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Seilern Investment Management Ltd

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13F filer, CIK 1817797, LONDON, United Kingdom

Seilern Investment Management Ltd reported $793,816,558 across 24 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-07-08. Its ten largest share positions make up 69.21% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001817797-26-000004

Period
2026-06-30
Reported value
$794M
Holdings
24
Top 10 weight
69.21%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
CPRTadded+983,843$27.7M
ZTSadded+141,233$10.1M
IDXXadded+16,729$8.81M
ISRGadded+17,337$6.89M
ADSKadded+22,547$4.38M

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
UNHreduced-121,096-$50.3M
WSTreduced-87,791-$31.5M
GOOGLreduced-64,060-$22.9M
CDNSreduced-31,351-$11.8M
EWreduced-89,960-$8.14M

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, Q2 2026

Share positions as resolved from 13F-HR 0001817797-26-000004, largest first. % of portfolio is the value over $793,816,558, 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; 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; 2026Q2: 169,410 shares 169,410$87M10.96%-8,555Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 160,023 shares 160,023$66.5M8.38%-121,096Timeline
VEEVVEEVA SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 317,032 shares 317,032$56.3M7.09%+707Timeline
EWEDWARDS LIFESCIENCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 600,231 shares 600,231$54.3M6.84%-89,960Timeline
IDXXIDEXX LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 97,560 shares 97,560$51.4M6.47%+16,729Timeline
TYLTYLER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 173,172 shares 173,172$50.6M6.38%-9,086Timeline
WSTWEST PHARMACEUTICAL SVSC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 138,230 shares 138,230$49.6M6.25%-87,791Timeline
ISRGINTUITIVE SURGICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 115,695 shares 115,695$46M5.8%+17,337Timeline
ADSKAUTODESK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 227,675 shares 227,675$44.3M5.58%+22,547Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 121,426 shares 121,426$43.4M5.47%-64,060Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 115,127 shares 115,127$42.9M5.41%-16,698Timeline
CDNSCADENCE DESIGN SYSTEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 114,321 shares 114,321$42.9M5.41%-31,351Timeline
ADBEADOBE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 179,896 shares 179,896$36.9M4.65%+2,876Timeline
ZTSZOETIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 460,006 shares 460,006$33.1M4.16%+141,233Timeline
CPRTCOPART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 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 1,052,697$29.7M3.74%+983,843Timeline
MTDMETTLER TOLEDO INTERNATIONALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 21,057 shares 21,057$26.9M3.39%-1,477Timeline
ACNACCENTURE PLC IRELANDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 163,642 shares 163,642$20.4M2.57%-9,343Timeline
BKNGBOOKING HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 12,358 shares 12,358$2.2M0.28%+11,777Timeline
TWTRADEWEB MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 48,939 shares; 2026Q1: 22,218 shares; 2026Q2: 19,488 shares 19,488$1.94M0.24%-2,730Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 5,621 shares 5,621$1.93M0.24%-175Timeline
ADPAUTOMATIC DATA PROCESSING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 8,408 shares 8,408$1.88M0.24%-2,368Timeline
MCOMOODYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 3,630 shares 3,630$1.64M0.21%-1,102Timeline
GGGGRACO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 16,788 shares 16,788$1.27M0.16%-9,489Timeline
CMECME GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 3,800 shares 3,800$839K0.11%-3,370Timeline

How Q2 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 0001817797-26-000004 base2026-07-08acceptance time not in the bulk data set