Filed: 12/11/2025ACC: 0001420506-25-003538
📋 What this filing means
EVELYN PARTNERS INVESTMENT MANAGEMENT LLP filed this quarterly 13F‑HR report disclosing 416 equity positions with a total reported market value of $3.08B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
416
Positions
$3.08B
Total AUM (reported)
20.03M
Total Shares
Allocation by class
COM$1.98B64.3%
CAP STK CL A$220.62M7.2%
CL A$158.43M5.1%
COM CL A$121.43M3.9%
CL B NEW$111.57M3.6%
ORD$111.28M3.6%
SHS$95.49M3.1%
Portfolio Concentration
Top 3$720.98M23.4%
4–10$750.81M24.4%
11–25$744.81M24.2%
Rest$864.51M28.1%
Top 3 weight
23.4%
Top 10 weight
47.8%
Voting Authority Distribution
Total shares with voting rights: 20.03M
Sole
Full voting authority
20.03M
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)
Sole416
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings416
Rows:
MICROSOFT CORP
SOLEShares598.86K
TypeSH
Market value$252.42M
8.19%
Sole
598.86K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares1.13M
TypeSH
Market value$247.94M
8.05%
Sole
1.13M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares1.17M
TypeSH
Market value$220.62M
7.16%
Sole
1.17M
Shared
0.00
None
0.00
APPLE INC
SOLEShares483.50K
TypeSH
Market value$121.08M
3.93%
Sole
483.50K
Shared
0.00
None
0.00
VISA INC
SOLEShares379.60K
TypeSH
Market value$119.97M
3.89%
Sole
379.60K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares246.15K
TypeSH
Market value$111.57M
3.62%
Sole
246.15K
Shared
0.00
None
0.00
CRH PLC
SOLEShares1.20M
TypeSH
Market value$110.92M
3.60%
Sole
1.20M
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares798.83K
TypeSH
Market value$107.27M
3.48%
Sole
798.83K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares180.67K
TypeSH
Market value$91.39M
2.97%
Sole
180.67K
Shared
0.00
None
0.00
STRYKER CORPORATION
SOLEShares246.10K
TypeSH
Market value$88.61M
2.88%
Sole
246.10K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares394.59K
TypeSH
Market value$77.93M
2.53%
Sole
394.59K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares139.85K
TypeSH
Market value$72.76M
2.36%
Sole
139.85K
Shared
0.00
None
0.00
CHUBB LIMITED
SOLEShares223.92K
TypeSH
Market value$61.87M
2.01%
Sole
223.92K
Shared
0.00
None
0.00
ZOETIS INC
SOLEShares377.24K
TypeSH
Market value$61.46M
1.99%
Sole
377.24K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares229.46K
TypeSH
Market value$55.00M
1.79%
Sole
229.46K
Shared
0.00
None
0.00
BOOKING HOLDINGS INC
SOLEShares10.97K
TypeSH
Market value$54.51M
1.77%
Sole
10.97K
Shared
0.00
None
0.00
SMURFIT WESTROCK PLC
SOLEShares850.28K
TypeSH
Market value$45.80M
1.49%
Sole
850.28K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares77.23K
TypeSH
Market value$45.22M
1.47%
Sole
77.23K
Shared
0.00
None
0.00
COCA COLA CO
SOLEShares724.96K
TypeSH
Market value$45.14M
1.46%
Sole
724.96K
Shared
0.00
None
0.00
MCDONALDS CORP
SOLEShares151.20K
TypeSH
Market value$43.83M
1.42%
Sole
151.20K
Shared
0.00
None
0.00
IDEX CORP
SOLEShares196.29K
TypeSH
Market value$41.08M
1.33%
Sole
196.29K
Shared
0.00
None
0.00
GOLDMAN SACHS GROUP INC
SOLEShares71.14K
TypeSH
Market value$40.74M
1.32%
Sole
71.14K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares68.71K
TypeSH
Market value$36.18M
1.17%
Sole
68.71K
Shared
0.00
None
0.00
LINDE PLC
SOLEShares77.80K
TypeSH
Market value$32.57M
1.06%
Sole
77.80K
Shared
0.00
None
0.00
BANK AMERICA CORP
SOLEShares698.98K
TypeSH
Market value$30.72M
1.00%
Sole
698.98K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 598.86K | SH | $252.42M 8.19% | 598.86K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 1.13M | SH | $247.94M 8.05% | 1.13M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 1.17M | SH | $220.62M 7.16% | 1.17M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 483.50K | SH | $121.08M 3.93% | 483.50K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 379.60K | SH | $119.97M 3.89% | 379.60K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 246.15K | SH | $111.57M 3.62% | 246.15K | 0.00 | 0.00 |
CRH PLCSOLE | ORD | 1.20M | SH | $110.92M 3.60% | 1.20M | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 798.83K | SH | $107.27M 3.48% | 798.83K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 180.67K | SH | $91.39M 2.97% | 180.67K | 0.00 | 0.00 |
STRYKER CORPORATIONSOLE | COM | 246.10K | SH | $88.61M 2.88% | 246.10K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 394.59K | SH | $77.93M 2.53% | 394.59K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 139.85K | SH | $72.76M 2.36% | 139.85K | 0.00 | 0.00 |
CHUBB LIMITEDSOLE | COM | 223.92K | SH | $61.87M 2.01% | 223.92K | 0.00 | 0.00 |
ZOETIS INCSOLE | CL A | 377.24K | SH | $61.46M 1.99% | 377.24K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 229.46K | SH | $55.00M 1.79% | 229.46K | 0.00 | 0.00 |
BOOKING HOLDINGS INCSOLE | COM | 10.97K | SH | $54.51M 1.77% | 10.97K | 0.00 | 0.00 |
SMURFIT WESTROCK PLCSOLE | SHS | 850.28K | SH | $45.80M 1.49% | 850.28K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 77.23K | SH | $45.22M 1.47% | 77.23K | 0.00 | 0.00 |
COCA COLA COSOLE | COM | 724.96K | SH | $45.14M 1.46% | 724.96K | 0.00 | 0.00 |
MCDONALDS CORPSOLE | COM | 151.20K | SH | $43.83M 1.42% | 151.20K | 0.00 | 0.00 |
IDEX CORPSOLE | COM | 196.29K | SH | $41.08M 1.33% | 196.29K | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 71.14K | SH | $40.74M 1.32% | 71.14K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 68.71K | SH | $36.18M 1.17% | 68.71K | 0.00 | 0.00 |
LINDE PLCSOLE | SHS | 77.80K | SH | $32.57M 1.06% | 77.80K | 0.00 | 0.00 |
BANK AMERICA CORPSOLE | COM | 698.98K | SH | $30.72M 1.00% | 698.98K | 0.00 | 0.00 |
Page 1 of 17
…