Filed: 7/8/2026ACC: 0001817797-26-000004
📋 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 $793.82M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
24
Positions
$793.82M
Total AUM (reported)
4.30M
Total Shares
Allocation by class
COM$503.85M63.5%
CL A$122.01M15.4%
CL A COM$56.26M7.1%
COM NEW$46.01M5.8%
CAP STK CL A$43.39M5.5%
SHS CLASS A$20.36M2.6%
COM CL A$1.93M0.2%
Portfolio Concentration
Top 3$209.78M26.4%
4–10$339.60M42.8%
11–25$244.44M30.8%
Top 3 weight
26.4%
Top 10 weight
69.2%
Voting Authority Distribution
Total shares with voting rights: 4.30M
Sole
Full voting authority
4.30M
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
SOLEShares169.41K
TypeSH
Market value$87.01M
10.96%
Sole
169.41K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares160.02K
TypeSH
Market value$66.51M
8.38%
Sole
160.02K
Shared
0.00
None
0.00
VEEVA SYS INC
SOLEShares317.03K
TypeSH
Market value$56.26M
7.09%
Sole
317.03K
Shared
0.00
None
0.00
EDWARDS LIFESCIENCES CORP
SOLEShares600.23K
TypeSH
Market value$54.30M
6.84%
Sole
600.23K
Shared
0.00
None
0.00
IDEXX LABS INC
SOLEShares97.56K
TypeSH
Market value$51.36M
6.47%
Sole
97.56K
Shared
0.00
None
0.00
TYLER TECHNOLOGIES INC
SOLEShares173.17K
TypeSH
Market value$50.65M
6.38%
Sole
173.17K
Shared
0.00
None
0.00
WEST PHARMACEUTICAL SVSC INC
SOLEShares138.23K
TypeSH
Market value$49.62M
6.25%
Sole
138.23K
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
SOLEShares115.69K
TypeSH
Market value$46.01M
5.80%
Sole
115.69K
Shared
0.00
None
0.00
AUTODESK INC
SOLEShares227.68K
TypeSH
Market value$44.26M
5.58%
Sole
227.68K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares121.43K
TypeSH
Market value$43.39M
5.47%
Sole
121.43K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares115.13K
TypeSH
Market value$42.94M
5.41%
Sole
115.13K
Shared
0.00
None
0.00
CADENCE DESIGN SYSTEM INC
SOLEShares114.32K
TypeSH
Market value$42.91M
5.41%
Sole
114.32K
Shared
0.00
None
0.00
ADOBE INC
SOLEShares179.90K
TypeSH
Market value$36.88M
4.65%
Sole
179.90K
Shared
0.00
None
0.00
ZOETIS INC
SOLEShares460.01K
TypeSH
Market value$33.06M
4.16%
Sole
460.01K
Shared
0.00
None
0.00
COPART INC
SOLEShares1.05M
TypeSH
Market value$29.68M
3.74%
Sole
1.05M
Shared
0.00
None
0.00
METTLER TOLEDO INTERNATIONAL
SOLEShares21.06K
TypeSH
Market value$26.90M
3.39%
Sole
21.06K
Shared
0.00
None
0.00
ACCENTURE PLC IRELAND
SOLEShares163.64K
TypeSH
Market value$20.36M
2.57%
Sole
163.64K
Shared
0.00
None
0.00
BOOKING HOLDINGS INC
SOLEShares12.36K
TypeSH
Market value$2.20M
0.28%
Sole
12.36K
Shared
0.00
None
0.00
TRADEWEB MKTS INC
SOLEShares19.49K
TypeSH
Market value$1.94M
0.24%
Sole
19.49K
Shared
0.00
None
0.00
VISA INC
SOLEShares5.62K
TypeSH
Market value$1.93M
0.24%
Sole
5.62K
Shared
0.00
None
0.00
AUTOMATIC DATA PROCESSING IN
SOLEShares8.41K
TypeSH
Market value$1.88M
0.24%
Sole
8.41K
Shared
0.00
None
0.00
MOODYS CORP
SOLEShares3.63K
TypeSH
Market value$1.64M
0.21%
Sole
3.63K
Shared
0.00
None
0.00
GRACO INC
SOLEShares16.79K
TypeSH
Market value$1.27M
0.16%
Sole
16.79K
Shared
0.00
None
0.00
CME GROUP INC
SOLEShares3.80K
TypeSH
Market value$839.2K
0.11%
Sole
3.80K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MASTERCARD INCORPORATEDSOLE | CL A | 169.41K | SH | $87.01M 10.96% | 169.41K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 160.02K | SH | $66.51M 8.38% | 160.02K | 0.00 | 0.00 |
VEEVA SYS INCSOLE | CL A COM | 317.03K | SH | $56.26M 7.09% | 317.03K | 0.00 | 0.00 |
EDWARDS LIFESCIENCES CORPSOLE | COM | 600.23K | SH | $54.30M 6.84% | 600.23K | 0.00 | 0.00 |
IDEXX LABS INCSOLE | COM | 97.56K | SH | $51.36M 6.47% | 97.56K | 0.00 | 0.00 |
TYLER TECHNOLOGIES INCSOLE | COM | 173.17K | SH | $50.65M 6.38% | 173.17K | 0.00 | 0.00 |
WEST PHARMACEUTICAL SVSC INCSOLE | COM | 138.23K | SH | $49.62M 6.25% | 138.23K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 115.69K | SH | $46.01M 5.80% | 115.69K | 0.00 | 0.00 |
AUTODESK INCSOLE | COM | 227.68K | SH | $44.26M 5.58% | 227.68K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 121.43K | SH | $43.39M 5.47% | 121.43K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 115.13K | SH | $42.94M 5.41% | 115.13K | 0.00 | 0.00 |
CADENCE DESIGN SYSTEM INCSOLE | COM | 114.32K | SH | $42.91M 5.41% | 114.32K | 0.00 | 0.00 |
ADOBE INCSOLE | COM | 179.90K | SH | $36.88M 4.65% | 179.90K | 0.00 | 0.00 |
ZOETIS INCSOLE | CL A | 460.01K | SH | $33.06M 4.16% | 460.01K | 0.00 | 0.00 |
COPART INCSOLE | COM | 1.05M | SH | $29.68M 3.74% | 1.05M | 0.00 | 0.00 |
METTLER TOLEDO INTERNATIONALSOLE | COM | 21.06K | SH | $26.90M 3.39% | 21.06K | 0.00 | 0.00 |
ACCENTURE PLC IRELANDSOLE | SHS CLASS A | 163.64K | SH | $20.36M 2.57% | 163.64K | 0.00 | 0.00 |
BOOKING HOLDINGS INCSOLE | COM | 12.36K | SH | $2.20M 0.28% | 12.36K | 0.00 | 0.00 |
TRADEWEB MKTS INCSOLE | CL A | 19.49K | SH | $1.94M 0.24% | 19.49K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 5.62K | SH | $1.93M 0.24% | 5.62K | 0.00 | 0.00 |
AUTOMATIC DATA PROCESSING INSOLE | COM | 8.41K | SH | $1.88M 0.24% | 8.41K | 0.00 | 0.00 |
MOODYS CORPSOLE | COM | 3.63K | SH | $1.64M 0.21% | 3.63K | 0.00 | 0.00 |
GRACO INCSOLE | COM | 16.79K | SH | $1.27M 0.16% | 16.79K | 0.00 | 0.00 |
CME GROUP INCSOLE | COM | 3.80K | SH | $839.2K 0.11% | 3.80K | 0.00 | 0.00 |