Seilern Investment Management Ltd
Seilern Investment Management Ltd reported 24 US-listed holdings worth $771.3 million in its 13F for the quarter ended 30 September 2026, filed 13 October 2026. Its largest: Mastercard Inc. (10.2%), Intuitive Surgical Inc. (7.1%) and Tyler Technologies Inc. (7.0%). Against the quarter before, it opened 0 positions, added to 4, trimmed 20 and sold out of 0.
The 14 largest of its 24 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q2 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +1.8% over the 7 quarters to 30 September 2026, against +30.1% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 30 June 2026; a change under 0.1% of a position counts as held
Added to 4
- Intuitive Surgical Inc. ISRG+18,223 shares · +16%
- Cadence Design Systems Inc. CDNS+20,209 shares · +18%
- Copart Inc. CPRT+135,850 shares · +13%
- Booking Holdings Inc. BKNG+95 shares · +1%
Trimmed 20
- Veeva Systems Inc. VEEV-138,217 shares · -44%
- Mastercard Inc. MA-26,594 shares · -16%
- Microsoft Corp. MSFT-22,895 shares · -20%
- UnitedHealth Group Inc. UNH-29,035 shares · -18%
- Adobe Inc. ADBE-42,691 shares · -24%
- West Pharmaceutical Services Inc. WST-17,501 shares · -13%
- Accenture plc ACN-33,311 shares · -20%
- Autodesk, Inc. ADSK-21,535 shares · -9%
and 12 more in the table below
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Mastercard Inc. MA | 142.8K | $78.8 million | 10.21% | -26.6K |
| Intuitive Surgical Inc. ISRG | 133.9K | $54.5 million | 7.06% | +18.2K |
| Tyler Technologies Inc. TYL | 169.7K | $54.1 million | 7.01% | -3.5K |
| Veeva Systems Inc. VEEV | 178.8K | $51.0 million | 6.62% | -138.2K |
| Edwards Lifesciences Corp. EW | 589.7K | $50.9 million | 6.60% | -10.5K |
| IDEXX Laboratories Inc. IDXX | 96.5K | $50.4 million | 6.54% | -1.0K |
| UnitedHealth Group Inc. UNH | 131.0K | $48.1 million | 6.23% | -29.0K |
| Microsoft Corp. MSFT | 92.2K | $47.3 million | 6.13% | -22.9K |
| West Pharmaceutical Services Inc. WST | 120.7K | $44.8 million | 5.80% | -17.5K |
| Cadence Design Systems Inc. CDNS | 134.5K | $44.4 million | 5.76% | +20.2K |
| Autodesk, Inc. ADSK | 206.1K | $43.1 million | 5.59% | -21.5K |
| Alphabet Inc. GOOGL | 119.5K | $41.1 million | 5.33% | -1.9K |
| Adobe Inc. ADBE | 137.2K | $32.9 million | 4.27% | -42.7K |
| Copart Inc. CPRT | 1.2M | $32.4 million | 4.20% | +135.8K |
| Zoetis Inc. ZTS | 454.6K | $31.7 million | 4.12% | -5.4K |
| Mettler Toledo International Inc. MTD | 20.5K | $30.9 million | 4.01% | -598 |
| Accenture plc ACN | 130.3K | $23.9 million | 3.10% | -33.3K |
| Booking Holdings Inc. BKNG | 12.5K | $2.0 million | 0.26% | +95 |
| Tradeweb Markets Inc. TW | 19.0K | $1.9 million | 0.25% | -473 |
| Visa Inc. V | 4.7K | $1.7 million | 0.22% | -884 |
| Automatic Data Processing Inc. ADP | 6.4K | $1.7 million | 0.21% | -2.0K |
| Moody's Corp. MCO | 3.2K | $1.5 million | 0.19% | -411 |
| Graco Inc. GGG | 16.1K | $1.2 million | 0.16% | -656 |
| CME Group Inc. CME | 3.7K | $956,489 | 0.12% | -149 |