Seilern Investment Management LTD Portfolio Holdings

Seilern Investment Management LTD

  • $1.38 Trillion
  • Q3 2025

Seilern Investment Management LTD has filed its 13F form on October 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.38 Trillion distributed in 22 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Unitedhealth Group Inc with a value of $133B, Microsoft Corp with a value of $132B, Mastercard Inc with a value of $129B, Alphabet Inc. with a value of $106B, and Idexx Laboratories Inc with a value of $90.3B.

Examining the 13F form we can see an decrease of $132B in the current position value, from $1.52T to 1.38T.

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 $1.38 Trillion
Healthcare: $628 Billion
Technology: $413 Billion
Financial Services: $208 Billion
Communication Services: $106 Billion
Industrials: $17.9 Billion
Consumer Cyclical: $9.83 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$57.4B
$90.3 Billion 6.52% of portfolio
141,276
Q3 2025 Reduced 33.42%
$41.2B
$87.6 Billion 6.33% of portfolio
294,189
Q3 2025 Reduced 12.46%
$19.3B
$85.8 Billion 6.2% of portfolio
326,957
Q3 2025 Reduced 24.24%
$151B
$83.6 Billion 6.04% of portfolio
236,993
Q3 2025 Reduced 0.49%
$53.4B
$82.1 Billion 5.93% of portfolio
1,055,774
Q3 2025 Reduced 14.78%
$31.6B
$73.2 Billion 5.29% of portfolio
59,665
Q3 2025 Reduced 7.19%
$19.5B
$71.4 Billion 5.16% of portfolio
136,534
Q3 2025 Reduced 6.17%
$53.1B
$69.5 Billion 5.03% of portfolio
218,905
Q3 2025 Added 0.75%
$100B
$65.8 Billion 4.75% of portfolio
187,240
Q3 2025 Added 585.61%
$193B
$65.4 Billion 4.73% of portfolio
146,235
Q3 2025 Added 17.45%
$152B
$49.1 Billion 3.55% of portfolio
199,022
Q3 2025 Reduced 7.03%
$55.6B
$10.6 Billion 0.76% of portfolio
72,310
Q3 2025 Added 15.44%
$104B
$10 Billion 0.72% of portfolio
34,140
Q3 2025 Added 0.86%
$191B
$9.83 Billion 0.71% of portfolio
1,821
Q3 2025 Reduced 3.6%
$13.5B
$7.84 Billion 0.57% of portfolio
92,263
Q3 2025 Added 0.86%
$86.4B
$7.44 Billion 0.54% of portfolio
27,544
Q3 2025 Reduced 88.63%

Summary

  • Portfolio
  • No. of Stocks 22
  • Current Value $1.38 Trillion
  • Prior Value $1.52 Trillion
  • Filing
  • Period Q3 2025
  • Filing Date October 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 0 stocks
  • Additional Purchases 7 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
Track This Portfolio

Track Seilern Investment Management LTD Portfolio

Follow Seilern Investment Management LTD and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Seilern Investment Management LTD, based on Form 13F filings with the SEC.

News

Stay updated on Seilern Investment Management LTD with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email