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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6B
$12.5 Billion 0.35% of portfolio
181,551
Q4 2024 Reduced 85.79%
$3.91B
$1.64 Billion 0.05% of portfolio
14,065
Q4 2024 Added 99.52%
$7.89B
$1.62 Billion 0.05% of portfolio
1,735
Q4 2024 Reduced 21.61%
$6.51B
$1.48 Billion 0.04% of portfolio
17,760
Q4 2024 Reduced 99.01%
$7.95B
$867 Million 0.02% of portfolio
33,648
Q4 2024 Added 7.16%
$8.02B
$282 Million 0.01% of portfolio
2,789
Q4 2024 Reduced 5.56%
$7.79B
$237 Million 0.01% of portfolio
2,210
Q2 2025 New
$3.7B
$103 Million 0.0% of portfolio
1,800
Q2 2025 Added 13,746.15%
$2.23B
$3.39 Million 0.0% of portfolio
150
Q2 2025 Reduced 89.11%
$9.96B
$10.9 Million 0.0% of portfolio
269
Q4 2024 Added 130.11%
$3.66B
$21.9 Million 0.0% of portfolio
2,029
Q3 2025 New
$4.81B
$734,000 0.0% of portfolio
17
Q3 2025 Added 13.33%
$2.76B
$40.4 Million 0.0% of portfolio
1,615
Q2 2025 Added 6,360.0%
$3.93B
$18.4 Million 0.0% of portfolio
1,436
Q3 2025 New
$6.38B
$33.9 Million 0.0% of portfolio
315
Q3 2025 New
$2.69B
$113 Million 0.0% of portfolio
570
Q2 2025 Reduced 93.19%
$8.21B
$36 Million 0.0% of portfolio
490
Q2 2025 Added 988.89%
$2.41B
$65.3 Million 0.0% of portfolio
5,000
Q3 2025 Reduced 36.96%
$9.65B
$27.6 Million 0.0% of portfolio
165
Q4 2024 Reduced 69.7%
$8.31B
$3.2 Million 0.0% of portfolio
60
Q3 2025 New
$4.32B
$84.3 Million 0.0% of portfolio
1,300
Q3 2025 New
$9.78B
$13.5 Million 0.0% of portfolio
300
Q3 2025 Reduced 80.39%
$3.49B
$28.9 Million 0.0% of portfolio
1,815
Q3 2025 New
$8.69B
$15.1 Million 0.0% of portfolio
500
Q3 2025 Reduced 91.99%
$6.83B
$3.37 Million 0.0% of portfolio
200
Q2 2025 Added 12.36%
$5.96B
$10.4 Million 0.0% of portfolio
40
Q4 2024 Added 712.5%
$3.08B
$22.1 Million 0.0% of portfolio
580
Q3 2025 New
$6.58B
$3.68 Million 0.0% of portfolio
285
Q3 2025 New
$3.65B
$14.5 Million 0.0% of portfolio
399
Q3 2025 New
$5.82B
$31.4 Million 0.0% of portfolio
500
Q3 2025 Added 150.0%
$9.72B
$76.3 Million 0.0% of portfolio
1,150
Q4 2024 Added 52.87%
$5.13B
$42.1 Million 0.0% of portfolio
245
Q2 2025 Reduced 18.6%
$5.83B
$8.11 Million 0.0% of portfolio
270
Q4 2024 Added 6.67%
$7.17B
$11.6 Million 0.0% of portfolio
260
Q3 2025 New
$5.88B
$9.84 Million 0.0% of portfolio
186
Q3 2025 New

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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