Evelyn Partners Investment Management LLP Portfolio Holdings

Evelyn Partners Investment Management LLP

  • $2.42 Trillion
  • Q2 2025

Evelyn Partners Investment Management LLP has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $2.42 Trillion distributed in 272 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $288B, Amazon Com Inc with a value of $226B, Alphabet Inc. with a value of $171B, Nvidia Corp with a value of $111B, and Visa Inc. with a value of $110B.

Examining the 13F form we can see an increase of $220B in the current position value, from $2.2T to 2.42T.

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 $2.42 Trillion
Technology: $617 Billion
Financial Services: $498 Billion
Consumer Cyclical: $373 Billion
Communication Services: $294 Billion
Healthcare: $285 Billion
Consumer Defensive: $123 Billion
Industrials: $84 Billion
Basic Materials: $31.6 Billion
Other: $79.8 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$88.7B
$608 Million 0.03% of portfolio
1,053
Q2 2025 Reduced 87.48%
$422B
$738 Million 0.03% of portfolio
1,701
Q2 2025 Added 217.35%
$126B
$617 Million 0.03% of portfolio
5,022
Q2 2025 Added 1,535.83%
$12.6B
$658 Million 0.03% of portfolio
62,830
Q2 2025 Added 24,636.22%
$39.9B
$781 Million 0.03% of portfolio
1,933
Q2 2025 Added 162.28%
$72.7B
$640 Million 0.03% of portfolio
1,479
Q2 2025 Added 80.37%
$139B
$496 Million 0.02% of portfolio
5,070
Q2 2025 Added 289.1%
$20.2B
$470 Million 0.02% of portfolio
7,402
Q2 2025 Added 1,410.61%
$57.6B
$535 Million 0.02% of portfolio
2,200
Q2 2025 Reduced 1.65%
$114B
$534 Million 0.02% of portfolio
8,412
Q2 2025 Added 229.88%
$85.7B
$521 Million 0.02% of portfolio
1,907
Q2 2025 Added 22.17%
$126B
$505 Million 0.02% of portfolio
2,870
Q2 2025 Added 3,198.85%
$18.4B
$385 Million 0.02% of portfolio
15,346
Q2 2025 Added 219.64%
$69.8B
$556 Million 0.02% of portfolio
18,246
Q2 2025 Added 5,298.22%
$204B
$535 Million 0.02% of portfolio
15,376
Q2 2025 Added 112.79%
$27.5B
$427 Million 0.02% of portfolio
5,160
Q2 2025 Reduced 99.09%
$31.8B
$207 Million 0.01% of portfolio
2,265
Q1 2025 New
$53.1B
$272 Million 0.01% of portfolio
1,350
Q2 2025 Added 78.1%
$62.3B
$168 Million 0.01% of portfolio
1,041
Q2 2025 Added 51,950.0%
$55.8B
$270 Million 0.01% of portfolio
1,342
Q2 2025 New
$124B
$191 Million 0.01% of portfolio
243
Q2 2025 Added 25.26%
$240B
$293 Million 0.01% of portfolio
4,198
Q2 2025 Reduced 3.69%
$111B
$161 Million 0.01% of portfolio
4,801
Q1 2025 New
$8.21B
$225 Million 0.01% of portfolio
12,301
Q2 2025 Added 261.58%
$41.9B
$123 Million 0.01% of portfolio
125
Q2 2025 Reduced 85.75%
$885B
$192 Million 0.01% of portfolio
1,684
Q2 2025 Added 112.36%
$95.6B
$282 Million 0.01% of portfolio
7,344
Q2 2025 Added 104.91%
$137B
$190 Million 0.01% of portfolio
4,799
Q2 2025 Added 35.18%
$41.2B
$144 Million 0.01% of portfolio
2,725
Q2 2025 Added 47.78%
$126B
$131 Million 0.01% of portfolio
186
Q2 2025 Reduced 26.77%
$380B
$146 Million 0.01% of portfolio
182
Q2 2025 Added 59.65%
$41.6B
$261 Million 0.01% of portfolio
2,455
Q2 2025 Reduced 37.67%
$96.8B
$319 Million 0.01% of portfolio
3,398
Q2 2025 Reduced 36.36%
$137B
$150 Million 0.01% of portfolio
1,682
Q2 2025 Reduced 92.6%
$197B
$130 Million 0.01% of portfolio
4,697
Q2 2025 Added 1,098.21%
$117B
$248 Million 0.01% of portfolio
6,691
Q2 2025 Added 123.41%
$9.24B
$149 Million 0.01% of portfolio
1,186
Q2 2025 Added 14,725.0%
$78.5B
$260 Million 0.01% of portfolio
2,248
Q2 2025 Reduced 63.06%
$2.88B
$130 Million 0.01% of portfolio
570
Q2 2025 Reduced 93.19%
$29.7B
$147 Million 0.01% of portfolio
2,846
Q2 2025 Added 1,810.07%
$89.1B
$149 Million 0.01% of portfolio
650
Q2 2025 Reduced 12.87%
$50.1B
$228 Million 0.01% of portfolio
3,204
Q2 2025 Added 22.29%
$73.5B
$213 Million 0.01% of portfolio
4,720
Q2 2025 Reduced 83.07%
$8.17B
$125 Million 0.01% of portfolio
2,210
Q2 2025 New
$139B
$193 Million 0.01% of portfolio
6,112
Q2 2025 Added 2.43%
$11.3B
$180 Million 0.01% of portfolio
3,505
Q2 2025 Added 188.24%
$18.2B
$249 Million 0.01% of portfolio
2,175
Q2 2025 Reduced 66.61%
$98.6B
$124 Million 0.01% of portfolio
1,800
Q2 2025 Added 348.88%
$118B
$218 Million 0.01% of portfolio
29,315
Q2 2025 Added 1,715.17%

Summary

  • Portfolio
  • No. of Stocks 272
  • Current Value $2.42 Trillion
  • Prior Value $2.2 Trillion
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 12 stocks
  • Additional Purchases 157 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 72 stocks
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