3% | 0.24% | −0.07 |
| MCO Moody's Corp. | Reduce -23.3% | 0.21% | −0.04 |
| ADP Automatic Data Processing | Reduce -22.0% | 0.24% | −0.02 |
| BKNG Booking Holdings Inc. | Reduce -14.9% | 0.28% | −0.01 |
| MTD Mettler-Toledo International | Reduce -6.5% | 3.39% | −0.00 |
| V Visa Inc. Class A | Reduce -3.0% | 0.24% | +0.03 |
| EW Edwards Lifesciences Corp. | Reduce -13.0% | 6.84% | +0.25 |
| MA Mastercard Inc. Class A | Reduce -4.8% | 10.96% | +0.36 |
| CDNS Cadence Design SYS Inc. | Reduce -21.5% | 5.41% | +0.58 |
Portfolio Buys Q1 2026 → Q2 2026
| CPRT Copart Inc. | Add +1428.9% | 3.74% | +3.47 |
| IDXX Idexx Laboratories Inc. | Add +20.7% | 6.47% | +1.05 |
| VEEV Veeva Systems Inc. Class A | Add +0.2% | 7.09% | +0.46 |
| ISRG Intuitive Surgical Inc. | Add +17.6% | 5.80% | +0.39 |
| ADSK Autodesk Inc. | Add +11.0% | 5.58% | −0.28 |
| ZTS Zoetis Inc. | Add +44.3% | 4.16% | −0.33 |
| ADBE Adobe Inc. | Add +1.6% | 4.65% | −0.49 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 24 | $793.8M | MA, UNH, VEEV, EW, IDXX |
| Q1 2026 | 24 | $838.5M | MA, UNH, TYL, WST, VEEV |
| Q4 2025 | 24 | $1.3B | MA, UNH, MSFT, GOOGL, ADBE |
| Q3 2025 | 22 | $1.4B | UNH, MSFT, MA, GOOGL, IDXX |
| Q2 2025 | 22 | $1.5B | MSFT, MA, UNH, IDXX, EW |
| Q1 2025 | 23 | $1.5B | MA, UNH, MSFT, IDXX, EW |
| Q4 2024 | 21 | $1.8B | MA, MSFT, UNH, WST, IDXX |