Filed: 2/13/2026ACC: 0001420506-26-000370
📋 What this filing means
EVELYN PARTNERS INVESTMENT MANAGEMENT LLP filed this quarterly 13F‑HR report disclosing 413 equity positions with a total reported market value of $3.62B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
413
Positions
$3.62B
Total AUM (reported)
20.46M
Total Shares
Allocation by class
COM$2.25B62.2%
CAP STK CL A$289.70M8.0%
CL A$173.67M4.8%
CL B NEW$140.33M3.9%
COM CL A$139.93M3.9%
SPONSORED ADS$137.01M3.8%
ORD$129.77M3.6%
Portfolio Concentration
Top 3$896.36M24.8%
4–10$890.65M24.6%
11–25$827.68M22.9%
Rest$1.00B27.8%
Top 3 weight
24.8%
Top 10 weight
49.4%
Voting Authority Distribution
Total shares with voting rights: 20.46M
Sole
Full voting authority
20.46M
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)
Sole413
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings413
Rows:
MICROSOFT CORP
SOLEShares672.53K
TypeSH
Market value$325.25M
8.99%
Sole
672.53K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares925.56K
TypeSH
Market value$289.70M
8.00%
Sole
925.56K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares1.22M
TypeSH
Market value$281.41M
7.78%
Sole
1.22M
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares840.40K
TypeSH
Market value$156.74M
4.33%
Sole
840.40K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares279.18K
TypeSH
Market value$140.33M
3.88%
Sole
279.18K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares450.25K
TypeSH
Market value$136.83M
3.78%
Sole
450.25K
Shared
0.00
None
0.00
CRH PLC
SOLEShares1.04M
TypeSH
Market value$129.28M
3.57%
Sole
1.04M
Shared
0.00
None
0.00
VISA INC
SOLEShares362.06K
TypeSH
Market value$126.98M
3.51%
Sole
362.06K
Shared
0.00
None
0.00
APPLE INC
SOLEShares391.94K
TypeSH
Market value$106.55M
2.94%
Sole
391.94K
Shared
0.00
None
0.00
STRYKER CORPORATION
SOLEShares267.31K
TypeSH
Market value$93.95M
2.60%
Sole
267.31K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares270.89K
TypeSH
Market value$87.29M
2.41%
Sole
270.89K
Shared
0.00
None
0.00
BOOKING HOLDINGS INC
SOLEShares15.87K
TypeSH
Market value$84.99M
2.35%
Sole
15.87K
Shared
0.00
None
0.00
CHUBB LIMITED
SOLEShares264.90K
TypeSH
Market value$82.68M
2.28%
Sole
264.90K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares107.46K
TypeSH
Market value$70.93M
1.96%
Sole
107.46K
Shared
0.00
None
0.00
COCA COLA CO
SOLEShares969.87K
TypeSH
Market value$67.80M
1.87%
Sole
969.87K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares104.36K
TypeSH
Market value$60.47M
1.67%
Sole
104.36K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares166.94K
TypeSH
Market value$55.11M
1.52%
Sole
166.94K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares137.59K
TypeSH
Market value$43.18M
1.19%
Sole
137.59K
Shared
0.00
None
0.00
S&P GLOBAL INC
SOLEShares80.45K
TypeSH
Market value$42.04M
1.16%
Sole
80.45K
Shared
0.00
None
0.00
NASDAQ INC
SOLEShares430.24K
TypeSH
Market value$41.79M
1.15%
Sole
430.24K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares71.57K
TypeSH
Market value$40.86M
1.13%
Sole
71.57K
Shared
0.00
None
0.00
LINDE PLC
SOLEShares90.38K
TypeSH
Market value$38.54M
1.06%
Sole
90.38K
Shared
0.00
None
0.00
ZOETIS INC
SOLEShares303.31K
TypeSH
Market value$38.16M
1.05%
Sole
303.31K
Shared
0.00
None
0.00
SPROTT ASSET MANAGEMENT LP
SOLEShares811.53K
TypeSH
Market value$37.17M
1.03%
Sole
811.53K
Shared
0.00
None
0.00
GOLDMAN SACHS GROUP INC
SOLEShares41.73K
TypeSH
Market value$36.68M
1.01%
Sole
41.73K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 672.53K | SH | $325.25M 8.99% | 672.53K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 925.56K | SH | $289.70M 8.00% | 925.56K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 1.22M | SH | $281.41M 7.78% | 1.22M | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 840.40K | SH | $156.74M 4.33% | 840.40K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 279.18K | SH | $140.33M 3.88% | 279.18K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 450.25K | SH | $136.83M 3.78% | 450.25K | 0.00 | 0.00 |
CRH PLCSOLE | ORD | 1.04M | SH | $129.28M 3.57% | 1.04M | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 362.06K | SH | $126.98M 3.51% | 362.06K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 391.94K | SH | $106.55M 2.94% | 391.94K | 0.00 | 0.00 |
STRYKER CORPORATIONSOLE | COM | 267.31K | SH | $93.95M 2.60% | 267.31K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 270.89K | SH | $87.29M 2.41% | 270.89K | 0.00 | 0.00 |
BOOKING HOLDINGS INCSOLE | COM | 15.87K | SH | $84.99M 2.35% | 15.87K | 0.00 | 0.00 |
CHUBB LIMITEDSOLE | COM | 264.90K | SH | $82.68M 2.28% | 264.90K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 107.46K | SH | $70.93M 1.96% | 107.46K | 0.00 | 0.00 |
COCA COLA COSOLE | COM | 969.87K | SH | $67.80M 1.87% | 969.87K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 104.36K | SH | $60.47M 1.67% | 104.36K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 166.94K | SH | $55.11M 1.52% | 166.94K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 137.59K | SH | $43.18M 1.19% | 137.59K | 0.00 | 0.00 |
S&P GLOBAL INCSOLE | COM | 80.45K | SH | $42.04M 1.16% | 80.45K | 0.00 | 0.00 |
NASDAQ INCSOLE | COM | 430.24K | SH | $41.79M 1.15% | 430.24K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 71.57K | SH | $40.86M 1.13% | 71.57K | 0.00 | 0.00 |
LINDE PLCSOLE | SHS | 90.38K | SH | $38.54M 1.06% | 90.38K | 0.00 | 0.00 |
ZOETIS INCSOLE | CL A | 303.31K | SH | $38.16M 1.05% | 303.31K | 0.00 | 0.00 |
SPROTT ASSET MANAGEMENT LPSOLE | PHYSICAL GOLD AN | 811.53K | SH | $37.17M 1.03% | 811.53K | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 41.73K | SH | $36.68M 1.01% | 41.73K | 0.00 | 0.00 |
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