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James Hambro & Partners LLP

CIK 1731152 · latest 13F filed 19 October 2026 · Read the filing on EDGAR

James Hambro & Partners LLP reported 68 US-listed holdings worth $2.87 billion in its 13F for the quarter ended 30 September 2026, filed 19 October 2026. Its largest: Amphenol Corp. (8.2%), Alphabet Inc. (7.8%) and Microsoft Corp. (7.8%). Against the quarter before, it opened 8 positions, added to 24, trimmed 22 and sold out of 8.

Reported holdings$2.87B+3.8% on Q2 2026
Positions68as many as Q2 2026
The largest ten66.9%of its reported holdings
Latest 13FQ3 2026filed 19 October 2026
Where the money is
Added toHeldTrimmed
APH8.2%GOOG7.8%MSFT7.8%JPM7.5%NVDA7.2%AMZN6.8%V5.9%AME5.5%TMO5.4%TXN4.8%MCK4.1%KO4.0%ICE3.7%ISRG3.4%54 more18.0%

The 14 largest of its 68 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q2 2026.

Reported holdings, quarter by quarter
Q4 2024: $2.53 billion in 57 positions$2.53BQ4 24Q1 2025: $2.40 billion in 54 positions$2.40BQ1 25Q2 2025: $2.53 billion in 50 positions$2.53BQ2 25Q3 2025: $2.81 billion in 54 positions$2.81BQ3 25Q4 2025: $2.80 billion in 55 positions$2.80BQ4 25Q1 2026: $2.55 billion in 57 positions$2.55BQ1 26Q2 2026: $2.76 billion in 68 positions$2.76BQ2 26Q3 2026: $2.87 billion in 68 positions$2.87BQ3 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What it did on the quarter

Opened 8Added 24Held 14Trimmed 22Sold out 8
Opened: 8Added: 24Held: 14Trimmed: 22Sold out: 8

Its positions against its 13F for the quarter to 30 June 2026; a change under 0.1% of a position counts as held

Opened 8

  1. Qxo Inc. QXO$6.4 million
  2. iShares Core MSCI Emerging Mark IEMG$3.6 million
  3. iShares Inc. EWJ$2.8 million
  4. iShares Trust EEM$1.7 million
  5. BlackRock, Inc. BLK$270,922
  6. ExxonMobil Holdings Corp. XOM$215,307
  7. Phillips 66 PSX$212,748
  8. Abbott Laboratories ABT$202,580

Added to 24

  1. Amphenol Corp. APH+1.4 million shares · +97%
  2. AMETEK Inc. AME+57,572 shares · +10%
  3. Becton Dickinson & Co. BDX+39,543 shares · +13%
  4. NVIDIA Corp. NVDA+28,312 shares · +3%
  5. McKesson Corp. MCK+4,301 shares · +3%
  6. Texas Instruments Inc. TXN+12,556 shares · +3%
  7. Microsoft Corp. MSFT+6,627 shares · +2%
  8. iShares Trust AAXJ+28,520 shares · +32%

and 16 more in the table below

Trimmed 22

  1. Progressive Corp. PGR-345,494 shares · -98%
  2. Brookfield Corporation BN-464,288 shares · -22%
  3. TJX Companies Inc. TJX-56,460 shares · -61%
  4. Alphabet Inc. GOOG-11,984 shares · -2%
  5. S&P Global Inc. SPGI-9,879 shares · -28%
  6. Arthur J. Gallagher & Co. AJG-15,000 shares · -51%
  7. JPMorgan Chase & Co. JPM-7,733 shares · -1%
  8. MercadoLibre, Inc. MELI-1,310 shares · -16%

