Filed: 8/12/2025ACC: 0001420506-25-001848
📋 What this filing means
EVELYN PARTNERS INVESTMENT MANAGEMENT (EUROPE) LTD filed this quarterly 13F‑HR report disclosing 95 equity positions with a total reported market value of $133.01M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
95
Positions
$133.01M
Total AUM (reported)
331.33K
Total Shares
Allocation by class
COM$85.92M64.6%
CL B NEW$13.85M10.4%
CL A$13.01M9.8%
CAP STK CL A$10.31M7.8%
COM CL A$5.27M4.0%
COMMON STOCK$1.18M0.9%
CAP STK CL C$1.06M0.8%
Portfolio Concentration
Top 3$43.30M32.6%
4–10$41.25M31.0%
11–25$31.10M23.4%
Rest$17.36M13.1%
Top 3 weight
32.6%
Top 10 weight
63.6%
Voting Authority Distribution
Total shares with voting rights: 331.33K
Sole
Full voting authority
325.50K
shares
% of voting shares98.2%
Shared
Joint voting authority
5.82K
shares
% of voting shares1.8%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole95
Shared0
Other0
Dominant voting typeSole · 98.2% of voting shares
Institutional Holdings95
Rows:
MICROSOFT CORP
SOLEShares23.26K
TypeSH
Market value$19.14M
14.39%
Sole
23.26K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares15.99K
TypeSH
Market value$13.85M
10.41%
Sole
15.99K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares26.84K
TypeSH
Market value$10.31M
7.75%
Sole
26.84K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares8.37K
TypeSH
Market value$9.84M
7.40%
Sole
8.37K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares11.21K
TypeSH
Market value$7.10M
5.34%
Sole
11.21K
Shared
0.00
None
0.00
APPLE INC
SOLEShares23.08K
TypeSH
Market value$6.29M
4.73%
Sole
23.08K
Shared
0.00
None
0.00
VISA INC
SOLEShares3.72K
TypeSH
Market value$5.24M
3.94%
Sole
3.72K
Shared
0.00
None
0.00
BLACKSTONE INC
SOLEShares30.26K
TypeSH
Market value$4.43M
3.33%
Sole
30.26K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares5.99K
TypeSH
Market value$4.23M
3.18%
Sole
5.99K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares7.48K
TypeSH
Market value$4.12M
3.10%
Sole
7.48K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares2.46K
TypeSH
Market value$3.66M
2.75%
Sole
2.46K
Shared
0.00
None
0.00
MCDONALDS CORP
SOLEShares6.41K
TypeSH
Market value$3.41M
2.56%
Sole
6.41K
Shared
0.00
None
0.00
GOLDMAN SACHS GROUP INC
SOLEShares2.06K
TypeSH
Market value$2.92M
2.19%
Sole
2.06K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares11.88K
TypeSH
Market value$2.88M
2.17%
Sole
11.88K
Shared
0.00
None
0.00
STRYKER CORPORATION
SOLEShares1.05K
TypeSH
Market value$2.83M
2.13%
Sole
1.05K
Shared
0.00
None
0.00
BOOKING HOLDINGS INC
SOLEShares412.00
TypeSH
Market value$2.25M
1.69%
Sole
412.00
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares1.99K
TypeSH
Market value$1.87M
1.41%
Sole
1.99K
Shared
0.00
None
0.00
BANK AMERICA CORP
SOLEShares20.76K
TypeSH
Market value$1.77M
1.33%
Sole
20.76K
Shared
0.00
None
0.00
NASDAQ INC
SOLEShares9.01K
TypeSH
Market value$1.56M
1.17%
Sole
9.01K
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares4.85K
TypeSH
Market value$1.48M
1.11%
Sole
4.85K
Shared
0.00
None
0.00
DISNEY WALT CO
SOLEShares3.06K
TypeSH
Market value$1.40M
1.05%
Sole
0.00
Shared
3.06K
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares1.38K
TypeSH
Market value$1.34M
1.01%
Sole
1.38K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares1.23K
TypeSH
Market value$1.30M
0.98%
Sole
1.23K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
SOLEShares2.22K
TypeSH
Market value$1.24M
0.93%
Sole
2.22K
Shared
0.00
None
0.00
GE HEALTHCARE TECHNOLOGIES I
SOLEShares2.84K
TypeSH
Market value$1.18M
0.89%
Sole
2.84K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 23.26K | SH | $19.14M 14.39% | 23.26K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 15.99K | SH | $13.85M 10.41% | 15.99K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 26.84K | SH | $10.31M 7.75% | 26.84K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 8.37K | SH | $9.84M 7.40% | 8.37K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 11.21K | SH | $7.10M 5.34% | 11.21K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 23.08K | SH | $6.29M 4.73% | 23.08K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 3.72K | SH | $5.24M 3.94% | 3.72K | 0.00 | 0.00 |
BLACKSTONE INCSOLE | COM | 30.26K | SH | $4.43M 3.33% | 30.26K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 5.99K | SH | $4.23M 3.18% | 5.99K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 7.48K | SH | $4.12M 3.10% | 7.48K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 2.46K | SH | $3.66M 2.75% | 2.46K | 0.00 | 0.00 |
MCDONALDS CORPSOLE | COM | 6.41K | SH | $3.41M 2.56% | 6.41K | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 2.06K | SH | $2.92M 2.19% | 2.06K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 11.88K | SH | $2.88M 2.17% | 11.88K | 0.00 | 0.00 |
STRYKER CORPORATIONSOLE | COM | 1.05K | SH | $2.83M 2.13% | 1.05K | 0.00 | 0.00 |
BOOKING HOLDINGS INCSOLE | COM | 412.00 | SH | $2.25M 1.69% | 412.00 | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 1.99K | SH | $1.87M 1.41% | 1.99K | 0.00 | 0.00 |
BANK AMERICA CORPSOLE | COM | 20.76K | SH | $1.77M 1.33% | 20.76K | 0.00 | 0.00 |
NASDAQ INCSOLE | COM | 9.01K | SH | $1.56M 1.17% | 9.01K | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 4.85K | SH | $1.48M 1.11% | 4.85K | 0.00 | 0.00 |
DISNEY WALT COSOLE | COM | 3.06K | SH | $1.40M 1.05% | 0.00 | 3.06K | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 1.38K | SH | $1.34M 1.01% | 1.38K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 1.23K | SH | $1.30M 0.98% | 1.23K | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 2.22K | SH | $1.24M 0.93% | 2.22K | 0.00 | 0.00 |
GE HEALTHCARE TECHNOLOGIES ISOLE | COMMON STOCK | 2.84K | SH | $1.18M 0.89% | 2.84K | 0.00 | 0.00 |
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