Data as of Q4 2025 (Dec 31, 2025)·Next filing deadline: May 15, 2026

Seilern Investment Management Ltd

•CIK: 1817797•Filing: Q4 2025

**Seilern Investment Management Ltd** manages $1.3B across a concentrated portfolio of 24 positions. The fund exhibits significant conviction in technology and healthcare, with top holdings including MA at $125.1M and UNH at $117.5M. Further allocations are notable in software and industrials, evidenced by positions in MSFT ($88.9M), GOOGL ($84.3M), and ADBE ($81.2M). This structure suggests a focused, large-cap growth mandate within established market leaders.

Total AUM

$1.3B

QoQ Performance

-6.8%

Positions

24

Top 10 Concentration

67.6%

Latest Filing

Q4 2025

Top Holdings Allocation

MA

UNH

MSFT

GOOGL

ADBE

EW

WST

ISRG

MA9.7%

UNH9.1%

MSFT6.9%

GOOGL6.5%

ADBE6.3%

EW6.1%

WST5.9%

ISRG5.8%

📈 Biggest Buys

CADENCE DESIGN SYSTEM INC

+556.7%

4.4% of portfolio

ZOETIS INC

+361.2%

3.3% of portfolio

ACCENTURE PLC IRELAND

+13.7%

4.7% of portfolio

TYLER TECHNOLOGIES INC

+10.6%

5.3% of portfolio

COPART INC

NEW

0.4% of portfolio

📉 Biggest Sells

ALPHABET INC

-38.4%

6.5% of portfolio

CME GROUP INC

-87.3%

0.5% of portfolio

MICROSOFT CORP

-27.8%

6.9% of portfolio

IDEXX LABS INC

-28.7%

5.3% of portfolio

WEST PHARMACEUTICAL SVSC INC

-14.9%

5.9% of portfolio

Sector Breakdown

Other55.6%

Technology24.4%

Financial10.2%

Healthcare9.1%

Consumer0.7%

Changes from Q3 2025

NEW2 new positions

↑6 increased

↓16 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024

📌 Top Holdings

MASTERCARD INCORPORATED

UNITEDHEALTH GROUP INC

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