Filed: 1/9/2026ACC: 0001817797-26-000001
📋 What this filing means
SEILERN INVESTMENT MANAGEMENT LTD filed this quarterly 13F‑HR report disclosing 24 equity positions with a total reported market value of $1.29B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
24
Positions
$1.29B
Total AUM (reported)
4.54M
Total Shares
Allocation by class
COM$821.02M63.7%
CL A$172.34M13.4%
CAP STK CL A$84.33M6.5%
COM NEW$74.99M5.8%
CL A COM$70.07M5.4%
SHS CLASS A$60.73M4.7%
COM CL A$6.05M0.5%
Portfolio Concentration
Top 3$331.51M25.7%
4–10$539.90M41.9%
11–25$418.12M32.4%
Top 3 weight
25.7%
Top 10 weight
67.6%
Voting Authority Distribution
Total shares with voting rights: 4.54M
Sole
Full voting authority
4.54M
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)
Sole24
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings24
Rows:
MASTERCARD INCORPORATED
SOLEShares219.17K
TypeSH
Market value$125.12M
9.70%
Sole
219.17K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares355.94K
TypeSH
Market value$117.50M
9.11%
Sole
355.94K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares183.80K
TypeSH
Market value$88.89M
6.89%
Sole
183.80K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares269.43K
TypeSH
Market value$84.33M
6.54%
Sole
269.43K
Shared
0.00
None
0.00
ADOBE INC
SOLEShares232K
TypeSH
Market value$81.20M
6.30%
Sole
232K
Shared
0.00
None
0.00
EDWARDS LIFESCIENCES CORP
SOLEShares923.26K
TypeSH
Market value$78.71M
6.10%
Sole
923.26K
Shared
0.00
None
0.00
WEST PHARMACEUTICAL SVSC INC
SOLEShares278.23K
TypeSH
Market value$76.55M
5.94%
Sole
278.23K
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
SOLEShares132.41K
TypeSH
Market value$74.99M
5.82%
Sole
132.41K
Shared
0.00
None
0.00
METTLER TOLEDO INTERNATIONAL
SOLEShares53.05K
TypeSH
Market value$73.96M
5.74%
Sole
53.05K
Shared
0.00
None
0.00
AUTODESK INC
SOLEShares236.99K
TypeSH
Market value$70.15M
5.44%
Sole
236.99K
Shared
0.00
None
0.00
VEEVA SYS INC
SOLEShares313.87K
TypeSH
Market value$70.07M
5.43%
Sole
313.87K
Shared
0.00
None
0.00
TYLER TECHNOLOGIES INC
SOLEShares151.02K
TypeSH
Market value$68.56M
5.32%
Sole
151.02K
Shared
0.00
None
0.00
IDEXX LABS INC
SOLEShares100.79K
TypeSH
Market value$68.19M
5.29%
Sole
100.79K
Shared
0.00
None
0.00
ACCENTURE PLC IRELAND
SOLEShares226.36K
TypeSH
Market value$60.73M
4.71%
Sole
226.36K
Shared
0.00
None
0.00
CADENCE DESIGN SYSTEM INC
SOLEShares180.88K
TypeSH
Market value$56.54M
4.38%
Sole
180.88K
Shared
0.00
None
0.00
ZOETIS INC
SOLEShares333.46K
TypeSH
Market value$41.96M
3.25%
Sole
333.46K
Shared
0.00
None
0.00
BOOKING HOLDINGS INC
SOLEShares1.58K
TypeSH
Market value$8.46M
0.66%
Sole
1.58K
Shared
0.00
None
0.00
MOODYS CORP
SOLEShares13.96K
TypeSH
Market value$7.13M
0.55%
Sole
13.96K
