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Seilern Investment Management Ltd

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13F filer, CIK 1817797, LONDON, United Kingdom

Seilern Investment Management Ltd reported $771,278,494 across 24 holdings for the quarter ended 2026-09-30, in a 13F-HR filed 2026-10-13. Its ten largest share positions make up 67.97% of the portfolio.

Accepted , ingested 13F-HR 0001817797-26-000008

Period
2026-09-30
Reported value
$771M
Holdings
24
Top 10 weight
67.97%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
ISRGadded+18,223$7.41M
CDNSadded+20,209$6.67M
CPRTadded+135,850$3.71M
BKNGadded+95$15.5K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
VEEVreduced-138,217-$39.5M
MAreduced-26,594-$14.7M
MSFTreduced-22,895-$11.7M
UNHreduced-29,035-$10.7M
ADBEreduced-42,691-$10.2M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2026

Share positions as resolved from 13F-HR 0001817797-26-000008, largest first. % of portfolio is the value over $771,278,494, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 349,325 shares; 2025Q1: 278,711 shares; 2025Q2: 261,583 shares; 2025Q3: 226,438 shares; 2025Q4: 219,171 shares; 2026Q1: 177,965 shares; 2026Q2: 169,410 shares; 2026Q3: 142,816 shares 142,816$78.8M10.21%-26,594Timeline
ISRGINTUITIVE SURGICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 158,091 shares; 2025Q1: 126,817 shares; 2025Q2: 124,511 shares; 2025Q3: 146,235 shares; 2025Q4: 132,413 shares; 2026Q1: 98,358 shares; 2026Q2: 115,695 shares; 2026Q3: 133,918 shares 133,918$54.5M7.06%+18,223Timeline
TYLTYLER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 183,042 shares; 2025Q1: 149,681 shares; 2025Q2: 145,513 shares; 2025Q3: 136,534 shares; 2025Q4: 151,024 shares; 2026Q1: 182,258 shares; 2026Q2: 173,172 shares; 2026Q3: 169,676 shares 169,676$54.1M7.01%-3,496Timeline
VEEVVEEVA SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 451,638 shares; 2025Q1: 419,758 shares; 2025Q2: 336,049 shares; 2025Q3: 294,189 shares; 2025Q4: 313,872 shares; 2026Q1: 316,325 shares; 2026Q2: 317,032 shares; 2026Q3: 178,815 shares 178,815$51M6.62%-138,217Timeline
EWEDWARDS LIFESCIENCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,478,989 shares; 2025Q1: 1,369,459 shares; 2025Q2: 1,238,875 shares; 2025Q3: 1,055,774 shares; 2025Q4: 923,260 shares; 2026Q1: 690,191 shares; 2026Q2: 600,231 shares; 2026Q3: 589,732 shares 589,732$50.9M6.6%-10,499Timeline
IDXXIDEXX LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 273,567 shares; 2025Q1: 265,949 shares; 2025Q2: 212,176 shares; 2025Q3: 141,276 shares; 2025Q4: 100,790 shares; 2026Q1: 80,831 shares; 2026Q2: 97,560 shares; 2026Q3: 96,546 shares 96,546$50.4M6.54%-1,014Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 302,484 shares; 2025Q1: 263,098 shares; 2025Q2: 392,681 shares; 2025Q3: 385,720 shares; 2025Q4: 355,936 shares; 2026Q1: 281,119 shares; 2026Q2: 160,023 shares; 2026Q3: 130,988 shares 130,988$48.1M6.23%-29,035Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 413,458 shares; 2025Q1: 363,755 shares; 2025Q2: 321,256 shares; 2025Q3: 254,544 shares; 2025Q4: 183,799 shares; 2026Q1: 131,825 shares; 2026Q2: 115,127 shares; 2026Q3: 92,232 shares 92,232$47.3M6.13%-22,895Timeline
WSTWEST PHARMACEUTICAL SVSC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 443,825 shares; 2025Q1: 441,357 shares; 2025Q2: 431,561 shares; 2025Q3: 326,957 shares; 2025Q4: 278,229 shares; 2026Q1: 226,021 shares; 2026Q2: 138,230 shares; 2026Q3: 120,729 shares 120,729$44.8M5.8%-17,501Timeline
CDNSCADENCE DESIGN SYSTEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 254,788 shares; 2025Q2: 242,180 shares; 2025Q3: 27,544 shares; 2025Q4: 180,878 shares; 2026Q1: 145,672 shares; 2026Q2: 114,321 shares; 2026Q3: 134,530 shares 134,530$44.4M5.76%+20,209Timeline
ADSKAUTODESK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 30,977 shares; 2025Q2: 217,272 shares; 2025Q3: 218,905 shares; 2025Q4: 236,991 shares; 2026Q1: 205,128 shares; 2026Q2: 227,675 shares; 2026Q3: 206,140 shares 206,140$43.1M5.59%-21,535Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 584,539 shares; 2025Q1: 573,507 shares; 2025Q2: 539,309 shares; 2025Q3: 437,529 shares; 2025Q4: 269,430 shares; 2026Q1: 185,486 shares; 2026Q2: 121,426 shares; 2026Q3: 119,522 shares 119,522$41.1M5.33%-1,904Timeline
