Seilern Investment Management Ltd: 13F holdings
CIK 18177972026Q2
| Positions | 24 |
|---|---|
| Reported value | $793.8m |
| Filed | 2026-07-08 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| MA MASTERCARD INCORPORATED | 169,410 | $87.0m | 11.0% |
| UNH UNITEDHEALTH GROUP INC | 160,023 | $66.5m | 8.4% |
| VEEV VEEVA SYS INC | 317,032 | $56.3m | 7.1% |
| EW EDWARDS LIFESCIENCES CORP | 600,231 | $54.3m | 6.8% |
| IDXX IDEXX LABS INC | 97,560 | $51.4m | 6.5% |
| TYL TYLER TECHNOLOGIES INC | 173,172 | $50.6m | 6.4% |
| WST WEST PHARMACEUTICAL SVSC INC | 138,230 | $49.6m | 6.3% |
| ISRG INTUITIVE SURGICAL INC | 115,695 | $46.0m | 5.8% |
| ADSK AUTODESK INC | 227,675 | $44.3m | 5.6% |
| GOOGL ALPHABET INC | 121,426 | $43.4m | 5.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1817797")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.