Seilern Investment Management LTD Portfolio Holdings by Sector
Seilern Investment Management LTD
- $1.38 Trillion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Software—Infrastructure | Technology
MSFT ADBE 2 stocks |
$215 Million
15.57% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
IDXX MTD 2 stocks |
$164 Million
11.82% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
WST ISRG 2 stocks |
$151 Million
10.93% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
TYL ADSK CDNS 3 stocks |
$148 Million
10.73% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
MA V 2 stocks |
$136 Million
9.8% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$133 Million
9.63% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL 1 stocks |
$106 Million
7.69% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Health Information Services | Healthcare
VEEV 1 stocks |
$87.6 Million
6.33% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
EW 1 stocks |
$82.1 Million
5.93% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
CME MCO 2 stocks |
$72.8 Million
5.26% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
ACN 1 stocks |
$49.1 Million
3.55% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS 1 stocks |
$10.6 Million
0.76% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$10 Million
0.72% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
BKNG 1 stocks |
$9.83 Million
0.71% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GGG 1 stocks |
$7.84 Million
0.57% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|