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
$14.3B
$881,000 0.0% of portfolio
179
Q2 2025 Reduced 83.08%
$86.2B
$73.5 Million 0.0% of portfolio
475
Q2 2025 Reduced 97.8%
$76.9B
$61.6 Million 0.0% of portfolio
1,253
Q1 2025 New
$150B
$84.9 Million 0.0% of portfolio
926
Q2 2025 Reduced 2.53%
Grail Inc
-
$3.6 Million 0.0% of portfolio
-
Q2 2025 Reduced 79.16%
$48.5B
$76.9 Million 0.0% of portfolio
74
Q2 2025 Reduced 95.56%
$112B
$11.5 Million 0.0% of portfolio
30
Q1 2025 New
$5.22B
$28.2 Million 0.0% of portfolio
200
Q2 2025 Reduced 99.87%
$36.7B
$90.3 Million 0.0% of portfolio
737
Q1 2025 New
$54.3B
$6.43 Million 0.0% of portfolio
12
Q1 2025 New
$15.3B
$49.3 Million 0.0% of portfolio
553
Q2 2025 Added 4,927.27%
$13.2B
$106 Million 0.0% of portfolio
460
Q2 2025 Reduced 50.22%
$102B
$16.1 Million 0.0% of portfolio
955
Q2 2025 Added 365.85%
$87.3B
$33.5 Million 0.0% of portfolio
1,154
Q1 2025 New
$11.2B
$14.7 Million 0.0% of portfolio
1,530
Q2 2025 Added 30,500.0%
$55.6B
$117 Million 0.0% of portfolio
2,970
Q2 2025 Reduced 87.63%
$15.3B
$104 Million 0.0% of portfolio
4,837
Q2 2025 Added 1,512.33%
$7.82B
$14.3 Million 0.0% of portfolio
6,245
Q1 2025 New
$78.8B
$116 Million 0.0% of portfolio
608
Q2 2025 Added 316.44%
$797M
$717,000 0.0% of portfolio
72
Q2 2025 Reduced 43.75%
$44.3B
$97.5 Million 0.0% of portfolio
950
Q1 2025 New
$29.5B
$39.9 Million 0.0% of portfolio
154
Q2 2025 Added 1.99%
$33.3B
$9.13 Million 0.0% of portfolio
7
Q2 2025 Reduced 81.08%
$60B
$81.8 Million 0.0% of portfolio
460
Q2 2025 Added 31.43%
$43.6B
$24.8 Million 0.0% of portfolio
2,160
Q1 2025 New
$79.5B
$77.6 Million 0.0% of portfolio
550
Q2 2025 Reduced 76.03%
$44.4B
$20.2 Million 0.0% of portfolio
1,866
Q2 2025 Added 677.5%
$16.9B
$9.54 Million 0.0% of portfolio
183
Q1 2025 New
$17.1B
$91.8 Million 0.0% of portfolio
4,568
Q2 2025 Added 355.89%
$14.2B
$81.3 Million 0.0% of portfolio
1,025
Q2 2025 Reduced 78.87%
$4.87B
$37.7 Million 0.0% of portfolio
245
Q2 2025 Reduced 18.6%
$370M
$42.2 Million 0.0% of portfolio
18,624
Q2 2025 Added 750.8%
$94.5B
$85.2 Million 0.0% of portfolio
240
Q2 2025 Reduced 86.58%
$104B
$71.3 Million 0.0% of portfolio
4,506
Q2 2025 Added 676.9%
$1.13B
$4.77 Million 0.0% of portfolio
1,200
Q2 2025 Added 1,804.76%
$23.5B
$9.92 Million 0.0% of portfolio
41
Q2 2025 Reduced 75.15%
$17B
$105 Million 0.0% of portfolio
4,642
Q2 2025 New
$257B
$84.7 Million 0.0% of portfolio
448
Q2 2025 Added 28.0%
$14.2B
$19.8 Million 0.0% of portfolio
113
Q2 2025 New
$41.1B
$96.6 Million 0.0% of portfolio
1,900
Q2 2025 Added 630.77%
$2.7B
$32.4 Million 0.0% of portfolio
1,615
Q2 2025 Added 6,360.0%
$2.3B
$106,000 0.0% of portfolio
37
Q2 2025 Added 131.25%
$36.7B
$52.9 Million 0.0% of portfolio
1,472
Q2 2025 Added 70.96%
$10.1B
$23.6 Million 0.0% of portfolio
512
Q1 2025 New
$548M
$813,000 0.0% of portfolio
188
Q2 2025 Reduced 97.75%
$29.1B
$39.9 Million 0.0% of portfolio
133
Q2 2025 Reduced 47.01%
$26.8B
$6.32 Million 0.0% of portfolio
467
Q2 2025 New
$22.4B
$10.5 Million 0.0% of portfolio
109
Q2 2025 Reduced 97.75%
$1.88B
$1.18 Million 0.0% of portfolio
457
Q2 2025 Reduced 81.45%

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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