Evelyn Partners Investment Management LLP
Top Portfolio Positions
355 positions ·
$3,497,740,160 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AZN |
Astrazeneca Plc
Healthcare
|
1,675,125 | $330,368,152 | 9.45% |
| MSFT |
Microsoft Corp
Technology
|
703,648 | $260,469,380 | 7.45% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
1,242,299 | $258,733,612 | 7.40% |
| GOOGL |
Alphabet Inc.
Communication Services
|
897,350 | $258,041,966 | 7.38% |
| NVDA |
Nvidia Corp
Technology
|
866,383 | $151,097,195 | 4.32% |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
438,201 | $148,090,027 | 4.23% |
| V |
Visa Inc.
Financial Services
|
351,875 | $106,350,700 | 3.04% |
| CRH |
Crh Public Ltd Co
Basic Materials
|
1,008,537 | $106,017,409 | 3.03% |
| AAPL |
Apple Inc.
Technology
|
410,438 | $104,165,060 | 2.98% |
| SYK |
Stryker Corp
Healthcare
|
265,451 | $87,224,544 | 2.49% |
Portfolio Trend
Holdings in BUR
Shares Held
Position Value (USD)
5 of 5 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,754,601 | 1,051,903 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $16,317,828 | 1,829,353 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $22,065,063 | 1,844,905 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $26,667,055 | 1,870,060 | Shares | Sole | 2025-11-26 | |
| 2024-12-31 | $25,998,729 | 2,039,116 | Shares | Sole | 2025-12-11 | |
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