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
$197 Million 0.01% of portfolio
600
Q1 2025 Reduced 64.17%
$60.5B
$218 Million 0.01% of portfolio
5,200
Q3 2025 New
$21B
$359 Million 0.01% of portfolio
15,176
Q3 2025 Reduced 1.11%
$53.8B
$517 Million 0.01% of portfolio
2,200
Q4 2024 Added 13.64%
$85.9B
$411 Million 0.01% of portfolio
1,860
Q4 2024 Reduced 52.15%
$0
$194 Million 0.01% of portfolio
1,517
Q4 2024 Added 11.54%
$21.7B
$200 Million 0.01% of portfolio
2,000
Q3 2025 Reduced 8.05%
Amrize LTD
-
$25.5 Million 0.0% of portfolio
-
Q3 2025 New
$37.1B
$10.4 Million 0.0% of portfolio
52
Q3 2025 Reduced 35.8%
$1.9B
$7.54 Million 0.0% of portfolio
313
Q3 2025 New
$481M
$1.94 Million 0.0% of portfolio
199
Q3 2025 New
$13B
$15.5 Million 0.0% of portfolio
1,563
Q4 2024 Added 7.1%
$388B
$32.4 Million 0.0% of portfolio
200
Q4 2024 Added 22.5%
$33.9B
$18.6 Million 0.0% of portfolio
74
Q2 2025 Added 171.62%
$27B
$20.3 Million 0.0% of portfolio
154
Q2 2025 Reduced 97.7%
$187B
$66.5 Million 0.0% of portfolio
400
Q3 2025 Reduced 54.39%
Ralliant Corp
-
$2.67 Million 0.0% of portfolio
-
Q2 2025 Reduced 1.64%
$183B
$31.9 Million 0.0% of portfolio
113
Q2 2025 New
$55.9B
$6.7 Million 0.0% of portfolio
343
Q4 2024 Added 51.02%
Anglogold Ashanti PLC
-
$44.2 Million 0.0% of portfolio
-
Q3 2025 New
$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%
$197B
$28.7 Million 0.0% of portfolio
140
Q1 2025 Added 35.71%
$0
$44.2 Million 0.0% of portfolio
1,000
Q3 2025 New
$37B
$103 Million 0.0% of portfolio
1,126
Q4 2024 Added 9.24%
$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%
$97.3B
$134 Million 0.0% of portfolio
1,579
Q4 2024 Added 291.83%
$91.4B
$34.1 Million 0.0% of portfolio
220
Q4 2024 Added 238.64%
$3.93B
$18.4 Million 0.0% of portfolio
1,436
Q3 2025 New
$43.4B
$78 Million 0.0% of portfolio
444
Q3 2025 New
$6.38B
$33.9 Million 0.0% of portfolio
315
Q3 2025 New
$22.7B
$75 Million 0.0% of portfolio
250
Q2 2025 Reduced 55.12%
$204M
$575,000 0.0% of portfolio
220
Q3 2025 New
$18.9B
$7.88 Million 0.0% of portfolio
80
Q1 2025 New
$2.69B
$113 Million 0.0% of portfolio
570
Q2 2025 Reduced 93.19%
$317B
$28.5 Million 0.0% of portfolio
340
Q3 2025 Reduced 91.23%
$85.6B
$8.23 Million 0.0% of portfolio
650
Q4 2024 Added 26.15%
$39.8B
$94.5 Million 0.0% of portfolio
2,000
Q4 2024 Added 46.5%
$0
$779,000 0.0% of portfolio
3
Q3 2025 New
$13.5B
$4.3 Million 0.0% of portfolio
53
Q3 2025 New
$21.3B
$44.4 Million 0.0% of portfolio
500
Q1 2025 New
$15.3B
$8.21 Million 0.0% of portfolio
98
Q3 2025 Reduced 10.09%
$67.3B
$140 Million 0.0% of portfolio
500
Q3 2025 New
$0
$35 Million 0.0% of portfolio
250
Q3 2025 New
$19.2B
$53.1 Million 0.0% of portfolio
650
Q3 2025 Reduced 7.8%
$59.7B
$7.4 Million 0.0% of portfolio
15
Q4 2024 Added 26.67%
$8.3B
$10 Million 0.0% of portfolio
120
Q4 2024 Added 9,116.67%

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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