Filed: 5/15/2026ACC: 0001420506-26-001051
📋 What this filing means
EVELYN PARTNERS INVESTMENT MANAGEMENT LLP filed this quarterly 13F‑HR report disclosing 410 equity positions with a total reported market value of $3.68B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
410
Positions
$3.68B
Total AUM (reported)
21.34M
Total Shares
Allocation by class
COM$2.06B56.1%
ORD$431.53M11.7%
CAP STK CL A$258.04M7.0%
CL A$156.66M4.3%
SPONSORED ADS$148.40M4.0%
CL B NEW$134.87M3.7%
COM CL A$118.51M3.2%
Portfolio Concentration
Top 3$844.69M23.0%
4–10$1.01B27.4%
11–25$828.18M22.5%
Rest$998.59M27.1%
Top 3 weight
23.0%
Top 10 weight
50.4%
Voting Authority Distribution
Total shares with voting rights: 21.34M
Sole
Full voting authority
21.34M
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)
Sole410
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings410
Rows:
ASTRAZENECA PLC
SOLEShares1.68M
TypeSH
Market value$325.48M
8.84%
Sole
1.68M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares703.65K
TypeSH
Market value$260.47M
7.08%
Sole
703.65K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares1.24M
TypeSH
Market value$258.73M
7.03%
Sole
1.24M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares897.35K
TypeSH
Market value$258.04M
7.01%
Sole
897.35K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares866.38K
TypeSH
Market value$151.10M
4.11%
Sole
866.38K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares438.20K
TypeSH
Market value$148.09M
4.02%
Sole
438.20K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares281.45K
TypeSH
Market value$134.87M
3.66%
Sole
281.45K
Shared
0.00
None
0.00
VISA INC
SOLEShares351.88K
TypeSH
Market value$106.35M
2.89%
Sole
351.88K
Shared
0.00
None
0.00
CRH PLC
SOLEShares1.01M
TypeSH
Market value$106.02M
2.88%
Sole
1.01M
Shared
0.00
None
0.00
APPLE INC
SOLEShares410.44K
TypeSH
Market value$104.17M
2.83%
Sole
410.44K
Shared
0.00
None
0.00
STRYKER CORPORATION
SOLEShares265.45K
TypeSH
Market value$87.22M
2.37%
Sole
265.45K
Shared
0.00
None
0.00
CHUBB LTD SWITZ
SOLEShares265.80K
TypeSH
Market value$86.63M
2.35%
Sole
265.80K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares286.42K
TypeSH
Market value$84.25M
2.29%
Sole
286.42K
Shared
0.00
None
0.00
COCA COLA CO
SOLEShares993.77K
TypeSH
Market value$75.58M
2.05%
Sole
993.77K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares120.24K
TypeSH
Market value$68.79M
1.87%
Sole
120.24K
Shared
0.00
None
0.00
BOOKING HOLDINGS INC
SOLEShares14.51K
TypeSH
Market value$61.07M
1.66%
Sole
14.51K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares109.14K
TypeSH
Market value$53.65M
1.46%
Sole
109.14K
Shared
0.00
None
0.00
LINDE PLC
SOLEShares89.61K
TypeSH
Market value$44.42M
1.21%
Sole
89.61K
Shared
0.00
None
0.00
NEXTERA ENERGY INC
SOLEShares463.79K
TypeSH
Market value$43.08M
1.17%
Sole
463.79K
Shared
0.00
None
0.00
IDEX CORP
SOLEShares205.29K
TypeSH
Market value$38.91M
1.06%
Sole
205.29K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares133.49K
TypeSH
Market value$38.29M
1.04%
Sole
133.49K
Shared
0.00
None
0.00
AUTOZONE INC
SOLEShares11.29K
TypeSH
Market value$38.14M
1.04%
Sole
11.29K
Shared
0.00
None
0.00
SPROTT ASSET MANAGEMENT LP
SOLEShares797.59K
TypeSH
Market value$38.06M
1.03%
Sole
797.59K
Shared
0.00
None
0.00
NASDAQ INC
SOLEShares428.07K
TypeSH
Market value$36.34M
0.99%
Sole
428.07K
Shared
0.00
None
0.00
BANK AMERICA CORP
SOLEShares691.96K
TypeSH
Market value$33.73M
0.92%
Sole
691.96K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ASTRAZENECA PLCSOLE | ORD | 1.68M | SH | $325.48M 8.84% | 1.68M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 703.65K | SH | $260.47M 7.08% | 703.65K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 1.24M | SH | $258.73M 7.03% | 1.24M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 897.35K | SH | $258.04M 7.01% | 897.35K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 866.38K | SH | $151.10M 4.11% | 866.38K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 438.20K | SH | $148.09M 4.02% | 438.20K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 281.45K | SH | $134.87M 3.66% | 281.45K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 351.88K | SH | $106.35M 2.89% | 351.88K | 0.00 | 0.00 |
CRH PLCSOLE | ORD | 1.01M | SH | $106.02M 2.88% | 1.01M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 410.44K | SH | $104.17M 2.83% | 410.44K | 0.00 | 0.00 |
STRYKER CORPORATIONSOLE | COM | 265.45K | SH | $87.22M 2.37% | 265.45K | 0.00 | 0.00 |
CHUBB LTD SWITZSOLE | COM | 265.80K | SH | $86.63M 2.35% | 265.80K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 286.42K | SH | $84.25M 2.29% | 286.42K | 0.00 | 0.00 |
COCA COLA COSOLE | COM | 993.77K | SH | $75.58M 2.05% | 993.77K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 120.24K | SH | $68.79M 1.87% | 120.24K | 0.00 | 0.00 |
BOOKING HOLDINGS INCSOLE | COM | 14.51K | SH | $61.07M 1.66% | 14.51K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 109.14K | SH | $53.65M 1.46% | 109.14K | 0.00 | 0.00 |
LINDE PLCSOLE | SHS | 89.61K | SH | $44.42M 1.21% | 89.61K | 0.00 | 0.00 |
NEXTERA ENERGY INCSOLE | COM | 463.79K | SH | $43.08M 1.17% | 463.79K | 0.00 | 0.00 |
IDEX CORPSOLE | COM | 205.29K | SH | $38.91M 1.06% | 205.29K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 133.49K | SH | $38.29M 1.04% | 133.49K | 0.00 | 0.00 |
AUTOZONE INCSOLE | COM | 11.29K | SH | $38.14M 1.04% | 11.29K | 0.00 | 0.00 |
SPROTT ASSET MANAGEMENT LPSOLE | PHYSICAL GOLD AN | 797.59K | SH | $38.06M 1.03% | 797.59K | 0.00 | 0.00 |
NASDAQ INCSOLE | COM | 428.07K | SH | $36.34M 0.99% | 428.07K | 0.00 | 0.00 |
BANK AMERICA CORPSOLE | COM | 691.96K | SH | $33.73M 0.92% | 691.96K | 0.00 | 0.00 |
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