DOSSIER · 13F-HR · Q1 2026
Evelyn Partners Investment Management LLP
$3.7B in tracked AUM across 410 positions as of Q1 2026.
EP
CIK 0002065206 · last filed Mar 31, 2026
AI Analysis · Q1 2026
Comprehensive Analysis of Evelyn Partners Investment Management LLP 13F Filing
1. Portfolio Overview
As of the report date September 30, 2025, Evelyn Partners Investment Management LLP manages a portfolio valued at approximately $1.72 billion, spread across 196 individual holdings. This represents a growth of +8.2% in total portfolio value compared to the previous quarter's $1.59 billion.
The portfolio exhibits a strategy focused on high-conviction core holdings combined with...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.