EdgeMarket › What Evelyn Partners Investment Management Llp reported owning
What Evelyn Partners Investment Management Llp reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
3.7BPositions
410Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| AZN ASTRAZENECA PLC | 325.5M | 8.8% | 1.7M | 165.98 | — |
| MSFT MICROSOFT CORP | 260.5M | 7.1% | 703.6K | 483.24 | -4.4% |
| AMZN AMAZON COM INC | 258.7M | 7.0% | 1.2M | 258.63 | +15.6% |
| GOOGL Alphabet Inc. | 258.0M | 7.0% | 897.4K | 344.82 | +73.0% |
| NVDA NVIDIA CORP | 151.1M | 4.1% | 866.4K | 214.72 | +22.4% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 148.1M | 4.0% | 438.2K | 418.95 | +83.3% |
| unmapped CUSIP 084670702 | 134.9M | 3.7% | 281.5K | — | — |
| V VISA INC. | 106.4M | 2.9% | 351.9K | 371.04 | +7.9% |
| CRH CRH PUBLIC LTD CO | 106.0M | 2.9% | 1.0M | 95.07 | -14.2% |
| AAPL Apple Inc. | 104.2M | 2.8% | 410.4K | 309.35 | +36.9% |
| SYK STRYKER CORP | 87.2M | 2.4% | 265.5K | 329.45 | -15.9% |
| CB Chubb Ltd | 86.6M | 2.4% | 265.8K | 340.99 | +21.9% |
| JPM JPMORGAN CHASE & CO | 84.3M | 2.3% | 286.4K | 351.58 | +20.3% |
| KO COCA COLA CO | 75.6M | 2.1% | 993.8K | 91.10 | +28.9% |
| META Meta Platforms, Inc. | 68.8M | 1.9% | 120.2K | 549.90 | -26.5% |
| BKNG Booking Holdings Inc. | 61.1M | 1.7% | 14.5K | 209.62 | -7.1% |
| TMO THERMO FISHER SCIENTIFIC INC. | 53.6M | 1.5% | 109.1K | 629.27 | +27.2% |
| LIN LINDE PLC | 44.4M | 1.2% | 89.6K | 487.57 | +1.1% |
| NEE NEXTERA ENERGY INC | 43.1M | 1.2% | 463.8K | 83.65 | +9.8% |
| IEX IDEX CORP /DE/ | 38.9M | 1.1% | 205.3K | 234.39 | +42.5% |
| GOOG Alphabet Inc. | 38.3M | 1.0% | 133.5K | 341.75 | +70.7% |
| AZO AUTOZONE INC | 38.1M | 1.0% | 11.3K | 2,957.95 | -28.9% |
| CEF Sprott Physical Gold & Silver Trust | 38.1M | 1.0% | 797.6K | 47.25 | +52.6% |
| NDAQ NASDAQ, INC. | 36.3M | 1.0% | 428.1K | 98.22 | +3.9% |
| BAC BANK OF AMERICA CORP /DE/ | 33.7M | 0.9% | 692.0K | 61.69 | +27.6% |
| SPGI S&P Global Inc. | 33.6M | 0.9% | 78.9K | 431.29 | -22.6% |
| GS GOLDMAN SACHS GROUP INC | 33.4M | 0.9% | 39.5K | 1,039.28 | +44.2% |
| JNJ JOHNSON & JOHNSON | 33.0M | 0.9% | 135.1K | 270.24 | +51.1% |
| TTE TotalEnergies SE | 32.7M | 0.9% | 350.0K | 89.89 | +42.5% |
| MA Mastercard Inc | 32.3M | 0.9% | 64.6K | 580.63 | -2.0% |
| TJX TJX COMPANIES INC /DE/ | 30.6M | 0.8% | 191.6K | 140.53 | +1.6% |
| SUNB Sunbelt Rentals Holdings, Inc. | 29.0M | 0.8% | 444.8K | 76.88 | — |
| ISRG INTUITIVE SURGICAL INC | 28.8M | 0.8% | 62.5K | 378.81 | -21.2% |
| WMT Walmart Inc. | 27.6M | 0.8% | 222.5K | 103.70 | +1.1% |
| ZTS Zoetis Inc. | 27.4M | 0.7% | 231.7K | 77.73 | -50.4% |
| UNH UNITEDHEALTH GROUP INC | 25.8M | 0.7% | 95.5K | 390.11 | +30.1% |
| AEM AGNICO EAGLE MINES LTD | 25.7M | 0.7% | 126.7K | 216.06 | +60.4% |
| SW Smurfit Westrock plc | 24.0M | 0.7% | 603.4K | 49.39 | +17.7% |
| FCX FREEPORT-MCMORAN INC | 23.2M | 0.6% | 395.2K | 76.66 | +85.6% |
| CVX CHEVRON CORP | 20.7M | 0.6% | 100.1K | 205.27 | +34.0% |
| NFLX NETFLIX INC | 20.0M | 0.5% | 207.6K | 79.59 | -34.4% |
| NEM NEWMONT Corp /DE/ | 19.4M | 0.5% | 178.8K | 131.58 | +90.7% |
| APH AMPHENOL CORP /DE/ | 19.0M | 0.5% | 150.0K | 157.01 | +44.5% |
| DHR DANAHER CORP /DE/ | 18.9M | 0.5% | 99.7K | 218.85 | +3.5% |
| AVGO Broadcom Inc. | 18.6M | 0.5% | 60.0K | 368.45 | +26.5% |
| MCD MCDONALDS CORP | 18.3M | 0.5% | 58.8K | 270.95 | -13.5% |
| INTU INTUIT INC. | 16.4M | 0.4% | 37.8K | 367.00 | -47.5% |
| XOM ExxonMobil Holdings Corp | 16.2M | 0.4% | 95.7K | 165.11 | +52.1% |
| PG PROCTER & GAMBLE Co | 16.0M | 0.4% | 110.7K | 144.68 | -9.3% |
| RACE Ferrari N.V. | 15.8M | 0.4% | 46.6K | 436.54 | -6.8% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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