SI
Seilern Investment Management Ltd Holdings Report (Q2 2026) — 13F Stock Portfolio
Seilern Investment Management LtdCIK: 0001817797
Sector-focusedMomentum followerQuality / disciplined sizing
Total reported value
$793.8M
Reporting period: 2026-06-30 · Number of holdings: 24
Seilern Investment Management Ltd disclosed 24 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $793.8M and a quarterly turnover rate of 14.6%.
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Personality snowflake
- Concentration
- 25.33
- Portfolio Stability
- 14.61
- Momentum
- 100
- Sector conviction
- 100
- Diversification
- 48
- Sizing Uniformity
- 92.63
Seilern Investment Management Ltd's disclosed holdings carry a Herfindahl concentration index of 0.063 — mathematically equivalent to about 16 equally-sized positions, close to its 24 actual disclosed holdings. Value is spread relatively evenly across the portfolio rather than concentrated in a handful of names.
Position sizes are fairly uniform across the portfolio (a coefficient of variation of 0.74), suggesting a disciplined, rules-based approach to how much capital goes into each idea.
Recent activity leans toward adding more aggressively to already-large existing positions than to newly initiated ones (a 4.2 percentage-point tilt) — a pattern consistent with a momentum-following approach.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govAdd CPRT
+1428.9% $27.4M
Trim ACN
-5.4% -$13.9M
Trim TYL
-5.0% -$11.8M
Add IDXX
+20.7% $5.9M
Trim GOOGL
-34.5% -$9.9M
Trim UNH
-43.1% -$9.6M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MA | Mastercard Inc - A | Stock-Financials | 10.96% | +0.35% | -4.81% | |
| 2 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 8.38% | -0.69% | -43.08% | |
| 3 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 7.09% | +0.46% | +0.22% | |
| 4 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 6.84% | +0.25% | -13.03% | |
| 5 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 6.47% | +1.05% | +20.70% | |
| 6 | TYL | Tyler Technologies Inc | Stock-Tech | 6.38% | -1.06% | -4.99% | |
| 7 | WST | West Pharmaceutical Services | Stock-Healthcare | 6.25% | -0.51% | -38.84% | |
| 8 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 5.80% | +0.39% | +17.63% | |
| 9 | ADSK | Autodesk Inc | Stock-Tech | 5.58% | -0.28% | +10.99% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.47% | -0.89% | -34.54% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 5.41% | -0.41% | -12.67% | |
| 12 | CDNS | Cadence Design Sys Inc | Stock-Tech | 5.41% | +0.58% | -21.52% | |
| 13 | ADBE | Adobe Inc | Stock-Tech | 4.65% | -0.48% | +1.62% | |
| 14 | ZTS | Zoetis Inc | Stock-Healthcare | 4.16% | -0.33% | +44.31% | |
| 15 | CPRT | Copart Inc | Stock-Industrials | 3.74% | +3.47% | +1428.88% | |
| 16 | MTD | Mettler-toledo International | Stock-Healthcare | 3.39% | — | -6.55% | |
| 17 | ACN | Accenture plc | Stock-Tech | 2.57% | -1.52% | -5.40% | |
| 18 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.28% | -0.01% | +2027.02% | |
| 19 | TW | Tradeweb Markets Inc-class A | Stock-Financials | 0.24% | -0.07% | -12.29% | |
| 20 | V | Visa Inc-class A Shares | Stock-Financials | 0.24% | +0.03% | -3.02% | |
| 21 | ADP | Automatic Data Processing | Stock-Tech | 0.24% | -0.02% | -21.97% | |
| 22 | MCO | Moody's CORP | Stock-Financials | 0.21% | -0.04% | -23.29% | |
| 23 | GGG | Graco Inc | Stock-Industrials | 0.16% | -0.11% | -36.11% | |
| 24 | CME | Cme Group Inc | Stock-Financials | 0.11% | -0.14% | -47.00% |
Portfolio Performance
Performance for Q3 2026
+9.5%
Performance Last 4 Quarters
+3.9%
- Stdev
- +15.5%
- Beta
- +0.85
- Alpha
- -9.4%
- Max Drawdown
- -16.3%
- Annualized Perf
- +5.9%
- Batting Avg vs S&P
- +33.3%
- Sortino
- +0.71
- Stutzer
- +0.13
- Treynor
- +0.08
- Sterling
- +0.22
- Calmar
- +0.36
- Information Ratio
- -1.14
- Tracking Error
- +10.7%
- Stdev Down
- +9.6%
- Winning Months %
- +61.1%
- Losing Months %
- +38.9%
- Best 12 Months
- +7.1%
- Worst 12 Months
- -3.9%
- Efficiency Ratio
- +0.14
- Sharpe
- +0.44
- Stdev Sectors
- +17.2%
- Skewness
- -0.03
- Kurtosis
- -0.95
- Upside Potential
- +2.66
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
