Filed: 7/7/2025ACC: 0001817797-25-000007
📋 What this filing means
SEILERN INVESTMENT MANAGEMENT LTD filed this quarterly 13F‑HR report disclosing 22 equity positions with a total reported market value of $1.52B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
22
Positions
$1.52B
Total AUM (reported)
5.23M
Total Shares
Allocation by class
COM$1.03B67.9%
CL A$156.76M10.3%
CL A COM$96.78M6.4%
CAP STK CL A$95.04M6.3%
COM NEW$67.66M4.5%
SHS CLASS A$63.98M4.2%
COM CL A$7.02M0.5%
Portfolio Concentration
Top 3$429.29M28.3%
4–10$675.34M44.6%
11–25$411.01M27.1%
Top 3 weight
28.3%
Top 10 weight
72.9%
Voting Authority Distribution
Total shares with voting rights: 5.23M
Sole
Full voting authority
5.23M
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)
Sole22
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings22
Rows:
MICROSOFT CORP
SOLEShares321.26K
TypeSH
Market value$159.80M
10.54%
Sole
321.26K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares261.58K
TypeSH
Market value$146.99M
9.70%
Sole
261.58K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares392.68K
TypeSH
Market value$122.50M
8.08%
Sole
392.68K
Shared
0.00
None
0.00
IDEXX LABS INC
SOLEShares212.18K
TypeSH
Market value$113.80M
7.51%
Sole
212.18K
Shared
0.00
None
0.00
EDWARDS LIFESCIENCES CORP
SOLEShares1.24M
TypeSH
Market value$96.89M
6.39%
Sole
1.24M
Shared
0.00
None
0.00
VEEVA SYS INC
SOLEShares336.05K
TypeSH
Market value$96.78M
6.39%
Sole
336.05K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares539.31K
TypeSH
Market value$95.04M
6.27%
Sole
539.31K
Shared
0.00
None
0.00
WEST PHARMACEUTICAL SVSC INC
SOLEShares431.56K
TypeSH
Market value$94.43M
6.23%
Sole
431.56K
Shared
0.00
None
0.00
ADOBE INC
SOLEShares238.15K
TypeSH
Market value$92.14M
6.08%
Sole
238.15K
Shared
0.00
None
0.00
TYLER TECHNOLOGIES INC
SOLEShares145.51K
TypeSH
Market value$86.27M
5.69%
Sole
145.51K
Shared
0.00
None
0.00
METTLER TOLEDO INTERNATIONAL
SOLEShares64.29K
TypeSH
Market value$75.52M
4.98%
Sole
64.29K
Shared
0.00
None
0.00
CADENCE DESIGN SYSTEM INC
SOLEShares242.18K
TypeSH
Market value$74.63M
4.92%
Sole
242.18K
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
SOLEShares124.51K
TypeSH
Market value$67.66M
4.46%
Sole
124.51K
Shared
0.00
None
0.00
AUTODESK INC
SOLEShares217.27K
TypeSH
Market value$67.26M
4.44%
Sole
217.27K
Shared
0.00
None
0.00
ACCENTURE PLC IRELAND
SOLEShares214.06K
TypeSH
Market value$63.98M
4.22%
Sole
214.06K
Shared
0.00
None
0.00
BOOKING HOLDINGS INC
SOLEShares1.89K
TypeSH
Market value$10.94M
0.72%
Sole
1.89K
Shared
0.00
None
0.00
AUTOMATIC DATA PROCESSING IN
SOLEShares33.85K
TypeSH
Market value$10.44M
0.69%
Sole
33.85K
Shared
0.00
None
0.00
ZOETIS INC
SOLEShares62.64K
TypeSH
Market value$9.77M
0.64%
Sole
62.64K
Shared
0.00
None
0.00
MOODYS CORP
SOLEShares16.76K
TypeSH
Market value$8.41M
0.55%
Sole
16.76K
Shared
0.00
None
0.00
GRACO INC
SOLEShares91.48K
TypeSH
Market value$7.86M
0.52%
Sole
91.48K
Shared
0.00
None
0.00
CME GROUP INC
SOLEShares27.31K
TypeSH
Market value$7.53M
0.50%
Sole
27.31K
Shared
0.00
None
0.00
VISA INC
SOLEShares19.76K
TypeSH
Market value$7.02M
0.46%
Sole
19.76K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 321.26K | SH | $159.80M 10.54% | 321.26K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 261.58K | SH | $146.99M 9.70% | 261.58K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 392.68K | SH | $122.50M 8.08% | 392.68K | 0.00 | 0.00 |
IDEXX LABS INCSOLE | COM | 212.18K | SH | $113.80M 7.51% | 212.18K | 0.00 | 0.00 |
EDWARDS LIFESCIENCES CORPSOLE | COM | 1.24M | SH | $96.89M 6.39% | 1.24M | 0.00 | 0.00 |
VEEVA SYS INCSOLE | CL A COM | 336.05K | SH | $96.78M 6.39% | 336.05K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 539.31K | SH | $95.04M 6.27% | 539.31K | 0.00 | 0.00 |
WEST PHARMACEUTICAL SVSC INCSOLE | COM | 431.56K | SH | $94.43M 6.23% | 431.56K | 0.00 | 0.00 |
ADOBE INCSOLE | COM | 238.15K | SH | $92.14M 6.08% | 238.15K | 0.00 | 0.00 |
TYLER TECHNOLOGIES INCSOLE | COM | 145.51K | SH | $86.27M 5.69% | 145.51K | 0.00 | 0.00 |
METTLER TOLEDO INTERNATIONALSOLE | COM | 64.29K | SH | $75.52M 4.98% | 64.29K | 0.00 | 0.00 |
CADENCE DESIGN SYSTEM INCSOLE | COM | 242.18K | SH | $74.63M 4.92% | 242.18K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 124.51K | SH | $67.66M 4.46% | 124.51K | 0.00 | 0.00 |
AUTODESK INCSOLE | COM | 217.27K | SH | $67.26M 4.44% | 217.27K | 0.00 | 0.00 |
ACCENTURE PLC IRELANDSOLE | SHS CLASS A | 214.06K | SH | $63.98M 4.22% | 214.06K | 0.00 | 0.00 |
BOOKING HOLDINGS INCSOLE | COM | 1.89K | SH | $10.94M 0.72% | 1.89K | 0.00 | 0.00 |
AUTOMATIC DATA PROCESSING INSOLE | COM | 33.85K | SH | $10.44M 0.69% | 33.85K | 0.00 | 0.00 |
ZOETIS INCSOLE | CL A | 62.64K | SH | $9.77M 0.64% | 62.64K | 0.00 | 0.00 |
MOODYS CORPSOLE | COM | 16.76K | SH | $8.41M 0.55% | 16.76K | 0.00 | 0.00 |
GRACO INCSOLE | COM | 91.48K | SH | $7.86M 0.52% | 91.48K | 0.00 | 0.00 |
CME GROUP INCSOLE | COM | 27.31K | SH | $7.53M 0.50% | 27.31K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 19.76K | SH | $7.02M 0.46% | 19.76K | 0.00 | 0.00 |