Seilern Investment Management Ltd quarter change: USA Stocks, Reduced
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Seilern Investment Management Ltd opened 0 positions, added to 8, reduced 16, sold out of 0 and left 0 unchanged. The largest increase in value was CPRT (+$27,389,575); the largest decrease was ACN (-$13,937,586).
- ACN: Country of operation —; Class SHS CLASS A; Shares 2026-03-31 172,985; Shares 2026-06-30 163,642.
- TYL: Country of operation United States; Class COM; Shares 2026-03-31 182,258; Shares 2026-06-30 173,172.
- GOOGL: Country of operation United States; Class CAP STK CL A; Shares 2026-03-31 185,486; Shares 2026-06-30 121,426.
- UNH: Country of operation United States; Class COM; Shares 2026-03-31 281,119; Shares 2026-06-30 160,023.
Two Form 13F-HR filings compared (SEC CIK 1817797): 2026-03-31 (filed 2026-04-07) and 2026-06-30 (filed 2026-07-08). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| MBB PUBLIC MARKETS I LLC | United States | $0.839B | 25 |
| SEMPER AUGUSTUS INVESTMENTS GROUP LLC | United States | $0.837B | 44 |
| Eagle Strategies LLC | United States | $0.837B | 258 |
| Community Bank, N.A. | United States | $0.840B | 698 |
| Walmart Inc. | United States | $0.840B | 3 |
| De Lisle Partners LLP | United Kingdom | $0.836B | 174 |
| Financial Partners Group, Inc | United States | $0.836B | 227 |
| Marietta Wealth Management, LLC | United States | $0.841B | 129 |
| BBFIT INVESTMENTS PTE LTD | Singapore | $0.842B | 7 |
| MATTERN CAPITAL MANAGEMENT, LLC | United States | $0.835B | 170 |