Seilern Investment Management Ltd

Q2 2026 13F-HR Holdings

Location
London, X0
Holdings as of
6/30/2026
Date filed
7/8/2026
Form type
13F-HR
Num holdings
24
Total value ($000)
$793,817
Net value change ($000)
-44,669 (-5.3%)
New positions
0
Sold out positions
0
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
CPRT 27,390 1198.2%
IDXX 5,941 13.1%
CDNS 2,429 6.0%
VEEV 698 1.3%
ISRG 668 1.5%
V 177 10.1%
Top Reduces (Value $000, Stocks/ETFs)
ACN -13,937 -40.6%
TYL -11,755 -18.8%
GOOGL -9,944 -18.6%
UNH -9,558 -12.6%
WST -7,025 -12.4%
ADBE -6,148 -14.3%
MSFT -5,853 -12.0%
ADSK -4,843 -9.9%
ZTS -4,626 -12.3%
MA -1,913 -2.2%
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