StockDriftsStockDriftsTop 50 Evelyn Partners Investment Management Llp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AZN | ASTRAZENECA PLC | 8.84% | 1.68M | $325.5M | new | $190.44(-4.65%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 7.08% | 703.6K | $260.5M | +4.63%(+31.12K) | $427.45(-1.29%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 7.03% | 1.24M | $258.7M | +1.90%(+23.12K) | $203.81(+29.60%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 7.01% | 897.4K | $258.0M | -3.05%(-28.21K) | $177.58(+123.44%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 4.11% | 866.4K | $151.1M | +3.09%(+25.98K) | $129.27(+74.30%) | 2026-03-31 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 4.02% | 438.2K | $148.1M | -2.68%(-12.05K) | $192.74(+109.79%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3.66% | 281.5K | $134.9M | +0.81%(+2.27K) | $461.46(+4.60%) | 2026-03-31 | |
| V | VISA INC | 2.89% | 351.9K | $106.4M | -2.81%(-10.18K) | $296.64(+9.81%) | 2026-03-31 | |
| CRH | CRH PLC | 2.88% | 1.01M | $106.0M | -2.64%(-27.32K) | $92.63(+11.42%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.83% | 410.4K | $104.2M | +4.72%(+18.49K) | $233.73(+28.45%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (5 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +3.84% |
| Top 20 Holdings Unweighted | — | — | — | — | +2.00% |
Evelyn Partners Investment Management Llp reports $3.68B in US-listed equity holdings across 410 positions in its most recent 13F filing. Its largest disclosed positions are AZN (8.8%), MSFT (7.1%) and AMZN (7.0%). The top 20 holdings account for 67.84% of reported assets. Its disclosed equity book has returned +3.84% cumulatively over 5 quarters. Figures reflect the Q1 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Evelyn Partners Investment Management Llp’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2065206). View Evelyn Partners Investment Management Llp’s 13F filings on SEC