Evelyn Partners Investment Management LLP

13F Filings History

Latest 13F report: Q3 2025 - Nov 14, 2025
Value $: $3.52B
Signature - Title: Matthew Francis Dean - Head of Central Oversight
Location: London
Summary: This page shows a list of all the recent 13F filings made by Evelyn Partners Investment Management LLP. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Evelyn Partners Investment Management LLP reported 410 stock holdings with total value $3.52B as of Q3 2025. Top holdings included MSFT, AMZN, GOOGL, NVDA, and TSM.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q3 2025	410	$3.52B	+$125M	-$110M	+$14.8M	MSFT, AMZN, GOOGL, NVDA, TSM	13F-HR	11/14/2025, 04:22 PM
Q2 2025	415	$3.27B	+$1.01B	-$39.6M	+$966M	MSFT, AMZN, GOOGL, NVDA, V	Restatement	11/25/2025, 07:55 PM
Q1 2025	268	$798M	$0	$0		V, UNH, TMO, TSM, ZTS	13F-HR	8/4/2025, 01:41 PM