Evelyn Partners Investment Management LLP
Top Portfolio Positions
356 positions ·
$3,631,093,272 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AZN |
Astrazeneca PLC
Healthcare
|
1,675,125 | $330,368,152 | 9.10% | |
| MSFT |
Microsoft Corp
Technology
|
703,648 | $260,469,380 | 7.17% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
1,242,299 | $258,733,612 | 7.13% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
897,350 | $258,041,966 | 7.11% | |
| NVDA |
Nvidia Corp
Technology
|
866,383 | $151,097,195 | 4.16% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
438,201 | $148,090,027 | 4.08% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
281,451 | $134,871,319 | 3.71% | |
| V |
Visa Inc.
Financial Services
|
351,875 | $106,350,700 | 2.93% | |
| CRH |
Crh Public Ltd Co
Basic Materials
|
1,008,537 | $106,017,409 | 2.92% | |
| AAPL |
Apple Inc.
Technology
|
410,438 | $104,165,060 | 2.87% |
Portfolio Trend
6 quarters · across all stocks
Holdings in CEF
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $38,060,994 | 797,590 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $37,168,119 | 811,531 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $27,954,954 | 761,923 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $22,828,231 | 758,413 | Shares | Sole | 2025-11-26 | |
| 2025-03-31 | $20,448,239 | 719,755 | Shares | Sole | 2025-12-08 | |
| 2024-12-31 | $16,749,089 | 704,928 | Shares | Sole | 2025-12-11 | |
| No 13F history on record for this holder in this stock. | ||||||