Filed: 4/14/2025ACC: 0001817797-25-000006
📋 What this filing means
SEILERN INVESTMENT MANAGEMENT LTD filed this quarterly 13F‑HR report disclosing 23 equity positions with a total reported market value of $1.53B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
23
Positions
$1.53B
Total AUM (reported)
6.50M
Total Shares
Allocation by class
COM$969.74M63.4%
CL A$162.64M10.6%
CL A COM$97.23M6.4%
CAP STK CL A$88.69M5.8%
CL B$73.14M4.8%
SHS CLASS A$67.02M4.4%
COM NEW$62.81M4.1%
Portfolio Concentration
Top 3$427.11M27.9%
4–10$678.88M44.4%
11–25$423.79M27.7%
Top 3 weight
27.9%
Top 10 weight
72.3%
Voting Authority Distribution
Total shares with voting rights: 6.50M
Sole
Full voting authority
6.50M
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)
Sole23
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings23
Rows:
MASTERCARD INCORPORATED
SOLEShares278.71K
TypeSH
Market value$152.77M
9.99%
Sole
278.71K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares263.10K
TypeSH
Market value$137.80M
9.01%
Sole
263.10K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares363.75K
TypeSH
Market value$136.55M
8.93%
Sole
363.75K
Shared
0.00
None
0.00
IDEXX LABS INC
SOLEShares265.95K
TypeSH
Market value$111.69M
7.30%
Sole
265.95K
Shared
0.00
None
0.00
EDWARDS LIFESCIENCES CORP
SOLEShares1.37M
TypeSH
Market value$99.26M
6.49%
Sole
1.37M
Shared
0.00
None
0.00
WEST PHARMACEUTICAL SVSC INC
SOLEShares441.36K
TypeSH
Market value$98.81M
6.46%
Sole
441.36K
Shared
0.00
None
0.00
VEEVA SYS INC
SOLEShares419.76K
TypeSH
Market value$97.23M
6.36%
Sole
419.76K
Shared
0.00
None
0.00
ADOBE INC
SOLEShares250.79K
TypeSH
Market value$96.19M
6.29%
Sole
250.79K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares573.51K
TypeSH
Market value$88.69M
5.80%
Sole
573.51K
Shared
0.00
None
0.00
TYLER TECHNOLOGIES INC
SOLEShares149.68K
TypeSH
Market value$87.02M
5.69%
Sole
149.68K
Shared
0.00
None
0.00
METTLER TOLEDO INTERNATIONAL
SOLEShares68.23K
TypeSH
Market value$80.58M
5.27%
Sole
68.23K
Shared
0.00
None
0.00
NIKE INC
SOLEShares1.15M
TypeSH
Market value$73.14M
4.78%
Sole
1.15M
Shared
0.00
None
0.00
ACCENTURE PLC IRELAND
SOLEShares214.79K
TypeSH
Market value$67.02M
4.38%
Sole
214.79K
Shared
0.00
None
0.00
CADENCE DESIGN SYSTEM INC
SOLEShares254.79K
TypeSH
Market value$64.80M
4.24%
Sole
254.79K
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
SOLEShares126.82K
TypeSH
Market value$62.81M
4.11%
Sole
126.82K
Shared
0.00
None
0.00
AUTOMATIC DATA PROCESSING IN
SOLEShares41.13K
TypeSH
Market value$12.57M
0.82%
Sole
41.13K
Shared
0.00
None
0.00
BOOKING HOLDINGS INC
SOLEShares2.54K
TypeSH
Market value$11.70M
0.76%
Sole
2.54K
Shared
0.00
None
0.00
ZOETIS INC
SOLEShares59.95K
TypeSH
Market value$9.87M
0.65%
Sole
59.95K
Shared
0.00
None
0.00
VISA INC
SOLEShares24.34K
TypeSH
Market value$8.53M
0.56%
Sole
24.34K
Shared
0.00
None
0.00
GRACO INC
SOLEShares101.12K
TypeSH
Market value$8.44M
0.55%
Sole
101.12K
Shared
0.00
None
0.00
MOODYS CORP
SOLEShares18.02K
TypeSH
Market value$8.39M
0.55%
Sole
18.02K
Shared
0.00
None
0.00
AUTODESK INC
SOLEShares30.98K
TypeSH
Market value$8.11M
0.53%
Sole
30.98K
Shared
0.00
None
0.00
CME GROUP INC
SOLEShares29.52K
TypeSH
Market value$7.83M
0.51%
Sole
29.52K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MASTERCARD INCORPORATEDSOLE | CL A | 278.71K | SH | $152.77M 9.99% | 278.71K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 263.10K | SH | $137.80M 9.01% | 263.10K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 363.75K | SH | $136.55M 8.93% | 363.75K | 0.00 | 0.00 |
IDEXX LABS INCSOLE | COM | 265.95K | SH | $111.69M 7.30% | 265.95K | 0.00 | 0.00 |
EDWARDS LIFESCIENCES CORPSOLE | COM | 1.37M | SH | $99.26M 6.49% | 1.37M | 0.00 | 0.00 |
WEST PHARMACEUTICAL SVSC INCSOLE | COM | 441.36K | SH | $98.81M 6.46% | 441.36K | 0.00 | 0.00 |
VEEVA SYS INCSOLE | CL A COM | 419.76K | SH | $97.23M 6.36% | 419.76K | 0.00 | 0.00 |
ADOBE INCSOLE | COM | 250.79K | SH | $96.19M 6.29% | 250.79K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 573.51K | SH | $88.69M 5.80% | 573.51K | 0.00 | 0.00 |
TYLER TECHNOLOGIES INCSOLE | COM | 149.68K | SH | $87.02M 5.69% | 149.68K | 0.00 | 0.00 |
METTLER TOLEDO INTERNATIONALSOLE | COM | 68.23K | SH | $80.58M 5.27% | 68.23K | 0.00 | 0.00 |
NIKE INCSOLE | CL B | 1.15M | SH | $73.14M 4.78% | 1.15M | 0.00 | 0.00 |
ACCENTURE PLC IRELANDSOLE | SHS CLASS A | 214.79K | SH | $67.02M 4.38% | 214.79K | 0.00 | 0.00 |
CADENCE DESIGN SYSTEM INCSOLE | COM | 254.79K | SH | $64.80M 4.24% | 254.79K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 126.82K | SH | $62.81M 4.11% | 126.82K | 0.00 | 0.00 |
AUTOMATIC DATA PROCESSING INSOLE | COM | 41.13K | SH | $12.57M 0.82% | 41.13K | 0.00 | 0.00 |
BOOKING HOLDINGS INCSOLE | COM | 2.54K | SH | $11.70M 0.76% | 2.54K | 0.00 | 0.00 |
ZOETIS INCSOLE | CL A | 59.95K | SH | $9.87M 0.65% | 59.95K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 24.34K | SH | $8.53M 0.56% | 24.34K | 0.00 | 0.00 |
GRACO INCSOLE | COM | 101.12K | SH | $8.44M 0.55% | 101.12K | 0.00 | 0.00 |
MOODYS CORPSOLE | COM | 18.02K | SH | $8.39M 0.55% | 18.02K | 0.00 | 0.00 |
AUTODESK INCSOLE | COM | 30.98K | SH | $8.11M 0.53% | 30.98K | 0.00 | 0.00 |
CME GROUP INCSOLE | COM | 29.52K | SH | $7.83M 0.51% | 29.52K | 0.00 | 0.00 |