Seilern Investment Management Ltd
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| TRADEWEB MKTS INC(TW) | 48,939 | 22,218 | -26,721 | 5,262,900 | 2,614,170 | 0.31% | -2,648,730 |
| COPART INC(CPRT) | 137,814 | 68,854 | -68,960 | 5,395,418 | 2,285,953 | 0.27% | -3,109,465 |
| AUTOMATIC DATA PROCESSING IN | 25,061 | 10,776 | -14,285 | 6,446,441 | 2,189,468 | 0.26% | -4,256,973 |
| ZOETIS INC(ZTS) | 333,465 | 318,773 | -14,692 | 41,956,566 | 37,682,156 | 4.49% | -4,274,410 |
| VISA INC(V) | 17,255 | 5,796 | -11,459 | 6,051,501 | 1,751,783 | 0.21% | -4,299,718 |
| CME GROUP INC(CME) | 23,826 | 7,170 | -16,656 | 6,506,404 | 2,117,660 | 0.25% | -4,388,744 |
| GRACO INC(GGG) | 83,370 | 26,277 | -57,093 | 6,833,839 | 2,224,348 | 0.27% | -4,609,491 |
| MOODYS CORP(MCO) | 13,964 | 4,732 | -9,232 | 7,133,509 | 2,064,335 | 0.25% | -5,069,174 |
| BOOKING HOLDINGS INC(BKNG) | 1,579 | 581 | -998 | 8,456,066 | 2,446,196 | 0.29% | -6,009,870 |
| TYLER TECHNOLOGIES INC(TYL) | 151,024 | 182,258 | +31,234 | 68,557,345 | 62,401,494 | 7.44% | -6,155,851 |
| VEEVA SYS INC(VEEV) | 313,872 | 316,325 | +2,453 | 70,065,647 | 55,565,650 | 6.63% | -14,499,997 |
| CADENCE DESIGN SYSTEM INC(CDNS) | 180,878 | 145,672 | -35,206 | 56,538,845 | 40,477,879 | 4.83% | -16,060,966 |
| WEST PHARMACEUTICAL SVSC INC(WST) | 278,229 | 226,021 | -52,208 | 76,551,927 | 56,649,903 | 6.76% | -19,902,024 |
| AUTODESK INC | 236,991 | 205,128 | -31,863 | 70,151,706 | 49,107,643 | 5.86% | -21,044,063 |
| IDEXX LABS INC(IDXX) | 100,790 | 80,831 | -19,959 | 68,187,459 | 45,418,131 | 5.42% | -22,769,328 |
| EDWARDS LIFESCIENCES CORP | 923,260 | 690,191 | -233,069 | 78,707,915 | 55,270,495 | 6.59% | -23,437,420 |
| ACCENTURE PLC IRELAND | 226,360 | 172,985 | -53,375 | 60,732,388 | 34,301,196 | 4.09% | -26,431,192 |
| INTUITIVE SURGICAL INC | 132,413 | 98,358 | -34,055 | 74,993,427 | 45,342,054 | 5.41% | -29,651,373 |
| ALPHABET INC(GOOG) | 269,430 | 185,486 | -83,944 | 84,331,590 | 53,338,354 | 6.36% | -30,993,236 |
| MASTERCARD INCORPORATED(MA) | 219,171 | 177,965 | -41,206 | 125,120,340 | 88,921,992 | 10.61% | -36,198,348 |
| ADOBE INC(ADBE) | 232,001 | 177,020 | -54,981 | 81,198,030 | 43,030,022 | 5.13% | -38,168,008 |
| MICROSOFT CORP(MSFT) | 183,799 | 131,825 | -51,974 | 88,888,872 | 48,797,660 | 5.82% | -40,091,212 |
| UNITEDHEALTH GROUP INC(UNH) | 355,936 | 281,119 | -74,817 | 117,498,033 | 76,067,990 | 9.07% | -41,430,043 |
| METTLER TOLEDO INTERNATIONAL(MTD) | 53,052 | 22,534 | -30,518 | 73,964,568 | 28,419,881 | 3.39% | -45,544,687 |