StockDriftsStockDriftsTop 24 Seilern Investment Management Ltd Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MA | MASTERCARD INCORPORATED | 10.96% | 169.4K | $87.0M | -4.81%(-8.55K) | $510.18(+10.50%) | 2026-06-30 | |
| UNH | UNITEDHEALTH GROUP INC | 8.38% | 160.0K | $66.5M | -43.08%(-121.10K) | $501.95(-18.75%) | 2026-06-30 | |
| VEEV | VEEVA SYS INC | 7.09% | 317.0K | $56.3M | +0.22%(+707) | $213.04(+9.37%) | 2026-06-30 | |
| EW | EDWARDS LIFESCIENCES CORP | 6.84% | 600.2K | $54.3M | -13.03%(-89.96K) | $70.01(+33.82%) | 2026-06-30 | |
| IDXX | IDEXX LABS INC | 6.47% | 97.6K | $51.4M | +20.70%(+16.73K) | $473.47(+25.91%) | 2026-06-30 | |
| TYL | TYLER TECHNOLOGIES INC | 6.38% | 173.2K | $50.6M | -4.99%(-9.09K) | $541.70(-40.58%) | 2026-06-30 | |
| WST | WEST PHARMACEUTICAL SVSC INC | 6.25% | 138.2K | $49.6M | -38.84%(-87.79K) | $313.86(+11.81%) | 2026-06-30 | |
| ISRG | INTUITIVE SURGICAL INC | 5.8% | 115.7K | $46.0M | +17.63%(+17.34K) | $492.99(-19.50%) | 2026-06-30 | |
| ADSK | AUTODESK INC | 5.58% | 227.7K | $44.3M | +10.99%(+22.55K) | $279.43(-9.27%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 5.47% | 121.4K | $43.4M | -34.54%(-64.06K) | $177.58(+97.92%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | -6.40% |
| Top 20 Holdings Unweighted | — | — | — | — | -9.36% |
Seilern Investment Management Ltd reports $793.82M in US-listed equity holdings across 24 positions in its most recent 13F filing. Its largest disclosed positions are MA (11.0%), UNH (8.4%) and VEEV (7.1%). The top 20 holdings account for 99.31% of reported assets. Its disclosed equity book has returned -6.40% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Seilern Investment Management Ltd’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1817797). View Seilern Investment Management Ltd’s 13F filings on SEC