§ 13F · FUND PROFILE
Evelyn Partners Group Ltd.
AUM · $46.9B (13F)Positions · 1185Turnover · 47% · Q2Filed · Aug 7, 2026
CONCENTRATION
92%
Top 10 holdings
NEW BUYS
+551
+$35.3B deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AZN | ASTRAZENECA PLC | 1.67M | $31.2B | 66.6% | NEW |
| 2 | AZN | ASTRAZENECA PLC | 491K | $9.2B | 19.6% | — |
| 3 | AZN | ASTRAZENECA PLC | 32K | $607M | 1.3% | — |
| 4 | AZN | ASTRAZENECA PLC | 24K | $446M | 1.0% | — |
| 5 | GOOGL | ALPHABET INC | 888K | $317M | 0.7% | NEW |
| 6 | AMZN | AMAZON COM INC | 1.28M | $305M | 0.7% | NEW |
| 7 | MSFT | MICROSOFT CORP | 728K | $271M | 0.6% | NEW |
| 8 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 449K | $214M | 0.5% | NEW |
| 9 | NVDA | NVIDIA CORPORATION | 1.04M | $208M | 0.4% | NEW |
| 10 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 288K | $144M | 0.3% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Pharmaceuticals88.9%
Other4.6%
Semiconductors1.4%
Media1.3%
Technology1.3%
Retail1.1%
§ 03 · THE EVELYN SIGNAL
AC read
Evelyn Partners Group Ltd is a institutional fund managing $46.9 billion in assets. The fund runs a massive portfolio of 1,185 positions, high concentration in top holdings, with the top 10 positions making up 92% of the portfolio. Trading activity is aggressive at 47% quarterly turnover, with 551 new positions and 0 exits last quarter. Top sector allocations: Pharmaceuticals (89%), Other (5%), Semiconductors (1%).
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 OF 1 FILINGS MEASURED
Q2 2026
Busy quarter
+551 buys · −0 exits · 0 changed