Filed: 11/14/2025ACC: 0001420506-25-003426
📋 What this filing means
EVELYN PARTNERS INVESTMENT MANAGEMENT LLP filed this quarterly 13F‑HR report disclosing 409 equity positions with a total reported market value of $3.52B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
409
Positions
$3.52B
Total AUM (reported)
19.81M
Total Shares
Allocation by class
COM$2.22B63.2%
CAP STK CL A$259.56M7.4%
CL A$189.16M5.4%
SPONSORED ADS$139.03M4.0%
COM CL A$136.57M3.9%
CL B NEW$130.17M3.7%
ORD$126.09M3.6%
Portfolio Concentration
Top 3$869.60M24.7%
4–10$867.81M24.7%
11–25$805.44M22.9%
Rest$976.77M27.8%
Top 3 weight
24.7%
Top 10 weight
49.4%
Voting Authority Distribution
Total shares with voting rights: 19.81M
Sole
Full voting authority
19.81M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole409
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings409
Rows:
MICROSOFT CORP
SOLEShares666.15K
TypeSH
Market value$345.03M
9.80%
Sole
666.15K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares1.21M
TypeSH
Market value$265.00M
7.53%
Sole
1.21M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares1.07M
TypeSH
Market value$259.56M
7.37%
Sole
1.07M
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares837.76K
TypeSH
Market value$156.31M
4.44%
Sole
837.76K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares494.55K
TypeSH
Market value$138.12M
3.92%
Sole
494.55K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares258.93K
TypeSH
Market value$130.17M
3.70%
Sole
258.93K
Shared
0.00
None
0.00
CRH PLC
SOLEShares1.05M
TypeSH
Market value$125.75M
3.57%
Sole
1.05M
Shared
0.00
None
0.00
VISA INC
SOLEShares355.30K
TypeSH
Market value$121.29M
3.45%
Sole
355.30K
Shared
0.00
None
0.00
APPLE INC
SOLEShares399.75K
TypeSH
Market value$101.79M
2.89%
Sole
399.75K
Shared
0.00
None
0.00
STRYKER CORPORATION
SOLEShares255.30K
TypeSH
Market value$94.38M
2.68%
Sole
255.30K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares275.10K
TypeSH
Market value$86.78M
2.47%
Sole
275.10K
Shared
0.00
None
0.00
BOOKING HOLDINGS INC
SOLEShares15.63K
TypeSH
Market value$84.37M
2.40%
Sole
15.63K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares101.18K
TypeSH
Market value$74.31M
2.11%
Sole
101.18K
Shared
0.00
None
0.00
CHUBB LIMITED
SOLEShares259.15K
TypeSH
Market value$73.14M
2.08%
Sole
259.15K
Shared
0.00
None
0.00
COCA COLA CO
SOLEShares870.27K
TypeSH
Market value$57.72M
1.64%
Sole
870.27K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares165.79K
TypeSH
Market value$57.25M
1.63%
Sole
165.79K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares104.83K
TypeSH
Market value$50.85M
1.44%
Sole
104.83K
Shared
0.00
None
0.00
ZOETIS INC
SOLEShares340.83K
TypeSH
Market value$49.87M
1.42%
Sole
340.83K
Shared
0.00
None
0.00
AUTOZONE INC
SOLEShares9.74K
TypeSH
Market value$41.80M
1.19%
Sole
9.74K
Shared
0.00
None
0.00
LINDE PLC
SOLEShares86.36K
TypeSH
Market value$41.02M
1.17%
Sole
86.36K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares71.21K
TypeSH
Market value$40.51M
1.15%
Sole
71.21K
Shared
0.00
None
0.00
S&P GLOBAL INC
SOLEShares78.07K
TypeSH
Market value$38.00M
1.08%
Sole
78.07K
Shared
0.00
None
0.00
NASDAQ INC
SOLEShares416.34K
TypeSH
Market value$36.82M
1.05%
Sole
416.34K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares151.01K
TypeSH
Market value$36.78M
1.04%
Sole
151.01K
Shared
0.00
None
0.00
GOLDMAN SACHS GROUP INC
SOLEShares45.51K
TypeSH
Market value$36.24M
1.03%
Sole
45.51K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 666.15K | SH | $345.03M 9.80% | 666.15K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 1.21M | SH | $265.00M 7.53% | 1.21M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 1.07M | SH | $259.56M 7.37% | 1.07M | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 837.76K | SH | $156.31M 4.44% | 837.76K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 494.55K | SH | $138.12M 3.92% | 494.55K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 258.93K | SH | $130.17M 3.70% | 258.93K | 0.00 | 0.00 |
CRH PLCSOLE | ORD | 1.05M | SH | $125.75M 3.57% | 1.05M | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 355.30K | SH | $121.29M 3.45% | 355.30K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 399.75K | SH | $101.79M 2.89% | 399.75K | 0.00 | 0.00 |
STRYKER CORPORATIONSOLE | COM | 255.30K | SH | $94.38M 2.68% | 255.30K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 275.10K | SH | $86.78M 2.47% | 275.10K | 0.00 | 0.00 |
BOOKING HOLDINGS INCSOLE | COM | 15.63K | SH | $84.37M 2.40% | 15.63K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 101.18K | SH | $74.31M 2.11% | 101.18K | 0.00 | 0.00 |
CHUBB LIMITEDSOLE | COM | 259.15K | SH | $73.14M 2.08% | 259.15K | 0.00 | 0.00 |
COCA COLA COSOLE | COM | 870.27K | SH | $57.72M 1.64% | 870.27K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 165.79K | SH | $57.25M 1.63% | 165.79K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 104.83K | SH | $50.85M 1.44% | 104.83K | 0.00 | 0.00 |
ZOETIS INCSOLE | CL A | 340.83K | SH | $49.87M 1.42% | 340.83K | 0.00 | 0.00 |
AUTOZONE INCSOLE | COM | 9.74K | SH | $41.80M 1.19% | 9.74K | 0.00 | 0.00 |
LINDE PLCSOLE | SHS | 86.36K | SH | $41.02M 1.17% | 86.36K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 71.21K | SH | $40.51M 1.15% | 71.21K | 0.00 | 0.00 |
S&P GLOBAL INCSOLE | COM | 78.07K | SH | $38.00M 1.08% | 78.07K | 0.00 | 0.00 |
NASDAQ INCSOLE | COM | 416.34K | SH | $36.82M 1.05% | 416.34K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 151.01K | SH | $36.78M 1.04% | 151.01K | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 45.51K | SH | $36.24M 1.03% | 45.51K | 0.00 | 0.00 |
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