Seilern Investment Management Q2 2026 Holdings Activity

Seilern Investment Management Ltd has released data detailing its investment activity for Q2 2026. The fund manager made several notable adjustments to its portfolio during this period.

Significant Purchases: Seilern demonstrated substantial buying interest in certain companies, most notably COPART INC (CPRT), which saw a massive increase of 983,843 shares. This was the largest share purchase by the fund this quarter. Another significant addition was BOOKING HOLDINGS INC (BKNG), where Seilern acquired approximately 12,358 new shares, representing a nearly 2000% increase in position.

Additionally, the fund purchased ZOETIS INC (ZTS), adding around 460,000 shares. The company also increased its stake in other significant sectors including Technology with holdings like CADENCE DESIGN SYSTEMS (CDNS) and AUTODESK INC (ADSK), showing continued confidence in these areas.

Major Sales: On the selling side, Seilern disposed of substantial portions of its portfolio. The fund sold a significant number of shares in UNITEDHEALTH GROUP INC (UNH), reducing its stake by over 120,000 shares (-43.08%). Similarly, the healthcare sector saw reductions in positions held in companies like INTUITIVE SURGICAL INC (ISRG) and IDEXX LABS INC (IDXX).

The fund also sold shares in several other holdings, including EDWARDS LIFESCIENCES CORP (EW), WEST PHARMACEUTICAL SVC INC (WST), and ALPHABET INC (GOOGL). These sales resulted in notable decreases across their respective sectors.

Other Activities: Beyond the major transactions, Seilern also purchased shares in other companies like GRACO INC (GGG), ACCENTURE PLC (ACN), and VEEVA SYSTEMS (VEEV). Conversely, the fund sold positions in MICROSOFT CORP (MSFT), though this was a smaller transaction compared to its largest sales.

For a comprehensive view of Seilern's portfolio and allocation strategies, investors can refer to the full filing available at InsiderSet.