Seilern Investment Management Ltd
CIK: 1817797SEC EDGAR →
Portfolio Value
$120.9B
Holdings
24
As of
Q2 2026
New Positions
24
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | EDWARDS LIFESCIENCES CORP | 600,231 | $54.3B | 44.91% |
| 2 | ZOETIS INC | 460,006 | $33.1B | 27.34% |
| 3 | COPART INC | 1,052,697 | $29.7B | 24.54% |
| 4 | TRADEWEB MKTS INC | 19,488 | $1.9B | 1.61% |
| 5 | GRACO INC | 16,788 | $1.3B | 1.05% |
| 6 | MASTERCARD INCORPORATED | 169,410 | $87.0M | 0.07% |
| 7 | UNITEDHEALTH GROUP INC | 160,023 | $66.5M | 0.06% |
| 8 | VEEVA SYS INC | 317,032 | $56.3M | 0.05% |
| 9 | IDEXX LABS INC | 97,560 | $51.4M | 0.04% |
| 10 | TYLER TECHNOLOGIES INC | 173,172 | $50.6M | 0.04% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Healthcare | 8 | $87.6B | 72.5% |
| Industrials | 3 | $30.9B | 25.6% |
| Financial Services | 5 | $2.0B | 1.7% |
| Technology | 6 | $238.0M | 0.2% |
| Communication Services | 1 | $43.4M | 0.0% |
| Consumer Cyclical | 1 | $2.2M | 0.0% |