Institutional Manager · CIK 0002065206
Evelyn Partners Investment Management LLP
London, X0 · File #028-25685
Latest AUM
$3.62B
Positions
413
Top-10 Concentration
55.6%
Filings
7
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025413 pos · $3.62B
- 13F HOLDINGS REPORTQ/E Dec 2025416 pos · $3.08B
- 13F HOLDINGS REPORT (Amended)Q/E Dec 2025420 pos · $3.00B
- 13F HOLDINGS REPORT (Amended)Q/E Sep 2025415 pos · $3.27B
- 13F HOLDINGS REPORTQ/E Sep 2025410 pos · $3.52B
- 13F HOLDINGS REPORTQ/E Jun 2025272 pos · $2.42B
- 13F HOLDINGS REPORTQ/E Jun 2025302 pos · $2.20B
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 672,530 | $325.2M | 10.11% |
| 2 | ALPHABET INC | GOOG | 925,561 | $289.7M | 9.01% |
| 3 | AMAZON COM INC | AMZN | 1,219,180 | $281.4M | 8.75% |
| 4 | NVIDIA CORPORATION | NVDA | 840,403 | $156.7M | 4.87% |
| 5 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 279,184 | $140.3M | 4.36% |
| 6 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 450,249 | $136.8M | 4.25% |
| 7 | CRH PLC | CRH | 1,035,861 | $129.3M | 4.02% |
| 8 | VISA INC | V | 362,056 | $127.0M | 3.95% |
| 9 | APPLE INC | AAPL | 391,945 | $106.6M | 3.31% |
| 10 | STRYKER CORPORATION | SYK | 267,314 | $94.0M | 2.92% |
| 11 | JPMORGAN CHASE & CO. | VYLD | 270,892 | $87.3M | 2.71% |
| 12 | BOOKING HOLDINGS INC | BKNG | 15,870 | $85.0M | 2.64% |
| 13 | CHUBB LIMITED | CB | 264,903 | $82.7M | 2.57% |
| 14 | META PLATFORMS INC | META | 107,457 | $70.9M | 2.20% |
| 15 | COCA COLA CO | KO | 969,870 | $67.8M | 2.11% |
| 16 | THERMO FISHER SCIENTIFIC INC | TMO | 104,357 | $60.5M | 1.88% |
| 17 | UNITEDHEALTH GROUP INC | UNH | 166,939 | $55.1M | 1.71% |
| 18 | ALPHABET INC | GOOG | 137,592 | $43.2M | 1.34% |
| 19 | S&P GLOBAL INC | SPGI | 80,453 | $42.0M | 1.31% |
| 20 | NASDAQ INC | NDAQ | 430,244 | $41.8M | 1.30% |