Filed: 4/7/2026ACC: 0001817797-26-000003
📋 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 $838.49M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
24
Positions
$838.49M
Total AUM (reported)
3.56M
Total Shares
Allocation by class
COM$518.97M61.9%
CL A$129.22M15.4%
CL A COM$55.57M6.6%
CAP STK CL A$53.34M6.4%
COM NEW$45.34M5.4%
SHS CLASS A$34.30M4.1%
COM CL A$1.75M0.2%
Portfolio Concentration
Top 3$227.39M27.1%
4–10$364.15M43.4%
11–25$246.95M29.5%
Top 3 weight
27.1%
Top 10 weight
70.5%
Voting Authority Distribution
Total shares with voting rights: 3.56M
Sole
Full voting authority
3.56M
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
SOLEShares177.97K
TypeSH
Market value$88.92M
10.61%
Sole
177.97K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares281.12K
TypeSH
Market value$76.07M
9.07%
Sole
281.12K
Shared
0.00
None
0.00
TYLER TECHNOLOGIES INC
SOLEShares182.26K
TypeSH
Market value$62.40M
7.44%
Sole
182.26K
Shared
0.00
None
0.00
WEST PHARMACEUTICAL SVSC INC
SOLEShares226.02K
TypeSH
Market value$56.65M
6.76%
Sole
226.02K
Shared
0.00
None
0.00
VEEVA SYS INC
SOLEShares316.32K
TypeSH
Market value$55.57M
6.63%
Sole
316.32K
Shared
0.00
None
0.00
EDWARDS LIFESCIENCES CORP
SOLEShares690.19K
TypeSH
Market value$55.27M
6.59%
Sole
690.19K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares185.49K
TypeSH
Market value$53.34M
6.36%
Sole
185.49K
Shared
0.00
None
0.00
AUTODESK INC
SOLEShares205.13K
TypeSH
Market value$49.11M
5.86%
Sole
205.13K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares131.82K
TypeSH
Market value$48.80M
5.82%
Sole
131.82K
Shared
0.00
None
0.00
IDEXX LABS INC
SOLEShares80.83K
TypeSH
Market value$45.42M
5.42%
Sole
80.83K
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
SOLEShares98.36K
TypeSH
Market value$45.34M
5.41%
Sole
98.36K
Shared
0.00
None
0.00
ADOBE INC
SOLEShares177.02K
TypeSH
Market value$43.03M
5.13%
Sole
177.02K
Shared
0.00
None
0.00
CADENCE DESIGN SYSTEM INC
SOLEShares145.67K
TypeSH
Market value$40.48M
4.83%
Sole
145.67K
Shared
0.00
None
0.00
ZOETIS INC
SOLEShares318.77K
TypeSH
Market value$37.68M
4.49%
Sole
318.77K
Shared
0.00
None
0.00
ACCENTURE PLC IRELAND
SOLEShares172.99K
TypeSH
Market value$34.30M
4.09%
Sole
172.99K
Shared
0.00
None
0.00
METTLER TOLEDO INTERNATIONAL
SOLEShares22.53K
TypeSH
Market value$28.42M
3.39%
Sole
22.53K
Shared
0.00
None
0.00
TRADEWEB MKTS INC
SOLEShares22.22K
TypeSH
Market value$2.61M
0.31%
Sole
22.22K
Shared
0.00
None
0.00
BOOKING HOLDINGS INC
SOLEShares581.00
TypeSH
Market value$2.45M
0.29%
Sole
581.00
Shared
0.00
None
0.00
COPART INC
SOLEShares68.85K
TypeSH
Market value$2.29M
0.27%
Sole
68.85K
Shared
0.00
None
0.00
GRACO INC
SOLEShares26.28K
TypeSH
Market value$2.22M
0.27%
Sole
26.28K
Shared
0.00
None
0.00
AUTOMATIC DATA PROCESSING IN
SOLEShares10.78K
TypeSH
Market value$2.19M
0.26%
Sole
10.78K
Shared
0.00
None
0.00
CME GROUP INC
SOLEShares7.17K
TypeSH
Market value$2.12M
0.25%
Sole
7.17K
Shared
0.00
None
0.00
MOODYS CORP
SOLEShares4.73K
TypeSH
Market value$2.06M
0.25%
Sole
4.73K
Shared
0.00
None
0.00
VISA INC
SOLEShares5.80K
TypeSH
Market value$1.75M
0.21%
Sole
5.80K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MASTERCARD INCORPORATEDSOLE | CL A | 177.97K | SH | $88.92M 10.61% | 177.97K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 281.12K | SH | $76.07M 9.07% | 281.12K | 0.00 | 0.00 |
TYLER TECHNOLOGIES INCSOLE | COM | 182.26K | SH | $62.40M 7.44% | 182.26K | 0.00 | 0.00 |
WEST PHARMACEUTICAL SVSC INCSOLE | COM | 226.02K | SH | $56.65M 6.76% | 226.02K | 0.00 | 0.00 |
VEEVA SYS INCSOLE | CL A COM | 316.32K | SH | $55.57M 6.63% | 316.32K | 0.00 | 0.00 |
EDWARDS LIFESCIENCES CORPSOLE | COM | 690.19K | SH | $55.27M 6.59% | 690.19K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 185.49K | SH | $53.34M 6.36% | 185.49K | 0.00 | 0.00 |
AUTODESK INCSOLE | COM | 205.13K | SH | $49.11M 5.86% | 205.13K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 131.82K | SH | $48.80M 5.82% | 131.82K | 0.00 | 0.00 |
IDEXX LABS INCSOLE | COM | 80.83K | SH | $45.42M 5.42% | 80.83K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 98.36K | SH | $45.34M 5.41% | 98.36K | 0.00 | 0.00 |
ADOBE INCSOLE | COM | 177.02K | SH | $43.03M 5.13% | 177.02K | 0.00 | 0.00 |
CADENCE DESIGN SYSTEM INCSOLE | COM | 145.67K | SH | $40.48M 4.83% | 145.67K | 0.00 | 0.00 |
ZOETIS INCSOLE | CL A | 318.77K | SH | $37.68M 4.49% | 318.77K | 0.00 | 0.00 |
ACCENTURE PLC IRELANDSOLE | SHS CLASS A | 172.99K | SH | $34.30M 4.09% | 172.99K | 0.00 | 0.00 |
METTLER TOLEDO INTERNATIONALSOLE | COM | 22.53K | SH | $28.42M 3.39% | 22.53K | 0.00 | 0.00 |
TRADEWEB MKTS INCSOLE | CL A | 22.22K | SH | $2.61M 0.31% | 22.22K | 0.00 | 0.00 |
BOOKING HOLDINGS INCSOLE | COM | 581.00 | SH | $2.45M 0.29% | 581.00 | 0.00 | 0.00 |
COPART INCSOLE | COM | 68.85K | SH | $2.29M 0.27% | 68.85K | 0.00 | 0.00 |
GRACO INCSOLE | COM | 26.28K | SH | $2.22M 0.27% | 26.28K | 0.00 | 0.00 |
AUTOMATIC DATA PROCESSING INSOLE | COM | 10.78K | SH | $2.19M 0.26% | 10.78K | 0.00 | 0.00 |
CME GROUP INCSOLE | COM | 7.17K | SH | $2.12M 0.25% | 7.17K | 0.00 | 0.00 |
MOODYS CORPSOLE | COM | 4.73K | SH | $2.06M 0.25% | 4.73K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 5.80K | SH | $1.75M 0.21% | 5.80K | 0.00 | 0.00 |