Seilern Investment Management LTD Portfolio Holdings by Sector
Seilern Investment Management LTD
- $1.52 Trillion
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Software—Infrastructure | Technology
MSFT ADBE 2 stocks |
$252 Million
16.62% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
TYL CDNS ADSK 3 stocks |
$228 Million
15.05% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
IDXX MTD 2 stocks |
$189 Million
12.49% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
WST ISRG 2 stocks |
$162 Million
10.69% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
MA V 2 stocks |
$154 Million
10.16% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$123 Million
8.08% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
EW 1 stocks |
$96.9 Million
6.39% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Health Information Services | Healthcare
VEEV 1 stocks |
$96.8 Million
6.39% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL 1 stocks |
$95 Million
6.27% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
ACN 1 stocks |
$64 Million
4.22% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
MCO CME 2 stocks |
$15.9 Million
1.05% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
BKNG 1 stocks |
$10.9 Million
0.72% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$10.4 Million
0.69% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS 1 stocks |
$9.77 Million
0.64% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GGG 1 stocks |
$7.86 Million
0.52% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|