Seilern Investment Management LTD Portfolio Holdings

Seilern Investment Management LTD

  • $1.53 Trillion
  • Q1 2025

Seilern Investment Management LTD has filed its 13F form on April 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.53 Trillion distributed in 23 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Mastercard Inc with a value of $153B, Unitedhealth Group Inc with a value of $138B, Microsoft Corp with a value of $137B, Idexx Laboratories Inc with a value of $112B, and Edwards Lifesciences Corp with a value of $99.3B.

Examining the 13F form we can see an decrease of $225B in the current position value, from $1.75T to 1.53T.

Seilern Investment Management LTD is based out at London, X0

Below you can find more details about Seilern Investment Management LTD portfolio as well as his latest detailed transactions.

Portfolio value $1.53 Trillion
Healthcare: $698 Billion
Technology: $460 Billion
Financial Services: $178 Billion
Communication Services: $88.7 Billion
Consumer Cyclical: $84.8 Billion
Industrials: $21 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$486B
$153 Billion 9.99% of portfolio
278,711
Q1 2025 Reduced 20.21%
$398B
$138 Billion 9.01% of portfolio
263,098
Q1 2025 Reduced 13.02%
$2.68T
$137 Billion 8.93% of portfolio
363,755
Q1 2025 Reduced 12.02%
$33.9B
$112 Billion 7.3% of portfolio
265,949
Q1 2025 Reduced 2.78%
$42.8B
$99.3 Billion 6.49% of portfolio
1,369,459
Q1 2025 Reduced 7.41%
$15.2B
$98.8 Billion 6.46% of portfolio
441,357
Q1 2025 Reduced 0.56%
$29.5B
$97.2 Billion 6.36% of portfolio
419,758
Q1 2025 Reduced 7.06%
$160B
$96.2 Billion 6.29% of portfolio
250,794
Q1 2025 Added 0.7%
$903B
$88.7 Billion 5.8% of portfolio
573,507
Q1 2025 Reduced 1.89%
$23.1B
$87 Billion 5.69% of portfolio
149,681
Q1 2025 Reduced 18.23%
$21.8B
$80.6 Billion 5.27% of portfolio
68,233
Q1 2025 Reduced 6.42%
$70.7B
$73.1 Billion 4.78% of portfolio
1,152,119
Q1 2025 Reduced 14.11%
$176B
$67 Billion 4.38% of portfolio
214,794
Q1 2025 Reduced 24.4%
$69B
$64.8 Billion 4.24% of portfolio
254,788
Q1 2025 New
$165B
$62.8 Billion 4.11% of portfolio
126,817
Q1 2025 Reduced 19.78%
$118B
$12.6 Billion 0.82% of portfolio
41,131
Q1 2025 Reduced 12.84%
$68.7B
$9.87 Billion 0.65% of portfolio
59,949
Q1 2025 Added 2.26%
$523B
$8.53 Billion 0.56% of portfolio
24,340
Q1 2025 Reduced 39.0%
$75.7B
$8.39 Billion 0.55% of portfolio
18,019
Q1 2025 Reduced 19.08%
$12.9B
$8.44 Billion 0.55% of portfolio
101,116
Q1 2025 Reduced 17.86%
$53.1B
$8.11 Billion 0.53% of portfolio
30,977
Q1 2025 New
$93.6B
$7.83 Billion 0.51% of portfolio
29,524
Q1 2025 Reduced 34.66%

Summary

  • Portfolio
  • No. of Stocks 23
  • Current Value $1.53 Trillion
  • Prior Value $1.75 Trillion
  • Filing
  • Period Q1 2025
  • Filing Date April 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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