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Stuart Gunderson

Seilern Investment Management Ltd

Assets Managed
$793.817M
Holdings
24
Last Quarter
2026 - Q2
Filed Date
5d ago
Growth Rate
-5.32%(2Q avg: -20.15%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Seilern Investment Management Ltd's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 24 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 2026 - Q2, they manage 793.817M in assets, with a quarterly growth rate of -5.32% and a 2-quarter average growth rate of -20.15%. The portfolio is managed by Stuart Gunderson, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
MA
Mastercard Inc - A
Recent Activity
Decreased -4.8%
10.97%
$87.009M
169,410 shares@ $513.6 avg price
UNH
Unitedhealth Group Inc
Recent Activity
Decreased -43.07%
8.38%
$66.51M
160,023 shares@ $415.63 avg price
VEEV
Veeva Systems Inc-class A
Recent Activity
Increased 0.23%
7.09%
$56.264M
317,032 shares@ $177.47 avg price
EW
Edwards Lifesciences Corp
Recent Activity
Decreased -13.03%
6.84%
$54.297M
600,231 shares@ $90.46 avg price
IDXX
Idexx Laboratories Inc
Recent Activity
Increased 20.7%
6.47%
$51.359M
97,560 shares@ $526.44 avg price
TYL
Tyler Technologies Inc
Recent Activity
Decreased -4.98%
6.39%
$50.646M
173,172 shares@ $292.46 avg price
WST
West Pharmaceutical Services
Recent Activity
Decreased -38.84%
6.26%
$49.625M
138,230 shares@ $359.0 avg price
ISRG
Intuitive Surgical Inc
Recent Activity
Increased 17.63%
5.8%
$46.01M
115,695 shares@ $397.69 avg price
ADSK
Autodesk Inc
Recent Activity
Increased 11%
5.58%
$44.265M
227,675 shares@ $194.43 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -34.53%
5.47%
$43.394M
121,426 shares@ $357.38 avg price

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