Seilern Investment Management Ltd reported 24 positions worth $771.28M for the quarter ended Sep 30, 2026, down 2.8% on the prior quarter. It opened 0 new positions, added to 4, trimmed 20 and exited 0. Its largest holding is Mastercard Inc at 10.2% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| VEEV Veeva Systems Inc | -138.2K | -43.6% | $39.45M | 6.62% |
| MA Mastercard Inc | -26.6K | -15.7% | $14.67M | 10.21% |
| MSFT Microsoft Corp | -22.9K | -19.9% | $11.74M | 6.13% |
| UNH Unitedhealth Group Inc | -29.0K | -18.1% | $10.66M | 6.23% |
| ADBE Adobe Inc. | -42.7K | -23.7% | $10.24M | 4.27% |
| WST West Pharmaceutical Services Inc | -17.5K | -12.7% | $6.49M | 5.8% |
| ACN Accenture plc | -33.3K | -20.4% | $6.11M | 3.1% |
| ADSK Autodesk, Inc. | -21.5K | -9.5% | $4.50M | 5.59% |
| TYL Tyler Technologies Inc | -3,496 | -2.0% | $1.11M | 7.01% |
| EW Edwards Lifesciences Corp | -10.5K | -1.7% | $906.27K | 6.6% |
No new positions this quarter.
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | MA Mastercard Inc | Financial Services | 142.8K | $78.76M | 10.21% | -26.6K | -15.7% | Reduced | 0.02% |
| 2 | ISRG Intuitive Surgical Inc | Healthcare | 133.9K | $54.46M | 7.06% | +18.2K | +15.8% | Added | 0.04% |
| 3 | TYL Tyler Technologies Inc | Technology | 169.7K | $54.06M | 7.01% | -3,496 | -2.0% | Reduced | 0.35% |
| 4 | VEEV Veeva Systems Inc | Technology | 178.8K | $51.04M | 6.62% | -138.2K | -43.6% | Reduced | 0.11% |
| 5 | EW Edwards Lifesciences Corp | Healthcare | 589.7K | $50.91M | 6.6% | -10.5K | -1.7% | Reduced | 0.1% |
| 6 | IDXX Idexx Laboratories Inc | Healthcare | 96.5K | $50.42M | 6.54% | -1,014 | -1.0% | Reduced | 0.12% |
| 7 | UNH Unitedhealth Group Inc | Healthcare | 131.0K | $48.08M | 6.23% | -29.0K | -18.1% | Reduced | 0.01% |
| 8 | MSFT Microsoft Corp | Technology | 92.2K | $47.31M | 6.13% | -22.9K | -19.9% | Reduced | 0% |
| 9 | WST West Pharmaceutical Services Inc | Healthcare | 120.7K | $44.76M | 5.8% | -17.5K | -12.7% | Reduced | 0.17% |
| 10 | CDNS Cadence Design Systems Inc | Technology | 134.5K | $44.42M | 5.76% | +20.2K | +17.7% | Added | 0.05% |
| 11 | ADSK Autodesk, Inc. | Technology | 206.1K | $43.08M | 5.59% | -21.5K | -9.5% | Reduced | 0.1% |
| 12 | GOOGL Alphabet Inc. | Technology | 119.5K | $41.13M | 5.33% | -1,904 | -1.6% | Reduced | 0% |
| 13 | ADBE Adobe Inc. | Technology | 137.2K | $32.92M | 4.27% | -42.7K | -23.7% | Reduced | 0.03% |
| 14 | CPRT Copart Inc | Industrials | 1.19M | $32.42M | 4.2% | +135.9K | +12.9% | Added | 0.13% |
| 15 | ZTS Zoetis Inc. | Healthcare | 454.6K | $31.75M | 4.12% | -5,398 | -1.2% | Reduced | 0.11% |
Tip. Select a row to see that position’s full history at Seilern Investment Management.
As of its Q3 2026 13F filing, Seilern Investment Management Ltd’s five largest positions were Mastercard Inc (MA) at 10.2%, Intuitive Surgical Inc (ISRG) at 7.1%, Tyler Technologies Inc (TYL) at 7.0%, Veeva Systems Inc (VEEV) at 6.6%, Edwards Lifesciences Corp (EW) at 6.6% of the reported portfolio.
Seilern Investment Management Ltd reported a 13F portfolio worth $771.28M across 24 positions for Q3 2026. That is down 2.8% from the previous quarter.
Its largest purchases by value were Intuitive Surgical Inc ($7.41M), Cadence Design Systems Inc ($6.67M), Copart Inc ($3.71M). It opened 0 new positions.
Its largest sales by value were Veeva Systems Inc ($39.45M), Mastercard Inc ($14.67M), Microsoft Corp ($11.74M). It exited 0 positions entirely.
From the Form 13F-HR reports Seilern Investment Management Ltd files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.