DOSSIER · 13F-HR · Q3 2026
Seilern Investment Management Ltd
$771M in tracked AUM across 24 positions as of Q3 2026.
SI
CIK 0001817797 · last filed Sep 30, 2026
AI Analysis · Q3 2026
Portfolio Overview
Seilern Investment Management Ltd has reported a substantial expansion in its 13F filing for the period ending December 31, 2025. The total portfolio value surged by 88.5%, rising from $684.28 million to $1.29 billion. This significant growth in Assets Under Management (AUM) coincides with a dramatic restructuring of the fund's composition. The number of holdings increased modestly to 24, but the turnover was exceptionally high. The manager executed a sweeping...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q3 2026. Methodology
Quarter at a glance — Q3 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q3 2026.