Seilern Investment Management Ltd ADSK — AUTODESK INC

Ownership history in Seilern Investment Management Ltd  ·  6 quarters on record

AI Ownership Summary

Seilern Investment Management Ltd reported AUTODESK INC (ADSK) in 6 quarterly 13F filings from 2025 Q1 through 2026 Q2. Peak portfolio weight reached 5.86% in 2026 Q1. The latest visible filing shows ADSK at 5.58% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ADSK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Seilern Investment Management Ltd's position in AUTODESK INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

ADSK was reported at 5.58% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.86% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ADSK stock page Seilern Investment Management Ltd fund profile Seilern Investment Management Ltd full holdings
How Seilern Investment Management Ltd held ADSK — position size vs. price
% of Fund (quarterly)    ADSK price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 227,675 +22,547 +11.0% 5.58% $44.3M 2026-07-08 $206.04
2026 Q1 REDUCED 13.4% -18.4% ✅ 205,128 -31,863 -13.4% 5.86% $49.1M 2026-04-07 $234.96
2025 Q4 ADDED — — — 236,991 +18,086 +8.3% 5.44% $70.2M 2026-01-09 $276.02
2025 Q3 ADDED — — — 218,905 +1,633 +0.8% 5.03% $69.5M 2025-10-14 $306.59
2025 Q2 ADDED — — — 217,272 +186,295 +601.4% 4.44% $67.3M 2025-07-07 $315.31
2025 Q1 INITIATED — — — 30,977 — — 0.53% $8.1M 2025-04-14 $260.71

🏢 Other funds also holding ADSK

As of 2026 Q2 — sorted by position size

NIGHTVIEW CAPITAL, LLC 3Y 7Y 4.44% Foresight Group Ltd Liability Partnership 3.02% Minneapolis Portfolio Management Group, LLC 3Y 7Y 2.6% Ninety One North America, Inc. 3Y 7Y 2.54% Ninety One UK Ltd 3Y 7Y 1.65% WEDGE CAPITAL MANAGEMENT L L P/NC 3Y 7Y 1.14% FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 0.92% GRANITE ISLANDS PRIVATE WEALTH, LLC 0.85% Thomasville National Bank 3Y 0.84% Sage Capital Advisors,llc 3Y 7Y 0.83%

FAQ About Seilern Investment Management Ltd and ADSK

These are the practical questions this page is built to answer before you even open the full history table.

How long has Seilern Investment Management Ltd reported owning ADSK?

Seilern Investment Management Ltd reported ADSK across 6 quarterly 13F filings, from 2025 Q1 through 2026 Q2.

What was the largest reported ADSK position in Seilern Investment Management Ltd's portfolio?

The largest reported portfolio weight for ADSK was 5.86% in 2026 Q1.

What is the latest reported ADSK position on this page?

The most recent filing on this page is 2026 Q2, when Seilern Investment Management Ltd reported 227,675 shares, equal to 5.58% of portfolio, with an estimated market value of $44.3M.

What does the chart on this ADSK ownership page compare?

The chart compares Seilern Investment Management Ltd's quarterly ADSK portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Seilern Investment Management Ltd time their ADSK position?

Based on 13F filing dates vs. subsequent ADSK price moves, Seilern Investment Management Ltd correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on ADSK relative to SPY over the holding period was -37.2%.

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