Institutional Fund
Evelyn Partners Investment Management LLP
London, United KingdomCIK 20652068 filings on record
Portfolio Value
$3.68B
Q1 2026
Holdings
410
Reported positions
New Buys
15
Opened this quarter
QoQ Change
+1.7%
from $3.62B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Astrazeneca PLC8.8%
- Microsoft Corp7.1%
- Amazon Com Inc7.0%
- Alphabet Inc7.0%
- Nvidia Corporation4.1%
- Taiwan Semiconductor Mfg Ltd4.0%
- Other61.9%
Portfolio Holdings
410 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Astrazeneca PLC | 1.68M | $325.48M | 8.8% | +1.68M | New |
| 2 | Microsoft Corp | 703.6K | $260.47M | 7.1% | +31.1K | Added |
| 3 | Amazon Com Inc | 1.24M | $258.73M | 7.0% | +23.1K | Added |
| 4 | Alphabet Inc | 897.4K | $258.04M | 7.0% | −28.2K | Reduced |
| 5 | Nvidia Corporation | 866.4K | $151.10M | 4.1% | +26.0K | Added |
| 6 | Taiwan Semiconductor Mfg Ltd | 438.2K | $148.09M | 4.0% | −12.0K | Reduced |
| 7 | Berkshire Hathaway Inc Del | 281.5K | $134.87M | 3.7% | +2.3K | Added |
| 8 | Visa Inc | 351.9K | $106.35M | 2.9% | −10.2K | Reduced |
| 9 | Crh PLC | 1.01M | $106.02M | 2.9% | −27.3K | Reduced |
| 10 | Apple Inc | 410.4K | $104.17M | 2.8% | +18.5K | Added |
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