Evelyn Partners Investment Management LLP
CIK: 0002065206Latest portfolio: $3.6B · Q4 2025
Holdings
413
Total Value
$3.6B
New Positions
40
Closed Positions
42
Top Holdings
View All 413 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 672,530 | $325.0M | 8.98% | +74K | |
| 2 | GOOGLALPHABET INC | 925,561 | $289.0M | 7.99% | -239,889 | |
| 3 | AMZNAMAZON COM INC | 1,219,180 | $281.0M | 7.76% | +89K | |
| 4 | NVDANVIDIA CORPORATION | 840,403 | $156.0M | 4.31% | +42K | |
| 5 | BRK/BBERKSHIRE HATHAWAY INC DEL | 279,184 | $140.0M | 3.87% | +33K | |
| 6 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 450,249 | $136.0M | 3.76% | +56K | |
| 7 | RHCRH PLC | 1,035,861 | $129.0M | 3.56% | -162,966 | |
| 8 | VVISA INC | 362,056 | $126.0M | 3.48% | -17,542 | |
| 9 | AAPLAPPLE INC | 391,945 | $106.0M | 2.93% | -91,558 | |
| 10 | SYKSTRYKER CORPORATION | 267,314 | $93.0M | 2.57% | +21K | |
| 11 | JPMJPMORGAN CHASE & CO. | 270,892 | $87.0M | 2.40% | +41K | |
| 12 | BKNGBOOKING HOLDINGS INC | 15,870 | $84.0M | 2.32% | +5K | |
| 13 | CBCHUBB LIMITED | 264,903 | $82.0M | 2.27% | +41K | |
| 14 | METAMETA PLATFORMS INC | 107,457 | $70.0M | 1.93% | +30K | |
| 15 | KOCOCA COLA CO | 969,870 | $67.0M | 1.85% | +245K | |
| 16 | TMOTHERMO FISHER SCIENTIFIC INC | 104,357 | $60.0M | 1.66% | -35,495 | |
| 17 | UNHUNITEDHEALTH GROUP INC | 166,939 | $55.0M | 1.52% | -13,730 | |
| 18 | GOOGALPHABET INC | 137,592 | $43.0M | 1.19% | -13,090 | |
| 19 | SPGIS&P GLOBAL INC | 80,453 | $42.0M | 1.16% | +45K | |
| 20 | NDAQNASDAQ INC | 430,244 | $41.0M | 1.13% | +106K | |
| 21 | MAMASTERCARD INCORPORATED | 71,566 | $40.0M | 1.11% | +3K | |
| 22 | LINLINDE PLC | 90,379 | $38.0M | 1.05% | +13K | |
| 23 | ZTSZOETIS INC | 303,314 | $38.0M | 1.05% | -73,930 | |
| 24 | CEF/USPROTT ASSET MANAGEMENT LP | 811,531 | $37.0M | 1.02% | +107K | |
| 25 | GSGOLDMAN SACHS GROUP INC | 41,729 | $36.0M | 0.99% | -29,412 |
Quarterly Changes
New Positions
Increased Positions
Sector Breakdown
Financial Services0.0% ($1.2600087000820004e+186T)
Technology0.0% ($3.25000156000136e+115T)
Industrials0.0% ($3.200025000110009e+100T)
Healthcare0.0% ($9.300060000550003e+92T)
Consumer Cyclical0.0% ($2.8100012900084e+74T)
Basic Materials0.0% ($3.8000220001800017e+45T)
Consumer Defensive0.0% ($6.700026000180008e+44T)
Communication Services0.0% ($2.890007000043e+35T)
Energy0.0% ($2.2000150008000297e+34T)
Unknown0.0% ($1.400003700080006e+34T)
Real Estate0.0% ($90.0T)
Utilities0.0% ($3.2T)
Filing History
Fund Information
Evelyn Partners Investment Management LLP is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $3.6B across 413 holdings. The largest position is MICROSOFT CORP (MSFT), representing 9.0% of the portfolio. Compared to the previous quarter, the fund opened 42 new positions and closed 45 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.