Seilern Investment Management Ltd
Top Portfolio Positions
24 positions ·
$838,486,401 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MA |
Mastercard Inc
Financial Services
|
177,965 | $88,921,991 | 10.61% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
281,119 | $76,067,990 | 9.07% | |
| TYL |
Tyler Technologies Inc
Technology
|
182,258 | $62,401,494 | 7.44% | |
| WST |
West Pharmaceutical Services Inc
Healthcare
|
226,021 | $56,649,903 | 6.76% | |
| VEEV |
Veeva Systems Inc
Healthcare
|
316,325 | $55,565,649 | 6.63% | |
| EW |
Edwards Lifesciences Corp
Healthcare
|
690,191 | $55,270,495 | 6.59% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
185,486 | $53,338,354 | 6.36% | |
| ADSK |
Autodesk, Inc.
Technology
|
205,128 | $49,107,643 | 5.86% | |
| MSFT |
Microsoft Corp
Technology
|
131,825 | $48,797,660 | 5.82% | |
| IDXX |
Idexx Laboratories Inc /De
Healthcare
|
80,831 | $45,418,130 | 5.42% |
Portfolio Trend
6 quarters · across all stocks
Holdings in ADSK
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $49,107,643 | 205,128 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $70,151,705 | 236,991 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $69,539,551 | 218,905 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $67,260,893 | 217,272 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $8,109,778 | 30,977 | Shares | Sole | 2025-04-14 | |
| No 13F history on record for this holder in this stock. | ||||||