SEC 13F Intelligence

Managers / Q2 2026

Seilern Investment Management Ltd

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

Reported Value
$794M
Q2 2026
Positions
24
Filings on Record
7
2019–present window
Filed
Jul 8, 2026
original filing

Summary

Seilern Investment Management Ltd reported $794M in U.S.-listed holdings across 24 positions for Q2 2026.

Its largest position, MA, represents 11.0% of the portfolio.

The book was largely unchanged from Q1 2026.

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: 97.4%Other: 2.6%
  • Common Stock · 97.4% · $773M
  • Other · 2.6% · $20M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q2 2026

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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 ↗.