Seilern Investment Management Ltd
LONDON X0 · SEC CIK 0001817797
$7.94亿2026Q2 申报市值
24持仓数
69.2%前十大占比 · 第一大 11.0%
0 / 0新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
CPRT 加仓+$2,773.45万
ZTS 加仓+$1,014.90万
IDXX 加仓+$880.68万
ISRG 加仓+$689.46万
ADSK 加仓+$438.36万
2026Q2 卖出最多 按季末市值估算
UNH 减仓-$5,033.11万
WST 减仓-$3,151.70万
GOOGL 减仓-$2,289.31万
CDNS 减仓-$1,176.67万
EW 减仓-$813.78万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| MA | MASTERCARD INCORPORATED | $8,700.90万 | 10.96% | 169,410 | -8,555 | -4.8% | -$439.38万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $6,651.04万 | 8.38% | 160,023 | -121,096 | -43.1% | -$5,033.11万 | 减仓 |
| VEEV | VEEVA SYS INC | $5,626.37万 | 7.09% | 317,032 | 707 | 0.2% | $12.55万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $5,429.69万 | 6.84% | 600,231 | -89,960 | -13.0% | -$813.78万 | 减仓 |
| IDXX | IDEXX LABS INC | $5,135.95万 | 6.47% | 97,560 | 16,729 | 20.7% | $880.68万 | 加仓 |
| TYL | TYLER TECHNOLOGIES INC | $5,064.59万 | 6.38% | 173,172 | -9,086 | -5.0% | -$265.73万 | 减仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $4,962.46万 | 6.25% | 138,230 | -87,791 | -38.8% | -$3,151.70万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $4,600.96万 | 5.80% | 115,695 | 17,337 | 17.6% | $689.46万 | 加仓 |
| ADSK | AUTODESK INC | $4,426.46万 | 5.58% | 227,675 | 22,547 | 11.0% | $438.36万 | 加仓 |
| GOOGL | ALPHABET INC | $4,339.40万 | 5.47% | 121,426 | -64,060 | -34.5% | -$2,289.31万 | 减仓 |
| MSFT | MICROSOFT CORP | $4,294.47万 | 5.41% | 115,127 | -16,698 | -12.7% | -$622.87万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $4,290.70万 | 5.41% | 114,321 | -31,351 | -21.5% | -$1,176.67万 | 减仓 |
| ADBE | ADOBE INC | $3,688.23万 | 4.65% | 179,896 | 2,876 | 1.6% | $58.96万 | 加仓 |
| ZTS | ZOETIS INC | $3,305.60万 | 4.16% | 460,006 | 141,233 | 44.3% | $1,014.90万 | 加仓 |
| CPRT | COPART INC | $2,967.55万 | 3.74% | 1,052,697 | 983,843 | 1,428.9% | $2,773.45万 | 加仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $2,690.05万 | 3.39% | 21,057 | -1,477 | -6.6% | -$188.69万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $2,036.36万 | 2.57% | 163,642 | -9,343 | -5.4% | -$116.26万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $220.27万 | 0.28% | 12,358 | -2,167 | -14.9% | -$38.62万 | 减仓 |
| TW | TRADEWEB MKTS INC | $194.22万 | 0.24% | 19,488 | -2,730 | -12.3% | -$27.21万 | 减仓 |
| V | VISA INC | $192.85万 | 0.24% | 5,621 | -175 | -3.0% | -$6.00万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $188.30万 | 0.24% | 8,408 | -2,368 | -22.0% | -$53.03万 | 减仓 |
| MCO | MOODYS CORP | $164.41万 | 0.21% | 3,630 | -1,102 | -23.3% | -$49.91万 | 减仓 |
| GGG | GRACO INC | $126.93万 | 0.16% | 16,788 | -9,489 | -36.1% | -$71.75万 | 减仓 |
| CME | CME GROUP INC | $83.92万 | 0.11% | 3,800 | -3,370 | -47.0% | -$74.42万 | 减仓 |