Seilern Investment Management Ltd

Fundamental concentrated ★Highest signal CIK 1817797
League rank
#722
in Fundamental concentrated · #5436 overall
Long book
$838.5M
Q1 2026
Positions
24
Top-10 weight
71%
concentration
Last quarter
+9.7%
SPY +14.8%
Turnover
0%
of book per quarter

Strategy in plain words

auto-generated from filings

Seilern Investment Management Ltd is a concentrated fundamental stock-picker, running a $838.5M US long book across 24 positions.

The portfolio is concentrated: the top 10 names carry 71% of the portfolio. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: MASTERCARD INC - A, UNITEDHEALTH GROUP INC, TYLER TECHNOLOGIES INC, WEST PHARMACEUTICAL SERVICES, VEEVA SYSTEMS INC-CLASS A.

Over the last 6 quarters its long book ran on average 4.4pp per quarter behind the S&P 500, beating the index in 0 of 6 quarters. We rate its filings highest-signal: new buys here are worth attention.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q4 2024
-6.1%
Q1 2025
+6.6%
Q2 2025
+4.9%
Q3 2025
+2.0%
Q4 2025
-16.0%
Q1 2026
+9.7%

Sector allocation

Technology
42%
Healthcare
27%
Services media
15%
Financials
10%
Materials
5%
Industrials
1%
Consumer discretionary
0%

Long book by quarter

$1.75B
Q4 2024
$1.53B
Q1 2025
$1.52B
Q2 2025
$1.38B
Q3 2025
$1.29B
Q4 2025
$838.5M
Q1 2026

What does Seilern Investment own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
MA MASTERCARD INC - AServices media178.0K$88.9M10.6%-18.8%
UNH UNITEDHEALTH GROUP INCFinancials281.1K$76.1M9.1%-21.0%
TYL TYLER TECHNOLOGIES INCTechnology182.3K$62.4M7.4%+20.7%
WST WEST PHARMACEUTICAL SERVICESHealthcare226.0K$56.6M6.8%-18.8%
VEEV VEEVA SYSTEMS INC-CLASS ATechnology316.3K$55.6M6.6%+0.8%
EW EDWARDS LIFESCIENCES CORPHealthcare690.2K$55.3M6.6%-25.2%
GOOGL ALPHABET INC-CL ATechnology185.5K$53.3M6.4%-31.2%
ADSK AUTODESK INCTechnology205.1K$49.1M5.9%-13.4%
MSFT MICROSOFT CORPTechnology131.8K$48.8M5.8%-28.3%
IDXX IDEXX LABORATORIES INCMaterials80.8K$45.4M5.4%-19.8%
ISRG INTUITIVE SURGICAL INCHealthcare98.4K$45.3M5.4%-25.7%
ADBE ADOBE INCTechnology177.0K$43.0M5.1%-23.7%
CDNS CADENCE DESIGN SYS INCTechnology145.7K$40.5M4.8%-19.5%
ZTS ZOETIS INCHealthcare318.8K$37.7M4.5%-4.4%
ACN ACCENTURE PLC-CL AServices media173.0K$34.3M4.1%-23.6%
MTD METTLER-TOLEDO INTERNATIONALHealthcare22.5K$28.4M3.4%-57.5%
TW TRADEWEB MARKETS INC-CLASS AFinancials22.2K$2.6M0.3%-54.6%
BKNG BOOKING HOLDINGS INCIndustrials581$2.4M0.3%-63.2%
CPRT COPART INCConsumer discretionary68.9K$2.3M0.3%-50.0%
GGG GRACO INCIndustrials26.3K$2.2M0.3%-68.5%
ADP AUTOMATIC DATA PROCESSINGTechnology10.8K$2.2M0.3%-57.0%
CME CME GROUP INCFinancials7.2K$2.1M0.3%-69.9%
MCO MOODY'S CORPServices media4.7K$2.1M0.2%-66.1%
V VISA INC-CLASS A SHARESServices media5.8K$1.8M0.2%-66.4%

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRApr 7, 202624$838.5M canonicalSEC ↗
Q4 202513F-HRJan 9, 202624$1.29B canonicalSEC ↗
Q3 202513F-HROct 14, 202522$1.38B canonicalSEC ↗
Q2 202513F-HRJul 7, 202522$1.52B canonicalSEC ↗
Q1 202513F-HRApr 14, 202523$1.53B canonicalSEC ↗
Q4 202413F-HRJan 16, 202521$1.75B canonicalSEC ↗