Seilern Investment Management Ltd
LONDON X0 · SEC CIK 0001817797
$8.38亿2026Q1 申报市值
24持仓数
70.5%前十大占比 · 第一大 10.6%
0 / 0新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
TYL 加仓+$1,069.39万
VEEV 加仓+$43.09万
2026Q1 卖出最多 按季末市值估算
MTD 减仓-$3,848.93万
GOOGL 减仓-$2,413.89万
MA 减仓-$2,058.90万
UNH 减仓-$2,024.47万
MSFT 减仓-$1,923.92万
2026Q1 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 | $8,892.20万 | 10.61% | 177,965 | -41,206 | -18.8% | -$2,058.90万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $7,606.80万 | 9.07% | 281,119 | -74,817 | -21.0% | -$2,024.47万 | 减仓 |
| TYL | TYLER TECHNOLOGIES INC | $6,240.15万 | 7.44% | 182,258 | 31,234 | 20.7% | $1,069.39万 | 加仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $5,664.99万 | 6.76% | 226,021 | -52,208 | -18.8% | -$1,308.54万 | 减仓 |
| VEEV | VEEVA SYS INC | $5,556.56万 | 6.63% | 316,325 | 2,453 | 0.8% | $43.09万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $5,527.05万 | 6.59% | 690,191 | -233,069 | -25.2% | -$1,866.42万 | 减仓 |
| GOOGL | ALPHABET INC | $5,333.84万 | 6.36% | 185,486 | -83,944 | -31.2% | -$2,413.89万 | 减仓 |
| ADSK | AUTODESK INC | $4,910.76万 | 5.86% | 205,128 | -31,863 | -13.4% | -$762.80万 | 减仓 |
| MSFT | MICROSOFT CORP | $4,879.77万 | 5.82% | 131,825 | -51,974 | -28.3% | -$1,923.92万 | 减仓 |
| IDXX | IDEXX LABS INC | $4,541.81万 | 5.42% | 80,831 | -19,959 | -19.8% | -$1,121.48万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $4,534.21万 | 5.41% | 98,358 | -34,055 | -25.7% | -$1,569.90万 | 减仓 |
| ADBE | ADOBE INC | $4,303.00万 | 5.13% | 177,020 | -54,981 | -23.7% | -$1,336.48万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $4,047.79万 | 4.83% | 145,672 | -35,206 | -19.5% | -$978.27万 | 减仓 |
| ZTS | ZOETIS INC | $3,768.22万 | 4.49% | 318,773 | -14,692 | -4.4% | -$173.67万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $3,430.12万 | 4.09% | 172,985 | -53,375 | -23.6% | -$1,058.37万 | 减仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $2,841.99万 | 3.39% | 22,534 | -30,518 | -57.5% | -$3,848.93万 | 减仓 |
| TW | TRADEWEB MKTS INC | $261.42万 | 0.31% | 22,218 | -26,721 | -54.6% | -$314.40万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $244.62万 | 0.29% | 581 | -998 | -63.2% | -$420.19万 | 减仓 |
| CPRT | COPART INC | $228.60万 | 0.27% | 68,854 | -68,960 | -50.0% | -$228.95万 | 减仓 |
| GGG | GRACO INC | $222.43万 | 0.27% | 26,277 | -57,093 | -68.5% | -$483.29万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $218.95万 | 0.26% | 10,776 | -14,285 | -57.0% | -$290.24万 | 减仓 |
| CME | CME GROUP INC | $211.77万 | 0.25% | 7,170 | -16,656 | -69.9% | -$491.94万 | 减仓 |
| MCO | MOODYS CORP | $206.43万 | 0.25% | 4,732 | -9,232 | -66.1% | -$402.75万 | 减仓 |
| V | VISA INC | $175.18万 | 0.21% | 5,796 | -11,459 | -66.4% | -$346.34万 | 减仓 |