Seilern Investment Management
$838M 13F equity value
24 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| MA | MASTERCARD INCORPORATED | 177,965 | $89M | 10.6% |
| UNH | UNITEDHEALTH GROUP INC | 281,119 | $76M | 9.1% |
| TYL | TYLER TECHNOLOGIES INC | 182,258 | $62M | 7.4% |
| WST | WEST PHARMACEUTICAL SVSC INC | 226,021 | $57M | 6.8% |
| VEEV | VEEVA SYS INC | 316,325 | $56M | 6.6% |
| EW | EDWARDS LIFESCIENCES CORP | 690,191 | $55M | 6.6% |
| GOOGL | ALPHABET INC | 185,486 | $53M | 6.4% |
| ADSK | AUTODESK INC | 205,128 | $49M | 5.9% |
| MSFT | MICROSOFT CORP | 131,825 | $49M | 5.8% |
| IDXX | IDEXX LABS INC | 80,831 | $45M | 5.4% |
Track Seilern Investment Management's 13F portfolio: $838M in reported holdings, 24 positions. Top holdings and quarterly changes on SentiSense.