Seilern Investment Management Ltd Top Holdings and 13F Report (2025) About Seilern Investment Management LtdInvestment ActivitySeilern Investment Management Ltd has $1.53 billion in total holdings as of March 31, 2025.Seilern Investment Management Ltd owns shares of 23 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 4.82% of the portfolio was purchased this quarter.About 12.33% of the portfolio was sold this quarter.This quarter, Seilern Investment Management Ltd has purchased 21 new stocks and bought additional shares in 2 stocks.Seilern Investment Management Ltd sold shares of 19 stocks and completely divested from 0 stocks this quarter.Largest Holdings Mastercard $152,767,073UnitedHealth Group $137,797,578Microsoft $136,549,989IDEXX Laboratories $111,685,283Edwards Lifesciences $99,258,388 Largest New Holdings this Quarter 127387108 - Cadence Design Systems $64,800,232 Holding052769106 - Autodesk $8,109,779 Holding Largest Purchases this Quarter Cadence Design Systems 254,788 shares (about $64.80M)Autodesk 30,977 shares (about $8.11M)Adobe 1,753 shares (about $672.33K)Zoetis 1,324 shares (about $218.00K) Largest Sales this Quarter Mastercard 70,614 shares (about $38.70M)Accenture 69,320 shares (about $21.63M)UnitedHealth Group 39,386 shares (about $20.63M)Tyler Technologies 33,361 shares (about $19.40M)Microsoft 49,703 shares (about $18.66M) Sector Allocation Over TimeMap of 500 Largest Holdings ofSeilern Investment Management Ltd Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMAMastercard$152,767,073$38,704,946 ▼-20.2%278,71110.0%Business ServicesUNHUnitedHealth Group$137,797,578$20,628,418 ▼-13.0%263,0989.0%MedicalMSFTMicrosoft$136,549,989$18,658,009 ▼-12.0%363,7558.9%Computer and TechnologyIDXXIDEXX Laboratories$111,685,283$3,199,179 ▼-2.8%265,9497.3%MedicalEWEdwards Lifesciences$99,258,388$7,938,734 ▼-7.4%1,369,4596.5%MedicalWSTWest Pharmaceutical Services$98,811,005$552,536 ▼-0.6%441,3576.5%MedicalVEEVVeeva Systems$97,228,546$7,384,364 ▼-7.1%419,7586.4%MedicalADBEAdobe$96,187,023$672,328 ▲0.7%250,7946.3%Computer and TechnologyGOOGLAlphabet$88,687,122$1,705,988 ▼-1.9%573,5075.8%Computer and TechnologyTYLTyler Technologies$87,023,037$19,395,752 ▼-18.2%149,6815.7%Computer and TechnologyMTDMettler-Toledo International$80,577,032$5,525,478 ▼-6.4%68,2335.3%MedicalNKENIKE$73,136,514$12,013,527 ▼-14.1%1,152,1194.8%Consumer DiscretionaryACNAccenture$67,024,320$21,630,613 ▼-24.4%214,7944.4%Computer and TechnologyCDNSCadence Design Systems$64,800,232$64,800,232 ▲New Holding254,7884.2%Computer and TechnologyISRGIntuitive Surgical$62,808,656$15,489,074 ▼-19.8%126,8174.1%MedicalADPAutomatic Data Processing$12,566,754$1,851,817 ▼-12.8%41,1310.8%Business ServicesBKNGBooking$11,701,551$585,078 ▼-4.8%2,5400.8%Retail/WholesaleZTSZoetis$9,870,603$217,997 ▲2.3%59,9490.6%MedicalVVisa$8,530,196$5,453,157 ▼-39.0%24,3400.6%Business ServicesGGGGraco$8,444,197$1,835,967 ▼-17.9%101,1160.6%IndustrialsMCOMoody's$8,391,268$1,978,717 ▼-19.1%18,0190.5%FinanceADSKAutodesk$8,109,779$8,109,779 ▲New Holding30,9770.5%Computer and TechnologyCMECME Group$7,832,422$4,154,441 ▼-34.7%29,5240.5%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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