Seilern Investment Management LTD Portfolio Holdings by Sector
Seilern Investment Management LTD
- $1.29 Trillion
- Q4 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Software—Application | Technology
ADSK TYL CDNS 3 stocks |
$195 Million
15.14% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ADBE 2 stocks |
$170 Million
13.19% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
WST ISRG 2 stocks |
$152 Million
11.75% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
MTD IDXX 2 stocks |
$142 Million
11.02% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
MA V 2 stocks |
$131 Million
10.17% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$117 Million
9.11% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL 1 stocks |
$84.3 Million
6.54% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
EW 1 stocks |
$78.7 Million
6.1% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Health Information Services | Healthcare
VEEV 1 stocks |
$70.1 Million
5.43% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
ACN 1 stocks |
$60.7 Million
4.71% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS 1 stocks |
$42 Million
3.25% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
MCO CME 2 stocks |
$13.6 Million
1.06% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
BKNG 1 stocks |
$8.46 Million
0.66% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GGG 1 stocks |
$6.83 Million
0.53% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$6.45 Million
0.5% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Auto & Truck Dealerships | Consumer Cyclical
CPRT 1 stocks |
$5.4 Million
0.42% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
TW 1 stocks |
$5.26 Million
0.41% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|