Institutional Fund
Seilern Investment Management Ltd
London, United KingdomCIK 18177975 filings on record
Portfolio Value
$838.49M
Q1 2026
Holdings
24
Reported positions
New Buys
0
Opened this quarter
QoQ Change
-35.0%
from $1.29B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Mastercard Incorporated10.6%
- Unitedhealth Group Inc9.1%
- Tyler Technologies Inc7.4%
- West Pharmaceutical Svsc Inc6.8%
- Veeva Sys Inc6.6%
- Edwards Lifesciences Corp6.6%
- Other52.9%
Portfolio Holdings
24 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Mastercard Incorporated | 178.0K | $88.92M | 10.6% | −41.2K | Reduced |
| 2 | Unitedhealth Group Inc | 281.1K | $76.07M | 9.1% | −74.8K | Reduced |
| 3 | Tyler Technologies Inc | 182.3K | $62.40M | 7.4% | +31.2K | Added |
| 4 | West Pharmaceutical Svsc Inc | 226.0K | $56.65M | 6.8% | −52.2K | Reduced |
| 5 | Veeva Sys Inc | 316.3K | $55.57M | 6.6% | +2.5K | Added |
| 6 | Edwards Lifesciences Corp | 690.2K | $55.27M | 6.6% | −233.1K | Reduced |
| 7 | Alphabet Inc | 185.5K | $53.34M | 6.4% | −83.9K | Reduced |
| 8 | Autodesk Inc | 205.1K | $49.11M | 5.9% | −31.9K | Reduced |
| 9 | Microsoft Corp | 131.8K | $48.80M | 5.8% | −52.0K | Reduced |
| 10 | Idexx Labs Inc | 80.8K | $45.42M | 5.4% | −20.0K | Reduced |
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