Seilern Investment Management
Seilern Investment Management reported 24 stocks worth $771M in its 13F filing for Q3 2026, filed Oct 13, 2026. Its largest holdings are MA (10.2%), ISRG (7.1%) and TYL (7.0%). Compared with Q2 2026, the fund added to ISRG, CDNS and CPRT and trimmed MA, TYL and VEEV.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  MA Mastercard Incorporated | $78.8M | 10.2% | 143K | −27K (−16%) | 8 of 8 | |
| 2 |  ISRG Intuitive Surgical Inc | $54.5M | 7.1% | 134K | +18K (+16%) | 8 of 8 | |
| 3 |  TYL Tyler Technologies Inc | $54.1M | 7.0% | 170K | −3,496 (−2%) | 8 of 8 | |
| 4 |  VEEV Veeva Sys Inc Class Class A | $51M | 6.6% | 179K | −138K (−44%) | 8 of 8 | |
| 5 |  EW Edwards Lifesciences Cor | $50.9M | 6.6% | 590K | −10K (−2%) | 8 of 8 | |
| 6 |  IDXX Idexx Labs Inc | $50.4M | 6.5% | 97K | −1,014 (−1%) | 8 of 8 | |
| 7 |  UNH Unitedhealth Group Inc | $48.1M | 6.2% | 131K | −29K (−18%) | 8 of 8 | |
| 8 |  MSFT Microsoft Corp | $47.3M | 6.1% | 92K | −23K (−20%) | 8 of 8 | |
| 9 |  WST West Pharmaceutical Svsc Inc | $44.8M | 5.8% | 121K | −18K (−13%) | 8 of 8 | |
| 10 |  CDNS Cadence Design System Inc | $44.4M | 5.8% | 135K | +20K (+18%) | 7 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 13, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Seilern Investment Management 13F FAQ
What does Seilern Investment Management own?
Seilern Investment Management reported 24 stocks worth $771M in its 13F filing for Q3 2026, filed Oct 13, 2026. Its largest holdings are MA (10.2%), ISRG (7.1%) and TYL (7.0%). The table above lists every position in the filing (the top 10 without an account).
What did Seilern Investment Management buy and sell in Q3 2026?
Compared with Q2 2026: 0 new positions, 4 added to, 20 trimmed and 0 sold out.
When will Seilern Investment Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Seilern Investment Management's portfolio worth?
The Q3 2026 filing reports $771M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.