Seilern Investment Management Ltd has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its equity portfolio holdings as of the close of business on September 30, 2026. The filing, signed by Executive Director N. Stuart Gunderson, lists a total of 24 distinct equity positions held by the firm.
The largest holding disclosed in the filing is Adobe Inc., for which Seilern Investment Management holds 137,205 shares. Alphabet Inc. Class A shares follow with 119,522 shares, while Autodesk Inc. is held in the amount of 206,140 shares. Other significant positions include Automatic Data Processing Inc. with 6,418 shares, Booking Holdings Inc. with 12,453 shares, and the CME Group Inc. with 3,651 shares.
The portfolio also includes substantial stakes in healthcare and industrial sectors. Edwards Lifesciences Corp. is held at 589,732 shares, while Copart Inc. is held at 1,188,547 shares. Intuitive Surgical Inc. holds 133,918 shares, and UnitedHealth Group Inc. is held at 130,988 shares. Additionally, the firm holds positions in Veeva Systems Inc. Class A (178,815 shares), Tyler Technologies Inc. (169,676 shares), and Graco Inc. (16,132 shares).
Other disclosed holdings include Microsoft Corp. (92,232 shares), Mastercard Inc. Class A (142,816 shares), ZOETIS Inc. Class A (454,608 shares), and IDEXX Labs Inc. (96,546 shares). The filing also lists smaller positions in Moody's Corp., West Pharmaceutical Services Inc., Mettler Toledo International, and TradeWeb Markets Inc. Class A.
