2026 Q2 Portfolio Activity
In 2026 Q2, Seilern Investment Management Ltd maintained a portfolio of 24 distinct positions. They heavily accumulated shares in COPART INC, increasing the position by 1428.9%. The fund also reduced its exposure to ALPHABET INC by 34.5%.
Position History
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Total Positions
24
Quarter
2026 Q2
Top Holding
MA (11.0%)
Top 10 Concentration
69.2%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-24 of 24
Seilern Investment Management Ltd Full Holdings List — 2026 Q2
| 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 | 10.96% | 10.61% |
#1
Prev: #1
|
6.5 |
—
|
-8,555 | -4.8% |
P
S
|
169,410 | $87,008,976 |
$521.01
+10.1%
|
2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-08 | ||
|
UNH
UNITEDHEALTH GR...
|
Healthcare | 8.38% | 9.07% |
#2
Prev: #2
|
4.9 |
—
|
-121,096 | -43.1% |
P
S
|
160,023 | $66,510,359 |
$432.14
-3.4%
|
2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-08 | ||
|
VEEV
VEEVA SYS INC
|
Healthcare | 7.09% | 6.63% |
#3
2
Prev: #5
|
4.3 |
—
|
707 | 0.2% |
P
S
|
317,032 | $56,263,669 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-08 | |||
|
EW
EDWARDS LIFESCI...
|
Healthcare | 6.84% | 6.59% |
#4
2
Prev: #6
|
3.7 |
—
|
-89,960 | -13.0% |
P
S
|
600,231 | $54,296,896 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-08 | |||
|
IDXX
IDEXX LABS INC
|
Healthcare | 6.47% | 5.42% |
#5
5
Prev: #10
|
5.6 |
—
|
16,729 | 20.7% |
P
S
|
97,560 | $51,359,486 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-08 | |||
|
TYL
TYLER TECHNOLOG...
|
Technology | 6.38% | 7.44% |
#6
3
Prev: #3
|
3.1 |
—
|
-9,086 | -5.0% |
P
S
|
173,172 | $50,645,883 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-08 | |||
|
WST
WEST PHARMACEUT...
|
Healthcare | 6.25% | 6.76% |
#7
3
Prev: #4
|
2.5 |
—
|
-87,791 | -38.8% |
P
S
|
138,230 | $49,624,570 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-08 | |||
|
ISRG
INTUITIVE SURGI...
|
Healthcare | 5.80% | 5.41% |
#8
3
Prev: #11
|
4.3 |
—
|
17,337 | 17.6% |
P
S
|
115,695 | $46,009,588 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-08 | |||
|
ADSK
AUTODESK INC
|
Technology | 5.58% | 5.86% |
#9
1
Prev: #8
|
4.2 |
—
|
22,547 | 11.0% |
P
S
|
227,675 | $44,264,574 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-08 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 5.47% | 6.36% |
#10
3
Prev: #7
|
2.2 |
—
|
-64,060 | -34.5% |
P
S
|
121,426 | $43,394,010 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-08 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 5.41% | 5.82% |
#11
2
Prev: #9
|
2.7 |
—
|
-16,698 | -12.7% |
P
S
|
115,127 | $42,944,674 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-08 | |||
|
CDNS
CADENCE DESIGN ...
|
Technology | 5.41% | 4.83% |
#12
1
Prev: #13
|
2.2 |
—
|
-31,351 | -21.5% |
P
S
|
114,321 | $42,906,958 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-08 | |||
|
ADBE
ADOBE INC
|
Technology | 4.65% | 5.13% |
#13
1
Prev: #12
|
2.4 |
—
|
2,876 | 1.6% |
P
S
|
179,896 | $36,882,278 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-08 | |||
|
ZTS
ZOETIS INC
|
Healthcare | 4.16% | 4.49% |
#14
Prev: #14
|
4.2 |
—
|
141,233 | 44.3% |
P
S
|
460,006 | $33,056,031 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-08 | |||
|
CPRT
COPART INC
|
Industrials | 3.74% | 0.27% |
#15
4
Prev: #19
|
4.5 |
—
|
983,843 | 1428.9% |
P
S
|
1,052,697 | $29,675,528 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-08 | |||
|
MTD
METTLER TOLEDO ...
|
Healthcare | 3.39% | 3.39% |
#16
Prev: #16
|
1.9 |
—
|
-1,477 | -6.6% |
P
S
|
21,057 | $26,900,528 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-08 | |||
|
ACN
ACCENTURE PLC I...
|
Technology | 2.57% | 4.09% |
#17
2
Prev: #15
|
1.5 |
—
|
-9,343 | -5.4% |
P
S
|
163,642 | $20,363,610 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-08 | |||
|
BKNG
BOOKING HOLDING...
|
Consumer Cyclical | 0.28% | 0.29% |
#18
Prev: #18
|
3.1 |
—
|
11,777 | 2027.0% |
P
S
|
12,358 | $2,202,690 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-08 | |||
|
TW
TRADEWEB MKTS I...
|
Financial Services | 0.24% | 0.31% |
#19
2
Prev: #17
|
0.6 |
—
|
-2,730 | -12.3% |
P
S
|
19,488 | $1,942,174 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-08 | |||
|
V
VISA INC
|
Financial Services | 0.24% | 0.21% |
#20
4
Prev: #24
|
0.6 |
—
|
-175 | -3.0% |
P
S
|
5,621 | $1,928,509 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-08 | |||
|
ADP
AUTOMATIC DATA ...
|
Technology | 0.24% | 0.26% |
#21
Prev: #21
|
0.1 |
—
|
-2,368 | -22.0% |
P
S
|
8,408 | $1,882,972 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-08 | |||
|
MCO
MOODYS CORP
|
Financial Services | 0.21% | 0.25% |
#22
1
Prev: #23
|
0.1 |
—
|
-1,102 | -23.3% |
P
S
|
3,630 | $1,644,100 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-08 | |||
|
GGG
GRACO INC
|
Industrials | 0.16% | 0.27% |
#23
3
Prev: #20
|
0.1 |
—
|
-9,489 | -36.1% |
P
S
|
16,788 | $1,269,341 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-08 | |||
|
CME
CME GROUP INC
|
Financial Services | 0.11% | 0.25% |
#24
2
Prev: #22
|
0.0 |
—
|
-3,370 | -47.0% |
P
S
|
3,800 | $839,154 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-08 |
Showing 1-24 of 24 holdings