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CIK: 0001817797
Total reported value
$793.8M
$793.8M
24 檔
42.8%
As reported in its official Q1 2026 Form 13F filing, Seilern Investment Management Ltd's tracked investment portfolio stood at $793.8M with 24 total positions.
In Q1 2026, Seilern Investment Management Ltd adopted a defensive or profit-taking posture, trimming 22 positions and completely liquidating 0 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MA | Mastercard Inc - A | Stock-Financials | 10.61% | +0.35% | -18.80% | |
| 2 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 9.07% | -0.69% | -21.02% | |
| 3 | TYL | Tyler Technologies Inc | Stock-Tech | 7.44% | -1.06% | +20.68% | |
| 4 | WST | West Pharmaceutical Services | Stock-Healthcare | 6.76% | -0.51% | -18.76% | |
| 5 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 6.63% | +0.46% | +0.78% | |
| 6 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 6.59% | +0.25% | -25.24% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 6.36% | -0.89% | -31.16% | |
| 8 | ADSK | Autodesk Inc | Stock-Tech | 5.86% | -0.28% | -13.44% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 5.82% | -0.41% | -28.28% | |
| 10 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 5.42% | +1.05% | -19.80% | |
| 11 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 5.41% | +0.39% | -25.72% | |
| 12 | ADBE | Adobe Inc | Stock-Tech | 5.13% | -0.48% | -23.70% | |
| 13 | CDNS | Cadence Design Sys Inc | Stock-Tech | 4.83% | +0.58% | -19.46% | |
| 14 | ZTS | Zoetis Inc | Stock-Healthcare | 4.49% | -0.33% | -4.41% | |
| 15 | ACN | Accenture plc | Stock-Tech | 4.09% | -1.52% | -23.58% | |
| 16 | MTD | Mettler-toledo International | Stock-Healthcare | 3.39% | — | -57.52% | |
| 17 | TW | Tradeweb Markets Inc-class A | Stock-Financials | 0.31% | -0.07% | -54.60% | |
| 18 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.29% | -0.01% | -63.20% | |
| 19 | CPRT | Copart Inc | Stock-Industrials | 0.27% | +3.47% | -50.04% | |
| 20 | GGG | Graco Inc | Stock-Industrials | 0.27% | -0.11% | -68.48% | |
| 21 | ADP | Automatic Data Processing | Stock-Tech | 0.26% | -0.02% | -57.00% | |
| 22 | CME | Cme Group Inc | Stock-Financials | 0.25% | -0.14% | -69.91% | |
| 23 | MCO | Moody's CORP | Stock-Financials | 0.25% | -0.04% | -66.11% | |
| 24 | V | Visa Inc-class A Shares | Stock-Financials | 0.21% | +0.03% | -66.41% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TYL | Tyler Technologies Inc | +2.1% | +20.68% | Add |
| 2 | ZTS | Zoetis Inc | +1.2% | -4.41% | Trim |
| 3 | VEEV | Veeva Systems Inc-class A | +1.2% | +0.78% | Add |
| 4 | MA | Mastercard Inc - A | +0.9% | -18.80% | Trim |
| 5 | WST | West Pharmaceutical Services | +0.8% | -18.76% | Trim |
| 6 | EW | Edwards Lifesciences CORP | +0.5% | -25.24% | Trim |
| 7 | CDNS | Cadence Design Sys Inc | +0.5% | -19.46% | Trim |
| 8 | ADSK | Autodesk Inc | +0.4% | -13.44% | Trim |
| 9 | IDXX | Idexx Laboratories Inc | +0.1% | -19.80% | Trim |
| 10 | UNH | Unitedhealth Group Inc | 0% | -21.02% | Trim |
| 11 | TW | Tradeweb Markets Inc-class A | -0.1% | -54.60% | Trim |
| 12 | CPRT | Copart Inc | -0.2% | -50.04% | Trim |
| 13 | GOOGL | Alphabet Inc-cl A | -0.2% | -31.16% | Trim |
| 14 | ADP | Automatic Data Processing | -0.2% | -57.00% | Trim |
| 15 | CME | Cme Group Inc | -0.3% | -69.91% | Trim |
| 16 | GGG | Graco Inc | -0.3% | -68.48% | Trim |
| 17 | V | Visa Inc-class A Shares | -0.3% | -66.41% | Trim |
| 18 | MCO | Moody's CORP | -0.3% | -66.11% | Trim |
| 19 | BKNG | Booking Holdings Inc | -0.4% | -63.20% | Trim |
| 20 | ISRG | Intuitive Surgical Inc | -0.4% | -25.72% | Trim |
| 21 | ACN | Accenture plc | -0.6% | -23.58% | Trim |
| 22 | MSFT | Microsoft CORP | -1.1% | -28.28% | Trim |
| 23 | ADBE | Adobe Inc | -1.2% | -23.70% | Trim |
| 24 | MTD | Mettler-toledo International | -2.4% | -57.52% | Trim |
According to official SEC Form 13F filings, Seilern Investment Management Ltd reported a total U.S. public equity portfolio value of $793.8M across 24 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MA, UNH, TYL) accounted for 42.8% of total reported equity market value during Q1 2026.
Top Position Liquidated / Trimmed
MA
前期市值: $125.1M
During Q1 2026, Seilern Investment Management Ltd's top holdings by market value included MA (10.6%)、UNH (9.1%)、TYL (7.4%). The largest single position, MA, represented 10.6% of total portfolio value.
In Q1 2026, Seilern Investment Management Ltd made 24 total portfolio adjustments, initiating 0 new buys, adding to 2 positions, trimming 22 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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