Seilern Investment Management Ltd
CIK: 0001817797SEC EDGAR →
Portfolio Value
$1.3B
Holdings
24
As of
Q4 2025
New Positions
0
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | MASTERCARD INCORPORATED | 219,171 | $125.1M | 9.70% |
| 2 | UNITEDHEALTH GROUP INC | 355,936 | $117.5M | 9.11% |
| 3 | MICROSOFT CORP | 183,799 | $88.9M | 6.89% |
| 4 | ALPHABET INC | 269,430 | $84.3M | 6.54% |
| 5 | ADOBE INC | 232,001 | $81.2M | 6.30% |
| 6 | EDWARDS LIFESCIENCES CORP | 923,260 | $78.7M | 6.10% |
| 7 | WEST PHARMACEUTICAL SVSC INC | 278,229 | $76.6M | 5.94% |
| 8 | INTUITIVE SURGICAL INC | 132,413 | $75.0M | 5.82% |
| 9 | METTLER TOLEDO INTERNATIONAL | 53,052 | $74.0M | 5.74% |
| 10 | AUTODESK INC | 236,991 | $70.2M | 5.44% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Healthcare | 8 | $601.9M | 46.7% |
| Technology | 6 | $426.1M | 33.0% |
| Financial Services | 5 | $150.1M | 11.6% |
| Communication Services | 1 | $84.3M | 6.5% |
| Industrials | 3 | $18.7M | 1.4% |
| Consumer Cyclical | 1 | $8.5M | 0.7% |