Seilern Investment Management LTD Portfolio Holdings by Sector
Seilern Investment Management LTD
- $1.53 Trillion
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|
Software—Infrastructure | Technology
MSFT ADBE 2 stocks |
$233 Million
15.21% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
IDXX MTD 2 stocks |
$192 Million
12.57% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
WST ISRG 2 stocks |
$162 Million
10.56% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
MA V 2 stocks |
$161 Million
10.54% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
TYL CDNS ADSK 3 stocks |
$160 Million
10.45% of portfolio
|
2
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$138 Million
9.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
EW 1 stocks |
$99.3 Million
6.49% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Health Information Services | Healthcare
VEEV 1 stocks |
$97.2 Million
6.36% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL 1 stocks |
$88.7 Million
5.8% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$73.1 Million
4.78% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
ACN 1 stocks |
$67 Million
4.38% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
MCO CME 2 stocks |
$16.2 Million
1.06% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$12.6 Million
0.82% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
BKNG 1 stocks |
$11.7 Million
0.76% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS 1 stocks |
$9.87 Million
0.65% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GGG 1 stocks |
$8.44 Million
0.55% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|