§ 13F · FUND PROFILE
Evelyn Partners Investment Management LLP.
AUM · $5.7B (13F)Positions · 687Turnover · n/a · Q1Filed · Aug 7, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$361M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED AUG 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AZN | ASTRAZENECA PLC | 1.68M | $325M | 8.8% | NEW |
| 2 | MSFT | MICROSOFT CORP | 704K | $260M | 7.1% | +5% |
| 3 | AMZN | AMAZON COM INC | 1.24M | $259M | 7.0% | +2% |
| 4 | GOOGL | ALPHABET INC | 897K | $258M | 7.0% | −3% |
| 5 | NVDA | NVIDIA CORPORATION | 866K | $151M | 4.1% | +3% |
| 6 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 438K | $148M | 4.0% | −3% |
| 7 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 281K | $135M | 3.7% | +1% |
| 8 | V | VISA INC | 352K | $106M | 2.9% | −3% |
| 9 | CRH | CRH PLC | 1.01M | $106M | 2.9% | −3% |
| 10 | AAPL | APPLE INC | 410K | $104M | 2.8% | +5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE EVELYN SIGNAL
AC read
Evelyn Partners Investment Management LLP is a Other fund managing $5.7 billion in assets. The fund runs a broad portfolio of 687 positions.
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