2026 Q1 Portfolio Activity
In 2026 Q1, Seilern Investment Management Ltd maintained a portfolio of 24 distinct positions. They heavily accumulated shares in TYLER TECHNOLOGIES INC, increasing the position by 20.7%. The fund also reduced its exposure to METTLER TOLEDO INTERNATIONAL by 57.5%.
Position History
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Total Positions
24
Quarter
2026 Q1
Top Holding
MA (10.6%)
Top 10 Concentration
70.5%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-24 of 24
Seilern Investment Management Ltd Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
MA
MASTERCARD INCO...
|
Financial Services | 10.61% | 9.70% |
#1
Prev: #1
|
6.5 |
—
|
-41,206 | -18.8% |
P
S
|
177,965 | $88,921,992 |
$521.88
-6.3%
|
2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-07 | ||
|
UNH
UNITEDHEALTH GR...
|
Healthcare | 9.07% | 9.11% |
#2
Prev: #2
|
5.1 |
—
|
-74,817 | -21.0% |
P
S
|
281,119 | $76,067,990 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-07 | |||
|
TYL
TYLER TECHNOLOG...
|
Technology | 7.44% | 5.32% |
#3
9
Prev: #12
|
6.5 |
—
|
31,234 | 20.7% |
P
S
|
182,258 | $62,401,494 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-07 | |||
|
WST
WEST PHARMACEUT...
|
Healthcare | 6.76% | 5.94% |
#4
3
Prev: #7
|
3.7 |
—
|
-52,208 | -18.8% |
P
S
|
226,021 | $56,649,903 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-07 | |||
|
VEEV
VEEVA SYS INC
|
Healthcare | 6.63% | 5.43% |
#5
6
Prev: #11
|
3.7 |
—
|
2,453 | 0.8% |
P
S
|
316,325 | $55,565,650 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-07 | |||
|
EW
EDWARDS LIFESCI...
|
Healthcare | 6.59% | 6.10% |
#6
Prev: #6
|
2.6 |
—
|
-233,069 | -25.2% |
P
S
|
690,191 | $55,270,495 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-07 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 6.36% | 6.54% |
#7
3
Prev: #4
|
2.5 |
—
|
-83,944 | -31.2% |
P
S
|
185,486 | $53,338,354 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-07 | |||
|
ADSK
AUTODESK INC
|
Technology | 5.86% | 5.44% |
#8
2
Prev: #10
|
2.8 |
—
|
-31,863 | -13.4% |
P
S
|
205,128 | $49,107,643 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-07 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 5.82% | 6.89% |
#9
6
Prev: #3
|
2.3 |
—
|
-51,974 | -28.3% |
P
S
|
131,825 | $48,797,660 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-07 | |||
|
IDXX
IDEXX LABS INC
|
Healthcare | 5.42% | 5.29% |
#10
3
Prev: #13
|
2.7 |
—
|
-19,959 | -19.8% |
P
S
|
80,831 | $45,418,131 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-07 | |||
|
ISRG
INTUITIVE SURGI...
|
Healthcare | 5.41% | 5.82% |
#11
3
Prev: #8
|
2.2 |
—
|
-34,055 | -25.7% |
P
S
|
98,358 | $45,342,054 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-07 | |||
|
ADBE
ADOBE INC
|
Technology | 5.13% | 6.30% |
#12
7
Prev: #5
|
2.1 |
—
|
-54,981 | -23.7% |
P
S
|
177,020 | $43,030,022 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-07 | |||
|
CDNS
CADENCE DESIGN ...
|
Technology | 4.83% | 4.38% |
#13
2
Prev: #15
|
2.4 |
—
|
-35,206 | -19.5% |
P
S
|
145,672 | $40,477,879 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-07 | |||
|
ZTS
ZOETIS INC
|
Healthcare | 4.49% | 3.25% |
#14
2
Prev: #16
|
2.3 |
—
|
-14,692 | -4.4% |
P
S
|
318,773 | $37,682,156 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-07 | |||
|
ACN
ACCENTURE PLC I...
|
Technology | 4.09% | 4.71% |
#15
1
Prev: #14
|
1.6 |
—
|
-53,375 | -23.6% |
P
S
|
172,985 | $34,301,196 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-07 | |||
|
MTD
METTLER TOLEDO ...
|
Healthcare | 3.39% | 5.74% |
#16
7
Prev: #9
|
1.4 |
—
|
-30,518 | -57.5% |
P
S
|
22,534 | $28,419,881 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-07 | |||
|
TW
TRADEWEB MKTS I...
|
Financial Services | 0.31% | 0.41% |
#17
7
Prev: #24
|
0.1 |
—
|
-26,721 | -54.6% |
P
S
|
22,218 | $2,614,170 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-07 | |||
|
BKNG
BOOKING HOLDING...
|
Consumer Cyclical | 0.29% | 0.66% |
#18
1
Prev: #17
|
0.1 |
—
|
-998 | -63.2% |
P
S
|
581 | $2,446,196 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-07 | |||
|
CPRT
COPART INC
|
Industrials | 0.27% | 0.42% |
#19
4
Prev: #23
|
0.1 |
—
|
-68,960 | -50.0% |
P
S
|
68,854 | $2,285,953 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-07 | |||
|
GGG
GRACO INC
|
Industrials | 0.27% | 0.53% |
#20
1
Prev: #19
|
0.1 |
—
|
-57,093 | -68.5% |
P
S
|
26,277 | $2,224,348 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-07 | |||
|
ADP
AUTOMATIC DATA ...
|
Technology | 0.26% | 0.50% |
#21
Prev: #21
|
0.1 |
—
|
-14,285 | -57.0% |
P
S
|
10,776 | $2,189,468 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-07 | |||
|
CME
CME GROUP INC
|
Financial Services | 0.25% | 0.50% |
#22
2
Prev: #20
|
0.1 |
—
|
-16,656 | -69.9% |
P
S
|
7,170 | $2,117,660 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-07 | |||
|
MCO
MOODYS CORP
|
Financial Services | 0.25% | 0.55% |
#23
5
Prev: #18
|
0.1 |
—
|
-9,232 | -66.1% |
P
S
|
4,732 | $2,064,335 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-07 | |||
|
V
VISA INC
|
Financial Services | 0.21% | 0.47% |
#24
2
Prev: #22
|
0.1 |
—
|
-11,459 | -66.4% |
P
S
|
5,796 | $1,751,783 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-07 |
Showing 1-24 of 24 holdings