Evelyn Partners Investment Management LLP

CIK 0002065206 · LONDON, null · Quarter end: 2026-03-31 · Filed on: 2026-05-15 · Open the SEC source

Evelyn Partners Investment Management LLP reported 410 positions worth $3.68B as of March 31, 2026 (13F filed May 15, 2026). Largest holding: AZN (8.8%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$3.68B
2026 Q1
Positions
410
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
50.4%
Est. Net Flow (Q)
2026 Q1
10 / 410 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1AZNASTRAZENECA PLCSH$325.5M8.84%1,675,125
2MSFTMICROSOFT CORPSH$260.5M7.08%703,648
3AMZNAMAZON COM INCSH$258.7M7.03%1,242,299
4GOOGLALPHABET INCSH$258.0M7.01%897,350
5NVDANVIDIA CORPORATIONSH$151.1M4.11%866,383
6TSMTAIWAN SEMICONDUCTOR MANUFACSH$148.1M4.02%438,201
7BRK-BBERKSHIRE HATHAWAY INC DELSH$134.9M3.66%281,451
8VVISA INCSH$106.4M2.89%351,875
9CRHCRH PLCSH$106.0M2.88%1,008,537
10AAPLAPPLE INCSH$104.2M2.83%410,438

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Evelyn Partners Investment Management LLP hold as of Q1 2026?

Evelyn Partners Investment Management LLP reported 410 positions worth $3.68B in its Q1 2026 13F filing. Largest positions: AZN (8.8%), MSFT (7.1%), AMZN (7.0%), GOOGL (7.0%) and NVDA (4.1%).

What did Evelyn Partners Investment Management LLP buy in Q1 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Evelyn Partners Investment Management LLP sell in Q1 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.