Seilern-Investment-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ACN",
  "ADBE",
  "GOOGL",
  "ISRG",
  "BKNG",
  "MA",
  "MSFT",
  "UNH",
  "TYL",
  "MTD",
  "GGG",
  "EW",
  "ADSK",
  "IDXX",
  "VEEV",
  "V",
  "WST",
  "ADP",
  "CDNS",
  "CME",
  "MCO",
  "NKE",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-14
Total Holdings: 23
Total Value: 1529788568
Accession Number: 0001817797-25-000006
Form Type: 13F-HR
CIK: seilern-investment-management
Manager Name: Seilern-Investment-Management

Data Enrichment

100% identified

23 identified0 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

23 positions • $1.5B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Mastercard Inc

MA|57636Q104

Shares:278.7K

Value:$152.8M

% of Portfolio:10.0% ($152.8M/$1.5B)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:263.1K

Value:$137.8M

% of Portfolio:9.0% ($137.8M/$1.5B)

MICROSOFT CORP

MSFT|594918104

Shares:363.8K

Value:$136.5M

% of Portfolio:8.9% ($136.5M/$1.5B)

IDEXX LABORATORIES INC /DE

IDXX|45168D104

Shares:265.9K

Value:$111.7M

% of Portfolio:7.3% ($111.7M/$1.5B)

Edwards Lifesciences Corp

EW|28176E108

Shares:1.4M

Value:$99.3M

% of Portfolio:6.5% ($99.3M/$1.5B)

WEST PHARMACEUTICAL SERVICES INC

WST|955306105

Shares:441.4K

Value:$98.8M

% of Portfolio:6.5% ($98.8M/$1.5B)

VEEVA SYSTEMS INC

VEEV|922475108

Shares:419.8K

Value:$97.2M

% of Portfolio:6.4% ($97.2M/$1.5B)

ADOBE INC.

ADBE|00724F101

Shares:250.8K

Value:$96.2M

% of Portfolio:6.3% ($96.2M/$1.5B)

Alphabet Inc.

GOOGL|02079K305

Shares:573.5K

Value:$88.7M

% of Portfolio:5.8% ($88.7M/$1.5B)

TYLER TECHNOLOGIES INC

TYL|902252105

Shares:149.7K

Value:$87.0M

% of Portfolio:5.7% ($87.0M/$1.5B)

METTLER TOLEDO INTERNATIONAL INC/

MTD|592688105

Shares:68.2K

Value:$80.6M

% of Portfolio:5.3% ($80.6M/$1.5B)

NIKE, Inc.

NKE|654106103

Shares:1.2M

Value:$73.1M

% of Portfolio:4.8% ($73.1M/$1.5B)

Accenture plc

ACN|G1151C101

Shares:214.8K

Value:$67.0M

% of Portfolio:4.4% ($67.0M/$1.5B)

CADENCE DESIGN SYSTEMS INC

CDNS|127387108

Shares:254.8K

Value:$64.8M

% of Portfolio:4.2% ($64.8M/$1.5B)

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:126.8K

Value:$62.8M

% of Portfolio:4.1% ($62.8M/$1.5B)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:41.1K

Value:$12.6M

% of Portfolio:0.8% ($12.6M/$1.5B)

Booking Holdings Inc.

BKNG|09857L108

Shares:2.5K

Value:$11.7M

% of Portfolio:0.8% ($11.7M/$1.5B)

Zoetis Inc.

ZTS|98978V103

Shares:59.9K

Value:$9.9M

% of Portfolio:0.6% ($9.9M/$1.5B)

VISA INC.

V|92826C839

Shares:24.3K

Value:$8.5M

% of Portfolio:0.6% ($8.5M/$1.5B)

