Seilern Investment Management Ltd

Q3 2026 13F-HR Holdings

Location
London, X0
Holdings as of
9/30/2026
Date filed
10/13/2026
Form type
13F-HR
Num holdings
24
Total value ($000)
$771,278
Net value change ($000)
-22,539 (-2.8%)
New positions
0
Sold out positions
0
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/8/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
ISRG 8,445 18.4%
MSFT 4,361 10.2%
MTD 4,012 14.9%
ACN 3,535 17.4%
TYL 3,413 6.7%
CPRT 2,748 9.3%
CDNS 1,513 3.5%
CME 117 13.9%
Top Reduces (Value $000, Stocks/ETFs)
UNH -18,427 -27.7%
MA -8,250 -9.5%
VEEV -5,221 -9.3%
WST -4,864 -9.8%
ADBE -3,961 -10.7%
EW -3,391 -6.2%
GOOGL -2,269 -5.2%
ZTS -1,311 -4.0%
ADSK -1,182 -2.7%
IDXX -944 -1.8%
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