Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Seilern Investment Management Ltd (CIK 1817797) reported $838.5M across 24 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: MA ($88.9M, 10.61%), UNH ($76.1M, 9.07%), TYL ($62.4M, 7.44%), WST ($56.6M, 6.76%), VEEV ($55.6M, 6.63%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MA | MASTERCARD INCORPORATED | $88.9M | 10.61% | 177,965 | Trimmed |
| 2 | UNH | UNITEDHEALTH GROUP INC | $76.1M | 9.07% | 281,119 | Trimmed |
| 3 | TYL | TYLER TECHNOLOGIES INC | $62.4M | 7.44% | 182,258 | Added |
| 4 | WST | WEST PHARMACEUTICAL SVSC INC | $56.6M | 6.76% | 226,021 | Trimmed |
| 5 | VEEV | VEEVA SYS INC | $55.6M | 6.63% | 316,325 | Added |
| 6 | EW | EDWARDS LIFESCIENCES CORP | $55.3M | 6.59% | 690,191 | Trimmed |
| 7 | GOOGL | ALPHABET INC | $53.3M | 6.36% | 185,486 | Trimmed |
| 8 | ADSK | AUTODESK INC | $49.1M | 5.86% | 205,128 | Trimmed |
| 9 | MSFT | MICROSOFT CORP | $48.8M | 5.82% | 131,825 | Trimmed |
| 10 | IDXX | IDEXX LABS INC | $45.4M | 5.42% | 80,831 | Trimmed |
| 11 | ISRG | INTUITIVE SURGICAL INC | $45.3M | 5.41% | 98,358 | Trimmed |
| 12 | ADBE | ADOBE INC | $43.0M | 5.13% | 177,020 | Trimmed |
| 13 | CDNS | CADENCE DESIGN SYSTEM INC | $40.5M | 4.83% | 145,672 | Trimmed |
| 14 | ZTS | ZOETIS INC | $37.7M | 4.49% | 318,773 | Trimmed |
| 15 | ACN | ACCENTURE PLC IRELAND | $34.3M | 4.09% | 172,985 | Trimmed |
| 16 | MTD | METTLER TOLEDO INTERNATIONAL | $28.4M | 3.39% | 22,534 | Trimmed |
| 17 | TW | TRADEWEB MKTS INC | $2.6M | 0.31% | 22,218 | Trimmed |
| 18 | BKNG | BOOKING HOLDINGS INC | $2.4M | 0.29% | 581 | Trimmed |
| 19 | CPRT | COPART INC | $2.3M | 0.27% | 68,854 | Trimmed |
| 20 | GGG | GRACO INC | $2.2M | 0.27% | 26,277 | Trimmed |
| 21 | ADP | AUTOMATIC DATA PROCESSING IN | $2.2M | 0.26% | 10,776 | Trimmed |
| 22 | MCO | MOODYS CORP | $2.1M | 0.25% | 4,732 | Trimmed |
| 23 | CME | CME GROUP INC | $2.1M | 0.25% | 7,170 | Trimmed |
| 24 | V | VISA INC | $1.8M | 0.21% | 5,796 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31