Seilern Investment Management Ltd
CIK 0001817797 · LONDON, null · Quarter end: 2026-06-30 · Filed on: 2026-07-08 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$793.8M
2026 Q2
Positions
24
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
69.2%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
MA
MASTERCARD INCORPORATED
11.0%
UNH
UNITEDHEALTH GROUP INC
8.4%
VEEV
VEEVA SYS INC
7.1%
EW
EDWARDS LIFESCIENCES CORP
6.8%
IDXX
IDEXX LABS INC
6.5%
TYL
TYLER TECHNOLOGIES INC
6.4%
WST
WEST PHARMACEUTICAL SVSC INC
6.3%
ISRG
INTUITIVE SURGICAL INC
5.8%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.