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| Name: |
Seilern Investment Management Ltd |
| City: |
LONDON |
| State: |
X0 |
| Zip: |
WC2N 6DU |
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| Holdings
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23 |
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Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
MA |
MasterCard Inc A |
1 |
- |
$550.18 |
$152,767,000 |
278,711 |
9.99% |
-31,177,000 |
-70,614 |
0.028 |
Business Services |
|
|
UNH |
Unitedhealth Group Inc |
2 |
- |
$304.10 |
$137,798,000 |
263,098 |
9.01% |
-15,217,000 |
-39,386 |
0.028 |
Health Care Plans |
|
|
MSFT |
Microsoft Corp |
3 |
- |
$503.32 |
$136,550,000 |
363,755 |
8.93% |
-37,723,000 |
-49,703 |
0.005 |
Application Software |
|
|
IDXX |
Idexx Laboratories Inc |
4 |
- |
$533.37 |
$111,685,000 |
265,949 |
7.3% |
-1,419,000 |
-7,618 |
0.312 |
Diagnostic Substances |
|
|
EW |
Edwards Lifesciences Corp |
5 |
- |
$28.42 |
$99,258,000 |
1,369,459 |
6.49% |
-10,232,000 |
-109,530 |
0.22 |
Medical Appliances & ... |
|
|
WST |
West Pharmaceutical Service... |
6 |
- |
$227.18 |
$98,811,000 |
441,357 |
6.46% |
-46,568,000 |
-2,468 |
0.597 |
Rubber & Plastics |
|
|
VEEV |
Veeva Systems Inc |
7 |
- |
$275.89 |
$97,229,000 |
419,758 |
6.36% |
2,272,000 |
-31,880 |
0.311 |
Healthcare Informatio... |
|
|
ADBE |
Adobe Systems Inc |
8 |
- |
$363.35 |
$96,187,000 |
250,794 |
6.29% |
-14,557,000 |
1,753 |
0.052 |
Application Software |
|
|
GOOGL |
Alphabet Inc |
9 |
- |
$180.19 |
$88,687,000 |
573,507 |
5.8% |
-21,966,000 |
-11,032 |
0.01 |
Search Engines & Info... |
|
|
TYL |
Tyler Technologies Inc |
10 |
- |
$551.80 |
$87,023,000 |
149,681 |
5.69% |
-18,526,000 |
-33,361 |
0.372 |
Information Technolog... |
|
|
MTD |
Mettler Toledo Internationa... |
11 |
- |
$1,223.93 |
$80,577,000 |
68,233 |
5.27% |
-8,644,000 |
-4,679 |
0.287 |
Scientific & Technica... |
|
|
NKE |
Nike Inc B |
12 |
- |
$72.63 |
$73,137,000 |
1,152,119 |
4.78% |
-28,364,000 |
-189,249 |
0.092 |
Textile - Apparel Foo... |
|
|
ACN |
Accenture Plc |
13 |
- |
$281.06 |
$67,024,000 |
214,794 |
4.38% |
-32,924,000 |
-69,320 |
0.034 |
Management Services |
|
|
CDNS |
Cadence Design Systems Inc |
14 |
New |
$320.60 |
$64,800,000 |
254,788 |
4.24% |
64,800,000 |
254,788 |
0.091 |
Technical & System So... |
|
|
ISRG |
Intuitive Surgical Inc |
15 |
- |
$372.63 |
$62,809,000 |
126,817 |
4.11% |
-19,708,000 |
-31,274 |
0.035 |
Medical Appliances & ... |
|
|
ADP |
Automatic Data Processing Inc |
16 |
- |
$302.65 |
$12,567,000 |
41,131 |
0.82% |
-1,248,000 |
-6,061 |
0.01 |
Business Software & S... |
|
|
BKNG |
Booking Holdings Inc |
17 |
- |
$5,717.10 |
$11,702,000 |
2,540 |
0.76% |
-1,549,000 |
-127 |
0.005 |
Internet Software & S... |
|
|
ZTS |
Zoetis Inc. |
18 |
- |
$154.96 |
$9,871,000 |
59,949 |
0.65% |
319,000 |
1,324 |
0.013 |
Drugs - Generic |
|
|
V |
Visa Inc |
19 |
- |
$347.93 |
$8,530,000 |
24,340 |
0.56% |
-4,080,000 |
-15,560 |
0.001 |
Business Services |
|
|
GGG |
Graco Inc |
20 |
- |
$87.67 |
$8,444,000 |
101,116 |
0.55% |
-1,932,000 |
-21,985 |
0.06 |
Diversified Machinery |
|
|
MCO |
Moodys Corp |
21 |
- |
$499.53 |
$8,391,000 |
18,019 |
0.55% |
-2,150,000 |
-4,249 |
0.01 |
Business Services |
|
|
ADSK |
Autodesk Inc |
22 |
New |
$280.39 |
$8,110,000 |
30,977 |
0.53% |
8,110,000 |
30,977 |
0.014 |
Technical & System So... |
|
|
CME |
CME Group Inc |
23 |
- |
$275.08 |
$7,832,000 |
29,524 |
0.51% |
-2,661,000 |
-15,660 |
0.008 |
Business Services |
|
