Evelyn Partners Investment Management LLP
Long book
$3.68B
Q1 2026
Positions
410
Top-10 weight
50%
concentration
Last quarter
+9.1%
SPY +14.8%
Turnover
8%
of book per quarter
Strategy in plain words
auto-generated from filingsEvelyn Partners Investment Management LLP is an institutional manager, running a $3.68B US long book across 410 positions.
The portfolio is concentrated: the top 10 names carry 50% of the portfolio. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: ASTRAZENECA PLC, MICROSOFT CORP, AMAZON.COM INC, ALPHABET INC-CL A, NVIDIA CORP.
Over the last 6 quarters its long book ran on average 1.6pp per quarter behind the S&P 500, beating the index in 2 of 6 quarters. Signal value of individual moves is limited — treat changes as weak evidence.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2024
-3.3%
Q1 2025
+8.0%
Q2 2025
+7.4%
Q3 2025
+3.5%
Q4 2025
-6.7%
Q1 2026
+9.1%
Sector allocation
Technology 29%
Healthcare 16%
Financials 15%
Consumer discretionary 12%
Industrials 8%
Services media 7%
Materials 4%
Other 3%
Long book by quarter
What does Evelyn Partners own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AZN ASTRAZENECA PLC | Healthcare | 1.7M | $325.5M | 8.8% | New |
| MSFT MICROSOFT CORP | Technology | 703.6K | $260.5M | 7.1% | +4.6% |
| AMZN AMAZON.COM INC | Consumer discretionary | 1.2M | $258.7M | 7.0% | +1.9% |
| GOOGL ALPHABET INC-CL A | Technology | 897.4K | $258.0M | 7.0% | -3.0% |
| NVDA NVIDIA CORP | Technology | 866.4K | $151.1M | 4.1% | +3.1% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 281.5K | $134.9M | 3.7% | +0.8% |
| V VISA INC-CLASS A SHARES | Services media | 351.9K | $106.4M | 2.9% | -2.8% |
| CRH CRH PLC | Industrials | 1.0M | $106.0M | 2.9% | -2.6% |
| AAPL APPLE INC | Technology | 410.4K | $104.2M | 2.8% | +4.7% |
| SYK STRYKER CORP | Healthcare | 265.5K | $87.2M | 2.4% | -0.7% |
| CB CHUBB LTD | Financials | 265.8K | $86.6M | 2.4% | +0.3% |
| JPM JPMORGAN CHASE & CO | Financials | 286.4K | $84.3M | 2.3% | +5.7% |
| KO COCA-COLA CO/THE | Consumer staples | 993.8K | $75.6M | 2.1% | +2.5% |
| META META PLATFORMS INC-CLASS A | Technology | 120.2K | $68.8M | 1.9% | +11.9% |
| BKNG BOOKING HOLDINGS INC | Industrials | 14.5K | $61.1M | 1.7% | -8.6% |
| TMO THERMO FISHER SCIENTIFIC INC | Other | 109.1K | $53.6M | 1.5% | +4.6% |
| LIN LINDE PLC | Materials | 89.6K | $44.4M | 1.2% | -0.9% |
| NEE NEXTERA ENERGY INC | Utilities | 463.8K | $43.1M | 1.2% | +14.3% |
| IEX IDEX CORP | Industrials | 205.3K | $38.9M | 1.1% | +10.8% |
| GOOG ALPHABET INC-CL C | Technology | 133.5K | $38.3M | 1.0% | -3.0% |
| AZO AUTOZONE INC | Consumer discretionary | 11.3K | $38.1M | 1.0% | +7.9% |
| NDAQ NASDAQ INC | Financials | 428.1K | $36.3M | 1.0% | -0.5% |
| BAC BANK OF AMERICA CORP | Financials | 692.0K | $33.7M | 0.9% | +7.7% |
| SPGI S&P GLOBAL INC | Services media | 78.9K | $33.6M | 0.9% | -1.9% |
| GS GOLDMAN SACHS GROUP INC | Financials | 39.5K | $33.4M | 0.9% | -5.4% |
| JNJ JOHNSON & JOHNSON | Healthcare | 135.1K | $33.0M | 0.9% | -2.0% |
| TTE TOTALENERGIES SE | Energy | 350.0K | $32.7M | 0.9% | +2.7% |
| MA MASTERCARD INC - A | Services media | 64.6K | $32.3M | 0.9% | -9.7% |
| TJX TJX COMPANIES INC | Consumer discretionary | 191.6K | $30.6M | 0.8% | -3.6% |
| SUNB SUNBELT RENTALS HOLDINGS INC | Services media | 444.8K | $29.0M | 0.8% | New |
| ISRG INTUITIVE SURGICAL INC | Healthcare | 62.5K | $28.8M | 0.8% | +16.6% |
| WMT WALMART INC | Consumer discretionary | 222.5K | $27.6M | 0.8% | -6.2% |
| ZTS ZOETIS INC | Healthcare | 231.7K | $27.4M | 0.7% | -23.6% |
| UNH UNITEDHEALTH GROUP INC | Financials | 95.5K | $25.8M | 0.7% | -42.8% |
| AEM AGNICO EAGLE MINES LTD | Materials | 126.7K | $25.7M | 0.7% | -3.5% |
| SW SMURFIT WESTROCK PLC | Other | 603.4K | $24.0M | 0.7% | -12.7% |
| FCX FREEPORT-MCMORAN INC | Materials | 395.2K | $23.2M | 0.6% | +13.1% |
| CVX CHEVRON CORP | Energy | 100.1K | $20.7M | 0.6% | -3.5% |
| NFLX NETFLIX INC | Services media | 207.6K | $20.0M | 0.5% | +9.7% |
| NEM NEWMONT CORP | Materials | 178.8K | $19.4M | 0.5% | -4.4% |
| APH AMPHENOL CORP-CL A | Technology | 150.0K | $19.0M | 0.5% | +42.7% |
| DHR DANAHER CORP | Technology | 99.7K | $18.9M | 0.5% | -18.0% |
| AVGO BROADCOM INC | Technology | 60.0K | $18.6M | 0.5% | +118.1% |
| MCD MCDONALD'S CORP | Consumer discretionary | 58.8K | $18.3M | 0.5% | -7.2% |
| INTU INTUIT INC | Technology | 37.8K | $16.4M | 0.4% | +47.8% |
| XOM EXXON MOBIL CORP | Energy | 95.7K | $16.2M | 0.4% | +38.1% |
| PG PROCTER & GAMBLE CO/THE | Other | 110.7K | $16.0M | 0.4% | -13.6% |
| RACE FERRARI NV | Industrials | 46.6K | $15.8M | 0.4% | -30.0% |
| MKL MARKEL GROUP INC | Financials | 7.8K | $14.9M | 0.4% | +1.6% |
| BX BLACKSTONE INC | Financials | 126.8K | $14.6M | 0.4% | -17.1% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 15, 2026 | 410 | $3.68B | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 13, 2026 | 413 | $3.62B | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 14, 2025 | 410 | $3.52B | canonical | SEC ↗ |
| Q2 2025 | 13F-HR/ARESTATEMENT | Nov 26, 2025 | 415 | $3.27B | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 12, 2025 | 272 | $2.42B | SEC ↗ | |
| Q1 2025 | 13F-HR/ARESTATEMENT | Dec 8, 2025 | 420 | $3.00B | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Aug 4, 2025 | 302 | $2.20B | SEC ↗ | |
| Q4 2024 | 13F-HR | Dec 11, 2025 | 416 | $3.08B | canonical | SEC ↗ |
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