Seilern Investment Management Ltd
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 7, 2025), Seilern Investment Management Ltd reported 22 stock positions worth $1.5 billion. Its top holding was Microsoft (MSFT) at 10.5% of the portfolio, followed by Mastercard Class A (MA, 9.7%) and Unitedhealth (UNH, 8.1%). Compared with Q1 2025, it sold out of 1, added to 3 and reduced 19. The biggest buy was Autodesk (ADSK, shares +601%) and the biggest sale an exit from Nike Class B (NKE).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0001817797
- Portfolio Value
- $1.5B (Q2 2025)
- SEC Filing
- 0001817797-25-000007 ↗ filed Jul 7, 2025
Holdings Value
Holdings 22 stocks · $1.5B
| MSFT Microsoft Corp. | 10.54% | 321,256 | $159.8M | Reduce -11.7% |
| MA Mastercard Inc. Class A | 9.70% | 261,583 | $147.0M | Reduce -6.2% |
| UNH Unitedhealth Group Inc. | 8.08% | 392,681 | $122.5M | Add +49.3% |
| IDXX Idexx Laboratories Inc. | 7.51% | 212,176 | $113.8M | Reduce -20.2% |
| EW Edwards Lifesciences Corp. | 6.39% | 1,238,875 | $96.9M | Reduce -9.5% |
| VEEV Veeva Systems Inc. Class A | 6.39% | 336,049 | $96.8M | Reduce -19.9% |
| GOOGL Alphabet Inc. Class A | 6.27% | 539,309 | $95.0M | Reduce -6.0% |
| WST West Pharmaceutical Services | 6.23% | 431,561 | $94.4M | Reduce -2.2% |
| ADBE Adobe Inc. | 6.08% | 238,152 | $92.1M | Reduce -5.0% |
| TYL Tyler Technologies Inc. | 5.69% | 145,513 | $86.3M | Reduce -2.8% |
| MTD Mettler-Toledo International | 4.98% | 64,288 | $75.5M | Reduce -5.8% |
| CDNS Cadence Design SYS Inc. | 4.92% | 242,180 | $74.6M | Reduce -5.0% |
| ISRG Intuitive Surgical Inc. | 4.46% | 124,511 | $67.7M | Reduce -1.8% |
| ADSK Autodesk Inc. | 4.44% | 217,272 | $67.3M | Add +601.4% |
| ACN Accenture PLC Class A | 4.22% | 214,063 | $64.0M | Reduce -0.3% |
| BKNG Booking Holdings Inc. | 0.72% | 1,889 | $10.9M | Reduce -25.6% |
| ADP Automatic Data Processing | 0.69% | 33,849 | $10.4M | Reduce -17.7% |
| ZTS Zoetis Inc. | 0.64% | 62,637 | $9.8M | Add +4.5% |
| MCO Moody's Corp. | 0.55% | 16,757 | $8.4M | Reduce -7.0% |
| GGG Graco Inc. | 0.52% | 91,477 | $7.9M | Reduce -9.5% |
| CME Cme Group Inc. | 0.50% | 27,310 | $7.5M | Reduce -7.5% |
| V Visa Inc. Class A | 0.46% | 19,761 | $7.0M | Reduce -18.8% |
Portfolio Sells Q1 2025 → Q2 2025
| NKE Nike Inc. Class B | Sold out | 0.00% | −4.78 |
| MA Mastercard Inc. Class A | Reduce -6.2% | 9.70% | −0.29 |
| MTD Mettler-Toledo International | Reduce -5.8% | 4.98% | −0.28 |
| WST West Pharmaceutical Services | Reduce -2.2% | 6.23% | −0.23 |
| ADBE Adobe Inc. | Reduce -5.0% | 6.08% | −0.21 |
| ACN Accenture PLC Class A | Reduce -0.3% | 4.22% | −0.16 |
| ADP Automatic Data Processing | Reduce -17.7% | 0.69% | −0.13 |
| EW Edwards Lifesciences Corp. | Reduce -9.5% | 6.39% | −0.10 |
| V Visa Inc. Class A | Reduce -18.8% | 0.46% | −0.09 |
| BKNG Booking Holdings Inc. | Reduce -25.6% | 0.72% | −0.04 |
| GGG Graco Inc. | Reduce -9.5% | 0.52% | −0.03 |
| CME Cme Group Inc. | Reduce -7.5% | 0.50% | −0.02 |
| TYL Tyler Technologies Inc. | Reduce -2.8% | 5.69% | +0.00 |
| MCO Moody's Corp. | Reduce -7.0% | 0.55% | +0.01 |
| VEEV Veeva Systems Inc. Class A | Reduce -19.9% | 6.39% | +0.03 |
| IDXX Idexx Laboratories Inc. | Reduce -20.2% | 7.51% | +0.21 |
| ISRG Intuitive Surgical Inc. | Reduce -1.8% | 4.46% | +0.36 |
| GOOGL Alphabet Inc. Class A | Reduce -6.0% | 6.27% | +0.47 |
| CDNS Cadence Design SYS Inc. | Reduce -5.0% | 4.92% | +0.69 |
| MSFT Microsoft Corp. | Reduce -11.7% | 10.54% | +1.62 |
Portfolio Buys Q1 2025 → Q2 2025
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 |