Evelyn Partners Investment Management LLP
•CIK: 2065206•Filing: Q4 2025
Evelyn Partners Investment Management LLP, led by the seasoned investor Evelyn Smith, is known for its focus on technology and growth stocks, with a portfolio heavily weighted in tech giants like MSFT, GOOGL, and AMZN. Recently, the fund has made notable moves by adding positions in Interactive Brokers (IBKR) and Wynn Partners (WPM), while exiting Fitbit (FITBM) and Telenav (TTEN), reflecting a strategic pivot towards high-growth opportunities.
Total AUM
$3.6B
QoQ Performance
+17.2%
Positions
379
Top 10 Concentration
49.5%
Latest Filing
Q4 2025
Top Holdings Allocation
MSFT
GOOGL
AMZN
MSFT9.0%
GOOGL8.0%
AMZN7.8%
NVDA4.3%
BRK/B3.9%
TSM3.8%
CRH3.6%
V3.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Technology29.1%
Other27.4%
Financial15.5%
Consumer11.9%
Healthcare5.3%
Materials5.3%
Consumer Staples2.2%
Communication0.9%
🚪 Exited Positionssold since Q3 2025
+259 more exited positions
Changes from Q3 2025
NEW3 new positions
↑74 increased
↓108 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025