Seilern Investment Management Ltd
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 14, 2025), Seilern Investment Management Ltd reported 22 stock positions worth $1.4 billion. Its top holding was Unitedhealth (UNH) at 9.6% of the portfolio, followed by Microsoft (MSFT, 9.5%) and Mastercard Class A (MA, 9.3%). Compared with Q2 2025, it added to 7 and reduced 15. The biggest buy was Cme (CME, shares +586%) and the biggest sale Cadence Design SYS (CDNS, shares −89%).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0001817797
- Portfolio Value
- $1.4B (Q3 2025)
- SEC Filing
- 0001817797-25-000011 ↗ filed Oct 14, 2025
Holdings Value
Holdings 22 stocks · $1.4B
| UNH Unitedhealth Group Inc. | 9.63% | 385,720 | $133.2M | Reduce -1.8% |
| MSFT Microsoft Corp. | 9.53% | 254,544 | $131.8M | Reduce -20.8% |
| MA Mastercard Inc. Class A | 9.31% | 226,438 | $128.8M | Reduce -13.4% |
| GOOGL Alphabet Inc. Class A | 7.69% | 437,529 | $106.4M | Reduce -18.9% |
| IDXX Idexx Laboratories Inc. | 6.52% | 141,276 | $90.3M | Reduce -33.4% |
| VEEV Veeva Systems Inc. Class A | 6.33% | 294,189 | $87.6M | Reduce -12.5% |
| WST West Pharmaceutical Services | 6.20% | 326,957 | $85.8M | Reduce -24.2% |
| ADBE Adobe Inc. | 6.04% | 236,993 | $83.6M | Reduce -0.5% |
| EW Edwards Lifesciences Corp. | 5.93% | 1,055,774 | $82.1M | Reduce -14.8% |
| MTD Mettler-Toledo International | 5.29% | 59,665 | $73.2M | Reduce -7.2% |
| TYL Tyler Technologies Inc. | 5.16% | 136,534 | $71.4M | Reduce -6.2% |
| ADSK Autodesk Inc. | 5.03% | 218,905 | $69.5M | Add +0.8% |
| CME Cme Group Inc. | 4.75% | 187,240 | $65.8M | Add +585.6% |
| ISRG Intuitive Surgical Inc. | 4.73% | 146,235 | $65.4M | Add +17.4% |
| ACN Accenture PLC Class A | 3.55% | 199,022 | $49.1M | Reduce -7.0% |
| ZTS Zoetis Inc. | 0.76% | 72,310 | $10.6M | Add +15.4% |
| ADP Automatic Data Processing | 0.72% | 34,140 | $10.0M | Add +0.9% |
| BKNG Booking Holdings Inc. | 0.71% | 1,821 | $9.8M | Reduce -3.6% |
| GGG Graco Inc. | 0.57% | 92,263 | $7.8M | Add +0.9% |
| CDNS Cadence Design SYS Inc. | 0.54% | 27,544 | $7.4M | Reduce -88.6% |
| MCO Moody's Corp. | 0.51% | 14,790 | $7.0M | Reduce -11.7% |
| V Visa Inc. Class A | 0.49% | 19,931 | $6.8M | Add +0.9% |
Portfolio Sells Q2 2025 → Q3 2025
| CDNS Cadence Design SYS Inc. | Reduce -88.6% | 0.54% | −4.39 |
| MSFT Microsoft Corp. | Reduce -20.8% | 9.53% | −1.01 |
| IDXX Idexx Laboratories Inc. | Reduce -33.4% | 6.52% | −0.98 |
| ACN Accenture PLC Class A | Reduce -7.0% | 3.55% | −0.67 |
| TYL Tyler Technologies Inc. | Reduce -6.2% | 5.16% | −0.53 |
| EW Edwards Lifesciences Corp. | Reduce -14.8% | 5.93% | −0.46 |
| MA Mastercard Inc. Class A | Reduce -13.4% | 9.31% | −0.39 |
| VEEV Veeva Systems Inc. Class A | Reduce -12.5% | 6.33% | −0.05 |
| MCO Moody's Corp. | Reduce -11.7% | 0.51% | −0.05 |
| ADBE Adobe Inc. | Reduce -0.5% | 6.04% | −0.04 |
| WST West Pharmaceutical Services | Reduce -24.2% | 6.20% | −0.03 |
| BKNG Booking Holdings Inc. | Reduce -3.6% | 0.71% | −0.01 |
| MTD Mettler-Toledo International | Reduce -7.2% | 5.29% | +0.31 |
| GOOGL Alphabet Inc. Class A | Reduce -18.9% | 7.69% | +1.42 |
| UNH Unitedhealth Group Inc. | Reduce -1.8% | 9.63% | +1.54 |
Portfolio Buys Q2 2025 → Q3 2025
| CME Cme Group Inc. | Add +585.6% | 4.75% | +4.26 |
| ADSK Autodesk Inc. | Add +0.8% | 5.03% | +0.59 |
| ISRG Intuitive Surgical Inc. | Add +17.4% | 4.73% | +0.26 |
| ZTS Zoetis Inc. | Add +15.4% | 0.76% | +0.12 |
| GGG Graco Inc. | Add +0.9% | 0.57% | +0.05 |
| ADP Automatic Data Processing | Add +0.9% | 0.72% | +0.04 |
| V Visa Inc. Class A | Add +0.9% | 0.49% | +0.03 |
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 |