Filed: 8/12/2025ACC: 0001420506-25-001847
📋 What this filing means
EVELYN PARTNERS ASSET MANAGEMENT LTD filed this quarterly 13F‑HR report disclosing 136 equity positions with a total reported market value of $222.27M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
136
Positions
$222.27M
Total AUM (reported)
2.01M
Total Shares
Allocation by class
COM$135.39M60.9%
CL A$20.30M9.1%
CAP STK CL A$14.13M6.4%
COM CL A$12.52M5.6%
SPONSORED ADR$8.71M3.9%
SPON ADR NEW$7.49M3.4%
N Y REGISTRY SHS$5.78M2.6%
Portfolio Concentration
Top 3$49.63M22.3%
4–10$73.72M33.2%
11–25$72.16M32.5%
Rest$26.76M12.0%
Top 3 weight
22.3%
Top 10 weight
55.5%
Voting Authority Distribution
Total shares with voting rights: 2.01M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
2.01M
shares
% of voting shares100.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole136
Shared0
Other0
Dominant voting typeShared · 100.0% of voting shares
Institutional Holdings136
Rows:
MICROSOFT CORP
SOLEShares83.70K
TypeSH
Market value$20.82M
9.37%
Sole
0.00
Shared
83.70K
None
0.00
AMAZON COM INC
SOLEShares200.06K
TypeSH
Market value$14.68M
6.61%
Sole
0.00
Shared
200.06K
None
0.00
ALPHABET INC
SOLEShares160.40K
TypeSH
Market value$14.13M
6.36%
Sole
0.00
Shared
160.40K
None
0.00
VISA INC
SOLEShares70.46K
TypeSH
Market value$12.51M
5.63%
Sole
0.00
Shared
70.46K
None
0.00
STRYKER CORPORATION
SOLEShares57.20K
TypeSH
Market value$11.32M
5.09%
Sole
0.00
Shared
57.20K
None
0.00
AUTOMATIC DATA PROCESSING IN
SOLEShares109.56K
TypeSH
Market value$11.27M
5.07%
Sole
0.00
Shared
109.56K
None
0.00
INTUIT
SOLEShares27.17K
TypeSH
Market value$10.70M
4.81%
Sole
0.00
Shared
27.17K
None
0.00
DISNEY WALT CO
SOLEShares164.06K
TypeSH
Market value$10.25M
4.61%
Sole
0.00
Shared
164.06K
None
0.00
MASTERCARD INCORPORATED
SOLEShares32.85K
TypeSH
Market value$9.23M
4.15%
Sole
0.00
Shared
32.85K
None
0.00
AUTOZONE INC
SOLEShares6.82K
TypeSH
Market value$8.44M
3.80%
Sole
0.00
Shared
6.82K
None
0.00
WATERS CORP
SOLEShares47.13K
TypeSH
Market value$8.23M
3.70%
Sole
0.00
Shared
47.13K
None
0.00
ADOBE INC
SOLEShares38.56K
TypeSH
Market value$7.46M
3.36%
Sole
0.00
Shared
38.56K
None
0.00
ZOETIS INC
SOLEShares40.34K
TypeSH
Market value$6.29M
2.83%
Sole
0.00
Shared
40.34K
None
0.00
PAYPAL HLDGS INC
SOLEShares168.72K
TypeSH
Market value$6.27M
2.82%
Sole
0.00
Shared
168.72K
None
0.00
RELX PLC
SOLEShares214.37K
TypeSH
Market value$5.81M
2.62%
Sole
0.00
Shared
214.37K
None
0.00
ASML HOLDING N V
SOLEShares7.21K
TypeSH
Market value$5.78M
2.60%
Sole
0.00
Shared
7.21K
None
0.00
NOVO-NORDISK A S
SOLEShares80.62K
TypeSH
Market value$5.56M
2.50%
Sole
0.00
Shared
80.62K
None
0.00
UNILEVER PLC
SOLEShares88.33K
TypeSH
Market value$5.40M
2.43%
Sole
0.00
Shared
88.33K
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares16.85K
TypeSH
Market value$4.09M
1.84%
Sole
0.00
Shared
16.85K
None
