Evelyn Partners Investment Management (Europe) LTD Portfolio Holdings

Evelyn Partners Investment Management (Europe) LTD

  • $133 Billion
  • Q2 2025

Evelyn Partners Investment Management (Europe) LTD has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $133 Billion distributed in 95 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $19.1B, Berkshire Hathaway Inc Class B with a value of $13.8B, Alphabet Inc. with a value of $10.3B, Mastercard Inc with a value of $9.84B, and Amazon Com Inc with a value of $7.1B.

Examining the 13F form we can see an increase of $18.7B in the current position value, from $114B to 133B.

Evelyn Partners Investment Management (Europe) LTD is based out at Dublin,

Below you can find more details about Evelyn Partners Investment Management (Europe) LTD portfolio as well as his latest detailed transactions.

Portfolio value $133 Billion
Financial Services: $45.3 Billion
Technology: $34.7 Billion
Communication Services: $17.9 Billion
Consumer Cyclical: $13.2 Billion
Healthcare: $11.2 Billion
Consumer Defensive: $6.52 Billion
Industrials: $1.54 Billion
Energy: $621 Million
Other: $534 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.95T
$19.1 Billion 14.39% of portfolio
23,257
Q2 2025 Added 15.48%
$621B
$13.8 Billion 10.41% of portfolio
15,986
Q2 2025 Added 15,124.76%
$1.21T
$10.3 Billion 7.75% of portfolio
26,836
Q2 2025 Added 432.14%
$548B
$9.84 Billion 7.4% of portfolio
8,371
Q2 2025 Reduced 40.33%
$2.26T
$7.1 Billion 5.34% of portfolio
11,206
Q2 2025 Added 5,736.46%
$3.69T
$6.29 Billion 4.73% of portfolio
23,082
Q2 2025 Added 3,245.22%
$551B
$5.24 Billion 3.94% of portfolio
3,717
Q2 2025 Reduced 63.26%
$123B
$4.43 Billion 3.33% of portfolio
30,260
Q2 2025 Added 934.88%
$859B
$4.23 Billion 3.18% of portfolio
5,986
Q2 2025 Reduced 51.87%
$456B
$4.12 Billion 3.1% of portfolio
7,484
Q2 2025 Reduced 54.12%
$545B
$3.66 Billion 2.75% of portfolio
2,463
Q2 2025 Added 11.05%
$222B
$3.41 Billion 2.56% of portfolio
6,409
Q2 2025 Added 26.54%
$254B
$2.92 Billion 2.19% of portfolio
2,055
Q2 2025 Reduced 33.19%
$452B
$2.88 Billion 2.17% of portfolio
11,882
Q2 2025 Added 11,109.43%
$142B
$2.83 Billion 2.13% of portfolio
1,050
Q2 2025 Reduced 96.77%
$217B
$2.25 Billion 1.69% of portfolio
412
Q2 2025 Reduced 89.94%
$381B
$1.77 Billion 1.33% of portfolio
20,763
Q2 2025 Added 1,877.43%
$47.2B
$1.56 Billion 1.17% of portfolio
9,013
Q2 2025 Reduced 79.8%
$232B
$1.48 Billion 1.11% of portfolio
4,850
Q2 2025 Reduced 16.12%
$207B
$1.4 Billion 1.05% of portfolio
3,065
Q2 2025 Added 11.86%
$245B
$1.34 Billion 1.01% of portfolio
1,377
Q2 2025 Reduced 83.06%
$1.78T
$1.3 Billion 0.98% of portfolio
1,233
Q2 2025 Reduced 13.11%
$368B
$1.24 Billion 0.93% of portfolio
2,216
Q2 2025 Reduced 40.61%
Ge Healthcare Technologies I
-
$1.18 Billion 0.89% of portfolio
-
Q2 2025 Reduced 83.26%
$187B
$1.13 Billion 0.85% of portfolio
2,417
Q2 2025 Added 44.64%
$1.24T
$1.06 Billion 0.8% of portfolio
6,700
Q2 2025 Added 32.23%
$70.1B
$1.06 Billion 0.8% of portfolio
975
Q2 2025 Reduced 69.08%
$157B
$999 Million 0.75% of portfolio
2,872
Q2 2025 Added 347.35%
$70.9B
$823 Million 0.62% of portfolio
8,256
Q2 2025 Reduced 45.11%
$146B
$771 Million 0.58% of portfolio
3,309
Q2 2025 Reduced 91.8%
$97B
$681 Million 0.51% of portfolio
192
Q2 2025 Reduced 87.52%
$52.5B
$665 Million 0.5% of portfolio
610
Q2 2025 Reduced 77.63%
$150B
$630 Million 0.47% of portfolio
3,192
Q2 2025 Added 216.98%
$1.27T
$605 Million 0.45% of portfolio
4,591
Q2 2025 Added 154.49%
$51.7B
$558 Million 0.42% of portfolio
1,327
Q2 2025 Reduced 89.69%
$306B
$549 Million 0.41% of portfolio
6,503
Q2 2025 Reduced 34.34%
$182B
$542 Million 0.41% of portfolio
1,076
Q2 2025 Added 12.55%
$169B
$536 Million 0.4% of portfolio
934
Q2 2025 Reduced 73.03%
$202B
$530 Million 0.4% of portfolio
2,681
Q2 2025 Reduced 4.32%
$3.68B
$485 Million 0.36% of portfolio
6,308
Q2 2025 Added 1,006.67%
$281B
$438 Million 0.33% of portfolio
4,481
Q2 2025 Added 165.62%
$26.1B
$436 Million 0.33% of portfolio
238
Q2 2025 Reduced 99.85%
$84.1B
$406 Million 0.31% of portfolio
6,535
Q2 2025 Added 15.66%
$442B
$345 Million 0.26% of portfolio
2,905
Q2 2025 Added 62.47%
$351B
$327 Million 0.25% of portfolio
1,760
Q2 2025 Reduced 8.81%
$185B
$298 Million 0.22% of portfolio
2,730
Q2 2025 Added 98.26%
$55.6B
$299 Million 0.22% of portfolio
1,017
Q2 2025 Added 1,417.91%
$86B
$273 Million 0.21% of portfolio
870
Q2 2025 Added 1.87%
$95.3B
$234 Million 0.18% of portfolio
1,058
Q2 2025 Reduced 53.06%

Summary

  • Portfolio
  • No. of Stocks 95
  • Current Value $133 Billion
  • Prior Value $114 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 46 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 43 stocks
Track This Portfolio

Track Evelyn Partners Investment Management (Europe) LTD Portfolio

Follow Evelyn Partners Investment Management (Europe) LTD and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Evelyn Partners Investment Management (Europe) LTD, based on Form 13F filings with the SEC.

News

Stay updated on Evelyn Partners Investment Management (Europe) LTD with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email