2026 Q3 Portfolio Activity
In 2026 Q3, Seilern Investment Management Ltd maintained a portfolio of 24 distinct positions. They heavily accumulated shares in INTUITIVE SURGICAL INC, increasing the position by 15.8%. The fund also reduced its exposure to VEEVA SYS INC by 43.6%.
Position History
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Total Positions
24
Quarter
2026 Q3
Top Holding
MA (10.2%)
Top 10 Concentration
68.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-24 of 24
Seilern Investment Management Ltd Full Holdings List — 2026 Q3
| 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 | 10.21% | 10.96% |
#1
Prev: #1
|
6.5 |
—
|
-26,594 | -15.7% |
P
S
|
142,816 | $78,758,740 |
$520.22
+24.7%
|
2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | ||
|
ISRG
INTUITIVE SURGI...
|
Healthcare | 7.06% | 5.80% |
#2
6
Prev: #8
|
6.3 |
—
|
18,223 | 15.8% |
P
S
|
133,918 | $54,455,076 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
TYL
TYLER TECHNOLOG...
|
Technology | 7.01% | 6.38% |
#3
3
Prev: #6
|
4.3 |
—
|
-3,496 | -2.0% |
P
S
|
169,676 | $54,058,774 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
VEEV
VEEVA SYS INC
|
Healthcare | 6.62% | 7.09% |
#4
1
Prev: #3
|
3.1 |
—
|
-138,217 | -43.6% |
P
S
|
178,815 | $51,042,742 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
EW
EDWARDS LIFESCI...
|
Healthcare | 6.60% | 6.84% |
#5
1
Prev: #4
|
3.6 |
—
|
-10,499 | -1.7% |
P
S
|
589,732 | $50,905,666 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
IDXX
IDEXX LABS INC
|
Healthcare | 6.54% | 6.47% |
#6
1
Prev: #5
|
3.1 |
—
|
-1,014 | -1.0% |
P
S
|
96,546 | $50,415,356 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
UNH
UNITEDHEALTH GR...
|
Healthcare | 6.23% | 8.38% |
#7
5
Prev: #2
|
3.0 |
—
|
-29,035 | -18.1% |
P
S
|
130,988 | $48,083,075 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 6.13% | 5.41% |
#8
3
Prev: #11
|
3.0 |
—
|
-22,895 | -19.9% |
P
S
|
92,232 | $47,305,793 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
WST
WEST PHARMACEUT...
|
Healthcare | 5.80% | 6.25% |
#9
2
Prev: #7
|
2.8 |
—
|
-17,501 | -12.7% |
P
S
|
120,729 | $44,761,484 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
CDNS
CADENCE DESIGN ...
|
Technology | 5.76% | 5.41% |
#10
2
Prev: #12
|
4.3 |
—
|
20,209 | 17.7% |
P
S
|
134,530 | $44,419,788 | 2025 Q1 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
ADSK
AUTODESK INC
|
Technology | 5.59% | 5.58% |
#11
2
Prev: #9
|
2.7 |
—
|
-21,535 | -9.5% |
P
S
|
206,140 | $43,083,260 | 2025 Q1 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 5.33% | 5.47% |
#12
2
Prev: #10
|
2.6 |
—
|
-1,904 | -1.6% |
P
S
|
119,522 | $41,125,130 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
ADBE
ADOBE INC
|
Technology | 4.27% | 4.65% |
#13
Prev: #13
|
1.7 |
—
|
-42,691 | -23.7% |
P
S
|
137,205 | $32,920,968 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
CPRT
COPART INC
|
Industrials | 4.20% | 3.74% |
#14
1
Prev: #15
|
3.7 |
—
|
135,850 | 12.9% |
P
S
|
1,188,547 | $32,423,562 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
ZTS
ZOETIS INC
|
Healthcare | 4.12% | 4.16% |
#15
1
Prev: #14
|
2.1 |
—
|
-5,398 | -1.2% |
P
S
|
454,608 | $31,745,277 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
MTD
METTLER TOLEDO ...
|
Healthcare | 4.01% | 3.39% |
#16
Prev: #16
|
2.1 |
—
|
-598 | -2.8% |
P
S
|
20,459 | $30,912,526 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
ACN
ACCENTURE PLC I...
|
Technology | 3.10% | 2.57% |
#17
Prev: #17
|
1.2 |
—
|
-33,311 | -20.4% |
P
S
|
130,331 | $23,898,795 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
BKNG
BOOKING HOLDING...
|
Consumer Cyclical | 0.26% | 0.28% |
#18
Prev: #18
|
0.6 |
—
|
95 | 0.8% |
P
S
|
12,453 | $2,028,718 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
TW
TRADEWEB MKTS I...
|
Financial Services | 0.25% | 0.24% |
#19
Prev: #19
|
0.6 |
—
|
-473 | -2.4% |
P
S
|
19,015 | $1,917,473 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
V
VISA INC
|
Financial Services | 0.22% | 0.24% |
#20
Prev: #20
|
0.6 |
—
|
-884 | -15.7% |
P
S
|
4,737 | $1,702,146 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
ADP
AUTOMATIC DATA ...
|
Technology | 0.21% | 0.24% |
#21
Prev: #21
|
0.1 |
—
|
-1,990 | -23.7% |
P
S
|
6,418 | $1,656,229 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
MCO
MOODYS CORP
|
Financial Services | 0.19% | 0.21% |
#22
Prev: #22
|
0.6 |
—
|
-411 | -11.3% |
P
S
|
3,219 | $1,461,844 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
GGG
GRACO INC
|
Industrials | 0.16% | 0.16% |
#23
Prev: #23
|
0.6 |
—
|
-656 | -3.9% |
P
S
|
16,132 | $1,239,583 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
CME
CME GROUP INC
|
Financial Services | 0.12% | 0.11% |
#24
Prev: #24
|
0.5 |
—
|
-149 | -3.9% |
P
S
|
3,651 | $956,489 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 |
Showing 1-24 of 24 holdings