0.00
PROCTER AND GAMBLE CO
SOLEShares49.19K
TypeSH
Market value$3.92M
1.76%
Sole
0.00
Shared
49.19K
None
0.00
META PLATFORMS INC
SOLEShares4.21K
TypeSH
Market value$3.11M
1.40%
Sole
0.00
Shared
4.21K
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares13.29K
TypeSH
Market value$3.01M
1.35%
Sole
0.00
Shared
13.29K
None
0.00
ARISTA NETWORKS INC
SOLEShares50.01K
TypeSH
Market value$2.65M
1.19%
Sole
0.00
Shared
50.01K
None
0.00
NVIDIA CORPORATION
SOLEShares15.74K
TypeSH
Market value$2.49M
1.12%
Sole
0.00
Shared
15.74K
None
0.00
DIAGEO PLC
SOLEShares20.70K
TypeSH
Market value$2.09M
0.94%
Sole
0.00
Shared
20.70K
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 83.70K | SH | $20.82M 9.37% | 0.00 | 83.70K | 0.00 |
AMAZON COM INCSOLE | COM | 200.06K | SH | $14.68M 6.61% | 0.00 | 200.06K | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 160.40K | SH | $14.13M 6.36% | 0.00 | 160.40K | 0.00 |
VISA INCSOLE | COM CL A | 70.46K | SH | $12.51M 5.63% | 0.00 | 70.46K | 0.00 |
STRYKER CORPORATIONSOLE | COM | 57.20K | SH | $11.32M 5.09% | 0.00 | 57.20K | 0.00 |
AUTOMATIC DATA PROCESSING INSOLE | COM | 109.56K | SH | $11.27M 5.07% | 0.00 | 109.56K | 0.00 |
INTUITSOLE | COM | 27.17K | SH | $10.70M 4.81% | 0.00 | 27.17K | 0.00 |
DISNEY WALT COSOLE | COM | 164.06K | SH | $10.25M 4.61% | 0.00 | 164.06K | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 32.85K | SH | $9.23M 4.15% | 0.00 | 32.85K | 0.00 |
AUTOZONE INCSOLE | COM | 6.82K | SH | $8.44M 3.80% | 0.00 | 6.82K | 0.00 |
WATERS CORPSOLE | COM | 47.13K | SH | $8.23M 3.70% | 0.00 | 47.13K | 0.00 |
ADOBE INCSOLE | COM | 38.56K | SH | $7.46M 3.36% | 0.00 | 38.56K | 0.00 |
ZOETIS INCSOLE | CL A | 40.34K | SH | $6.29M 2.83% | 0.00 | 40.34K | 0.00 |
PAYPAL HLDGS INCSOLE | COM | 168.72K | SH | $6.27M 2.82% | 0.00 | 168.72K | 0.00 |
RELX PLCSOLE | SPONSORED ADR | 214.37K | SH | $5.81M 2.62% | 0.00 | 214.37K | 0.00 |
ASML HOLDING N VSOLE | N Y REGISTRY SHS | 7.21K | SH | $5.78M 2.60% | 0.00 | 7.21K | 0.00 |
NOVO-NORDISK A SSOLE | ADR | 80.62K | SH | $5.56M 2.50% | 0.00 | 80.62K | 0.00 |
UNILEVER PLCSOLE | SPON ADR NEW | 88.33K | SH | $5.40M 2.43% | 0.00 | 88.33K | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 16.85K | SH | $4.09M 1.84% | 0.00 | 16.85K | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 49.19K | SH | $3.92M 1.76% | 0.00 | 49.19K | 0.00 |
META PLATFORMS INCSOLE | CL A | 4.21K | SH | $3.11M 1.40% | 0.00 | 4.21K | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 13.29K | SH | $3.01M 1.35% | 0.00 | 13.29K | 0.00 |
ARISTA NETWORKS INCSOLE | COM SHS | 50.01K | SH | $2.65M 1.19% | 0.00 | 50.01K | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 15.74K | SH | $2.49M 1.12% | 0.00 | 15.74K | 0.00 |
DIAGEO PLCSOLE | SPON ADR NEW | 20.70K | SH | $2.09M 0.94% | 0.00 | 20.70K | 0.00 |
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