Seilern Investment Management Ltd holds a focused book of 24 reported positions worth $793.8M as of Q2 2026 (disclosed Jul 8, 2026, a ~8-day 13F lag). This quarter they trimmed Mastercard Inc - A. Their largest long position is Mastercard Inc - A at 11% of the reported non-option book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Seilern Investment Management Ltd
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Hengistbury Investment Partners LLP | 2 / 24 | $194.7M |
| Blacksheep Fund Management Ltd | 3 / 24 | $191.3M |
| Guardcap Asset Management Ltd | 8 / 24 | $823.3M |
| Hingham Institution for Savings | 4 / 24 | $72.4M |
| Local Pensions Partnership Investment Ltd | 12 / 24 | $2.2B |
| Luma Capital S.A. - SPF | 5 / 24 | $50.7M |
| MFF Capital Investments Ltd | 5 / 24 | $726.6M |
| Rings Capital Management LLC | 2 / 24 | $85.3M |
Ranked by the share of each fund's own book sitting in the names it shares with Seilern Investment Management Ltd: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Mastercard Incorporated CL A | $87.0M | 169.4K | 11.0% | ▼−4.8% Reduced · −9K sh | |
| 2 | Unitedhealth Group Inc COM | $66.5M | 160.0K | 8.4% | ▼−43% Reduced · −121K sh | |
| 3 | Veeva Sys Inc CL A COM | $56.3M | 317.0K | 7.1% | ▲+0.2% Added · +707 sh | |
| 4 | Edwards Lifesciences Corp COM | $54.3M | 600.2K | 6.8% | ▼−13% Reduced · −90K sh | |
| 5 | Idexx Labs Inc COM | $51.4M | 97.6K | 6.5% | ▲+21% Added · +17K sh | |
| 6 | Tyler Technologies Inc COM | $50.6M | 173.2K | 6.4% | ▼−5.0% Reduced · −9K sh | |
| 7 | West Pharmaceutical SVSC Inc COM | $49.6M | 138.2K | 6.3% | ▼−39% Reduced · −88K sh | |
| 8 | Intuitive Surgical Inc COM NEW | $46.0M | 115.7K | 5.8% | ▲+18% Added · +17K sh | |
| 9 | Autodesk Inc COM | $44.3M | 227.7K | 5.6% | ▲+11% Added · +23K sh | |
| 10 | Alphabet Inc CAP STK CL A | $43.4M | 121.4K | 5.5% | ▼−35% Reduced · −64K sh | |
| 11 | Microsoft Corp COM | $42.9M | 115.1K | 5.4% | ▼−13% Reduced · −17K sh | |
| 12 | Cadence Design System Inc COM | $42.9M | 114.3K | 5.4% | ▼−22% Reduced · −31K sh | |
| 13 | Adobe Inc COM | $36.9M | 179.9K | 4.6% | ▲+1.6% Added · +3K sh | |
| 14 | Zoetis Inc CL A | $33.1M | 460.0K | 4.2% | ▲+44% Added · +141K sh | |
| 15 | Copart Inc COM | $29.7M | 1.05M | 3.7% | ▲15× Added · +984K sh | |
| 16 | Mettler Toledo International COM | $26.9M | 21.1K | 3.4% | ▼−6.5% Reduced · −1K sh | |
| 17 | Accenture PLC Ireland SHS CLASS A | $20.4M | 163.6K | 2.6% | ▼−5.4% Reduced · −9K sh | |
| 18 | Booking Holdings Inc COM | $2.2M | 12.4K | 0.3% | ▲21× Added · +12K sh | |
| 19 | Tradeweb MKTS Inc CL A | $1.9M | 19.5K | 0.2% | ▼−12% Reduced · −3K sh | |
| 20 | Visa Inc COM CL A | $1.9M | 5.6K | 0.2% | ▼−3.0% Reduced · −175 sh | |
| 21 | Automatic Data Processing In COM | $1.9M | 8.4K | 0.2% | ▼−22% Reduced · −2K sh | |
| 22 | Moodys Corp COM | $1.6M | 3.6K | 0.2% | ▼−23% Reduced · −1K sh | |
| 23 | Graco Inc COM | $1.3M | 16.8K | 0.2% | ▼−36% Reduced · −9K sh | |
| 24 | Cme Group Inc COM | $839K | 3.8K | 0.1% | ▼−47% Reduced · −3K sh |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1817797/holdings"
Use Arkolith to show Seilern Investment Management Ltd's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 8, 2026 | 8d | 24 | $793.8M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 7, 2026 | 7d | 24 | $838.5M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 9, 2026 | 9d | 24 | $1.3B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 14, 2025 | 14d | 22 | $1.4B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 7, 2025 | 7d | 22 | $1.5B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 14, 2025 | 14d | 23 | $1.5B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 16, 2025 | 16d | 21 | $1.8B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.