Seilern Investment Management Ltd's most significant position changes for 2026-06-30: Add: Copart Inc (CPRT) — shares +1428.88%; Trim: Accenture plc (ACN) — shares -5.40%; Trim: Tyler Technologies Inc (TYL) — shares -4.99%; Add: Idexx Laboratories Inc (IDXX) — shares +20.70%; Trim: Alphabet Inc-cl A (GOOGL) — shares -34.54%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CPRT | Copart Inc | +3.5% | +1428.88% | Add |
| 2 | IDXX | Idexx Laboratories Inc | +1.1% | +20.70% | Add |
| 3 | CDNS | Cadence Design Sys Inc | +0.6% | -21.52% | Trim |
| 4 | VEEV | Veeva Systems Inc-class A | +0.5% | +0.22% | Add |
| 5 | ISRG | Intuitive Surgical Inc | +0.4% | +17.63% | Add |
| 6 | MA | Mastercard Inc - A | +0.4% | -4.81% | Trim |
| 7 | EW | Edwards Lifesciences CORP | +0.3% | -13.03% | Trim |
| 8 | V | Visa Inc-class A Shares | 0% | -3.02% | Trim |
| 9 | MTD | Mettler-toledo International | — | -6.55% | Trim |
| 10 | BKNG | Booking Holdings Inc | 0% | +2027.02% | Add |
| 11 | ADP | Automatic Data Processing | 0% | -21.97% | Trim |
| 12 | MCO | Moody's CORP | 0% | -23.29% | Trim |
| 13 | TW | Tradeweb Markets Inc-class A | -0.1% | -12.29% | Trim |
| 14 | GGG | Graco Inc | -0.1% | -36.11% | Trim |
| 15 | CME | Cme Group Inc | -0.1% | -47.00% | Trim |
| 16 | ADSK | Autodesk Inc | -0.3% | +10.99% | Add |
| 17 | ZTS | Zoetis Inc | -0.3% | +44.31% | Add |
| 18 | MSFT | Microsoft CORP | -0.4% | -12.67% | Trim |
| 19 | ADBE | Adobe Inc | -0.5% | +1.62% | Add |
| 20 | WST | West Pharmaceutical Services | -0.5% | -38.84% | Trim |
| 21 | UNH | Unitedhealth Group Inc | -0.7% | -43.08% | Trim |
| 22 | GOOGL | Alphabet Inc-cl A | -0.9% | -34.54% | Trim |
| 23 | TYL | Tyler Technologies Inc | -1.1% | -4.99% | Trim |
| 24 | ACN | Accenture plc | -1.5% | -5.40% | Trim |
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Data Source Notice: AlphaSMO is the web's most authoritative 13F / Inside Trader database. Institutional holdings and insider trades presented here are precisely computed to deliver accurate portfolio reporting.
Filing History
FAQ
What is Seilern Investment Management Ltd and what type of investor is it?
Seilern Investment Management Ltd is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $793.8M, spread across 24 disclosed positions.
What are Seilern Investment Management Ltd's largest equity positions?
Based on the latest 13F filing, Seilern Investment Management Ltd's top holdings by market value are:
1. Mastercard Inc - A (MA) — $87.0M (11.0%)
2. Unitedhealth Group Inc (UNH) — $66.5M (8.4%)
3. Veeva Systems Inc-class A (VEEV) — $56.3M (7.1%)
4. Edwards Lifesciences CORP (EW) — $54.3M (6.8%)
5. Idexx Laboratories Inc (IDXX) — $51.4M (6.5%)
What changes did Seilern Investment Management Ltd make in its most recent portfolio filing?
In the latest reported quarter, Seilern Investment Management Ltd made 24 notable position adjustments: 0 new positions were initiated, 8 existing holdings were added to, 16 positions were partially reduced, and 0 were completely exited. The largest of these moves: Add: Copart Inc (CPRT) — shares +1428.88%; Trim: Accenture plc (ACN) — shares -5.40%; Trim: Tyler Technologies Inc (TYL) — shares -4.99%; Add: Idexx Laboratories Inc (IDXX) — shares +20.70%; Trim: Alphabet Inc-cl A (GOOGL) — shares -34.54%
What sectors does Seilern Investment Management Ltd focus on?
Seilern Investment Management Ltd is concentrated in the following sectors based on its current disclosed equity portfolio:
• Health Care: 48.4%
• Information Technology: 30.2%
• Financials: 11.8%
• Communication Services: 5.5%
• Industrials: 3.9%
• Consumer Discretionary: 0.3%
Investment Profile
Seilern Investment Management Ltd returned an annualized 5.9% over the trailing 18 months — underperforming the S&P 500 by 9.4 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.85 (less volatile than the market) and a 33% quarterly batting average against the index.
Its portfolio is broadly diversified and long-term-holding, with 48.4% of the portfolio concentrated in Health Care.
It has trimmed its UNH position for two straight quarters, cutting it by $51.0M while still holding $66.5M.
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Developer Access
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