StockDriftsStockDriftsTop 24 Seilern Investment Management Ltd Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MA | MASTERCARD INCORPORATED | 10.61% | 178.0K | $88.9M | -18.80%(-41.21K) | $510.18(-2.57%) | 2026-03-31 | |
| UNH | UNITEDHEALTH GROUP INC | 9.07% | 281.1K | $76.1M | -21.02%(-74.82K) | $501.95(-27.51%) | 2026-03-31 | |
| TYL | TYLER TECHNOLOGIES INC | 7.44% | 182.3K | $62.4M | +20.68%(+31.23K) | $541.70(-39.48%) | 2026-03-31 | |
| WST | WEST PHARMACEUTICAL SVSC INC | 6.76% | 226.0K | $56.6M | -18.76%(-52.21K) | $313.86(-1.24%) | 2026-03-31 | |
| VEEV | VEEVA SYS INC | 6.63% | 316.3K | $55.6M | +0.78%(+2.45K) | $213.12(-19.67%) | 2026-03-31 | |
| EW | EDWARDS LIFESCIENCES CORP | 6.59% | 690.2K | $55.3M | -25.24%(-233.07K) | $70.01(+18.43%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 6.36% | 185.5K | $53.3M | -31.16%(-83.94K) | $177.58(+118.74%) | 2026-03-31 | |
| ADSK | AUTODESK INC | 5.86% | 205.1K | $49.1M | -13.44%(-31.86K) | $286.51(-12.94%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 5.82% | 131.8K | $48.8M | -28.28%(-51.97K) | $425.90(-3.41%) | 2026-03-31 | |
| IDXX | IDEXX LABS INC | 5.42% | 80.8K | $45.4M | -19.80%(-19.96K) | $459.33(+22.56%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -3.89% | -11.22% |
| Top 20 Holdings Unweighted | -3.28% | -9.51% |
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