This page tracks Evelyn Partners Investment Management LLP’s institutional portfolio moves as disclosed in SEC Form 13F filings, updated every quarter as new filings become available. If you are trying to figure out what stocks large institutional managers are buying or selling lately, this profile is meant to be a running record you can return to each quarter rather than a one-off snapshot.
Form 13F filings only report a quarterly snapshot of holdings, not the exact date of any trade, so all moves below are described as occurring during the quarter ending 2026-03-31. This is informational reporting only and should not be taken as investment advice or a recommendation to buy or sell any security.
New positions opened this quarter
Evelyn Partners Investment Management LLP opened two new positions during the quarter ending 2026-03-31. The largest was AstraZeneca PLC (AZN), valued at $325,484,543, making it one of the fund’s more sizable new commitments. The firm also opened a smaller new position in Sunbelt Rentals Holdings Inc (SUNB), worth $28,953,855.
Positions increased and reduced
Several existing holdings saw increases. Broadcom Inc (AVGO) nearly doubled, rising 95% from $9,517,404 to $18,561,005, while TotalEnergies SE (TTE) grew 47%, from $22,257,909 to $32,718,513. NextEra Energy Inc (NEE) increased 32%, from $32,562,772 to $43,077,187, and Taiwan Semiconductor Manufacturing rose 8%, from $136,826,169 to $148,090,028.
More positions were trimmed than added to this quarter. The steepest cut was Roper Technologies Inc (ROP), down 82% from $25,436,064 to $4,500,038. Burford Capital Limited fell 71%, from $16,417,254 to $4,759,861, and United Health Group Inc (UNH) dropped 53%, from $55,108,233 to $25,843,780. GE Healthcare Technologies fell 46%, Blackstone Inc (BX) fell 38%, Ferrari N V (RACE) fell 37%, and Danaher Corp fell 32%.
Among the fund’s larger, more closely watched holdings, Microsoft Corp (MSFT) was reduced 20%, from $325,248,959 to $260,469,380, and Booking Holdings Inc (BKNG) was cut 28%, from $84,989,087 to $61,073,461. Visa Inc (V) declined 16%, CRH PLC declined 18%, and Zoetis Inc (ZTS) declined 28%. Two of the fund’s largest technology holdings, Alphabet Inc (GOOGL) and Amazon.com Inc (AMZN), were trimmed modestly, down 11% and 8% respectively, suggesting some rebalancing within an otherwise significant tech allocation rather than a wholesale exit.
Taken together, this quarter’s filing shows a fund leaning into select new bets like AstraZeneca while paring back a broad swath of existing positions, particularly in healthcare, industrials, and select consumer names. Check back next quarter as this profile is updated with the fund’s newest disclosed portfolio changes.
Related ticker coverage
- AZN — all coverage →
- SUNB — all coverage →
- GOOGL — all coverage →
- AMZN — all coverage →
- BKNG — all coverage →
- MSFT — all coverage →
- ROP — all coverage →
- UNH — all coverage →
- V — all coverage →
- NEE — all coverage →
- ZTS — all coverage →
- TTE — all coverage →
- BX — all coverage →
- AVGO — all coverage →
- RACE — all coverage →
Source: SEC Form 13F filings. This page updates every quarter.