Seilern Investment Management Ltd
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 16, 2025), Seilern Investment Management Ltd reported 21 stock positions worth $1.8 billion. Its top holding was Mastercard Class A (MA) at 10.5% of the portfolio, followed by Microsoft (MSFT, 9.9%) and Unitedhealth (UNH, 8.7%).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0001817797
- Portfolio Value
- $1.8B (Q4 2024)
- SEC Filing
- 0001817797-25-000003 ↗ filed Jan 16, 2025
Holdings Value
Holdings 21 stocks · $1.8B
| MA Mastercard Inc. Class A | 10.48% | 349,325 | $183.9M | — |
| MSFT Microsoft Corp. | 9.93% | 413,458 | $174.3M | — |
| UNH Unitedhealth Group Inc. | 8.72% | 302,484 | $153.0M | — |
| WST West Pharmaceutical Services | 8.28% | 443,825 | $145.4M | — |
| IDXX Idexx Laboratories Inc. | 6.44% | 273,567 | $113.1M | — |
| ADBE Adobe Inc. | 6.31% | 249,041 | $110.7M | — |
| GOOGL Alphabet Inc. Class A | 6.31% | 584,539 | $110.7M | — |
| EW Edwards Lifesciences Corp. | 6.24% | 1,478,989 | $109.5M | — |
| TYL Tyler Technologies Inc. | 6.01% | 183,042 | $105.5M | — |
| NKE Nike Inc. Class B | 5.78% | 1,341,368 | $101.5M | — |
| ACN Accenture PLC Class A | 5.70% | 284,114 | $99.9M | — |
| VEEV Veeva Systems Inc. Class A | 5.41% | 451,638 | $95.0M | — |
| MTD Mettler-Toledo International | 5.08% | 72,912 | $89.2M | — |
| ISRG Intuitive Surgical Inc. | 4.70% | 158,091 | $82.5M | — |
| ADP Automatic Data Processing | 0.79% | 47,192 | $13.8M | — |
| BKNG Booking Holdings Inc. | 0.76% | 2,667 | $13.3M | — |
| V Visa Inc. Class A | 0.72% | 39,900 | $12.6M | — |
| MCO Moody's Corp. | 0.60% | 22,268 | $10.5M | — |
| CME Cme Group Inc. | 0.60% | 45,184 | $10.5M | — |
| GGG Graco Inc. | 0.59% | 123,101 | $10.4M | — |
| ZTS Zoetis Inc. | 0.54% | 58,625 | $9.6M | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
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 |