Evelyn Partners Asset Management Ltd
•CIK: 2065207•Filing: Q4 2025
**Evelyn Partners Asset Management Ltd** manages $426M across a diversified portfolio of 284 positions. The fund exhibits significant allocations to technology and growth sectors, notably holding GQ9 at $27.4M and VT at $23.0M. Key technology anchors include MSFT ($18.2M), GOOGL ($14.5M), and AMZN ($12.8M). This concentration suggests a strategic focus on established market leaders and high-growth global equities.
Total AUM
$426.3M
QoQ Performance
+9.4%
Positions
231
Top 10 Concentration
36.8%
Latest Filing
Q4 2025
Top Holdings Allocation
GQ9
VT
GQ96.4%
VT5.4%
MSFT4.3%
GDX3.7%
GOOGL3.4%
AMZN3.0%
V2.9%
BKNG2.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other62.2%
Technology16.0%
Financial7.6%
Consumer6.3%
ETF2.6%
Communication2.4%
Healthcare1.7%
Consumer Staples0.9%
🚪 Exited Positionssold since Q3 2025
+103 more exited positions
Changes from Q3 2025
NEW7 new positions
↑72 increased
↓53 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025