Filed: 8/4/2025ACC: 0001420506-25-001678
📋 What this filing means
EVELYN PARTNERS INVESTMENT MANAGEMENT LLP filed this quarterly 13F‑HR report disclosing 261 equity positions with a total reported market value of $2.20B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
261
Positions
$2.20B
Total AUM (reported)
6.15M
Total Shares
Allocation by class
COM$1.53B69.5%
CAP STK CL A$156.81M7.1%
CL A$140.20M6.4%
CL B NEW$117.67M5.4%
COM CL A$114.89M5.2%
SPONSORED ADS$56.61M2.6%
CAP STK CL C$20.22M0.9%
Portfolio Concentration
Top 3$543.26M24.7%
4–10$605.29M27.6%
11–25$532.95M24.3%
Rest$515.08M23.4%
Top 3 weight
24.7%
Top 10 weight
52.3%
Voting Authority Distribution
Total shares with voting rights: 6.15M
Sole
Full voting authority
5.90M
shares
% of voting shares95.9%
Shared
Joint voting authority
253.14K
shares
% of voting shares4.1%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole261
Shared0
Other0
Dominant voting typeSole · 95.9% of voting shares
Institutional Holdings261
Rows:
MICROSOFT CORP
SOLEShares254.00
TypeSH
Market value$196.47M
8.94%
Sole
254.00
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares1.61K
TypeSH
Market value$189.98M
8.65%
Sole
1.61K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares1.93K
TypeSH
Market value$156.81M
7.14%
Sole
1.93K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares33.54K
TypeSH
Market value$117.67M
5.36%
Sole
33.54K
Shared
0.00
None
0.00
VISA INC
SOLEShares310.53K
TypeSH
Market value$110.38M
5.03%
Sole
310.53K
Shared
0.00
None
0.00
APPLE INC
SOLEShares22.21K
TypeSH
Market value$88.28M
4.02%
Sole
22.21K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares286.08K
TypeSH
Market value$80.41M
3.66%
Sole
286.08K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares428.02K
TypeSH
Market value$75.65M
3.44%
Sole
428.02K
Shared
0.00
None
0.00
STRYKER CORPORATION
SOLEShares10.07K
TypeSH
Market value$72.27M
3.29%
Sole
10.07K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares103.74K
TypeSH
Market value$60.62M
2.76%
Sole
103.74K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares230.17K
TypeSH
Market value$56.53M
2.57%
Sole
230.17K
Shared
0.00
None
0.00
ZOETIS INC
SOLEShares348.23K
TypeSH
Market value$53.22M
2.42%
Sole
348.23K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares177.49K
TypeSH
Market value$52.94M
2.41%
Sole
177.49K
Shared
0.00
None
0.00
COCA COLA CO
SOLEShares1.17K
TypeSH
Market value$46.90M
2.14%
Sole
1.17K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares60.23K
TypeSH
Market value$43.22M
1.97%
Sole
60.23K
Shared
0.00
None
0.00
BOOKING HOLDINGS INC
SOLEShares1.05K
TypeSH
Market value$42.76M
1.95%
Sole
1.05K
Shared
0.00
None
0.00
MCDONALDS CORP
SOLEShares36.00
TypeSH
Market value$34.60M
1.58%
Sole
36.00
Shared
0.00
None
0.00
IDEX CORP
SOLEShares125.91K
TypeSH
Market value$29.57M
1.35%
Sole
0.00
Shared
125.91K
None
0.00
MASTERCARD INCORPORATED
SOLEShares50.85K
TypeSH
Market value$29.39M
1.34%
Sole
50.85K
Shared
0.00
None
0.00
GOLDMAN SACHS GROUP INC
SOLEShares36.89K
TypeSH
Market value$26.98M
1.23%
Sole
36.89K
Shared
0.00
None
0.00
AUTOZONE INC
SOLEShares1.27K
TypeSH
Market value$26.40M
1.20%
Sole
1.27K
Shared
0.00
None
0.00
DANAHER CORPORATION
SOLEShares7.53K
TypeSH
Market value$24.94M
1.14%
Sole
7.53K
Shared
0.00
None
0.00
NEXTERA ENERGY INC
SOLEShares315.46K
TypeSH
Market value$22.67M
1.03%
Sole
315.46K
Shared
0.00
None
0.00
BANK AMERICA CORP
SOLEShares250.00
TypeSH
Market value$21.62M
0.98%
Sole
250.00
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares126.13K
TypeSH
Market value$21.20M
0.97%
Sole
126.13K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 254.00 | SH | $196.47M 8.94% | 254.00 | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 1.61K | SH | $189.98M 8.65% | 1.61K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 1.93K | SH | $156.81M 7.14% | 1.93K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 33.54K | SH | $117.67M 5.36% | 33.54K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 310.53K | SH | $110.38M 5.03% | 310.53K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 22.21K | SH | $88.28M 4.02% | 22.21K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 286.08K | SH | $80.41M 3.66% | 286.08K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 428.02K | SH | $75.65M 3.44% | 428.02K | 0.00 | 0.00 |
STRYKER CORPORATIONSOLE | COM | 10.07K | SH | $72.27M 3.29% | 10.07K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 103.74K | SH | $60.62M 2.76% | 103.74K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 230.17K | SH | $56.53M 2.57% | 230.17K | 0.00 | 0.00 |
ZOETIS INCSOLE | CL A | 348.23K | SH | $53.22M 2.42% | 348.23K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 177.49K | SH | $52.94M 2.41% | 177.49K | 0.00 | 0.00 |
COCA COLA COSOLE | COM | 1.17K | SH | $46.90M 2.14% | 1.17K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 60.23K | SH | $43.22M 1.97% | 60.23K | 0.00 | 0.00 |
BOOKING HOLDINGS INCSOLE | COM | 1.05K | SH | $42.76M 1.95% | 1.05K | 0.00 | 0.00 |
MCDONALDS CORPSOLE | COM | 36.00 | SH | $34.60M 1.58% | 36.00 | 0.00 | 0.00 |
IDEX CORPSOLE | COM | 125.91K | SH | $29.57M 1.35% | 0.00 | 125.91K | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 50.85K | SH | $29.39M 1.34% | 50.85K | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 36.89K | SH | $26.98M 1.23% | 36.89K | 0.00 | 0.00 |
AUTOZONE INCSOLE | COM | 1.27K | SH | $26.40M 1.20% | 1.27K | 0.00 | 0.00 |
DANAHER CORPORATIONSOLE | COM | 7.53K | SH | $24.94M 1.14% | 7.53K | 0.00 | 0.00 |
NEXTERA ENERGY INCSOLE | COM | 315.46K | SH | $22.67M 1.03% | 315.46K | 0.00 | 0.00 |
BANK AMERICA CORPSOLE | COM | 250.00 | SH | $21.62M 0.98% | 250.00 | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 126.13K | SH | $21.20M 0.97% | 126.13K | 0.00 | 0.00 |
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