Seilern Investment Management Ltd
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2026 ▲▼ | Q2 2026 ▲▼ | Change ▲▼ | Q1 2026 ▲▼ | Q2 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| COPART INC(CPRT) | 68,854 | 1,052,697 | +983,843 | 2,285,953 | 29,675,528 | 3.74% | +27,389,575 |
| IDEXX LABS INC(IDXX) | 80,831 | 97,560 | +16,729 | 45,418,131 | 51,359,486 | 6.47% | +5,941,355 |
| CADENCE DESIGN SYSTEM INC(CDNS) | 145,672 | 114,321 | -31,351 | 40,477,879 | 42,906,958 | 5.41% | +2,429,079 |
| VEEVA SYS INC(VEEV) | 316,325 | 317,032 | +707 | 55,565,650 | 56,263,669 | 7.09% | +698,019 |
| INTUITIVE SURGICAL INC | 98,358 | 115,695 | +17,337 | 45,342,054 | 46,009,588 | 5.80% | +667,534 |
| VISA INC(V) | 5,796 | 5,621 | -175 | 1,751,783 | 1,928,509 | 0.24% | +176,726 |
| BOOKING HOLDINGS INC(BKNG) | 581 | 12,358 | +11,777 | 2,446,196 | 2,202,690 | 0.28% | -243,506 |
| AUTOMATIC DATA PROCESSING IN | 10,776 | 8,408 | -2,368 | 2,189,468 | 1,882,972 | 0.24% | -306,496 |
| MOODYS CORP(MCO) | 4,732 | 3,630 | -1,102 | 2,064,335 | 1,644,100 | 0.21% | -420,235 |
| TRADEWEB MKTS INC(TW) | 22,218 | 19,488 | -2,730 | 2,614,170 | 1,942,174 | 0.24% | -671,996 |
| GRACO INC(GGG) | 26,277 | 16,788 | -9,489 | 2,224,348 | 1,269,341 | 0.16% | -955,007 |
| EDWARDS LIFESCIENCES CORP | 690,191 | 600,231 | -89,960 | 55,270,495 | 54,296,896 | 6.84% | -973,599 |
| CME GROUP INC(CME) | 7,170 | 3,800 | -3,370 | 2,117,660 | 839,154 | 0.11% | -1,278,506 |
| METTLER TOLEDO INTERNATIONAL(MTD) | 22,534 | 21,057 | -1,477 | 28,419,881 | 26,900,528 | 3.39% | -1,519,353 |
| MASTERCARD INCORPORATED(MA) | 177,965 | 169,410 | -8,555 | 88,921,992 | 87,008,976 | 10.96% | -1,913,016 |
| ZOETIS INC(ZTS) | 318,773 | 460,006 | +141,233 | 37,682,156 | 33,056,031 | 4.16% | -4,626,125 |
| AUTODESK INC | 205,128 | 227,675 | +22,547 | 49,107,643 | 44,264,574 | 5.58% | -4,843,069 |
| MICROSOFT CORP(MSFT) | 131,825 | 115,127 | -16,698 | 48,797,660 | 42,944,674 | 5.41% | -5,852,986 |
| ADOBE INC(ADBE) | 177,020 | 179,896 | +2,876 | 43,030,022 | 36,882,278 | 4.65% | -6,147,744 |
| WEST PHARMACEUTICAL SVSC INC(WST) | 226,021 | 138,230 | -87,791 | 56,649,903 | 49,624,570 | 6.25% | -7,025,333 |
| UNITEDHEALTH GROUP INC(UNH) | 281,119 | 160,023 | -121,096 | 76,067,990 | 66,510,359 | 8.38% | -9,557,631 |
| ALPHABET INC(GOOG) | 185,486 | 121,426 | -64,060 | 53,338,354 | 43,394,010 | 5.47% | -9,944,344 |
| TYLER TECHNOLOGIES INC(TYL) | 182,258 | 173,172 | -9,086 | 62,401,494 | 50,645,883 | 6.38% | -11,755,611 |
| ACCENTURE PLC IRELAND | 172,985 | 163,642 | -9,343 | 34,301,196 | 20,363,610 | 2.57% | -13,937,586 |