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Seilern Investment Management Ltd

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13F filer, CIK 1817797, LONDON, United Kingdom

Seilern Investment Management Ltd reported $838,486,413 across 24 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-07. Its ten largest share positions make up 70.55% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001817797-26-000003

Period
2026-03-31
Reported value
$838M
Holdings
24
Top 10 weight
70.55%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
TYLadded+31,234$10.7M
VEEVadded+2,453$431K

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
MTDreduced-30,518-$38.5M
GOOGLreduced-83,944-$24.1M
MAreduced-41,206-$20.6M
UNHreduced-74,817-$20.2M
MSFTreduced-51,974-$19.2M

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, Q1 2026

Share positions as resolved from 13F-HR 0001817797-26-000003, largest first. % of portfolio is the value over $838,486,413, 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 349,325 shares; 2025Q1: 278,711 shares; 2025Q2: 261,583 shares; 2025Q3: 226,438 shares; 2025Q4: 219,171 shares; 2026Q1: 177,965 shares 177,965$88.9M10.61%-41,206Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 302,484 shares; 2025Q1: 263,098 shares; 2025Q2: 392,681 shares; 2025Q3: 385,720 shares; 2025Q4: 355,936 shares; 2026Q1: 281,119 shares 281,119$76.1M9.07%-74,817Timeline
TYLTYLER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 183,042 shares; 2025Q1: 149,681 shares; 2025Q2: 145,513 shares; 2025Q3: 136,534 shares; 2025Q4: 151,024 shares; 2026Q1: 182,258 shares 182,258$62.4M7.44%+31,234Timeline
WSTWEST PHARMACEUTICAL SVSC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 443,825 shares; 2025Q1: 441,357 shares; 2025Q2: 431,561 shares; 2025Q3: 326,957 shares; 2025Q4: 278,229 shares; 2026Q1: 226,021 shares 226,021$56.6M6.76%-52,208Timeline
VEEVVEEVA SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 451,638 shares; 2025Q1: 419,758 shares; 2025Q2: 336,049 shares; 2025Q3: 294,189 shares; 2025Q4: 313,872 shares; 2026Q1: 316,325 shares 316,325$55.6M6.63%+2,453Timeline
EWEDWARDS LIFESCIENCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 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 690,191$55.3M6.59%-233,069Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 584,539 shares; 2025Q1: 573,507 shares; 2025Q2: 539,309 shares; 2025Q3: 437,529 shares; 2025Q4: 269,430 shares; 2026Q1: 185,486 shares 185,486$53.3M6.36%-83,944Timeline
ADSKAUTODESK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 30,977 shares; 2025Q2: 217,272 shares; 2025Q3: 218,905 shares; 2025Q4: 236,991 shares; 2026Q1: 205,128 shares 205,128$49.1M5.86%-31,863Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 413,458 shares; 2025Q1: 363,755 shares; 2025Q2: 321,256 shares; 2025Q3: 254,544 shares; 2025Q4: 183,799 shares; 2026Q1: 131,825 shares 131,825$48.8M5.82%-51,974Timeline
IDXXIDEXX LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 273,567 shares; 2025Q1: 265,949 shares; 2025Q2: 212,176 shares; 2025Q3: 141,276 shares; 2025Q4: 100,790 shares; 2026Q1: 80,831 shares 80,831$45.4M5.42%-19,959Timeline
ISRGINTUITIVE SURGICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 158,091 shares; 2025Q1: 126,817 shares; 2025Q2: 124,511 shares; 2025Q3: 146,235 shares; 2025Q4: 132,413 shares; 2026Q1: 98,358 shares 98,358$45.3M5.41%-34,055Timeline
ADBEADOBE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 249,041 shares; 2025Q1: 250,794 shares; 2025Q2: 238,152 shares; 2025Q3: 236,993 shares; 2025Q4: 232,001 shares; 2026Q1: 177,020 shares 177,020$43M5.13%-54,981Timeline
CDNSCADENCE DESIGN SYSTEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 254,788 shares; 2025Q2: 242,180 shares; 2025Q3: 27,544 shares; 2025Q4: 180,878 shares; 2026Q1: 145,672 shares 145,672$40.5M4.83%-35,206Timeline
ZTSZOETIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 58,625 shares; 2025Q1: 59,949 shares; 2025Q2: 62,637 shares; 2025Q3: 72,310 shares; 2025Q4: 333,465 shares; 2026Q1: 318,773 shares 318,773$37.7M4.49%-14,692Timeline
ACNACCENTURE PLC IRELANDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 284,114 shares; 2025Q1: 214,794 shares; 2025Q2: 214,063 shares; 2025Q3: 199,022 shares; 2025Q4: 226,360 shares; 2026Q1: 172,985 shares 172,985$34.3M4.09%-53,375Timeline
MTDMETTLER TOLEDO INTERNATIONALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 72,912 shares; 2025Q1: 68,233 shares; 2025Q2: 64,288 shares; 2025Q3: 59,665 shares; 2025Q4: 53,052 shares; 2026Q1: 22,534 shares 22,534$28.4M3.39%-30,518Timeline
TWTRADEWEB MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 48,939 shares; 2026Q1: 22,218 shares 22,218$2.61M0.31%-26,721Timeline
BKNGBOOKING HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,667 shares; 2025Q1: 2,540 shares; 2025Q2: 1,889 shares; 2025Q3: 1,821 shares; 2025Q4: 1,579 shares; 2026Q1: 581 shares 581$2.45M0.29%-998Timeline
CPRTCOPART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 137,814 shares; 2026Q1: 68,854 shares 68,854$2.29M0.27%-68,960Timeline
GGGGRACO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 123,101 shares; 2025Q1: 101,116 shares; 2025Q2: 91,477 shares; 2025Q3: 92,263 shares; 2025Q4: 83,370 shares; 2026Q1: 26,277 shares 26,277$2.22M0.27%-57,093Timeline
ADPAUTOMATIC DATA PROCESSING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 47,192 shares; 2025Q1: 41,131 shares; 2025Q2: 33,849 shares; 2025Q3: 34,140 shares; 2025Q4: 25,061 shares; 2026Q1: 10,776 shares 10,776$2.19M0.26%-14,285Timeline
CMECME GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 45,184 shares; 2025Q1: 29,524 shares; 2025Q2: 27,310 shares; 2025Q3: 187,240 shares; 2025Q4: 23,826 shares; 2026Q1: 7,170 shares 7,170$2.12M0.25%-16,656Timeline
MCOMOODYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,268 shares; 2025Q1: 18,019 shares; 2025Q2: 16,757 shares; 2025Q3: 14,790 shares; 2025Q4: 13,964 shares; 2026Q1: 4,732 shares 4,732$2.06M0.25%-9,232Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 39,900 shares; 2025Q1: 24,340 shares; 2025Q2: 19,761 shares; 2025Q3: 19,931 shares; 2025Q4: 17,255 shares; 2026Q1: 5,796 shares 5,796$1.75M0.21%-11,459Timeline

How Q1 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 0001817797-26-000003 base2026-04-07acceptance time not in the bulk data set