ADBEADOBE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 249,041 shares; 2025Q1: 250,794 shares; 2025Q2: 238,152 shares; 2025Q3: 236,993 shares; 2025Q4: 232,001 shares; 2026Q1: 177,020 shares; 2026Q2: 179,896 shares; 2026Q3: 137,205 shares 137,205$32.9M4.27%-42,691Timeline
CPRTCOPART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 137,814 shares; 2026Q1: 68,854 shares; 2026Q2: 1,052,697 shares; 2026Q3: 1,188,547 shares 1,188,547$32.4M4.2%+135,850Timeline
ZTSZOETIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 58,625 shares; 2025Q1: 59,949 shares; 2025Q2: 62,637 shares; 2025Q3: 72,310 shares; 2025Q4: 333,465 shares; 2026Q1: 318,773 shares; 2026Q2: 460,006 shares; 2026Q3: 454,608 shares 454,608$31.7M4.12%-5,398Timeline
MTDMETTLER TOLEDO INTERNATIONALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 72,912 shares; 2025Q1: 68,233 shares; 2025Q2: 64,288 shares; 2025Q3: 59,665 shares; 2025Q4: 53,052 shares; 2026Q1: 22,534 shares; 2026Q2: 21,057 shares; 2026Q3: 20,459 shares 20,459$30.9M4.01%-598Timeline
ACNACCENTURE PLC IRELANDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 284,114 shares; 2025Q1: 214,794 shares; 2025Q2: 214,063 shares; 2025Q3: 199,022 shares; 2025Q4: 226,360 shares; 2026Q1: 172,985 shares; 2026Q2: 163,642 shares; 2026Q3: 130,331 shares 130,331$23.9M3.1%-33,311Timeline
BKNGBOOKING HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,667 shares; 2025Q1: 2,540 shares; 2025Q2: 1,889 shares; 2025Q3: 1,821 shares; 2025Q4: 1,579 shares; 2026Q1: 581 shares; 2026Q2: 12,358 shares; 2026Q3: 12,453 shares 12,453$2.03M0.26%+95Timeline
TWTRADEWEB MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 48,939 shares; 2026Q1: 22,218 shares; 2026Q2: 19,488 shares; 2026Q3: 19,015 shares 19,015$1.92M0.25%-473Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 39,900 shares; 2025Q1: 24,340 shares; 2025Q2: 19,761 shares; 2025Q3: 19,931 shares; 2025Q4: 17,255 shares; 2026Q1: 5,796 shares; 2026Q2: 5,621 shares; 2026Q3: 4,737 shares 4,737$1.7M0.22%-884Timeline
ADPAUTOMATIC DATA PROCESSING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 47,192 shares; 2025Q1: 41,131 shares; 2025Q2: 33,849 shares; 2025Q3: 34,140 shares; 2025Q4: 25,061 shares; 2026Q1: 10,776 shares; 2026Q2: 8,408 shares; 2026Q3: 6,418 shares 6,418$1.66M0.21%-1,990Timeline
MCOMOODYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,268 shares; 2025Q1: 18,019 shares; 2025Q2: 16,757 shares; 2025Q3: 14,790 shares; 2025Q4: 13,964 shares; 2026Q1: 4,732 shares; 2026Q2: 3,630 shares; 2026Q3: 3,219 shares 3,219$1.46M0.19%-411Timeline
GGGGRACO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 123,101 shares; 2025Q1: 101,116 shares; 2025Q2: 91,477 shares; 2025Q3: 92,263 shares; 2025Q4: 83,370 shares; 2026Q1: 26,277 shares; 2026Q2: 16,788 shares; 2026Q3: 16,132 shares 16,132$1.24M0.16%-656Timeline
CMECME GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 45,184 shares; 2025Q1: 29,524 shares; 2025Q2: 27,310 shares; 2025Q3: 187,240 shares; 2025Q4: 23,826 shares; 2026Q1: 7,170 shares; 2026Q2: 3,800 shares; 2026Q3: 3,651 shares 3,651$956K0.12%-149Timeline

How Q3 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001817797-26-000008 base2026-10-13

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001817797-26-000008 Quarter ended 2026-09-302026-10-13
13F-HR 0001817797-26-000004 Quarter ended 2026-06-302026-07-08acceptance time not in the bulk data set
13F-HR 0001817797-26-000003 Quarter ended 2026-03-312026-04-07acceptance time not in the bulk data set
13F-HR 0001817797-26-000001 Quarter ended 2025-12-312026-01-09acceptance time not in the bulk data set
13F-HR 0001817797-25-000011 Quarter ended 2025-09-302025-10-14acceptance time not in the bulk data set
13F-HR 0001817797-25-000007 Quarter ended 2025-06-302025-07-07acceptance time not in the bulk data set
13F-HR 0001817797-25-000006 Quarter ended 2025-03-312025-04-14acceptance time not in the bulk data set
13F-HR 0001817797-25-000003 Quarter ended 2024-12-312025-01-16acceptance time not in the bulk data set