Q3 2026 13F · SEC CIK 1817797
Seilern Investment Management Ltd
Asset managerFiled 2026-10-13 for Q3 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $771.3M
- Reported positions
- 24
- Holdings vs S&P 500, 3 yrs
- —
- Average holding period
- 2.0 yrs
Seilern Investment Management Ltd is an asset manager that reported 24 positions worth $771.3M in its Q3 2026 13F, filed 2026-10-13. Its largest holdings were Mastercard Incorporated (MA, 10.2%), Intuitive Surgical Inc (ISRG, 7.1%), Tyler Technologies Inc (TYL, 7.0%).
Seilern Investment Management Ltd holdings all 24 positions.
Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| MAMastercard Incorporated | 10.2% | -15.7% | $78.8M |
| ISRGIntuitive Surgical Inc | 7.1% | +15.8% | $54.5M |
| TYLTyler Technologies Inc | 7.0% | -2.0% | $54.1M |
| VEEVVeeva Sys Inc | 6.6% | -43.6% | $51.0M |
| EWEdwards Lifesciences Corp | 6.6% | -1.7% | $50.9M |
| IDXXIdexx Labs Inc | 6.5% | -1.0% | $50.4M |
| UNHUnitedhealth Group Inc | 6.2% | -18.1% | $48.1M |
| MSFTMicrosoft Corp | 6.1% | -19.9% | $47.3M |
| WSTWest Pharmaceutical Svsc Inc | 5.8% | -12.7% | $44.8M |
| CDNSCadence Design System Inc | 5.8% | +17.7% | $44.4M |
| ADSKAutodesk Inc | 5.6% | -9.5% | $43.1M |
| GOOGLAlphabet Inc | 5.3% | -1.6% | $41.1M |
| ADBEAdobe Inc | 4.3% | -23.7% | $32.9M |
| CPRTCopart Inc | 4.2% | +12.9% | $32.4M |
| ZTSZoetis Inc | 4.1% | -1.2% | $31.7M |
| MTDMettler Toledo International | 4.0% | -2.8% | $30.9M |
| ACNAccenture PLC Ireland | 3.1% | -20.4% | $23.9M |
| BKNGBooking Holdings Inc | 0.3% | +0.8% | $2.0M |
| TWTradeweb Mkts Inc | 0.2% | -2.4% | $1.9M |
| VVisa Inc | 0.2% | -15.7% | $1.7M |
| ADPAutomatic Data Processing in | 0.2% | -23.7% | $1.7M |
| MCOMoodys Corp | 0.2% | -11.3% | $1.5M |
| GGGGraco Inc | 0.2% | -3.9% | $1.2M |
| CMECme Group Inc | 0.1% | -3.9% | $956K |
What Seilern Investment Management Ltd bought and sold in Q3 2026, against Q2 2026.
New positions
No new positions among the largest holdings.
Added to
- CDNS Cadence Design System Inc+17.7% shares
- ISRG Intuitive Surgical Inc+15.8% shares
- CPRT Copart Inc+12.9% shares
Reduced
- VEEV Veeva Sys Inc-43.6% shares
- ADBE Adobe Inc-23.7% shares
- ADP Automatic Data Processing in-23.7% shares
- ACN Accenture PLC Ireland-20.4% shares
- MSFT Microsoft Corp-19.9% shares
- UNH Unitedhealth Group Inc-18.1% shares
- V Visa Inc-15.7% shares
- MA Mastercard Incorporated-15.7% shares
Sold out
Nothing sold out.
Share counts compared with the Q2 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- -1.5% /yr
- S&P 500 +20.1%
- 3 years
- —
- 5 years
- —
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q3 2026 | $771.3M | 24 |
| Q2 2026 | $793.8M | 24 |
| Q1 2026 | $838.5M | 24 |
| Q4 2025 | $1.3B | 24 |
| Q3 2025 | $1.4B | 22 |
| Q2 2025 | $1.5B | 22 |
| Q1 2025 | $1.5B | 23 |
| Q4 2024 | $1.8B | 21 |
Questions about Seilern Investment Management Ltd's portfolio
What stocks does Seilern Investment Management Ltd own?
Seilern Investment Management Ltd's latest 13F, for Q3 2026 and filed Oct 13, 2026, lists 24 positions worth $771.3M. The largest are Mastercard Incorporated (MA) at 10.2%, Intuitive Surgical Inc (ISRG) at 7.1%, Tyler Technologies Inc (TYL) at 7.0%, Veeva Sys Inc (VEEV) at 6.6% and Edwards Lifesciences Corp (EW) at 6.6%.
What did Seilern Investment Management Ltd buy last quarter?
In Q3 2026, Seilern Investment Management Ltd added Cadence Design System Inc (CDNS) (+17.7% shares), Intuitive Surgical Inc (ISRG) (+15.8% shares) and Copart Inc (CPRT) (+12.9% shares), compared with its Q2 2026 filing.
What did Seilern Investment Management Ltd sell last quarter?
In Q3 2026, Seilern Investment Management Ltd Veeva Sys Inc (VEEV) (-43.6% shares), Adobe Inc (ADBE) (-23.7% shares) and Automatic Data Processing in (ADP) (-23.7% shares), compared with its Q2 2026 filing.
When is Seilern Investment Management Ltd's next 13F filing due?
13F filings are due 45 days after each quarter ends. Seilern Investment Management Ltd's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.