Seilern Investment Management Ltd
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.
Closest benchmark: the Dow Jones Industrial Average as of 2026-07-31, active share 85.8%; sector active share 39.2% against the combined 13F book's sector weights.
Over time 7 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
24 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026Portfolio Trend
Sector Breakdown
As of Sep 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Healthcare | 47.0% | $362,321,199 |
| Technology | 32.1% | $247,343,604 |
| Financial Services | 11.0% | $84,796,689 |
| Communication Services | 5.3% | $41,125,129 |
| Industrials | 4.4% | $33,663,144 |
| Consumer Cyclical | 0.3% | $2,028,718 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedTrimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VEEV | Veeva Systems Inc | −138,217 | 178,815 | $51,042,741 | |
| ADBE | Adobe Inc. | −42,691 | 137,205 | $32,920,967 | |
| ACN | Accenture plc | −33,311 | 130,331 | $23,898,795 | |
| UNH | Unitedhealth Group Inc | −29,035 | 130,988 | $48,083,075 | |
| MA | Mastercard Inc | −26,594 | 142,816 | $78,758,739 | |
| MSFT | Microsoft Corp | −22,895 | 92,232 | $47,305,792 | |
| ADSK | Autodesk, Inc. | −21,535 | 206,140 | $43,083,260 | |
| WST | West Pharmaceutical Services Inc | −17,501 | 120,729 | $44,761,484 | |
| EW | Edwards Lifesciences Corp | −10,499 | 589,732 | $50,905,666 | |
| ZTS | Zoetis Inc. | −5,398 | 454,608 | $31,745,276 | |
| TYL | Tyler Technologies Inc | −3,496 | 169,676 | $54,058,773 | |
| ADP | Automatic Data Processing Inc | −1,990 | 6,418 | $1,656,229 | |
| GOOGL | Alphabet Inc. | −1,904 | 119,522 | $41,125,129 | |
| IDXX | Idexx Laboratories Inc /De | −1,014 | 96,546 | $50,415,355 | |
| V | Visa Inc. | −884 | 4,737 | $1,702,146 | |
| GGG | Graco Inc | −656 | 16,132 | $1,239,582 | |
| MTD | Mettler Toledo International Inc/ | −598 | 20,459 | $30,912,526 | |
| TW | Tradeweb Markets Inc. | −473 | 19,015 | $1,917,472 | |
| MCO | Moodys Corp /De/ | −411 | 3,219 | $1,461,844 | |
| CME | Cme Group Inc. | −149 | 3,651 | $956,488 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterSold Out
Positions the filer fully exited| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| MA |
Mastercard Inc
Financial Services
|
Reduced | 142,816 | $78,758,739 | 10.21% | |
| ISRG |
Intuitive Surgical Inc
Healthcare
|
Added | 133,918 | $54,455,076 | 7.06% | |
| TYL |
Tyler Technologies Inc
Technology
|
Reduced | 169,676 | $54,058,773 | 7.01% | |
| VEEV |
Veeva Systems Inc
Healthcare
|
Reduced | 178,815 | $51,042,741 | 6.62% | |
| EW |
Edwards Lifesciences Corp
Healthcare
|
Reduced | 589,732 | $50,905,666 | 6.60% | |
| IDXX |
Idexx Laboratories Inc /De
Healthcare
|
Reduced | 96,546 | $50,415,355 | 6.54% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Reduced | 130,988 | $48,083,075 | 6.23% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 92,232 | $47,305,792 | 6.13% | |
| WST |
West Pharmaceutical Services Inc
Healthcare
|
Reduced | 120,729 | $44,761,484 | 5.80% | |
| CDNS |
Cadence Design Systems Inc
Technology
|
Added | 134,530 | $44,419,788 | 5.76% | |
| ADSK |
Autodesk, Inc.
Technology
|
Reduced | 206,140 | $43,083,260 | 5.59% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 119,522 | $41,125,129 | 5.33% | |
| ADBE |
Adobe Inc.
Technology
|
Reduced | 137,205 | $32,920,967 | 4.27% | |
| CPRT |
Copart Inc
Industrials
|
Added | 1,188,547 | $32,423,562 | 4.20% | |
| ZTS |
Zoetis Inc.
Healthcare
|
Reduced | 454,608 | $31,745,276 | 4.12% | |
| MTD |
Mettler Toledo International Inc/
Healthcare
|
Reduced | 20,459 | $30,912,526 | 4.01% | |
| ACN |
Accenture plc
Technology
|
Reduced | 130,331 | $23,898,795 | 3.10% | |
| BKNG |
Booking Holdings Inc.
Consumer Cyclical
|
Added | 12,453 | $2,028,718 | 0.26% | |
| TW |
Tradeweb Markets Inc.
Financial Services
|
Reduced | 19,015 | $1,917,472 | 0.25% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 4,737 | $1,702,146 | 0.22% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Reduced | 6,418 | $1,656,229 | 0.21% | |
| MCO |
Moodys Corp /De/
Financial Services
|
Reduced | 3,219 | $1,461,844 | 0.19% | |
| GGG |
Graco Inc
Industrials
|
Reduced | 16,132 | $1,239,582 | 0.16% | |
| CME |
Cme Group Inc.
Financial Services
|
Reduced | 3,651 | $956,488 | 0.12% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.