Filed: 8/4/2025ACC: 0001420506-25-001676
📋 What this filing means
EVELYN PARTNERS INVESTMENT MANAGEMENT (EUROPE) LTD filed this quarterly 13F‑HR report disclosing 97 equity positions with a total reported market value of $114.35M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
97
Positions
$114.35M
Total AUM (reported)
709.48K
Total Shares
Allocation by class
COM$72.77M63.6%
CL B NEW$15.61M13.7%
CL A$10.40M9.1%
CAP STK CL A$7.44M6.5%
COM CL A$3.62M3.2%
COMMON STOCK$1.34M1.2%
CAP STK CL C$980.2K0.9%
Portfolio Concentration
Top 3$36.87M32.2%
4–10$35.32M30.9%
11–25$27.39M24.0%
Rest$14.76M12.9%
Top 3 weight
32.2%
Top 10 weight
63.1%
Voting Authority Distribution
Total shares with voting rights: 709.48K
Sole
Full voting authority
701.01K
shares
% of voting shares98.8%
Shared
Joint voting authority
8.46K
shares
% of voting shares1.2%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole97
Shared0
Other0
Dominant voting typeSole · 98.8% of voting shares
Institutional Holdings97
Rows:
BERKSHIRE HATHAWAY INC DEL
SOLEShares105.00
TypeSH
Market value$15.61M
13.65%
Sole
105.00
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares20.14K
TypeSH
Market value$13.15M
11.50%
Sole
20.14K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares14.03K
TypeSH
Market value$8.11M
7.09%
Sole
14.03K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares5.04K
TypeSH
Market value$7.44M
6.51%
Sole
5.04K
Shared
0.00
None
0.00
APPLE INC
SOLEShares690.00
TypeSH
Market value$6.91M
6.04%
Sole
690.00
Shared
0.00
None
0.00
BLACKSTONE INC
SOLEShares2.92K
TypeSH
Market value$4.99M
4.36%
Sole
2.92K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares192.00
TypeSH
Market value$4.96M
4.34%
Sole
192.00
Shared
0.00
None
0.00
MCDONALDS CORP
SOLEShares5.07K
TypeSH
Market value$3.71M
3.25%
Sole
5.07K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares12.44K
TypeSH
Market value$3.71M
3.24%
Sole
12.44K
Shared
0.00
None
0.00
VISA INC
SOLEShares10.12K
TypeSH
Market value$3.60M
3.15%
Sole
10.12K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares106.00
TypeSH
Market value$3.36M
2.94%
Sole
106.00
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares16.31K
TypeSH
Market value$2.88M
2.52%
Sole
16.31K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares2.22K
TypeSH
Market value$2.61M
2.28%
Sole
2.22K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares8.13K
TypeSH
Market value$2.28M
2.00%
Sole
8.13K
Shared
0.00
None
0.00
GOLDMAN SACHS GROUP INC
SOLEShares3.08K
TypeSH
Market value$2.25M
1.97%
Sole
3.08K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares1.98K
TypeSH
Market value$1.85M
1.62%
Sole
1.98K
Shared
0.00
None
0.00
BOOKING HOLDINGS INC
SOLEShares4.10K
TypeSH
Market value$1.81M
1.58%
Sole
4.10K
Shared
0.00
None
0.00
BANK AMERICA CORP
SOLEShares1.05K
TypeSH
Market value$1.58M
1.38%
Sole
1.05K
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares5.78K
TypeSH
Market value$1.55M
1.35%
Sole
5.78K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares1.67K
TypeSH
Market value$1.42M
1.24%
Sole
1.67K
Shared
0.00
None
0.00
NASDAQ INC
SOLEShares44.61K
TypeSH
Market value$1.36M
1.19%
Sole
44.61K
Shared
0.00
None
0.00
GE HEALTHCARE TECHNOLOGIES I
SOLEShares16.98K
TypeSH
Market value$1.33M
1.17%
Sole
16.98K
Shared
0.00
None
0.00
STRYKER CORPORATION
SOLEShares32.52K
TypeSH
Market value$1.10M
0.96%
Sole
32.52K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares1.42K
TypeSH
Market value$1.02M
0.89%
Sole
1.42K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares5.07K
TypeSH
Market value$980.2K
0.86%
Sole
5.07K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 105.00 | SH | $15.61M 13.65% | 105.00 | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 20.14K | SH | $13.15M 11.50% | 20.14K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 14.03K | SH | $8.11M 7.09% | 14.03K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 5.04K | SH | $7.44M 6.51% | 5.04K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 690.00 | SH | $6.91M 6.04% | 690.00 | 0.00 | 0.00 |
BLACKSTONE INCSOLE | COM | 2.92K | SH | $4.99M 4.36% | 2.92K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 192.00 | SH | $4.96M 4.34% | 192.00 | 0.00 | 0.00 |
MCDONALDS CORPSOLE | COM | 5.07K | SH | $3.71M 3.25% | 5.07K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 12.44K | SH | $3.71M 3.24% | 12.44K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 10.12K | SH | $3.60M 3.15% | 10.12K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 106.00 | SH | $3.36M 2.94% | 106.00 | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 16.31K | SH | $2.88M 2.52% | 16.31K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 2.22K | SH | $2.61M 2.28% | 2.22K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 8.13K | SH | $2.28M 2.00% | 8.13K | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 3.08K | SH | $2.25M 1.97% | 3.08K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 1.98K | SH | $1.85M 1.62% | 1.98K | 0.00 | 0.00 |
BOOKING HOLDINGS INCSOLE | COM | 4.10K | SH | $1.81M 1.58% | 4.10K | 0.00 | 0.00 |
BANK AMERICA CORPSOLE | COM | 1.05K | SH | $1.58M 1.38% | 1.05K | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 5.78K | SH | $1.55M 1.35% | 5.78K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 1.67K | SH | $1.42M 1.24% | 1.67K | 0.00 | 0.00 |
NASDAQ INCSOLE | COM | 44.61K | SH | $1.36M 1.19% | 44.61K | 0.00 | 0.00 |
GE HEALTHCARE TECHNOLOGIES ISOLE | COMMON STOCK | 16.98K | SH | $1.33M 1.17% | 16.98K | 0.00 | 0.00 |
STRYKER CORPORATIONSOLE | COM | 32.52K | SH | $1.10M 0.96% | 32.52K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 1.42K | SH | $1.02M 0.89% | 1.42K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 5.07K | SH | $980.2K 0.86% | 5.07K | 0.00 | 0.00 |
Page 1 of 4