SEC 13F Intelligence

Managers / Q3 2025 · view latest →

Seilern Investment Management Ltd

CIK 0001817797 · BURDETT HOUSE, 15-16 BUCKINGHAM STREET, LONDON, WC2N 6DU · 442074941996

Reported Value
$1.4B
Q3 2025
Positions
22
Filings on Record
7
2019–present window
Filed
Oct 14, 2025
original filing

Summary

Seilern Investment Management Ltd reported $1.4B in U.S.-listed holdings across 22 positions for Q3 2025.

Its largest position, UNH, represents 9.6% of the portfolio.

The book was largely unchanged from Q2 2025.

Reported Value by Quarter

13F Reported Value
Q4 ’24: $1.8BQ4 ’24Q1 ’25: $1.5BQ1 ’25Q2 ’25: $1.5BQ2 ’25Q3 ’25: $1.4BQ3 ’25Q4 ’25: $1.3BQ4 ’25Q1 ’26: $838MQ1 ’26Q2 ’26: $794MQ2 ’26filingsflow.com

Portfolio Composition

By security type
Common Stock: 96.5%Other: 3.5%
  • Common Stock · 96.5% · $1.3B
  • Other · 3.5% · $49M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q3 2025

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q2 2026$794M24Jul 8, 202613F-HRchanges · EDGAR ↗
Q1 2026$838M24Apr 7, 202613F-HRchanges · EDGAR ↗
Q4 2025$1.3B24Jan 9, 202613F-HRchanges · EDGAR ↗
Q3 2025$1.4B22Oct 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$1.5B22Jul 7, 202513F-HRchanges · EDGAR ↗
Q1 2025$1.5B23Apr 14, 202513F-HRchanges · EDGAR ↗
Q4 2024$1.8B21Jan 16, 202513F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.