Evelyn Partners Investment Management (Europe) Ltd
•CIK: 2065055•Filing: Q4 2025
Evelyn Partners Investment Management (Europe) Ltd manages $308M across a diversified portfolio of 185 positions. The fund exhibits significant concentration in technology and financial sectors, notably holding BX at $28.3M and GQ9 at $21.9M. Further top allocations include URTH ($19.3M), FTCS ($16.6M), and SPY ($15.1M). This structure suggests a tactical, large-cap tilt across established market leaders.
Total AUM
$308.3M
QoQ Performance
+11.9%
Positions
148
Top 10 Concentration
53.9%
Latest Filing
Q4 2025
Top Holdings Allocation
CRH
GQ9
URTH
FTCS
CRH9.2%
GQ97.1%
URTH6.3%
FTCS5.4%
SPY4.9%
MSFT4.6%
BRK/B4.6%
VGT4.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other50.1%
Technology14.3%
Financial11.7%
Materials9.4%
ETF5.6%
Consumer4.6%
Healthcare2.5%
Communication1.0%
🚪 Exited Positionssold since Q3 2025
+14 more exited positions
Changes from Q3 2025
NEW7 new positions
↑36 increased
↓65 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025