Evelyn Partners Investment Management LLP Q2 2025 Filing

Filed August 12, 2025

Portfolio Value

$2.4T

Holdings

263

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (263 positions)

#StockSharesValue% PortfolioType
201
SSNCSS&C TECHNOLOGIES HLDGS INC
500$41.4M0.00%
202
EFXEQUIFAX INC
154$39.9M0.00%
203
MTDMETTLER TOLEDO INTERNATIONAL
133$39.9M0.00%
204
IRTCIRHYTHM TECHNOLOGIES INC
245$37.7M0.00%
205
LNNLINDSAY CORP
245$35.4M0.00%
206
AMDADVANCED MICRO DEVICES INC
4,978$34.8M0.00%
207
UPSUNITED PARCEL SERVICE INC
1,895$34.0M0.00%
208
MMM3M CO
1,154$33.5M0.00%
209
OLNOLIN CORP
1,615$32.4M0.00%
210
AOSSMITH A O CORP
490$32.1M0.00%
211
AMGNAMGEN INC
113$31.5M0.00%
212
HXLHEXCEL CORP NEW
200$28.2M0.00%
213
ARESARES MANAGEMENT CORPORATION
158$27.3M0.00%
214
WFCWELLS FARGO CO NEW
3,877$27.2M0.00%
215
FISFIDELITY NATL INFORMATION SV
2,160$24.8M0.00%
216
OVVOVINTIV INC
512$23.6M0.00%
217
FFORD MTR CO
1,866$20.2M0.00%
218
AVYAVERY DENNISON CORP
113$19.8M0.00%
219
TERTERADYNE INC
1,115$19.3M0.00%
220
PHMPULTE GROUP INC
154$16.2M0.00%
221
ICEINTERCONTINENTAL EXCHANGE IN
955$16.1M0.00%
222
FANGDIAMONDBACK ENERGY INC
2,430$16.1M0.00%
223
SNPSSYNOPSYS INC
30$15.4M0.00%
224
SRESEMPRA
16$15.1M0.00%
225
VTRSVIATRIS INC
4,486$15.0M0.00%
226
CPRTCOPART INC
1,530$14.7M0.00%
227
DBXDROPBOX INC
6,245$14.3M0.00%
228
SESEA LTD
178$13.6M0.00%
229
LULULULULEMON ATHLETICA INC
300$13.1M0.00%
230
HCAHCA HEALTHCARE INC
30$11.5M0.00%
231
KDKYNDRYL HLDGS INC
274$11.3M0.00%
232
ARVNARVINAS INC
1,474$10.9M0.00%
233
CHDCHURCH & DWIGHT CO INC
109$10.5M0.00%
234
PBRPETROLEO BRASILEIRO SA PETRO
14,910$10.3M0.00%
235
ONCBEONE MEDICINES LTD
41$9.9M0.00%
236
FTVFORTIVE CORP
183$9.5M0.00%
237
FICOFAIR ISAAC CORP
7$9.1M0.00%
238
LFUSLITTELFUSE INC
65$9.1M0.00%
239
ASIXADVANSIX INC
336$9.0M0.00%
240
AREALEXANDRIA REAL ESTATE EQ IN
120$8.7M0.00%
241
TRUTRANSUNION
109$8.6M0.00%
242
ZBHZIMMER BIOMET HOLDINGS INC
80$7.3M0.00%
243
IDXXIDEXX LABS INC
12$6.4M0.00%
244
BROBROWN & BROWN INC
467$6.3M0.00%
245
TMUST-MOBILE US INC
96$6.0M0.00%
246
NEOGNEOGEN CORP
1,200$4.8M0.00%
247
CDZICADIZ INC
15,191$4.1M0.00%
248
MATMATTEL INC
200$3.9M0.00%
249
GRALGRAIL INC
347$3.6M0.00%
250
APLSAPELLIS PHARMACEUTICALS INC
150$2.6M0.00%
251
TAKTAKEDA PHARMACEUTICAL CO LTD
2,515$2.6M0.00%
252
UIUBIQUITI INC
28$1.2M0.00%
253
CCCHEMOURS CO
457$1.2M0.00%
254
GENGEN DIGITAL INC
179$881K0.00%
255
CEVACEVA INC
188$813K0.00%
256
EMBCEMBECTA CORP
72$717K0.00%
257
WBDWARNER BROS DISCOVERY INC
5,567$711K0.00%
258
WABWABTEC
81$419K0.00%
259
SOLVSOLVENTUM CORP
237$379K0.00%
260
REZIRESIDEO TECHNOLOGIES INC
15$375K0.00%
261
DOCUDOCUSIGN INC
3$234K0.00%
262
SNRENSUNRISE COMMUNICATIONS AG
1,049$113K0.00%
263
OGNORGANON & CO
37$106K0.00%
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