Portfolio (Quarterly)
Guide ↗
Seilern Investment Management Ltd
· CIK 0001817797| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | TYL | TYLER TECHNOLOGIES INC | Technology | 182,258.0 | $62.4M | 7.44% | +31K | +20.7% | $342.38 | -10.2% |
| 2 | VEEV | VEEVA SYS INC | Healthcare | 316,325.0 | $55.6M | 6.63% | +2K | +0.8% | $175.66 | -9.7% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Healthcare
47.8%
Technology
33.2%
Financial Services
11.6%
Communication Services
6.4%
Industrials
0.8%
Consumer Cyclical
0.3%