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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$68B
$213 Million 0.01% of portfolio
4,720
Q2 2025 Reduced 83.07%
$8.28B
$125 Million 0.01% of portfolio
2,210
Q2 2025 New
$141B
$193 Million 0.01% of portfolio
6,112
Q2 2025 Added 2.43%
$12.2B
$180 Million 0.01% of portfolio
3,505
Q2 2025 Added 188.24%
$16.5B
$249 Million 0.01% of portfolio
2,175
Q2 2025 Reduced 66.61%
$86B
$124 Million 0.01% of portfolio
1,800
Q2 2025 Added 348.88%
$89.6B
$218 Million 0.01% of portfolio
29,315
Q2 2025 Added 1,715.17%
$25.8B
$281 Million 0.01% of portfolio
4,070
Q2 2025 Added 116.03%
$36B
$269 Million 0.01% of portfolio
4,210
Q2 2025 Added 8.87%
$24.1B
$284 Million 0.01% of portfolio
2,647
Q2 2025 Added 115.38%
$45.7B
$246 Million 0.01% of portfolio
6,156
Q2 2025 Added 3,871.61%
$33.2B
$27.3 Million 0.0% of portfolio
158
Q2 2025 Added 23.44%
$35.1B
$419,000 0.0% of portfolio
81
Q2 2025 Added 3,950.0%
$22B
$41.4 Million 0.0% of portfolio
500
Q1 2025 New
$152B
$31.5 Million 0.0% of portfolio
113
Q2 2025 New
$282B
$34.8 Million 0.0% of portfolio
4,978
Q2 2025 New
$173B
$63.7 Million 0.0% of portfolio
877
Q2 2025 Added 99.77%
$21.4B
$7.29 Million 0.0% of portfolio
80
Q1 2025 New
$29.2B
$711,000 0.0% of portfolio
5,567
Q2 2025 Added 556,600.0%
$4.56B
$375,000 0.0% of portfolio
15
Q2 2025 Reduced 11.76%
$28.1B
$16.2 Million 0.0% of portfolio
154
Q2 2025 Reduced 97.7%
$361M
$10.9 Million 0.0% of portfolio
1,474
Q2 2025 Added 326.01%
$302B
$27.2 Million 0.0% of portfolio
3,877
Q2 2025 Added 416.93%
$530M
$9.01 Million 0.0% of portfolio
336
Q2 2025 Reduced 97.74%
$97.8B
$13.6 Million 0.0% of portfolio
178
Q2 2025 Added 45.9%
$25.8B
$15.1 Million 0.0% of portfolio
16
Q2 2025 Reduced 95.27%
$324B
$57.8 Million 0.0% of portfolio
11,770
Q2 2025 Reduced 72.74%
$314B
$5.96 Million 0.0% of portfolio
96
Q2 2025 Reduced 68.21%
$52.9B
$81.4 Million 0.0% of portfolio
290
Q2 2025 Added 11.54%
$45.5B
$2.58 Million 0.0% of portfolio
2,515
Q2 2025 Added 163.35%
$17.5B
$19.3 Million 0.0% of portfolio
1,115
Q2 2025 Added 19.38%
$20.7B
$49.4 Million 0.0% of portfolio
705
Q2 2025 Added 605.0%
$16.9B
$8.62 Million 0.0% of portfolio
109
Q2 2025 Added 11.22%
$48.5B
$49.5 Million 0.0% of portfolio
655
Q2 2025 New
$12B
$8.71 Million 0.0% of portfolio
120
Q2 2025 New
$95.7B
$15.4 Million 0.0% of portfolio
30
Q2 2025 Reduced 98.21%
Sunrise Communications Ag
-
$113,000 0.0% of portfolio
-
Q2 2025 Reduced 48.95%
$28.7B
$1.24 Million 0.0% of portfolio
28
Q1 2025 New
$12.3B
$15 Million 0.0% of portfolio
4,486
Q2 2025 Added 182.49%
$40.8B
$62.6 Million 0.0% of portfolio
341
Q2 2025 Added 360.81%
$17.1B
$87.3 Million 0.0% of portfolio
250
Q2 2025 Reduced 55.12%
$6.25B
$91.3 Million 0.0% of portfolio
1,800
Q2 2025 Added 13,746.15%
$57.5B
$46.7 Million 0.0% of portfolio
450
Q2 2025 New
$9.05B
$32.1 Million 0.0% of portfolio
490
Q2 2025 Added 988.89%
Solventum Corp
-
$379,000 0.0% of portfolio
-
Q2 2025 Added 3,850.0%
$63.8B
$34 Million 0.0% of portfolio
1,895
Q2 2025 Added 591.61%
$3.47B
$79.9 Million 0.0% of portfolio
7,932
Q2 2025 Reduced 94.81%
$85.6B
$67.4 Million 0.0% of portfolio
499
Q2 2025 Reduced 59.53%
$24.6B
$16.1 Million 0.0% of portfolio
2,430
Q2 2025 Added 852.94%

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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