SEC 13F Intelligence

Managers / Q2 2025 · view latest →

Evelyn Partners Investment Management LLP

CIK 0002065206 · 45 GRESHAM STREET, LONDON, EC2V 7BG · 02033285862

Reported Value
$2.4B
Q2 2025
Positions
272
Filings on Record
8
2019–present window
Filed
Aug 12, 2025
original filing

Summary

Evelyn Partners Investment Management Llp reported $2.4B in U.S.-listed holdings across 272 positions for Q2 2025.

Its largest position, MSFT, represents 11.4% of the portfolio.

Reported Value by Quarter

13F Reported Value
Q2 ’25: $2.4BQ2 ’25Q3 ’25: $3.3BQ3 ’25Q4 ’25: $3.6BQ4 ’25Q1 ’26: $3.7BQ1 ’26filingsflow.com

Portfolio Composition

By security type
Common Stock: 95.5%ADR: 3.5%REIT: 1.0%Other: 0.0%
  • Common Stock · 95.5% · $2.3B
  • ADR · 3.5% · $84M
  • REIT · 1.0% · $24M
  • Other · 0.0% · $1M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q2 2025

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Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$3.7B410May 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$3.6B413Feb 13, 202613F-HRchanges · EDGAR ↗
Q3 2025$3.3B415Nov 26, 2025RESTATEMENTchanges · EDGAR ↗
Q2 2025$2.4B272Aug 12, 202513F-HRchanges · EDGAR ↗

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 ↗.