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
$0
$2.37 Billion 0.07% of portfolio
3,559
Q4 2024 Added 44.23%
$54.5B
$2.54 Billion 0.07% of portfolio
13,575
Q4 2024 Added 199.85%
$235B
$2.06 Billion 0.06% of portfolio
24,560
Q4 2024 Reduced 46.25%
Canadian Pacific Kansas City
-
$2.24 Billion 0.06% of portfolio
-
Q4 2024 Added 19.59%
$140B
$2.07 Billion 0.06% of portfolio
8,240
Q4 2024 Reduced 11.65%
$291B
$2.18 Billion 0.06% of portfolio
4,571
Q4 2024 Added 10.33%
$169B
$2.08 Billion 0.06% of portfolio
2,263
Q4 2024 Reduced 42.07%
$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%
$328B
$1.8 Billion 0.05% of portfolio
5,977
Q4 2024 Reduced 0.62%
$25.7B
$1.76 Billion 0.05% of portfolio
10,534
Q4 2024 Added 42.67%
$270B
$1.63 Billion 0.05% of portfolio
10,265
Q4 2024 Added 23.92%
$104B
$1.72 Billion 0.05% of portfolio
5,874
Q4 2024 Added 12.55%
$12B
$1.75 Billion 0.05% of portfolio
26,741
Q4 2024 Added 48.72%
$6.51B
$1.48 Billion 0.04% of portfolio
17,760
Q4 2024 Reduced 99.01%
$270B
$1.24 Billion 0.04% of portfolio
17,297
Q4 2024 Added 0.57%
$255B
$1.31 Billion 0.04% of portfolio
3,949
Q4 2024 Added 16.08%
$0
$1.37 Billion 0.04% of portfolio
2,043
Q4 2024 Reduced 40.63%
$0
$1.36 Billion 0.04% of portfolio
13,182
Q4 2024 Reduced 0.49%
$57.5B
$1.4 Billion 0.04% of portfolio
5,124
Q4 2024 Added 117.84%
$0
$1.54 Billion 0.04% of portfolio
8,500
Q4 2024 Reduced 64.71%
$141B
$1.43 Billion 0.04% of portfolio
56,110
Q4 2024 Added 28.88%
$875M
$1.46 Billion 0.04% of portfolio
37,157
Q4 2024 Added 28.87%
Blackrock Inc
-
$1.24 Billion 0.04% of portfolio
-
Q4 2024 Added 24.72%
$79.2B
$1.35 Billion 0.04% of portfolio
19,421
Q4 2024 Added 44.81%
$123B
$1.45 Billion 0.04% of portfolio
2,071
Q4 2024 Added 24.77%
$177B
$1.12 Billion 0.03% of portfolio
6,075
Q4 2024 Reduced 14.65%
$36.7B
$954 Million 0.03% of portfolio
11,373
Q4 2024 Added 48.58%
$414B
$1.22 Billion 0.03% of portfolio
5,273
Q3 2025 Reduced 41.35%
Ge Vernova Inc
-
$898 Million 0.03% of portfolio
-
Q3 2025 Reduced 24.39%
Thomson Reuters Corp
-
$1 Billion 0.03% of portfolio
-
Q4 2024 Added 4.07%
$136B
$1.05 Billion 0.03% of portfolio
4,454
Q4 2024 Added 13.58%
$150B
$1.03 Billion 0.03% of portfolio
17,340
Q2 2025 Reduced 61.8%
$124B
$1.18 Billion 0.03% of portfolio
28,866
Q3 2025 New
$38.1B
$954 Million 0.03% of portfolio
12,820
Q4 2024 Added 76.95%
$181B
$1.15 Billion 0.03% of portfolio
40,808
Q4 2024 Added 54.99%
$38.4B
$1.14 Billion 0.03% of portfolio
44,593
Q4 2024 Reduced 1.89%
$173B
$802 Million 0.02% of portfolio
13,432
Q4 2024 Added 1.49%
$0
$579 Million 0.02% of portfolio
2,395
Q4 2024 Reduced 2.09%
$367B
$774 Million 0.02% of portfolio
1,909
Q4 2024 Added 9.43%
$55.8B
$675 Million 0.02% of portfolio
3,345
Q4 2024 Added 11.03%
$26.6B
$618 Million 0.02% of portfolio
4,590
Q3 2025 Reduced 11.05%
Veralto Corp
-
$782 Million 0.02% of portfolio
-
Q4 2024 Added 16.29%
$42.4B
$563 Million 0.02% of portfolio
3,702
Q3 2025 New
$72.4B
$597 Million 0.02% of portfolio
1,675
Q4 2024 Added 4.48%
$7.95B
$867 Million 0.02% of portfolio
33,648
Q4 2024 Added 7.16%
$151B
$638 Million 0.02% of portfolio
1,810
Q4 2024 Added 1,146.8%
$73.4B
$605 Million 0.02% of portfolio
17,046
Q4 2024 Added 3.6%
$25.7B
$603 Million 0.02% of portfolio
4,085
Q2 2025 Added 2.08%

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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