Evelyn Partners Group Ltd

CIK 0002146944 · LONDON, null · Quarter end: 2026-06-30 · Filed on: 2026-08-07 · Open the SEC source

Evelyn Partners Group Ltd reported 551 positions worth $46.86B as of June 30, 2026 (13F filed August 7, 2026). Largest holding: AZN (88.6%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$46.86B
2026 Q2
Positions
551
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
93.6%
Est. Net Flow (Q)
2026 Q2
10 / 551 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1AZNASTRAZENECA PLCSH$41.52B88.60%2,237,205
2GOOGLALPHABET INCSH$405.7M0.87%1,135,205
3AMZNAMAZON COM INCSH$375.0M0.80%1,573,537
4MSFTMICROSOFT CORPSH$348.5M0.74%934,190
5TSMTAIWAN SEMICONDUCTOR MANUFACSH$268.2M0.57%561,594
6NVDANVIDIA CORPORATIONSH$253.9M0.54%1,269,050
7BRK-BBERKSHIRE HATHAWAY INC DELSH$194.9M0.42%389,406
8AAPLAPPLE INCSH$178.3M0.38%616,120
9VVISA INCSH$174.7M0.37%509,067
10CRHCRH PLCSH$144.9M0.31%1,354,624

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Evelyn Partners Group Ltd hold as of Q2 2026?

Evelyn Partners Group Ltd reported 551 positions worth $46.86B in its Q2 2026 13F filing. Largest positions: AZN (88.6%), GOOGL (0.9%), AMZN (0.8%), MSFT (0.7%) and TSM (0.6%).

What did Evelyn Partners Group Ltd buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Evelyn Partners Group Ltd sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.