Seilern Investment Management Ltd
CIK 1817797
13F filing for Q2 2026・No. 2,966
- Holdings
- US$793.82M
- Quarter change
- −US$44.67M
- Entries
- 24
- Net bought (estimate)
- −US$84.98M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 0
- Sold out 0
- Cut 16
- Added 8
- Corporate actions 0
- Unchanged 0
Largest holdings
24 stocks worth US$793.82M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| MAMASTERCARD INCORPORATEDCL A | Cut | 169,410 | US$87.01M | 10.96% |
| UNHUNITEDHEALTH GROUP INCCOM | Cut | 160,023 | US$66.51M | 8.38% |
| VEEVVEEVA SYS INCCL A COM | Added | 317,032 | US$56.26M | 7.09% |
| EWEDWARDS LIFESCIENCES CORPCOM | Cut | 600,231 | US$54.3M | 6.84% |
| IDXXIDEXX LABS INCCOM | Added | 97,560 | US$51.36M | 6.47% |
| TYLTYLER TECHNOLOGIES INCCOM | Cut | 173,172 | US$50.65M | 6.38% |
| WSTWEST PHARMACEUTICAL SVSC INCCOM | Cut | 138,230 | US$49.62M | 6.25% |
| ISRGINTUITIVE SURGICAL INCCOM NEW | Added | 115,695 | US$46.01M | 5.80% |
| ADSKAUTODESK INCCOM | Added | 227,675 | US$44.26M | 5.58% |
| GOOGLAlphabetCAP STK CL A | Cut | 121,426 | US$43.39M | 5.47% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 8, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.