Seilern Investment Management Ltd

Q1 2026 13F-HR Holdings

Location
London, X0
Holdings as of
3/31/2026
Date filed
4/7/2026
Form type
13F-HR
Num holdings
24
Total value ($000)
$838,486
Net value change ($000)
-451,045 (-35.0%)
New positions
0
Sold out positions
0
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/9/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
—
Top Reduces (Value $000, Stocks/ETFs)
MTD -45,545 -61.6%
UNH -41,430 -35.3%
MSFT -40,091 -45.1%
ADBE -38,168 -47.0%
MA -36,198 -28.9%
GOOGL -30,994 -36.8%
ISRG -29,651 -39.5%
ACN -26,431 -43.5%
EW -23,438 -29.8%
IDXX -22,769 -33.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type