Seilern Investment Management LTD
Seilern Investment Management Ltd is an independent and privately-owned investment management company specializing in quality growth equities with a focus on long-term investment strategies.
Investment Strategy
Specializes in quality growth investments with a focus on exceptional businesses having superior growth prospects, sustainable competitive advantages, high returns on invested capital, and low or no net debt.
Latest 13F Filing Activity
Seilern Investment Management LTD filed their most recent 13F report on Sep 30, 2025 disclosing 22 equity positions with a total 13F market value of $1B. The fund increased holdings in Cme Group Inc., Alphabet Inc., Unitedhealth Group Inc. among other positions. Seilern Investment Management LTD reduced exposure to Cadence Design System Inc., Microsoft Corp., Idexx Labs Inc. among others.
Top Holdings
Equity Positions (22)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
U UNH | UNITEDHEALTH GROUP INC | 9.63% | $133.2M | 385,720 | $441.88 | $345.30 | +$10.7M |
M MSFT | MICROSOFT CORP | 9.53% | $131.8M | 254,544 | $421.50 | $517.95 | -$28.0M |
M MA | MASTERCARD INCORPORATED | 9.31% | $128.8M | 226,438 | $526.57 | $568.81 | -$18.2M |
G GOOGL | ALPHABET INC | 7.69% | $106.4M | 437,529 | $189.30 | $243.10 | +$11.3M |
I IDXX | IDEXX LABS INC | 6.52% | $90.3M | 141,276 | $413.44 | $638.89 | -$23.5M |