Evelyn Partners Investment Management LLP reported 346 positions worth $3.66B for the quarter ended Mar 31, 2026, up 1.7% on the prior quarter. It opened 13 new positions, added to 48, trimmed 134 and exited 14. Its largest holding is Astrazeneca Plc at 8.9% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AZN Astrazeneca Plc | +1.67M | +44,731.4% | $324.76M | 8.9% |
| SUNB Sunbelt Rentals Holdings, Inc. | +444.8K | – | $28.95M | 0.792% |
| MSFT Microsoft Corp | +31.1K | +4.6% | $11.52M | 7.12% |
| AVGO Broadcom Inc. | +32.5K | +118.1% | $10.05M | 0.507% |
| META Meta Platforms, Inc. | +12.8K | +11.9% | $7.32M | 1.88% |
| APH Amphenol Corp | +89.8K | +42.7% | $5.67M | 0.518% |
| NEE Nextera Energy Inc | +58.2K | +14.3% | $5.40M | 1.18% |
| INTU Intuit Inc. | +12.2K | +47.8% | $5.29M | 0.447% |
| AMZN Amazon Com Inc | +23.1K | +1.9% | $4.81M | 7.07% |
| AAPL Apple Inc. | +18.5K | +4.7% | $4.69M | 2.85% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| UNH Unitedhealth Group Inc | -71.4K | -42.8% | $19.33M | 0.707% |
| ROP Roper Technologies Inc | -44.4K | -77.7% | $15.72M | 0.123% |
| ZTS Zoetis Inc. | -71.6K | -23.6% | $8.46M | 0.749% |
| GOOGL Alphabet Inc. | -28.2K | -3.0% | $8.11M | 7.06% |
| RACE Ferrari N.V. | -19.9K | -30.0% | $6.75M | 0.431% |
| GEHC GE HealthCare Technologies Inc. | -89.9K | -37.9% | $6.40M | 0.287% |
| BKNG Booking Holdings Inc. | -33.9K | -8.6% | $5.71M | 1.67% |
| DHR Danaher Corp | -21.9K | -18.0% | $4.15M | 0.517% |
| TSM Taiwan Semiconductor Manufacturing Co Ltd | -12.0K | -2.7% | $4.07M | 4.05% |
| AMT American Tower Corp | -22.9K | -41.9% | $3.94M | 0.15% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| SUNB Sunbelt Rentals Holdings, Inc. | +444.8K | $28.95M | 0.792% |
| EOG Eog Resources Inc | +30.9K | $4.46M | 0.122% |
| MSI Motorola Solutions, Inc. | +3,510 | $1.52M | 0.042% |
| EVLV Evolv Technologies Holdings, Inc. | +19.0K | $114.92K | <0.01% |
| DCH Dauch Corp | +6,944 | $41.18K | <0.01% |
| PSLV Sprott Physical Silver Trust | +1,000 | $24.39K | <0.01% |
| BZH Beazer Homes Usa Inc | +900 | $17.32K | <0.01% |
| NET Cloudflare, Inc. | +75 | $15.48K | <0.01% |
| VSNT Versant Media Group, Inc. | +214 | $7.92K | <0.01% |
| PLTR Palantir Technologies Inc. | +48 | $7.02K | <0.01% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| LOW Lowes Companies Inc | -8,095 | $1.95M | 0.054% |
| GM General Motors Co | -1,253 | $101.89K | <0.01% |
| SSNC SS&C Technologies Holdings Inc | -500 | $43.71K | <0.01% |
| AOS Smith A O Corp | -490 | $32.77K | <0.01% |
| ARES Ares Management Corp | -158 | $25.54K | <0.01% |
| URI United Rentals, Inc. | -25 | $20.23K | <0.01% |
| DBX Dropbox, Inc. | -500 | $13.90K | <0.01% |
| LFUS Littelfuse Inc | -40 | $10.12K | <0.01% |
| ABNB Airbnb, Inc. | -70 | $9.50K | <0.01% |
| ARQT Arcutis Biotherapeutics, Inc. | -270 | $7.84K | <0.01% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AZN Astrazeneca Plc | Healthcare | 1.68M | $325.48M | 8.9% | +1.67M | +44,731.4% | Added | 0.11% |
| 2 | MSFT Microsoft Corp | Technology | 703.6K | $260.47M | 7.12% | +31.1K | +4.6% | Added | 0.01% |
| 3 | AMZN Amazon Com Inc | Consumer Discretionary | 1.24M | $258.73M | 7.07% | +23.1K | +1.9% | Added | 0.01% |
| 4 | GOOGL Alphabet Inc. | Technology | 897.4K | $258.04M | 7.06% | -28.2K | -3.0% | Reduced | 0.01% |
| 5 | NVDA Nvidia Corp | Technology | 866.4K | $151.10M | 4.13% | +26.0K | +3.1% | Added | 0% |
| 6 | TSM Taiwan Semiconductor Manufacturing Co Ltd | Technology | 438.2K | $148.09M | 4.05% | -12.0K | -2.7% | Reduced | 0% |
| 7 | BRK-B Berkshire Hathaway Inc | Financial Services | 281.5K | $134.87M | 3.69% | +2,267 | +0.8% | Added | 0.02% |
| 8 | V Visa Inc. | Financial Services | 351.9K | $106.35M | 2.91% | -10.2K | -2.8% | Reduced | 0.02% |
| 9 | CRH Crh Public Ltd Co | Basic Materials | 1.01M | $106.02M | 2.9% | -27.3K | -2.6% | Reduced | 0.14% |
| 10 | AAPL Apple Inc. | Technology | 410.4K | $104.17M | 2.85% | +18.5K | +4.7% | Added | 0% |
| 11 | SYK Stryker Corp | Healthcare | 265.5K | $87.22M | 2.38% | -1,863 | -0.7% | Reduced | 0.07% |
| 12 | CB Chubb Ltd | Financial Services | 265.8K | $86.63M | 2.37% | +899 | +0.3% | Added | 0.07% |
| 13 | JPM Jpmorgan Chase & Co | Financial Services | 286.4K | $84.25M | 2.3% | +15.5K | +5.7% | Added | 0.01% |
| 14 | KO Coca Cola Co | Consumer Staples | 993.8K | $75.58M | 2.07% | +23.9K | +2.5% | Added | 0.02% |
| 15 | META Meta Platforms, Inc. | Technology | 120.2K | $68.79M | 1.88% | +12.8K | +11.9% | Added | 0% |
Tip. Select a row to see that position’s full history at Evelyn Partners Investment Management LLP.
As of its Q1 2026 13F filing, Evelyn Partners Investment Management LLP’s five largest positions were Astrazeneca Plc (AZN) at 8.9%, Microsoft Corp (MSFT) at 7.1%, Amazon Com Inc (AMZN) at 7.1%, Alphabet Inc. (GOOGL) at 7.1%, Nvidia Corp (NVDA) at 4.1% of the reported portfolio.
Evelyn Partners Investment Management LLP reported a 13F portfolio worth $3.66B across 346 positions for Q1 2026. That is up 1.7% from the previous quarter.
Its largest purchases by value were Astrazeneca Plc ($324.76M), Sunbelt Rentals Holdings, Inc. ($28.95M), Microsoft Corp ($11.52M). It opened 13 new positions.
Its largest sales by value were Unitedhealth Group Inc ($19.33M), Roper Technologies Inc ($15.72M), Zoetis Inc. ($8.46M). It exited 14 positions entirely.
From the Form 13F-HR reports Evelyn Partners Investment Management LLP files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.