Seilern Investment Management LTD Portfolio Holdings

Seilern Investment Management LTD

  • $1.52 Trillion
  • Q2 2025

Seilern Investment Management LTD has filed its 13F form on July 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.52 Trillion distributed in 22 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $160B, Mastercard Inc with a value of $147B, Unitedhealth Group Inc with a value of $123B, Idexx Laboratories Inc with a value of $114B, and Edwards Lifesciences Corp with a value of $96.9B.

Examining the 13F form we can see an decrease of $14.2B in the current position value, from $1.53T to 1.52T.

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 $1.52 Trillion
Healthcare: $677 Billion
Technology: $544 Billion
Financial Services: $170 Billion
Communication Services: $95 Billion
Industrials: $18.3 Billion
Consumer Cyclical: $10.9 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.75T
$160 Billion 10.54% of portfolio
321,256
Q2 2025 Reduced 11.68%
$539B
$147 Billion 9.7% of portfolio
261,583
Q2 2025 Reduced 6.15%
$283B
$123 Billion 8.08% of portfolio
392,681
Q2 2025 Added 49.25%
$45B
$114 Billion 7.51% of portfolio
212,176
Q2 2025 Reduced 20.22%
$47.7B
$96.9 Billion 6.39% of portfolio
1,238,875
Q2 2025 Reduced 9.54%
$40B
$96.8 Billion 6.39% of portfolio
336,049
Q2 2025 Reduced 19.94%
$1.07T
$95 Billion 6.27% of portfolio
539,309
Q2 2025 Reduced 5.96%
$16.7B
$94.4 Billion 6.23% of portfolio
431,561
Q2 2025 Reduced 2.22%
$174B
$92.1 Billion 6.08% of portfolio
238,152
Q2 2025 Reduced 5.04%
$24.1B
$86.3 Billion 5.69% of portfolio
145,513
Q2 2025 Reduced 2.78%
$27.4B
$75.5 Billion 4.98% of portfolio
64,288
Q2 2025 Reduced 5.78%
$88.6B
$74.6 Billion 4.92% of portfolio
242,180
Q2 2025 Reduced 4.95%
$187B
$67.7 Billion 4.46% of portfolio
124,511
Q2 2025 Reduced 1.82%
$53.1B
$67.3 Billion 4.44% of portfolio
217,272
Q2 2025 Added 601.4%
$187B
$64 Billion 4.22% of portfolio
214,063
Q2 2025 Reduced 0.34%
$225B
$10.9 Billion 0.72% of portfolio
1,889
Q2 2025 Reduced 25.63%
$74.1B
$9.77 Billion 0.64% of portfolio
62,637
Q2 2025 Added 4.48%
$92B
$8.41 Billion 0.55% of portfolio
16,757
Q2 2025 Reduced 7.0%
$14.9B
$7.86 Billion 0.52% of portfolio
91,477
Q2 2025 Reduced 9.53%
$99.1B
$7.53 Billion 0.5% of portfolio
27,310
Q2 2025 Reduced 7.5%
$585B
$7.02 Billion 0.46% of portfolio
19,761
Q2 2025 Reduced 18.81%

Summary

  • Portfolio
  • No. of Stocks 22
  • Current Value $1.52 Trillion
  • Prior Value $1.53 Trillion
  • Filing
  • Period Q2 2025
  • Filing Date July 07, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 0 stocks
  • Additional Purchases 3 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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