Seilern Investment Management Ltd
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 7, 2026), Seilern Investment Management Ltd reported 24 stock positions worth $838.5 million. Its top holding was Mastercard Class A (MA) at 10.6% of the portfolio, followed by Unitedhealth (UNH, 9.1%) and Tyler Technologies (TYL, 7.4%). Compared with Q4 2025, it added to 2 and reduced 22. The biggest buy was Tyler Technologies (TYL, shares +21%) and the biggest sale Mettler-Toledo International (MTD, shares −58%).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0001817797
- Portfolio Value
- $838.5M (Q1 2026)
- SEC Filing
- 0001817797-26-000003 ↗ filed Apr 7, 2026
Holdings Value
Holdings 24 stocks · $838.5M
| MA Mastercard Inc. Class A | 10.61% | 177,965 | $88.9M | Reduce -18.8% |
| UNH Unitedhealth Group Inc. | 9.07% | 281,119 | $76.1M | Reduce -21.0% |
| TYL Tyler Technologies Inc. | 7.44% | 182,258 | $62.4M | Add +20.7% |
| WST West Pharmaceutical Services | 6.76% | 226,021 | $56.6M | Reduce -18.8% |
| VEEV Veeva Systems Inc. Class A | 6.63% | 316,325 | $55.6M | Add +0.8% |
| EW Edwards Lifesciences Corp. | 6.59% | 690,191 | $55.3M | Reduce -25.2% |
| GOOGL Alphabet Inc. Class A | 6.36% | 185,486 | $53.3M | Reduce -31.2% |
| ADSK Autodesk Inc. | 5.86% | 205,128 | $49.1M | Reduce -13.4% |
| MSFT Microsoft Corp. | 5.82% | 131,825 | $48.8M | Reduce -28.3% |
| IDXX Idexx Laboratories Inc. | 5.42% | 80,831 | $45.4M | Reduce -19.8% |
| ISRG Intuitive Surgical Inc. | 5.41% | 98,358 | $45.3M | Reduce -25.7% |
| ADBE Adobe Inc. | 5.13% | 177,020 | $43.0M | Reduce -23.7% |
| CDNS Cadence Design SYS Inc. | 4.83% | 145,672 | $40.5M | Reduce -19.5% |
| ZTS Zoetis Inc. | 4.49% | 318,773 | $37.7M | Reduce -4.4% |
| ACN Accenture PLC Class A | 4.09% | 172,985 | $34.3M | Reduce -23.6% |
| MTD Mettler-Toledo International | 3.39% | 22,534 | $28.4M | Reduce -57.5% |
| TW Tradeweb Markets Inc. Class A | 0.31% | 22,218 | $2.6M | Reduce -54.6% |
| BKNG Booking Holdings Inc. | 0.29% | 581 | $2.4M | Reduce -63.2% |
| CPRT Copart Inc. | 0.27% | 68,854 | $2.3M | Reduce -50.0% |
| GGG Graco Inc. | 0.27% | 26,277 | $2.2M | Reduce -68.5% |
| ADP Automatic Data Processing | 0.26% | 10,776 | $2.2M | Reduce -57.0% |
| CME Cme Group Inc. | 0.25% | 7,170 | $2.1M | Reduce -69.9% |
| MCO Moody's Corp. | 0.25% | 4,732 | $2.1M | Reduce -66.1% |
| V Visa Inc. Class A | 0.21% | 5,796 | $1.8M | Reduce -66.4% |
Portfolio Sells Q4 2025 → Q1 2026
| MTD Mettler-Toledo International | Reduce -57.5% | 3.39% | −2.35 |
| ADBE Adobe Inc. | Reduce -23.7% | 5.13% | −1.16 |
| MSFT Microsoft Corp. | Reduce -28.3% | 5.82% | −1.07 |
| ACN Accenture PLC Class A | Reduce -23.6% | 4.09% | −0.62 |
| ISRG Intuitive Surgical Inc. | Reduce -25.7% | 5.41% | −0.41 |
| BKNG Booking Holdings Inc. | Reduce -63.2% | 0.29% | −0.36 |
| MCO Moody's Corp. | Reduce -66.1% | 0.25% | −0.31 |
| GGG Graco Inc. | Reduce -68.5% | 0.27% | −0.26 |
| V Visa Inc. Class A | Reduce -66.4% | 0.21% | −0.26 |
| CME Cme Group Inc. | Reduce -69.9% | 0.25% | −0.25 |
| ADP Automatic Data Processing | Reduce -57.0% | 0.26% | −0.24 |
| GOOGL Alphabet Inc. Class A | Reduce -31.2% | 6.36% | −0.18 |
| CPRT Copart Inc. | Reduce -50.0% | 0.27% | −0.15 |
| TW Tradeweb Markets Inc. Class A | Reduce -54.6% | 0.31% | −0.10 |
| UNH Unitedhealth Group Inc. | Reduce -21.0% | 9.07% | −0.04 |
| IDXX Idexx Laboratories Inc. | Reduce -19.8% | 5.42% | +0.13 |
| ADSK Autodesk Inc. | Reduce -13.4% | 5.86% | +0.42 |
| CDNS Cadence Design SYS Inc. | Reduce -19.5% | 4.83% | +0.44 |
| EW Edwards Lifesciences Corp. | Reduce -25.2% | 6.59% | +0.49 |
| WST West Pharmaceutical Services | Reduce -18.8% | 6.76% | +0.82 |
| MA Mastercard Inc. Class A | Reduce -18.8% | 10.61% | +0.90 |
| ZTS Zoetis Inc. | Reduce -4.4% | 4.49% | +1.24 |
Portfolio Buys Q4 2025 → Q1 2026
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 |