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
$3.95T
$288 Billion 11.91% of portfolio
545,074
Q2 2025 Added 214,496.06%
$2.26T
$226 Billion 9.35% of portfolio
1,056,552
Q2 2025 Added 65,524.35%
$1.21T
$171 Billion 7.07% of portfolio
876,314
Q2 2025 Added 45,399.17%
$456B
$111 Billion 4.58% of portfolio
642,032
Q2 2025 Added 50.0%
$551B
$110 Billion 4.54% of portfolio
174,260
Q2 2025 Reduced 43.88%
$606B
$106 Billion 4.39% of portfolio
241,984
Q2 2025 Added 621.56%
$1.27T
$81.5 Billion 3.37% of portfolio
618,971
Q2 2025 Added 168.92%
$142B
$78.7 Billion 3.26% of portfolio
139,089
Q2 2025 Added 1,280.81%
$3.69T
$73 Billion 3.02% of portfolio
296,481
Q2 2025 Added 1,234.6%
$859B
$67.5 Billion 2.79% of portfolio
216,099
Q2 2025 Added 21.75%
$1.78T
$60.5 Billion 2.5% of portfolio
61,472
Q2 2025 Added 2.06%
$217B
$55.7 Billion 2.3% of portfolio
5,745
Q2 2025 Added 444.55%
$70.1B
$51.3 Billion 2.12% of portfolio
237,746
Q2 2025 Reduced 31.73%
$306B
$47.9 Billion 1.98% of portfolio
694,696
Q2 2025 Added 59,073.42%
$245B
$44.5 Billion 1.84% of portfolio
96,021
Q2 2025 Reduced 66.44%
$182B
$36.4 Billion 1.51% of portfolio
44,738
Q2 2025 Added 34.22%
$548B
$32.2 Billion 1.33% of portfolio
51,262
Q2 2025 Added 0.81%
$75.9B
$32.1 Billion 1.33% of portfolio
3,020
Q2 2025 Added 137.8%
$222B
$30 Billion 1.24% of portfolio
64,374
Q2 2025 Added 178,716.67%
$12.3B
$28.4 Billion 1.18% of portfolio
111,876
Q2 2025 Reduced 11.14%
$254B
$28.6 Billion 1.18% of portfolio
29,559
Q2 2025 Reduced 19.88%
$47.2B
$28.3 Billion 1.17% of portfolio
297,019
Q2 2025 Added 2,662.97%
$1.24T
$24.5 Billion 1.01% of portfolio
183,034
Q2 2025 Added 2,851.21%
$381B
$24.3 Billion 1.0% of portfolio
529,298
Q2 2025 Added 211,619.2%
$150B
$23.7 Billion 0.98% of portfolio
90,751
Q2 2025 Added 1,105.67%
$141B
$22.8 Billion 0.94% of portfolio
207,550
Q2 2025 Reduced 34.21%
$281B
$19.3 Billion 0.8% of portfolio
189,321
Q2 2025 Added 1,022.3%
$155B
$19.4 Billion 0.8% of portfolio
159,356
Q2 2025 Added 783.54%
$123B
$19.3 Billion 0.8% of portfolio
119,319
Q2 2025 Added 31.48%
$368B
$19.1 Billion 0.79% of portfolio
107,043
Q2 2025 Reduced 12.92%
$452B
$18.9 Billion 0.78% of portfolio
112,275
Q2 2025 Reduced 10.98%
$545B
$17.6 Billion 0.73% of portfolio
10,974
Q2 2025 Added 17.77%
$95.3B
$16.9 Billion 0.7% of portfolio
46,048
Q2 2025 Added 1,969.57%
$55.1B
$16.5 Billion 0.68% of portfolio
29,905
Q2 2025 Added 372.73%
$207B
$14.7 Billion 0.61% of portfolio
92,034
Q2 2025 Added 37,930.58%
$60.2B
$14.5 Billion 0.6% of portfolio
322,720
Q2 2025 Added 1.59%
$26.1B
$14 Billion 0.58% of portfolio
3,756
Q2 2025 Added 6,375.86%
$169B
$13.3 Billion 0.55% of portfolio
30,772
Q2 2025 Reduced 59.3%
$302B
$11.9 Billion 0.49% of portfolio
88,593
Q2 2025 Added 19,456.95%
$201B
$11.8 Billion 0.49% of portfolio
20,076
Q2 2025 Reduced 58.93%
Ge Healthcare Technologies I
-
$11.5 Billion 0.48% of portfolio
-
Q2 2025 Added 28.46%
Ferguson Enterprises Inc
-
$11.6 Billion 0.48% of portfolio
-
Q2 2025 Added 18.13%
$153B
$10.1 Billion 0.42% of portfolio
12,837
Q2 2025 Added 19,649.23%
$439B
$9.98 Billion 0.41% of portfolio
6,684
Q2 2025 Reduced 32.4%
$97B
$9.74 Billion 0.4% of portfolio
21,033
Q2 2025 Added 225.84%
$84.1B
$9.62 Billion 0.4% of portfolio
152,919
Q2 2025 Reduced 3.57%
$54.7B
$9.5 Billion 0.39% of portfolio
157,843
Q2 2025 Added 2,255.87%
$293B
$9.12 Billion 0.38% of portfolio
131,776
Q2 2025 Added 19.59%
$202B
$9.24 Billion 0.38% of portfolio
48,877
Q2 2025 Added 750.77%

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
Track This Portfolio

Track Evelyn Partners Investment Management LLP Portfolio

Follow Evelyn Partners Investment Management LLP 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 LLP, based on Form 13F filings with the SEC.

News

Stay updated on Evelyn Partners Investment Management LLP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email