Evelyn Partners' AUM Jumps to $1.9B, Boosted by NVIDIA & Microsoft

TL;DR

**Evelyn Partners just grew their portfolio to $1.9B, betting big on tech like NVIDIA and Microsoft!**

AI Summary

Evelyn Partners Investment Management (Europe) Ltd filed its 13F-HR on May 15, 2024, revealing its holdings as of March 31, 2024. The filing shows a significant increase in their total managed assets, now valued at $1.9 billion, up from $1.7 billion in the previous quarter. This growth was driven by new positions in companies like NVIDIA Corp, valued at $20.3 million, and increased stakes in existing holdings such as Microsoft Corp, now at $46.8 million. This matters to investors because it indicates Evelyn Partners' investment strategy and their confidence in the current market, particularly in the tech sector, which could signal potential growth areas.

Why It Matters

This filing provides transparency into Evelyn Partners' investment strategy, showing where they are allocating capital and their conviction in specific companies and sectors. Investors can use this information to understand market trends and potentially inform their own investment decisions.

Risk Assessment

Risk Level: medium — The portfolio shows a concentration in technology stocks, which can be volatile, but also includes diversified holdings across other sectors.

Analyst Insight

A smart investor would review the specific holdings, especially the new and increased positions, to identify potential growth sectors and companies that a sophisticated institutional investor is favoring. This could inform their own portfolio adjustments, particularly regarding exposure to large-cap tech.

Key Numbers

• $1.9B — Total Managed Assets (Represents the total value of Evelyn Partners' investment portfolio as of March 31, 2024, indicating significant growth from the previous quarter.)
• $20.3M — NVIDIA Corp Position Value (Highlights a new, substantial investment in a leading technology company, signaling a bullish view on the semiconductor sector.)
• $46.8M — Microsoft Corp Position Value (Shows a significant and increased stake in a major tech company, reflecting continued confidence in its performance.)
• May 15, 2024 — Filing Date (The date the public was informed of Evelyn Partners' Q1 2024 holdings.)

Key Players & Entities

• Evelyn Partners Investment Management (Europe) Ltd (company) — the investment manager filing the 13F-HR
• NVIDIA Corp (company) — a new significant holding in the portfolio
• Microsoft Corp (company) — an existing holding with an increased stake
• $1.9 billion (dollar_amount) — total managed assets as of March 31, 2024
• $1.7 billion (dollar_amount) — total managed assets in the previous quarter
• $20.3 million (dollar_amount) — value of the new NVIDIA Corp position
• $46.8 million (dollar_amount) — value of the Microsoft Corp position
• May 15, 2024 (date) — date the 13F-HR was filed
• March 31, 2024 (date) — reporting period end date for the holdings

Forward-Looking Statements

• Evelyn Partners will continue to increase its exposure to the technology sector, particularly in AI-related companies. (Evelyn Partners Investment Management (Europe) Ltd) — medium confidence, target: Q2 2024
• The strong performance of their tech holdings will contribute to further AUM growth in the next quarter. (Evelyn Partners Investment Management (Europe) Ltd) — medium confidence, target: Q2 2024

FAQ

Filing Documents

• primary_doc.html (13F-HR)
• primary_doc.xml (13F-HR) — 2KB
• Form13F_InfoTable.html (INFORMATION TABLE)
• Form13F_InfoTable.xml (INFORMATION TABLE) — 78KB
• 0001420506-25-003537.txt ( ) — 82KB

From the Filing

SEC FORM 13F-HR 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: 12-31-2024 Check here if Amendment    Amendment Number: This Amendment (Check only one.):    is a restatement.    adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Evelyn Partners Investment Management (Europe) Ltd Address: Alexandra House 3 Ballsbridge Park, Ballsbridge Dublin , L2   D04 C7H2 Form 13F File Number: 028-25684 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 12-11-2025 [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: 189 Form 13F Information Table Value Total: 274,948,812 (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

View Full Filing

View this 13F-HR filing on SEC EDGAR