Seilern Investment Management Ltd holds a focused book of 24 stocks worth $793.8M as of Q2 2026 (disclosed Jul 8, 2026, a ~45-day 13F lag). This quarter they trimmed Mastercard Inc - A. Their largest long position is Mastercard Inc - A at 11% of the equity book.
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Use Arkolith to show Seilern Investment Management Ltd's latest holdings, largest changes, and filing provenance.
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, no cost basis
Other tracked managers holding the same core names as Seilern Investment Management Ltd
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| VANGUARD GROUP INC | 24 / 24 | $793.3B |
| BlackRock, Inc. | 24 / 24 | $548.6B |
| VANGUARD CAPITAL MANAGEMENT LLC | 24 / 24 | $437.5B |
| STATE STREET CORP | 24 / 24 | $287.5B |
| FMR LLC | 24 / 24 | $182.7B |
| GEODE CAPITAL MANAGEMENT, LLC | 24 / 24 | $175.0B |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 24 / 24 | $154.4B |
| MORGAN STANLEY | 24 / 24 | $127.9B |
Ranked by how many of Seilern Investment Management Ltd's top 24 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock'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 |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 8, 2026 | 24 | $793.8M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 7, 2026 | 24 | $838.5M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 9, 2026 | 24 | $1.3B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 14, 2025 | 22 | $1.4B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 7, 2025 | 22 | $1.5B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 14, 2025 | 23 | $1.5B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 16, 2025 | 21 | $1.8B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; 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.