Filed: 10/14/2025ACC: 0001817797-25-000011
📋 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 $1.38B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
22
Positions
$1.38B
Total AUM (reported)
4.57M
Total Shares
Allocation by class
COM$928.93M67.1%
CL A$139.38M10.1%
CAP STK CL A$106.36M7.7%
CL A COM$87.64M6.3%
COM NEW$65.40M4.7%
SHS CLASS A$49.08M3.5%
COM CL A$6.80M0.5%
Portfolio Concentration
Top 3$393.83M28.5%
4–10$608.99M44.0%
11–25$380.78M27.5%
Top 3 weight
28.5%
Top 10 weight
72.5%
Voting Authority Distribution
Total shares with voting rights: 4.57M
Sole
Full voting authority
4.57M
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:
UNITEDHEALTH GROUP INC
SOLEShares385.72K
TypeSH
Market value$133.19M
9.63%
Sole
385.72K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares254.54K
TypeSH
Market value$131.84M
9.53%
Sole
254.54K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares226.44K
TypeSH
Market value$128.80M
9.31%
Sole
226.44K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares437.53K
TypeSH
Market value$106.36M
7.69%
Sole
437.53K
Shared
0.00
None
0.00
IDEXX LABS INC
SOLEShares141.28K
TypeSH
Market value$90.26M
6.52%
Sole
141.28K
Shared
0.00
None
0.00
VEEVA SYS INC
SOLEShares294.19K
TypeSH
Market value$87.64M
6.33%
Sole
294.19K
Shared
0.00
None
0.00
WEST PHARMACEUTICAL SVSC INC
SOLEShares326.96K
TypeSH
Market value$85.77M
6.20%
Sole
326.96K
Shared
0.00
None
0.00
ADOBE INC
SOLEShares236.99K
TypeSH
Market value$83.60M
6.04%
Sole
236.99K
Shared
0.00
None
0.00
EDWARDS LIFESCIENCES CORP
SOLEShares1.06M
TypeSH
Market value$82.11M
5.93%
Sole
1.06M
Shared
0.00
None
0.00
METTLER TOLEDO INTERNATIONAL
SOLEShares59.66K
TypeSH
Market value$73.25M
5.29%
Sole
59.66K
Shared
0.00
None
0.00
TYLER TECHNOLOGIES INC
SOLEShares136.53K
TypeSH
Market value$71.43M
5.16%
Sole
136.53K
Shared
0.00
None
0.00
AUTODESK INC
SOLEShares218.91K
TypeSH
Market value$69.54M
5.03%
Sole
218.91K
Shared
0.00
None
0.00
CME GROUP INC
SOLEShares187.24K
TypeSH
Market value$65.77M
4.75%
Sole
187.24K
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
SOLEShares146.24K
TypeSH
Market value$65.40M
4.73%
Sole
146.24K
Shared
0.00
None
0.00
ACCENTURE PLC IRELAND
SOLEShares199.02K
TypeSH
Market value$49.08M
3.55%
Sole
199.02K
Shared
0.00
None
0.00
ZOETIS INC
SOLEShares72.31K
TypeSH
Market value$10.58M
0.76%
Sole
72.31K
Shared
0.00
None
0.00
AUTOMATIC DATA PROCESSING IN
SOLEShares34.14K
TypeSH
Market value$10.02M
0.72%
Sole
34.14K
Shared
0.00
None
0.00
BOOKING HOLDINGS INC
SOLEShares1.82K
TypeSH
Market value$9.83M
0.71%
Sole
1.82K
Shared
0.00
None
0.00
GRACO INC
SOLEShares92.26K
TypeSH
Market value$7.84M
0.57%
Sole
92.26K
Shared
0.00
None
0.00
CADENCE DESIGN SYSTEM INC
SOLEShares27.54K
TypeSH
Market value$7.44M
0.54%
Sole
27.54K
Shared
0.00
None
0.00
MOODYS CORP
SOLEShares14.79K
TypeSH
Market value$7.05M
0.51%
Sole
14.79K
Shared
0.00
None
0.00
VISA INC
SOLEShares19.93K
TypeSH
Market value$6.80M
0.49%
Sole
19.93K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
UNITEDHEALTH GROUP INCSOLE | COM | 385.72K | SH | $133.19M 9.63% | 385.72K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 254.54K | SH | $131.84M 9.53% | 254.54K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 226.44K | SH | $128.80M 9.31% | 226.44K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 437.53K | SH | $106.36M 7.69% | 437.53K | 0.00 | 0.00 |
IDEXX LABS INCSOLE | COM | 141.28K | SH | $90.26M 6.52% | 141.28K | 0.00 | 0.00 |
VEEVA SYS INCSOLE | CL A COM | 294.19K | SH | $87.64M 6.33% | 294.19K | 0.00 | 0.00 |
WEST PHARMACEUTICAL SVSC INCSOLE | COM | 326.96K | SH | $85.77M 6.20% | 326.96K | 0.00 | 0.00 |
ADOBE INCSOLE | COM | 236.99K | SH | $83.60M 6.04% | 236.99K | 0.00 | 0.00 |
EDWARDS LIFESCIENCES CORPSOLE | COM | 1.06M | SH | $82.11M 5.93% | 1.06M | 0.00 | 0.00 |
METTLER TOLEDO INTERNATIONALSOLE | COM | 59.66K | SH | $73.25M 5.29% | 59.66K | 0.00 | 0.00 |
TYLER TECHNOLOGIES INCSOLE | COM | 136.53K | SH | $71.43M 5.16% | 136.53K | 0.00 | 0.00 |
AUTODESK INCSOLE | COM | 218.91K | SH | $69.54M 5.03% | 218.91K | 0.00 | 0.00 |
CME GROUP INCSOLE | COM | 187.24K | SH | $65.77M 4.75% | 187.24K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 146.24K | SH | $65.40M 4.73% | 146.24K | 0.00 | 0.00 |
ACCENTURE PLC IRELANDSOLE | SHS CLASS A | 199.02K | SH | $49.08M 3.55% | 199.02K | 0.00 | 0.00 |
ZOETIS INCSOLE | CL A | 72.31K | SH | $10.58M 0.76% | 72.31K | 0.00 | 0.00 |
AUTOMATIC DATA PROCESSING INSOLE | COM | 34.14K | SH | $10.02M 0.72% | 34.14K | 0.00 | 0.00 |
BOOKING HOLDINGS INCSOLE | COM | 1.82K | SH | $9.83M 0.71% | 1.82K | 0.00 | 0.00 |
GRACO INCSOLE | COM | 92.26K | SH | $7.84M 0.57% | 92.26K | 0.00 | 0.00 |
CADENCE DESIGN SYSTEM INCSOLE | COM | 27.54K | SH | $7.44M 0.54% | 27.54K | 0.00 | 0.00 |
MOODYS CORPSOLE | COM | 14.79K | SH | $7.05M 0.51% | 14.79K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 19.93K | SH | $6.80M 0.49% | 19.93K | 0.00 | 0.00 |