Stuart Gunderson
@Seilern Investment Management Ltd
Latest period2024 - Q4ReportedManaged Assets$1.755BTotal holdings21
Assets growth rate0%Assets growth rate (2-Q avg)0%Continuous growth in asset value0 quarters
Portfolio positions
This chart displays the top 10 holdings in Seilern Investment Management Ltd's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 21 positions.
Assets under management
The assets under management (AUM) of Seilern Investment Management Ltd over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 1.755B in assets, with a quarterly growth rate of 0% and a 2-quarter average growth rate of 0%. The portfolio is managed by Stuart Gunderson, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
MAMastercard Incorporated
| 10.49% | $183.944M 349,325 shares@ $526.57 avg price | New Position |
MSFTMicrosoft Corp
| 9.94% | $174.273M 413,458 shares@ $421.5 avg price | New Position |
UNHUnitedhealth Group Inc
| 8.72% | $153.015M 302,484 shares@ $505.86 avg price | New Position |
WSTWest Pharmaceutical Svsc Inc
| 8.29% | $145.379M 443,825 shares@ $327.56 avg price | New Position |
IDXXIdexx Labs Inc
| 6.45% | $113.104M 273,567 shares@ $413.44 avg price | New Position |
ADBEAdobe Inc
| 6.32% | $110.744M 249,041 shares@ $444.69 avg price | New Position |
GOOGLAlphabet Inc
| 6.31% | $110.653M 584,539 shares@ $189.31 avg price | New Position |
EWEdwards Lifesciences Corp
| 6.24% | $109.49M 1.479M shares@ $74.04 avg price | New Position |
TYLTyler Technologies Inc
| 6.02% | $105.549M 183,042 shares@ $576.65 avg price | New Position |
NKENike Inc
| 5.79% | $101.501M 1.341M shares@ $75.68 avg price | New Position |