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
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
MA Mastercard Inc - A
| 10.97% | $87.009M 169,410 shares@ $513.6 avg price | Decreased -4.8% |
UNH Unitedhealth Group Inc
| 8.38% | $66.51M 160,023 shares@ $415.63 avg price | Decreased -43.07% |
VEEV Veeva Systems Inc-class A
| 7.09% | $56.264M 317,032 shares@ $177.47 avg price | Increased 0.23% |
EW Edwards Lifesciences Corp
| 6.84% | $54.297M 600,231 shares@ $90.46 avg price | Decreased -13.03% |
IDXX Idexx Laboratories Inc
| 6.47% | $51.359M 97,560 shares@ $526.44 avg price | Increased 20.7% |
TYL Tyler Technologies Inc
| 6.39% | $50.646M 173,172 shares@ $292.46 avg price | Decreased -4.98% |
WST West Pharmaceutical Services
| 6.26% | $49.625M 138,230 shares@ $359.0 avg price | Decreased -38.84% |
ISRG Intuitive Surgical Inc
| 5.8% | $46.01M 115,695 shares@ $397.69 avg price | Increased 17.63% |
ADSK Autodesk Inc
| 5.58% | $44.265M 227,675 shares@ $194.43 avg price | Increased 11% |
GOOGL Alphabet Inc-cl A
| 5.47% | $43.394M 121,426 shares@ $357.38 avg price | Decreased -34.53% |
1-10 of 24