Vault-13

Seilern Investment Management Ltd

LONDON, X0 · CIK 1817797 · 13F filing filed 2026-07-08

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

As an employer

In the UK

CompanyTownStaffPay gap reportFCA register
SEILERN INVESTMENT MANAGEMENT LTD. Private Limited CompanyFCA: Authorised · manages investments, advises, deals London Authorisedmanages investments, advises, deals

Sources: Companies House (accounts filed electronically; the largest groups often file on paper, so their staff numbers can be missing), the UK gender pay gap service (employers with 250+ staff) and the FCA's Financial Services Register. Contains public sector information licensed under the Open Government Licence v3.0.

$793.8m reported value -5.3% vs Q1 2026
24positions
69.2%in top 10
0 new 7 added 17 reduced 0 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 MASTERCARD INCORPORATED CL A MA MA 169,410 $87.0m10.96% 10.96% ReducedShares held: Q3 2025 226.4k, Q4 2025 219.2k, Q1 2026 178.0k, Q2 2026 169.4k -8.6k -8,555 -4.8%
2 UNITEDHEALTH GROUP INC COM UNH UNH 160,023 $66.5m8.38% 8.38% ReducedShares held: Q3 2025 385.7k, Q4 2025 355.9k, Q1 2026 281.1k, Q2 2026 160.0k -121.1k -121,096 -43.1%
3 VEEVA SYS INC CL A COM VEEV VEEV 317,032 $56.3m7.09% 7.09% AddedShares held: Q3 2025 294.2k, Q4 2025 313.9k, Q1 2026 316.3k, Q2 2026 317.0k +707 +707 0.2%
4 EDWARDS LIFESCIENCES CORP COM EW EW 600,231 $54.3m6.84% 6.84% ReducedShares held: Q3 2025 1.1m, Q4 2025 923.3k, Q1 2026 690.2k, Q2 2026 600.2k -90.0k -89,960 -13.0%
5 IDEXX LABS INC COM IDXX IDXX 97,560 $51.4m6.47% 6.47% AddedShares held: Q3 2025 141.3k, Q4 2025 100.8k, Q1 2026 80.8k, Q2 2026 97.6k +16.7k +16,729 20.7%
6 TYLER TECHNOLOGIES INC COM TYL TYL 173,172 $50.6m6.38% 6.38% ReducedShares held: Q3 2025 136.5k, Q4 2025 151.0k, Q1 2026 182.3k, Q2 2026 173.2k -9.1k -9,086 -5.0%
7 WEST PHARMACEUTICAL SVSC INC COM WST WST 138,230 $49.6m6.25% 6.25% ReducedShares held: Q3 2025 327.0k, Q4 2025 278.2k, Q1 2026 226.0k, Q2 2026 138.2k -87.8k -87,791 -38.8%
8 INTUITIVE SURGICAL INC COM NEW ISRG ISRG 115,695 $46.0m5.80% 5.80% AddedShares held: Q3 2025 146.2k, Q4 2025 132.4k, Q1 2026 98.4k, Q2 2026 115.7k +17.3k +17,337 17.6%
9 AUTODESK INC COM ADSK ADSK 227,675 $44.3m5.58% 5.58% AddedShares held: Q3 2025 218.9k, Q4 2025 237.0k, Q1 2026 205.1k, Q2 2026 227.7k +22.5k +22,547 11.0%
10 ALPHABET INC CAP STK CL A GOOGL GOOGL 121,426 $43.4m5.47% 5.47% ReducedShares held: Q3 2025 437.5k, Q4 2025 269.4k, Q1 2026 185.5k, Q2 2026 121.4k -64.1k -64,060 -34.5%
11 MICROSOFT CORP COM MSFT MSFT 115,127 $42.9m5.41% 5.41% ReducedShares held: Q3 2025 254.5k, Q4 2025 183.8k, Q1 2026 131.8k, Q2 2026 115.1k -16.7k -16,698 -12.7%
12 CADENCE DESIGN SYSTEM INC COM CDNS CDNS 114,321 $42.9m5.41% 5.41% ReducedShares held: Q3 2025 27.5k, Q4 2025 180.9k, Q1 2026 145.7k, Q2 2026 114.3k -31.4k -31,351 -21.5%
13 ADOBE INC COM ADBE ADBE 179,896 $36.9m4.65% 4.65% AddedShares held: Q3 2025 237.0k, Q4 2025 232.0k, Q1 2026 177.0k, Q2 2026 179.9k +2.9k +2,876 1.6%
14 ZOETIS INC CL A ZTS ZTS 460,006 $33.1m4.16% 4.16% AddedShares held: Q3 2025 72.3k, Q4 2025 333.5k, Q1 2026 318.8k, Q2 2026 460.0k +141.2k +141,233 44.3%
15 COPART INC COM CPRT CPRT 1,052,697 $29.7m3.74% 3.74% AddedShares held: Q3 2025 0, Q4 2025 137.8k, Q1 2026 68.9k, Q2 2026 1.1m +983.8k +983,843 1428.9%
16 METTLER TOLEDO INTERNATIONAL COM MTD MTD 21,057 $26.9m3.39% 3.39% ReducedShares held: Q3 2025 59.7k, Q4 2025 53.1k, Q1 2026 22.5k, Q2 2026 21.1k -1.5k -1,477 -6.5%
17 ACCENTURE PLC IRELAND SHS CLASS A ACN ACN 163,642 $20.4m2.57% 2.57% ReducedShares held: Q3 2025 199.0k, Q4 2025 226.4k, Q1 2026 173.0k, Q2 2026 163.6k -9.3k -9,343 -5.4%
18 BOOKING HOLDINGS INC COM BKNG BKNG 12,358 $2.2m0.28% 0.28% ReducedShares held: Q3 2025 45.5k, Q4 2025 39.5k, Q1 2026 14.5k, Q2 2026 12.4k -2.2k -2,167 -14.9%
19 TRADEWEB MKTS INC CL A TW TW 19,488 $1.9m0.24% 0.24% ReducedShares held: Q3 2025 0, Q4 2025 48.9k, Q1 2026 22.2k, Q2 2026 19.5k -2.7k -2,730 -12.3%
20 VISA INC COM CL A V V 5,621 $1.9m0.24% 0.24% ReducedShares held: Q3 2025 19.9k, Q4 2025 17.3k, Q1 2026 5.8k, Q2 2026 5.6k -175 -175 -3.0%
21 AUTOMATIC DATA PROCESSING IN COM ADP ADP 8,408 $1.9m0.24% 0.24% ReducedShares held: Q3 2025 34.1k, Q4 2025 25.1k, Q1 2026 10.8k, Q2 2026 8.4k -2.4k -2,368 -22.0%
22 MOODYS CORP COM MCO MCO 3,630 $1.6m0.21% 0.21% ReducedShares held: Q3 2025 14.8k, Q4 2025 14.0k, Q1 2026 4.7k, Q2 2026 3.6k -1.1k -1,102 -23.3%
23 GRACO INC COM GGG GGG 16,788 $1.3m0.16% 0.16% ReducedShares held: Q3 2025 92.3k, Q4 2025 83.4k, Q1 2026 26.3k, Q2 2026 16.8k -9.5k -9,489 -36.1%
24 CME GROUP INC COM CME CME 3,800 $839.2k0.11% 0.11% ReducedShares held: Q3 2025 187.2k, Q4 2025 23.8k, Q1 2026 7.2k, Q2 2026 3.8k -3.4k -3,370 -47.0%