Evelyn Partners Investment Management LLP Portfolio Holdings

Evelyn Partners Investment Management LLP

  • $3.52 Trillion
  • Q3 2025

Evelyn Partners Investment Management LLP has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $3.52 Trillion distributed in 410 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $345B, Amazon Com Inc with a value of $265B, Alphabet Inc. with a value of $260B, Nvidia Corp with a value of $156B, and Taiwan Semiconductor Manufacturing CO LTD with a value of $138B.

Examining the 13F form we can see an increase of $1.1T in the current position value, from $2.42T to 3.52T.

Evelyn Partners Investment Management LLP is based out at London,

Below you can find more details about Evelyn Partners Investment Management LLP portfolio as well as his latest detailed transactions.

Portfolio value $3.52 Trillion
Technology: $837 Billion
Financial Services: $739 Billion
Consumer Cyclical: $485 Billion
Communication Services: $410 Billion
Healthcare: $360 Billion
Basic Materials: $198 Billion
Consumer Defensive: $137 Billion
Industrials: $108 Billion
Other: $120 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.78T
$345 Billion 9.8% of portfolio
666,150
Q4 2024 Reduced 10.1%
$2.39T
$265 Billion 7.53% of portfolio
1,206,918
Q4 2024 Reduced 6.36%
$1.65T
$260 Billion 7.37% of portfolio
1,067,724
Q4 2024 Added 9.15%
$465B
$156 Billion 4.44% of portfolio
837,764
Q4 2024 Reduced 4.65%
$1.46T
$138 Billion 3.92% of portfolio
494,547
Q4 2024 Reduced 20.21%
$662B
$130 Billion 3.7% of portfolio
258,926
Q4 2024 Reduced 4.93%
$23.9B
$126 Billion 3.57% of portfolio
-
Q4 2024 Added 14.31%
$533B
$121 Billion 3.45% of portfolio
355,302
Q4 2024 Added 6.84%
$4.3T
$102 Billion 2.89% of portfolio
399,746
Q4 2024 Added 20.95%
$136B
$94.4 Billion 2.68% of portfolio
255,300
Q4 2024 Reduced 3.61%
$881B
$86.8 Billion 2.47% of portfolio
275,102
Q4 2024 Reduced 16.59%
$191B
$84.4 Billion 2.4% of portfolio
15,626
Q4 2024 Reduced 29.78%
$1.37T
$74.3 Billion 2.11% of portfolio
101,181
Q4 2024 Reduced 23.67%
$123B
$73.1 Billion 2.08% of portfolio
259,147
Q4 2024 Reduced 13.59%
$306B
$57.7 Billion 1.64% of portfolio
870,272
Q4 2024 Reduced 16.7%
$300B
$57.2 Billion 1.63% of portfolio
165,792
Q4 2024 Added 8.97%
$55.6B
$49.9 Billion 1.42% of portfolio
340,831
Q4 2024 Added 10.68%
$73.2B
$41.8 Billion 1.19% of portfolio
9,742
Q4 2024 Reduced 27.7%
Linde PLC
-
$41 Billion 1.17% of portfolio
-
Q4 2024 Reduced 9.91%
$512B
$40.5 Billion 1.15% of portfolio
71,213
Q4 2024 Reduced 3.52%
$159B
$38 Billion 1.08% of portfolio
78,068
Q4 2024 Reduced 54.68%
$42.8B
$36.8 Billion 1.05% of portfolio
416,336
Q4 2024 Reduced 22.07%
$1.74T
$36.8 Billion 1.04% of portfolio
151,006
Q4 2024 Reduced 0.21%
$265B
$36.2 Billion 1.03% of portfolio
45,508
Q4 2024 Added 56.33%
$413B
$33.8 Billion 0.96% of portfolio
654,425
Q4 2024 Added 6.81%
Smurfit Westrock PLC
-
$31.7 Billion 0.9% of portfolio
-
Q4 2024 Added 14.2%
$76.2B
$31.1 Billion 0.88% of portfolio
64,372
Q4 2024 Reduced 63.07%
$47.7B
$29.3 Billion 0.83% of portfolio
58,825
Q4 2024 Reduced 66.11%
$170B
$28.7 Billion 0.82% of portfolio
198,650
Q4 2024 Reduced 2.6%
$0
$28 Billion 0.79% of portfolio
761,923
Q4 2024 Reduced 7.48%
$12.4B
$27.6 Billion 0.78% of portfolio
169,727
Q4 2024 Added 15.65%
$522B
$26.7 Billion 0.76% of portfolio
144,172
Q4 2024 Added 10.91%
$168B
$26.7 Billion 0.76% of portfolio
353,385
Q4 2024 Reduced 1.66%
$76.5B
$26.3 Billion 0.75% of portfolio
156,083
Q4 2024 Added 15.47%
$279B
$25.6 Billion 0.73% of portfolio
248,358
Q4 2024 Added 9.56%
$98.1B
$25.5 Billion 0.72% of portfolio
149,052
Q4 2024 Reduced 3.01%
$160B
$24.4 Billion 0.69% of portfolio
123,309
Q4 2024 Added 5.15%
$1.88B
$22 Billion 0.62% of portfolio
1,844,905
Q4 2024 Added 10.53%
$193B
$21.2 Billion 0.6% of portfolio
47,498
Q4 2024 Reduced 35.49%
$224B
$20.5 Billion 0.58% of portfolio
67,606
Q4 2024 Added 123.65%
$346B
$19.9 Billion 0.56% of portfolio
129,251
Q4 2024 Added 4.97%
$49.1B
$18.8 Billion 0.53% of portfolio
15,680
Q4 2024 Reduced 13.17%
Ge Healthcare Technologies I
-
$17.9 Billion 0.51% of portfolio
-
Q4 2024 Reduced 23.11%
$182B
$16.6 Billion 0.47% of portfolio
24,321
Q4 2024 Reduced 29.64%
$69.1B
$16.6 Billion 0.47% of portfolio
197,405
Q4 2024 Added 16.9%
$303B
$16.1 Billion 0.46% of portfolio
103,931
Q4 2024 Added 23.83%
$84B
$15.1 Billion 0.43% of portfolio
78,580
Q4 2024 Added 17.78%
$27.9B
$14.1 Billion 0.4% of portfolio
7,387
Q4 2024 Reduced 1.64%
$193B
$13.1 Billion 0.37% of portfolio
114,163
Q4 2024 Added 36.0%

Summary

  • Portfolio
  • No. of Stocks 410
  • Current Value $3.52 Trillion
  • Prior Value $2.42 Trillion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 155 stocks
  • Additional Purchases 91 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 125 stocks
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