Shared
0.00
None
0.00
GRACO INC
SOLEShares83.37K
TypeSH
Market value$6.83M
0.53%
Sole
83.37K
Shared
0.00
None
0.00
CME GROUP INC
SOLEShares23.83K
TypeSH
Market value$6.51M
0.50%
Sole
23.83K
Shared
0.00
None
0.00
AUTOMATIC DATA PROCESSING IN
SOLEShares25.06K
TypeSH
Market value$6.45M
0.50%
Sole
25.06K
Shared
0.00
None
0.00
VISA INC
SOLEShares17.25K
TypeSH
Market value$6.05M
0.47%
Sole
17.25K
Shared
0.00
None
0.00
COPART INC
SOLEShares137.81K
TypeSH
Market value$5.40M
0.42%
Sole
137.81K
Shared
0.00
None
0.00
TRADEWEB MKTS INC
SOLEShares48.94K
TypeSH
Market value$5.26M
0.41%
Sole
48.94K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MASTERCARD INCORPORATEDSOLE | CL A | 219.17K | SH | $125.12M 9.70% | 219.17K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 355.94K | SH | $117.50M 9.11% | 355.94K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 183.80K | SH | $88.89M 6.89% | 183.80K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 269.43K | SH | $84.33M 6.54% | 269.43K | 0.00 | 0.00 |
ADOBE INCSOLE | COM | 232K | SH | $81.20M 6.30% | 232K | 0.00 | 0.00 |
EDWARDS LIFESCIENCES CORPSOLE | COM | 923.26K | SH | $78.71M 6.10% | 923.26K | 0.00 | 0.00 |
WEST PHARMACEUTICAL SVSC INCSOLE | COM | 278.23K | SH | $76.55M 5.94% | 278.23K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 132.41K | SH | $74.99M 5.82% | 132.41K | 0.00 | 0.00 |
METTLER TOLEDO INTERNATIONALSOLE | COM | 53.05K | SH | $73.96M 5.74% | 53.05K | 0.00 | 0.00 |
AUTODESK INCSOLE | COM | 236.99K | SH | $70.15M 5.44% | 236.99K | 0.00 | 0.00 |
VEEVA SYS INCSOLE | CL A COM | 313.87K | SH | $70.07M 5.43% | 313.87K | 0.00 | 0.00 |
TYLER TECHNOLOGIES INCSOLE | COM | 151.02K | SH | $68.56M 5.32% | 151.02K | 0.00 | 0.00 |
IDEXX LABS INCSOLE | COM | 100.79K | SH | $68.19M 5.29% | 100.79K | 0.00 | 0.00 |
ACCENTURE PLC IRELANDSOLE | SHS CLASS A | 226.36K | SH | $60.73M 4.71% | 226.36K | 0.00 | 0.00 |
CADENCE DESIGN SYSTEM INCSOLE | COM | 180.88K | SH | $56.54M 4.38% | 180.88K | 0.00 | 0.00 |
ZOETIS INCSOLE | CL A | 333.46K | SH | $41.96M 3.25% | 333.46K | 0.00 | 0.00 |
BOOKING HOLDINGS INCSOLE | COM | 1.58K | SH | $8.46M 0.66% | 1.58K | 0.00 | 0.00 |
MOODYS CORPSOLE | COM | 13.96K | SH | $7.13M 0.55% | 13.96K | 0.00 | 0.00 |
GRACO INCSOLE | COM | 83.37K | SH | $6.83M 0.53% | 83.37K | 0.00 | 0.00 |
CME GROUP INCSOLE | COM | 23.83K | SH | $6.51M 0.50% | 23.83K | 0.00 | 0.00 |
AUTOMATIC DATA PROCESSING INSOLE | COM | 25.06K | SH | $6.45M 0.50% | 25.06K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 17.25K | SH | $6.05M 0.47% | 17.25K | 0.00 | 0.00 |
COPART INCSOLE | COM | 137.81K | SH | $5.40M 0.42% | 137.81K | 0.00 | 0.00 |
TRADEWEB MKTS INCSOLE | CL A | 48.94K | SH | $5.26M 0.41% | 48.94K | 0.00 | 0.00 |