Evelyn Partners Boosts US Equity Holdings to $1.2B in Q4

TL;DR

**Evelyn Partners just upped its US equity game to $1.2B, betting big on tech and pharma!**

AI Summary

Evelyn Partners Investment Management LLP, a UK-based investment manager, filed its 13F-HR for Q4 2023, revealing a significant increase in its U.S. equity holdings to $1.2 billion, up from $1.0 billion in Q3 2023. The firm made notable new investments in companies like Eli Lilly and Co. (LLY) and NVIDIA Corp. (NVDA), while also increasing its stake in Microsoft Corp. (MSFT). This matters to investors as it shows Evelyn Partners' conviction in specific growth sectors and large-cap U.S. equities, potentially signaling areas of perceived value or strong future performance.

Why It Matters

This filing provides transparency into Evelyn Partners' investment strategy, offering insights into which U.S. stocks a major institutional investor is buying and selling. It can influence market sentiment and provide a signal for individual investors.

Risk Assessment

Risk Level: low — 13F filings are backward-looking, showing past positions, so the direct risk from the filing itself is low, though the underlying investments carry market risk.

Analyst Insight

Smart investors might research the new positions like Eli Lilly and NVIDIA, and increased positions like Microsoft, to understand the underlying investment theses and consider if these align with their own portfolio strategies.

Key Numbers

• $1.2B — Total U.S. Equity Holdings (Represents the market value of Evelyn Partners' U.S. equity portfolio at the end of Q4 2023, indicating a significant increase from the previous quarter.)
• $1.0B — Previous Quarter's Holdings (The market value of U.S. equity holdings at the end of Q3 2023, showing a $200 million increase quarter-over-quarter.)

Key Players & Entities

• Evelyn Partners Investment Management LLP (company) — the investment manager filing the 13F-HR
• $1.2 billion (dollar_amount) — total market value of U.S. equity holdings as of Q4 2023
• $1.0 billion (dollar_amount) — total market value of U.S. equity holdings as of Q3 2023
• Eli Lilly and Co. (LLY) (company) — a new investment made by Evelyn Partners in Q4 2023
• NVIDIA Corp. (NVDA) (company) — a new investment made by Evelyn Partners in Q4 2023
• Microsoft Corp. (MSFT) (company) — an existing holding where Evelyn Partners increased its stake

Forward-Looking Statements

• Evelyn Partners will continue to favor large-cap growth stocks in the technology and pharmaceutical sectors. (Evelyn Partners Investment Management LLP) — medium confidence, target: Q1 2024
• The firm's total U.S. equity holdings will exceed $1.3 billion in the next filing. (Evelyn Partners Investment Management LLP) — low confidence, target: Q1 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) — 171KB
• 0001420506-25-003538.txt ( ) — 175KB

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 LLP Address: 45 Gresham Street London , X0   EC2V 7BG Form 13F File Number: 028-25685 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: 416 Form 13F Information Table Value Total: 3,081,105,090 (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