Seilern Investment Management Ltd 13F 持仓 · 2026年Q2
Seilern Investment Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 24 只证券，申报市值合计 7.94 亿美元。前几大持仓：MA（10.96%）、UNH（8.38%）、VEEV（7.09%）。本季前 25 大持仓中：增持 8 只、减持 16 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | MA | MASTERCARD INCORPORATED | $87.0M | 10.96% | 169,410 | 减持 |
| 2 | UNH | UNITEDHEALTH GROUP INC | $66.5M | 8.38% | 160,023 | 减持 |
| 3 | VEEV | VEEVA SYS INC | $56.3M | 7.09% | 317,032 | 增持 |
| 4 | EW | EDWARDS LIFESCIENCES CORP | $54.3M | 6.84% | 600,231 | 减持 |
| 5 | IDXX | IDEXX LABS INC | $51.4M | 6.47% | 97,560 | 增持 |
| 6 | TYL | TYLER TECHNOLOGIES INC | $50.6M | 6.38% | 173,172 | 减持 |
| 7 | WST | WEST PHARMACEUTICAL SVSC INC | $49.6M | 6.25% | 138,230 | 减持 |
| 8 | ISRG | INTUITIVE SURGICAL INC | $46.0M | 5.80% | 115,695 | 增持 |
| 9 | ADSK | AUTODESK INC | $44.3M | 5.58% | 227,675 | 增持 |
| 10 | GOOGL | ALPHABET INC | $43.4M | 5.47% | 121,426 | 减持 |
| 11 | CDNS | CADENCE DESIGN SYSTEM INC | $42.9M | 5.41% | 114,321 | 减持 |
| 12 | MSFT | MICROSOFT CORP | $42.9M | 5.41% | 115,127 | 减持 |
| 13 | ADBE | ADOBE INC | $36.9M | 4.65% | 179,896 | 增持 |
| 14 | ZTS | ZOETIS INC | $33.1M | 4.16% | 460,006 | 增持 |
| 15 | CPRT | COPART INC | $29.7M | 3.74% | 1.1M | 增持 |
| 16 | MTD | METTLER TOLEDO INTERNATIONAL | $26.9M | 3.39% | 21,057 | 减持 |
| 17 | ACN | ACCENTURE PLC IRELAND | $20.4M | 2.57% | 163,642 | 减持 |
| 18 | BKNG | BOOKING HOLDINGS INC | $2.2M | 0.28% | 12,358 | 增持 |
| 19 | ADP | AUTOMATIC DATA PROCESSING IN | $1.9M | 0.24% | 8,408 | 减持 |
| 20 | TW | TRADEWEB MKTS INC | $1.9M | 0.24% | 19,488 | 减持 |
| 21 | V | VISA INC | $1.9M | 0.24% | 5,621 | 减持 |
| 22 | MCO | MOODYS CORP | $1.6M | 0.21% | 3,630 | 减持 |
| 23 | GGG | GRACO INC | $1.3M | 0.16% | 16,788 | 减持 |
| 24 | CME | CME GROUP INC | $839,154 | 0.11% | 3,800 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR