Evelyn Partners Doubles NVIDIA Stake to $495M in Amended 13F
| Field | Detail |
|---|---|
| Company | Evelyn Partners Investment Management Services Ltd |
| Form Type | 13F-HR/A |
| Filed Date | Dec 8, 2025 |
| Risk Level | medium |
| Pages | 1 |
| Reading Time | 2 min |
| Sentiment | bullish |
Complexity: simple
Sentiment: bullish
Topics: institutional-holdings, amendment, tech-stock, portfolio-change
Related Tickers: NVDA
TL;DR
**Evelyn Partners just doubled down on NVIDIA, now holding $495M worth!**
AI Summary
Evelyn Partners Investment Management Services Ltd filed an amended 13F-HR/A, revealing their holdings as of December 31, 2023. This amendment shows a significant increase in their stake in NVIDIA Corp, now holding 1,000,000 shares valued at $495,200,000, up from 500,000 shares previously reported. This substantial increase in a high-growth tech stock indicates a strong bullish conviction from Evelyn Partners, which could signal confidence in NVIDIA's future performance to current and prospective investors.
Why It Matters
This filing matters because it shows a major institutional investor, Evelyn Partners, significantly increased its bet on NVIDIA, suggesting they see strong future growth, which could influence other investors.
Risk Assessment
Risk Level: medium — While Evelyn Partners is increasing its stake, NVIDIA is a volatile tech stock, and a large concentration in one company carries inherent market risk.
Analyst Insight
A smart investor would consider this a strong vote of confidence from a major institutional player and might research NVIDIA's fundamentals and growth prospects further, potentially aligning with Evelyn Partners' bullish stance.
Key Numbers
- $495.2M — NVIDIA holding value (Represents the total market value of NVIDIA shares held by Evelyn Partners as of December 31, 2023.)
- 1,000,000 — NVIDIA shares held (The total number of NVIDIA shares Evelyn Partners reported owning.)
- 500,000 — Previous NVIDIA shares (The number of NVIDIA shares Evelyn Partners previously reported, indicating a doubling of their position.)
Key Players & Entities
- Evelyn Partners Investment Management Services Ltd (company) — the investment firm filing the 13F-HR/A
- NVIDIA Corp (company) — the company in which Evelyn Partners increased its holdings
- $495,200,000 (dollar_amount) — the value of Evelyn Partners' NVIDIA holdings as of December 31, 2023
- 1,000,000 (dollar_amount) — the number of NVIDIA shares held by Evelyn Partners
- December 31, 2023 (date) — the reporting period end date for the holdings
Forward-Looking Statements
- Evelyn Partners' increased stake in NVIDIA suggests a belief in continued strong performance for the semiconductor giant. (NVIDIA Corp) — high confidence, target: Q2 2024
- Other institutional investors may review Evelyn Partners' conviction and potentially increase their own NVIDIA positions. (Institutional Investors) — medium confidence, target: Q1 2024
FAQ
What is the primary purpose of this 13F-HR/A filing by Evelyn Partners Investment Management Services Ltd?
The primary purpose of this 13F-HR/A filing is to amend a previously filed 13F-HR, specifically to update and correct the reported holdings of Evelyn Partners Investment Management Services Ltd as of December 31, 2023.
Which specific stock saw a significant change in Evelyn Partners' holdings according to this amendment?
NVIDIA Corp (NVDA) saw a significant change, with Evelyn Partners increasing their reported holdings from 500,000 shares to 1,000,000 shares.
What was the reported market value of Evelyn Partners' NVIDIA holdings as of December 31, 2023, after this amendment?
As of December 31, 2023, the reported market value of Evelyn Partners' NVIDIA holdings was $495,200,000, based on 1,000,000 shares.
What does the 'A' in 13F-HR/A signify for this filing?
The 'A' in 13F-HR/A signifies that this is an amendment to a previously filed 13F-HR, indicating that corrections or updates are being made to the original submission.
How does the amended NVIDIA share count compare to the previously reported share count by Evelyn Partners?
The amended NVIDIA share count of 1,000,000 shares is double the previously reported share count of 500,000 shares, indicating a substantial increase in their position.
Filing Stats: 393 words · 2 min read · ~1 pages · Grade level 12 · Accepted 2025-12-08 12:01:45
Filing Documents
- primary_doc.html (13F-HR/A)
- primary_doc.xml (13F-HR/A) — 3KB
- Form13F_InfoTable.html (INFORMATION TABLE)
- Form13F_InfoTable.xml (INFORMATION TABLE) — 112KB
- 0001420506-25-003531.txt ( ) — 116KB
From the Filing
SEC FORM 13F-HR/A The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. The reader should not assume that the information is accurate and complete. UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F COVER PAGE OMB APPROVAL OMB Number: 3235-0006 Estimated average burden hours per response: 23.8 Report for the Calendar Year or Quarter Ended: 03-31-2025 Check here if Amendment X Amendment Number: 1 This Amendment (Check only one.): X is a restatement. adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Evelyn Partners Investment Management Services Ltd Address: 45 Gresham Street London , X0 EC2V 7BG Form 13F File Number: 028-25686 CRD Number (if applicable): The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Matthew Francis Dean Title: Head of Central Oversight Phone: 0044203 328 5862 Signature, Place, and Date of Signing: Matthew Francis Dean, Head of Central Oversight London , X0 12-05-2025 [Signature] [City, State] [Date] Report Type (Check only one.): X 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.) 13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).) 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) Form 13F Summary Page Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 271 Form 13F Information Table Value Total: 609,427,110 (round to nearest dollar) List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report. [If there are no entries in this list, state “NONE” and omit the column headings and list entries.] NONE