Filed: 1/16/2025ACC: 0001817797-25-000003
📋 What this filing means
SEILERN INVESTMENT MANAGEMENT LTD filed this quarterly 13F‑HR report disclosing 21 equity positions with a total reported market value of $1.75B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
21
Positions
$1.75B
Total AUM (reported)
6.93M
Total Shares
Allocation by class
COM$1.06B60.4%
CL A$193.50M11.0%
CAP STK CL A$110.65M6.3%
CL B$101.50M5.8%
SHS CLASS A$99.95M5.7%
CL A COM$94.96M5.4%
COM NEW$82.52M4.7%
Portfolio Concentration
Top 3$511.23M29.1%
4–10$796.42M45.4%
11–25$447.28M25.5%
Top 3 weight
29.1%
Top 10 weight
74.5%
Voting Authority Distribution
Total shares with voting rights: 6.93M
Sole
Full voting authority
6.93M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole21
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings21
Rows:
MASTERCARD INCORPORATED
SOLEShares349.32K
TypeSH
Market value$183.94M
10.48%
Sole
349.32K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares413.46K
TypeSH
Market value$174.27M
9.93%
Sole
413.46K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares302.48K
TypeSH
Market value$153.01M
8.72%
Sole
302.48K
Shared
0.00
None
0.00
WEST PHARMACEUTICAL SVSC INC
SOLEShares443.82K
TypeSH
Market value$145.38M
8.28%
Sole
443.82K
Shared
0.00
None
0.00
IDEXX LABS INC
SOLEShares273.57K
TypeSH
Market value$113.10M
6.44%
Sole
273.57K
Shared
0.00
None
0.00
ADOBE INC
SOLEShares249.04K
TypeSH
Market value$110.74M
6.31%
Sole
249.04K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares584.54K
TypeSH
Market value$110.65M
6.31%
Sole
584.54K
Shared
0.00
None
0.00
EDWARDS LIFESCIENCES CORP
SOLEShares1.48M
TypeSH
Market value$109.49M
6.24%
Sole
1.48M
Shared
0.00
None
0.00
TYLER TECHNOLOGIES INC
SOLEShares183.04K
TypeSH
Market value$105.55M
6.01%
Sole
183.04K
Shared
0.00
None
0.00
NIKE INC
SOLEShares1.34M
TypeSH
Market value$101.50M
5.78%
Sole
1.34M
Shared
0.00
None
0.00
ACCENTURE PLC IRELAND
SOLEShares284.11K
TypeSH
Market value$99.95M
5.70%
Sole
284.11K
Shared
0.00
None
0.00
VEEVA SYS INC
SOLEShares451.64K
TypeSH
Market value$94.96M
5.41%
Sole
451.64K
Shared
0.00
None
0.00
METTLER TOLEDO INTERNATIONAL
SOLEShares72.91K
TypeSH
Market value$89.22M
5.08%
Sole
72.91K
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
SOLEShares158.09K
TypeSH
Market value$82.52M
4.70%
Sole
158.09K
Shared
0.00
None
0.00
AUTOMATIC DATA PROCESSING IN
SOLEShares47.19K
TypeSH
Market value$13.81M
0.79%
Sole
47.19K
Shared
0.00
None
0.00
BOOKING HOLDINGS INC
SOLEShares2.67K
TypeSH
Market value$13.25M
0.76%
Sole
2.67K
Shared
0.00
None
0.00
VISA INC
SOLEShares39.90K
TypeSH
Market value$12.61M
0.72%
Sole
39.90K
Shared
0.00
None
0.00
MOODYS CORP
SOLEShares22.27K
TypeSH
Market value$10.54M
0.60%
Sole
22.27K
Shared
0.00
None
0.00
CME GROUP INC
SOLEShares45.18K
TypeSH
Market value$10.49M
0.60%
Sole
45.18K
Shared
0.00
None
0.00
GRACO INC
SOLEShares123.10K
TypeSH
Market value$10.38M
0.59%
Sole
123.10K
Shared
0.00
None
0.00
ZOETIS INC
SOLEShares58.63K
TypeSH
Market value$9.55M
0.54%
Sole
58.63K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MASTERCARD INCORPORATEDSOLE | CL A | 349.32K | SH | $183.94M 10.48% | 349.32K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 413.46K | SH | $174.27M 9.93% | 413.46K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 302.48K | SH | $153.01M 8.72% | 302.48K | 0.00 | 0.00 |
WEST PHARMACEUTICAL SVSC INCSOLE | COM | 443.82K | SH | $145.38M 8.28% | 443.82K | 0.00 | 0.00 |
IDEXX LABS INCSOLE | COM | 273.57K | SH | $113.10M 6.44% | 273.57K | 0.00 | 0.00 |
ADOBE INCSOLE | COM | 249.04K | SH | $110.74M 6.31% | 249.04K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 584.54K | SH | $110.65M 6.31% | 584.54K | 0.00 | 0.00 |
EDWARDS LIFESCIENCES CORPSOLE | COM | 1.48M | SH | $109.49M 6.24% | 1.48M | 0.00 | 0.00 |
TYLER TECHNOLOGIES INCSOLE | COM | 183.04K | SH | $105.55M 6.01% | 183.04K | 0.00 | 0.00 |
NIKE INCSOLE | CL B | 1.34M | SH | $101.50M 5.78% | 1.34M | 0.00 | 0.00 |
ACCENTURE PLC IRELANDSOLE | SHS CLASS A | 284.11K | SH | $99.95M 5.70% | 284.11K | 0.00 | 0.00 |
VEEVA SYS INCSOLE | CL A COM | 451.64K | SH | $94.96M 5.41% | 451.64K | 0.00 | 0.00 |
METTLER TOLEDO INTERNATIONALSOLE | COM | 72.91K | SH | $89.22M 5.08% | 72.91K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 158.09K | SH | $82.52M 4.70% | 158.09K | 0.00 | 0.00 |
AUTOMATIC DATA PROCESSING INSOLE | COM | 47.19K | SH | $13.81M 0.79% | 47.19K | 0.00 | 0.00 |
BOOKING HOLDINGS INCSOLE | COM | 2.67K | SH | $13.25M 0.76% | 2.67K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 39.90K | SH | $12.61M 0.72% | 39.90K | 0.00 | 0.00 |
MOODYS CORPSOLE | COM | 22.27K | SH | $10.54M 0.60% | 22.27K | 0.00 | 0.00 |
CME GROUP INCSOLE | COM | 45.18K | SH | $10.49M 0.60% | 45.18K | 0.00 | 0.00 |
GRACO INCSOLE | COM | 123.10K | SH | $10.38M 0.59% | 123.10K | 0.00 | 0.00 |
ZOETIS INCSOLE | CL A | 58.63K | SH | $9.55M 0.54% | 58.63K | 0.00 | 0.00 |