Filed: 8/12/2025ACC: 0001420506-25-001849
📋 What this filing means
EVELYN PARTNERS INVESTMENT MANAGEMENT LLP filed this quarterly 13F‑HR report disclosing 263 equity positions with a total reported market value of $2.42B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
263
Positions
$2.42B
Total AUM (reported)
11.53M
Total Shares
Allocation by class
COM$1.69B69.8%
CAP STK CL A$170.92M7.1%
CL A$162.87M6.7%
COM CL A$117.61M4.9%
CL B NEW$106.12M4.4%
SPONSORED ADS$81.60M3.4%
CAP STK CL C$24.50M1.0%
Portfolio Concentration
Top 3$684.66M28.3%
4–10$627.37M26.0%
11–25$560.31M23.2%
Rest$544.59M22.5%
Top 3 weight
28.3%
Top 10 weight
54.3%
Voting Authority Distribution
Total shares with voting rights: 11.53M
Sole
Full voting authority
11.13M
shares
% of voting shares96.6%
Shared
Joint voting authority
396.58K
shares
% of voting shares3.4%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole263
Shared0
Other0
Dominant voting typeSole · 96.6% of voting shares
Institutional Holdings263
Rows:
MICROSOFT CORP
SOLEShares545.07K
TypeSH
Market value$287.86M
11.91%
Sole
545.07K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares1.06M
TypeSH
Market value$225.89M
9.35%
Sole
1.06M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares876.31K
TypeSH
Market value$170.92M
7.07%
Sole
876.31K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares642.03K
TypeSH
Market value$110.75M
4.58%
Sole
642.03K
Shared
0.00
None
0.00
VISA INC
SOLEShares174.26K
TypeSH
Market value$109.76M
4.54%
Sole
174.26K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares241.98K
TypeSH
Market value$106.12M
4.39%
Sole
241.98K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares618.97K
TypeSH
Market value$81.53M
3.37%
Sole
618.97K
Shared
0.00
None
0.00
STRYKER CORPORATION
SOLEShares139.09K
TypeSH
Market value$78.74M
3.26%
Sole
139.09K
Shared
0.00
None
0.00
APPLE INC
SOLEShares296.48K
TypeSH
Market value$72.99M
3.02%
Sole
296.48K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares216.10K
TypeSH
Market value$67.47M
2.79%
Sole
216.10K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares61.47K
TypeSH
Market value$60.48M
2.50%
Sole
61.47K
Shared
0.00
None
0.00
BOOKING HOLDINGS INC
SOLEShares5.75K
TypeSH
Market value$55.69M
2.30%
Sole
5.75K
Shared
0.00
None
0.00
ZOETIS INC
SOLEShares237.75K
TypeSH
Market value$51.31M
2.12%
Sole
237.75K
Shared
0.00
None
0.00
COCA COLA CO
SOLEShares694.70K
TypeSH
Market value$47.86M
1.98%
Sole
694.70K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares96.02K
TypeSH
Market value$44.52M
1.84%
Sole
96.02K
Shared
0.00
None
0.00
S&P GLOBAL INC
SOLEShares44.74K
TypeSH
Market value$36.39M
1.51%
Sole
44.74K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares48.11K
TypeSH
Market value$35.74M
1.48%
Sole
48.11K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares51.26K
TypeSH
Market value$32.18M
1.33%
Sole
51.26K
Shared
0.00
None
0.00
AUTOZONE INC
SOLEShares3.02K
TypeSH
Market value$32.09M
1.33%
Sole
3.02K
Shared
0.00
None
0.00
MCDONALDS CORP
SOLEShares64.37K
TypeSH
Market value$29.98M
1.24%
Sole
64.37K
Shared
0.00
None
0.00
GOLDMAN SACHS GROUP INC
SOLEShares29.56K
TypeSH
Market value$28.61M
1.18%
Sole
29.56K
Shared
0.00
None
0.00
IDEX CORP
SOLEShares111.88K
TypeSH
Market value$28.42M
1.18%
Sole
0.00
Shared
111.88K
None
0.00
NASDAQ INC
SOLEShares297.02K
TypeSH
Market value$28.27M
1.17%
Sole
297.02K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares183.03K
TypeSH
Market value$24.50M
1.01%
Sole
183.03K
Shared
0.00
None
0.00
BANK AMERICA CORP
SOLEShares529.30K
TypeSH
Market value$24.27M
1.00%
Sole
529.30K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 545.07K | SH | $287.86M 11.91% | 545.07K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 1.06M | SH | $225.89M 9.35% | 1.06M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 876.31K | SH | $170.92M 7.07% | 876.31K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 642.03K | SH | $110.75M 4.58% | 642.03K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 174.26K | SH | $109.76M 4.54% | 174.26K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 241.98K | SH | $106.12M 4.39% | 241.98K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 618.97K | SH | $81.53M 3.37% | 618.97K | 0.00 | 0.00 |
STRYKER CORPORATIONSOLE | COM | 139.09K | SH | $78.74M 3.26% | 139.09K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 296.48K | SH | $72.99M 3.02% | 296.48K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 216.10K | SH | $67.47M 2.79% | 216.10K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 61.47K | SH | $60.48M 2.50% | 61.47K | 0.00 | 0.00 |
BOOKING HOLDINGS INCSOLE | COM | 5.75K | SH | $55.69M 2.30% | 5.75K | 0.00 | 0.00 |
ZOETIS INCSOLE | CL A | 237.75K | SH | $51.31M 2.12% | 237.75K | 0.00 | 0.00 |
COCA COLA COSOLE | COM | 694.70K | SH | $47.86M 1.98% | 694.70K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 96.02K | SH | $44.52M 1.84% | 96.02K | 0.00 | 0.00 |
S&P GLOBAL INCSOLE | COM | 44.74K | SH | $36.39M 1.51% | 44.74K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 48.11K | SH | $35.74M 1.48% | 48.11K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 51.26K | SH | $32.18M 1.33% | 51.26K | 0.00 | 0.00 |
AUTOZONE INCSOLE | COM | 3.02K | SH | $32.09M 1.33% | 3.02K | 0.00 | 0.00 |
MCDONALDS CORPSOLE | COM | 64.37K | SH | $29.98M 1.24% | 64.37K | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 29.56K | SH | $28.61M 1.18% | 29.56K | 0.00 | 0.00 |
IDEX CORPSOLE | COM | 111.88K | SH | $28.42M 1.18% | 0.00 | 111.88K | 0.00 |
NASDAQ INCSOLE | COM | 297.02K | SH | $28.27M 1.17% | 297.02K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 183.03K | SH | $24.50M 1.01% | 183.03K | 0.00 | 0.00 |
BANK AMERICA CORPSOLE | COM | 529.30K | SH | $24.27M 1.00% | 529.30K | 0.00 | 0.00 |
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