Managers / Q4 2025 · view latest →
Evelyn Partners Investment Management Services Ltd
CIK 0002065205 · 45 GRESHAM STREET, LONDON, EC2V 7BG · 02033285862
Reported Value
$798M
Q4 2025
Positions
262
Filings on Record
8
2019–present window
Filed
Feb 13, 2026
original filing
Summary
Evelyn Partners Investment Management Services Ltd reported $798M in U.S.-listed holdings across 262 positions for Q4 2025.
Its largest position, MSFT, represents 6.5% of the portfolio.
Compared with Q3 2025, the fund opened 17 new positions and exited 19.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q4 2025
Filing History
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.