EVELYN PARTNERS INVESTMENT MANAGEMENT LLP

PrivateCIK: 2065206
410
Positions
$3.68B
Total AUM (reported)
21.34M
Total Shares

Allocation by class

TOTAL AUM$3.68B410 positions
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 323.0%4–1027.4%11–2522.5%Rest27.1%TOP 1050.4%0%100%
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

SOLE
ORD
Shares1.68M
TypeSH
Market value$325.48M
8.84%
Sole
1.68M
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares703.65K
TypeSH
Market value$260.47M
7.08%
Sole
703.65K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares1.24M
TypeSH
Market value$258.73M
7.03%
Sole
1.24M
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL A
Shares897.35K
TypeSH
Market value$258.04M
7.01%
Sole
897.35K
Shared
0.00
None
0.00

NVIDIA CORPORATION

SOLE
COM
Shares866.38K
TypeSH
Market value$151.10M
4.11%
Sole
866.38K
Shared
0.00
None
0.00

TAIWAN SEMICONDUCTOR MANUFAC

SOLE
SPONSORED ADS
Shares438.20K
TypeSH
Market value$148.09M
4.02%
Sole
438.20K
Shared
0.00
None
0.00

BERKSHIRE HATHAWAY INC DEL

SOLE
CL B NEW
Shares281.45K
TypeSH
Market value$134.87M
3.66%
Sole
281.45K
Shared
0.00
None
0.00

VISA INC

SOLE
COM CL A
Shares351.88K
TypeSH
Market value$106.35M
2.89%
Sole
351.88K
Shared
0.00
None
0.00

CRH PLC

SOLE
ORD
Shares1.01M
TypeSH
Market value$106.02M
2.88%
Sole
1.01M
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares410.44K
TypeSH
Market value$104.17M
2.83%
Sole
410.44K
Shared
0.00
None
0.00

STRYKER CORPORATION

SOLE
COM
Shares265.45K
TypeSH
Market value$87.22M
2.37%
Sole
265.45K
Shared
0.00
None
0.00

CHUBB LTD SWITZ

SOLE
COM
Shares265.80K
TypeSH
Market value$86.63M
2.35%
Sole
265.80K
Shared
0.00
None
0.00

JPMORGAN CHASE & CO

SOLE
COM
Shares286.42K
TypeSH
Market value$84.25M
2.29%
Sole
286.42K
Shared
0.00
None
0.00

COCA COLA CO

SOLE
COM
Shares993.77K
TypeSH
Market value$75.58M
2.05%
Sole
993.77K
Shared
0.00
None
0.00

META PLATFORMS INC

SOLE
CL A
Shares120.24K
TypeSH
Market value$68.79M
1.87%
Sole
120.24K
Shared
0.00
None
0.00

BOOKING HOLDINGS INC

SOLE
COM
Shares14.51K
TypeSH
Market value$61.07M
1.66%
Sole
14.51K
Shared
0.00
None
0.00

THERMO FISHER SCIENTIFIC INC

SOLE
COM
Shares109.14K
TypeSH
Market value$53.65M
1.46%
Sole
109.14K
Shared
0.00
None
0.00

LINDE PLC

SOLE
SHS
Shares89.61K
TypeSH
Market value$44.42M
1.21%
Sole
89.61K
Shared
0.00
None
0.00

NEXTERA ENERGY INC

SOLE
COM
Shares463.79K
TypeSH
Market value$43.08M
1.17%
Sole
463.79K
Shared
0.00
None
0.00

IDEX CORP

SOLE
COM
Shares205.29K
TypeSH
Market value$38.91M
1.06%
Sole
205.29K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL C
Shares133.49K
TypeSH
Market value$38.29M
1.04%
Sole
133.49K
Shared
0.00
None
0.00

AUTOZONE INC

SOLE
COM
Shares11.29K
TypeSH
Market value$38.14M
1.04%
Sole
11.29K
Shared
0.00
None
0.00

SPROTT ASSET MANAGEMENT LP

SOLE
PHYSICAL GOLD AN
Shares797.59K
TypeSH
Market value$38.06M
1.03%
Sole
797.59K
Shared
0.00
None
0.00

NASDAQ INC

SOLE
COM
Shares428.07K
TypeSH
Market value$36.34M
0.99%
Sole
428.07K
Shared
0.00
None
0.00

BANK AMERICA CORP

SOLE
COM
Shares691.96K
TypeSH
Market value$33.73M
0.92%
Sole
691.96K
Shared
0.00
None
0.00
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