GRACO INC

GGG|384109104

Shares:101.1K

Value:$8.4M

% of Portfolio:0.6% ($8.4M/$1.5B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Mastercard Inc(MAcusip57636Q104)	278.7K	QoQ -20.21% (-70.6K) YoY-	All Managers (Combined)	$152.8M	10.0% ($152.8M/$1.5B)	QoQ -16.94% (-$31.2M) YoY-
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	263.1K	QoQ -13.02% (-39.4K) YoY-	All Managers (Combined)	$137.8M	9.0% ($137.8M/$1.5B)	QoQ -9.94% (-$15.2M) YoY-
MICROSOFT CORP(MSFTcusip594918104)	363.8K	QoQ -12.02% (-49.7K) YoY-	All Managers (Combined)	$136.5M	8.9% ($136.5M/$1.5B)	QoQ -21.64% (-$37.7M) YoY-
IDEXX LABORATORIES INC /DE(IDXXcusip45168D104)	265.9K	QoQ -2.78% (-7.6K) YoY-	All Managers (Combined)	$111.7M	7.3% ($111.7M/$1.5B)	QoQ -1.25% (-$1.4M) YoY-
Edwards Lifesciences Corp(EWcusip28176E108)	1.4M	QoQ -7.40% (-109.5K) YoY-	All Managers (Combined)	$99.3M	6.5% ($99.3M/$1.5B)	QoQ -9.34% (-$10.2M) YoY-
WEST PHARMACEUTICAL SERVICES INC(WSTcusip955306105)	441.4K	QoQ -0.55% (-2.5K) YoY-	All Managers (Combined)	$98.8M	6.5% ($98.8M/$1.5B)	QoQ -32.03% (-$46.6M) YoY-
VEEVA SYSTEMS INC(VEEVcusip922475108)	419.8K	QoQ -7.05% (-31.9K) YoY-	All Managers (Combined)	$97.2M	6.4% ($97.2M/$1.5B)	QoQ +2.39% (-$2.3M) YoY-
ADOBE INC.(ADBEcusip00724F101)	250.8K	QoQ +0.70% (-1.8K) YoY-	All Managers (Combined)	$96.2M	6.3% ($96.2M/$1.5B)	QoQ -13.14% (-$14.6M) YoY-
Alphabet Inc.(GOOGLcusip02079K305)	573.5K	QoQ -1.88% (-11.0K) YoY-	All Managers (Combined)	$88.7M	5.8% ($88.7M/$1.5B)	QoQ -19.85% (-$22.0M) YoY-
TYLER TECHNOLOGIES INC(TYLcusip902252105)	149.7K	QoQ -18.22% (-33.4K) YoY-	All Managers (Combined)	$87.0M	5.7% ($87.0M/$1.5B)	QoQ -17.55% (-$18.5M) YoY-
METTLER TOLEDO INTERNATIONAL INC/(MTDcusip592688105)	68.2K	QoQ -6.41% (-4.7K) YoY-	All Managers (Combined)	$80.6M	5.3% ($80.6M/$1.5B)	QoQ -9.68% (-$8.6M) YoY-
NIKE, Inc.(NKEcusip654106103)	1.2M	QoQ -14.10% (-189.2K) YoY-	All Managers (Combined)	$73.1M	4.8% ($73.1M/$1.5B)	QoQ -27.94% (-$28.4M) YoY-
Accenture plc(ACNcusipG1151C101)	214.8K	QoQ -24.39% (-69.3K) YoY-	All Managers (Combined)	$67.0M	4.4% ($67.0M/$1.5B)	QoQ -32.94% (-$32.9M) YoY-
CADENCE DESIGN SYSTEMS INC(CDNScusip127387108)	254.8K	QoQ NEW(+254.8K) YoY-	All Managers (Combined)	$64.8M	4.2% ($64.8M/$1.5B)	QoQ NEW(+$64.8M) YoY-
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	126.8K	QoQ -19.78% (-31.3K) YoY-	All Managers (Combined)	$62.8M	4.1% ($62.8M/$1.5B)	QoQ -23.88% (-$19.7M) YoY-
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	41.1K	QoQ -12.84% (-6.1K) YoY-	All Managers (Combined)	$12.6M	0.8% ($12.6M/$1.5B)	QoQ -9.03% (-$1.2M) YoY-
Booking Holdings Inc.(BKNGcusip09857L108)	2.5K	QoQ -4.76% (-127) YoY-	All Managers (Combined)	$11.7M	0.8% ($11.7M/$1.5B)	QoQ -11.69% (-$1.5M) YoY-
Zoetis Inc.(ZTScusip98978V103)	59.9K	QoQ +2.25% (+1.3K) YoY-	All Managers (Combined)	$9.9M	0.6% ($9.9M/$1.5B)	QoQ +3.33% (+$318.8K) YoY-
VISA INC.(Vcusip92826C839)	24.3K	QoQ -38.99% (-15.6K) YoY-	All Managers (Combined)	$8.5M	0.6% ($8.5M/$1.5B)	QoQ -32.35% (-$4.1M) YoY-
GRACO INC(GGGcusip384109104)	101.1K	QoQ -17.85% (-22.0K) YoY-	All Managers (Combined)	$8.4M	0.6% ($8.4M/$1.5B)	QoQ -18.61% (-$1.9M) YoY-