Seilern Investment Management Ltd
Seilern Investment Management Ltd reported 24 positions worth $793.8M as of June 30, 2026 (13F filed July 8, 2026). Largest holding: MA (11.0%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | MA | SH | $87.0M | 10.96% | 169,410 | — | — | |
| ▸ 2 | UNH | SH | $66.5M | 8.38% | 160,023 | — | — | |
| ▸ 3 | VEEV | SH | $56.3M | 7.09% | 317,032 | — | — | |
| ▸ 4 | EW | SH | $54.3M | 6.84% | 600,231 | — | — | |
| ▸ 5 | IDXX | SH | $51.4M | 6.47% | 97,560 | — | — | |
| ▸ 6 | TYL | SH | $50.6M | 6.38% | 173,172 | — | — | |
| ▸ 7 | WST | SH | $49.6M | 6.25% | 138,230 | — | — | |
| ▸ 8 | ISRG | SH | $46.0M | 5.80% | 115,695 | — | — | |
| ▸ 9 | ADSK | SH | $44.3M | 5.58% | 227,675 | — | — | |
| ▸ 10 | GOOGL | SH | $43.4M | 5.47% | 121,426 | — | — |
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Frequently Asked Questions
What stocks does Seilern Investment Management Ltd hold as of Q2 2026?
Seilern Investment Management Ltd reported 24 positions worth $793.8M in its Q2 2026 13F filing. Largest positions: MA (11.0%), UNH (8.4%), VEEV (7.1%), EW (6.8%) and IDXX (6.5%).
What did Seilern Investment Management Ltd buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Seilern Investment Management Ltd sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.