Q2 2026 13F · SEC CIK 1817797
Seilern Investment Management Ltd
Asset managerFiled 2026-07-08 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $793.8M
- Reported positions
- 24
- Holdings vs S&P 500, 3 yrs
- —
- Average holding period
- 1.7 yrs
Seilern Investment Management Ltd is an asset manager that reported 24 positions worth $793.8M in its Q2 2026 13F, filed 2026-07-08. Its largest holdings were Mastercard Inc. (MA, 11.0%), Unitedhealth Group Inc Com (UNH, 8.4%), Veeva Sys Inc (VEEV, 7.1%).
Seilern Investment Management Ltd holdings all 24 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| MAMastercard Inc. | 11.0% | -4.8% | $87.0M |
| UNHUnitedhealth Group Inc Com | 8.4% | -43.1% | $66.5M |
| VEEVVeeva Sys Inc | 7.1% | +0.2% | $56.3M |
| EWEdwards Lifesciences Corp | 6.8% | -13.0% | $54.3M |
| IDXXIdexx Labs Inc | 6.5% | +20.7% | $51.4M |
| TYLTyler Technologies Inc | 6.4% | -5.0% | $50.6M |
| WSTWest Pharmaceutical Svsc Inc | 6.3% | -38.8% | $49.6M |
| ISRGIntuitive Surgical Inc | 5.8% | +17.6% | $46.0M |
| ADSKAutodesk Inc | 5.6% | +11.0% | $44.3M |
| GOOGLAlphabet Inc | 5.5% | -34.5% | $43.4M |
| MSFTMicrosoft Corp | 5.4% | -12.7% | $42.9M |
| CDNSCadence Design System Inc | 5.4% | -21.5% | $42.9M |
| ADBEAdobe Inc | 4.6% | +1.6% | $36.9M |
| ZTSZoetis Inc | 4.2% | +44.3% | $33.1M |
| CPRTCopart Inc | 3.7% | +1428.9% | $29.7M |
| MTDMettler-Toledo International I | 3.4% | -6.6% | $26.9M |
| ACNAccenture PLC Ireland Shs Class A | 2.6% | -5.4% | $20.4M |
| BKNGBooking Holdings Inc Com | 0.3% | +2027.0% | $2.2M |
| TWTradeweb Mkts Inc | 0.2% | -12.3% | $1.9M |
| VVisa Inc Com Cl A | 0.2% | -3.0% | $1.9M |
| ADPAutomatic Data Processing Inc Com | 0.2% | -22.0% | $1.9M |
| MCOMoodys Corp | 0.2% | -23.3% | $1.6M |
| GGGGraco Inc | 0.2% | -36.1% | $1.3M |
| CMECme Group Inc | 0.1% | -47.0% | $839K |
What Seilern Investment Management Ltd bought and sold in Q2 2026, against Q1 2026.
New positions
No new positions among the largest holdings.
Added to
- BKNG Booking Holdings Inc Com+2027.0% shares
- CPRT Copart Inc+1428.9% shares
- ZTS Zoetis Inc+44.3% shares
- IDXX Idexx Labs Inc+20.7% shares
- ISRG Intuitive Surgical Inc+17.6% shares
- ADSK Autodesk Inc+11.0% shares
Reduced
- CME Cme Group Inc-47.0% shares
- UNH Unitedhealth Group Inc Com-43.1% shares
- WST West Pharmaceutical Svsc Inc-38.8% shares
- GGG Graco Inc-36.1% shares
- GOOGL Alphabet Inc-34.5% shares
- MCO Moodys Corp-23.3% shares
- ADP Automatic Data Processing Inc Com-22.0% shares
- CDNS Cadence Design System Inc-21.5% shares
Sold out
Nothing sold out.
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- -1.5% /yr
- S&P 500 +20.1%
- 3 years
- —
- 5 years
- —
A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $793.8M | 24 |
| Q1 2026 | $838.5M | 24 |
| Q4 2025 | $1.3B | 24 |
| Q3 2025 | $1.4B | 22 |
| Q2 2025 | $1.5B | 22 |
| Q1 2025 | $1.5B | 23 |
| Q4 2024 | $1.8B | 21 |
Questions about Seilern Investment Management Ltd's portfolio
What stocks does Seilern Investment Management Ltd own?
Seilern Investment Management Ltd's latest 13F, for Q2 2026 and filed Jul 8, 2026, lists 24 positions worth $793.8M. The largest are Mastercard Inc. (MA) at 11.0%, Unitedhealth Group Inc Com (UNH) at 8.4%, Veeva Sys Inc (VEEV) at 7.1%, Edwards Lifesciences Corp (EW) at 6.8% and Idexx Labs Inc (IDXX) at 6.5%.
What did Seilern Investment Management Ltd buy last quarter?
In Q2 2026, Seilern Investment Management Ltd added Booking Holdings Inc Com (BKNG) (+2027.0% shares), Copart Inc (CPRT) (+1428.9% shares) and Zoetis Inc (ZTS) (+44.3% shares), compared with its Q1 2026 filing.
What did Seilern Investment Management Ltd sell last quarter?
In Q2 2026, Seilern Investment Management Ltd Cme Group Inc (CME) (-47.0% shares), Unitedhealth Group Inc Com (UNH) (-43.1% shares) and West Pharmaceutical Svsc Inc (WST) (-38.8% shares), compared with its Q1 2026 filing.
When is Seilern Investment Management Ltd's next 13F filing due?
13F filings are due 45 days after each quarter ends. Seilern Investment Management Ltd's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.