and 14 more in the table below

Sold out of 8

  1. International Business Machines Corp. IBM$1.1 million last quarter
  2. Vanguard Specialized Funds VIG$647,519 last quarter
  3. Uber Technologies, Inc. UBER$390,538 last quarter
  4. Cboe Global Markets, Inc. CBOE$366,486 last quarter
  5. Bank of America Corp. BAC$287,679 last quarter
  6. Xcel Energy Inc. XEL$274,839 last quarter
  7. Waste Management Inc. WM$242,835 last quarter
  8. Stryker Corp. SYK$239,942 last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Amphenol Corp. APH2,774,794$234.0 million8.16%+1,369,512
Alphabet Inc. GOOG658,442$224.4 million7.82%-11,984
Microsoft Corp. MSFT435,336$223.3 million7.78%+6,627
JPMorgan Chase & Co. JPM648,109$214.4 million7.47%-7,733
NVIDIA Corp. NVDA902,781$206.1 million7.18%+28,312
Amazon.com Inc. AMZN785,685$195.8 million6.82%+10,118
Visa Inc. V470,061$169.0 million5.89%+1,002
AMETEK Inc. AME638,891$158.3 million5.52%+57,572
Thermo Fisher Scientific Inc. TMO231,390$156.3 million5.45%+1,919
Texas Instruments Inc. TXN490,504$137.4 million4.79%+12,556
McKesson Corp. MCK138,952$118.8 million4.14%+4,301
Coca-Cola Co. KO1,328,539$114.4 million3.99%+22,314
Intercontinental Exchange, Inc. ICE689,312$104.8 million3.65%-9,182
Intuitive Surgical Inc. ISRG238,649$97.0 million3.38%-185
Broadcom Inc. AVGO261,554$91.8 million3.20%+7,523
Sunbelt Rentals Holdings Inc. SUNB1,195,451$88.5 million3.08%+20,294
Emerson Electric Co. EMR540,370$83.8 million2.92%+13,304
Brookfield Corporation BN1,654,857$60.4 million2.10%-464,288
Becton Dickinson & Co. BDX335,229$60.0 million2.09%+39,543
Alphabet Inc. GOOGL43,716$15.0 million0.52%+4,461
iShares Trust AAXJ117,435$13.7 million0.48%+28,520
SPDR Gold Trust GLD35,563$13.5 million0.47%-3
MercadoLibre, Inc. MELI7,136$12.3 million0.43%-1,310
S&P Global Inc. SPGI25,164$9.9 million0.35%-9,879
Taiwan Semiconductor Manufacturing Company Limited TSM18,277$8.3 million0.29%-141
Qxo Inc. QXO547,042$6.4 million0.22%new
Chevron Corp. CVX25,300$5.2 million0.18%no change
TJX Companies Inc. TJX36,783$4.9 million0.17%-56,460
Mastercard Inc. MA6,739$3.7 million0.13%-1,362
iShares Core MSCI Emerging Mark IEMG44,016$3.6 million0.12%new
Arthur J. Gallagher & Co. AJG14,250$3.3 million0.11%-15,000
Prologis, Inc. PLD22,697$2.9 million0.10%+3,694
Sei Dbi Multstrt Alt ETF QALT110,283$2.9 million0.10%+58,000
iShares Inc. EWJ28,771$2.8 million0.10%new
Eli Lilly & Co. LLY1,831$2.1 million0.07%+507
iShares Trust IXN12,125$1.8 million0.06%no change
iShares Trust EEM25,000$1.7 million0.06%new
Apple Inc. AAPL4,878$1.6 million0.06%+2,310
Berkshire Hathaway Inc. Class B BRKB2,944$1.5 million0.05%-60
Progressive Corp. PGR6,011$1.2 million0.04%-345,494
Ferguson Enterprises Inc. FERG5,314$1.2 million0.04%no change
Walmart Inc. WMT9,372$973,9850.03%no change
iShares Barclays Tips Bond TIP7,865$818,3130.03%no change
Meta Platforms, Inc. META1,071$776,9780.03%+136
Marsh & McLennan Companies, Inc. MRSH4,517$771,2320.03%+723
Johnson & Johnson JNJ2,534$671,2810.02%+859
Vanguard World FD VHT1,950$616,4240.02%no change
Sysco Corp. SYY7,000$545,9300.02%no change
AbbVie Inc. ABBV1,988$520,3980.02%-103
Lockheed Martin Corp. LMT847$431,2880.02%-621
Booking Holdings Inc. BKNG2,491$405,7960.01%+8
Northrop Grumman Corp. NOC739$357,2910.01%-293
Iron Mountain Inc. IRM2,972$329,6090.01%no change
Wells Fargo & Company WFC4,019$321,9420.01%no change
PepsiCo Inc. PEP2,524$319,8410.01%-1,435
Procter & Gamble Co. PG2,165$314,6170.01%-598
Fastenal Co. FAST6,244$309,2960.01%-2,824
Arista Networks, Inc. ANET1,338$272,5170.01%-1,211
BlackRock, Inc. BLK256$270,9220.01%new
Lam Research Corp. LRCX741$243,5180.01%-378
Cummins Inc. CMI454$234,5360.01%-484
SLB Limited SLB4,687$228,3740.01%-1,175
ExxonMobil Holdings Corp. XOM1,322$215,3070.01%new
Home Depot, Inc. HD750$213,3630.01%no change
Phillips 66 PSX833$212,7480.01%new
Abbott Laboratories ABT2,050$202,5800.01%new
Coherent Corp. COHR700$201,4700.01%no change
Lloyds Banking Group plc LYG13,473$76,0550.00%no change
Every US-listed position in the fund's 13F for the quarter ended 30 September 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 8 it sold out of are in the box above.