James Hambro & Partners LLP holds a focused book of 68 reported positions worth $2.8B as of Q2 2026 (disclosed Jul 23, 2026, a ~23-day 13F lag). This quarter they opened Broadcom Inc and trimmed Amphenol Corp-CL A. Their largest long position is Amphenol Corp-CL A at 9% of the reported non-option book. Cloning the disclosed picks since 2018 would be +213% (+14.2%/yr). That is a simulation of the disclosed long book, not audited returns.
James Hambro & Partners LLP is a wealth platform: this book aggregates client accounts across many advisers.
Following at the filing date actually beat the quarter-end book by 28.1 points over this window.
Growth of $10,000 cloning James Hambro & Partners LLP's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~23 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
99% mapped to company sectors
+3 sectors below the cut, under 0.5% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as James Hambro & Partners LLP
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlueSpruce Investments, LP | 12 / 68 | $644.1M |
| Voyager Global Management LP | 7 / 68 | $3.5B |
| United American Securities Inc. (d/b/a UAS Asset Management) | 9 / 68 | $420.3M |
| Hoffman, Alan N Investment Management | 6 / 68 | $152.6M |
| Ketron Financial | 17 / 68 | $280.9M |
| Ardent Capital Management, Inc. | 16 / 68 | $202.7M |
| Draper Asset Management, LLC | 8 / 68 | $166.3M |
| Harvard Management Co Inc | 9 / 68 | $1.5B |
Ranked by the share of each fund's own book sitting in the names it shares with James Hambro & Partners LLP: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Amphenol Corp CL A | $247.8M | 1.41M | 9.0% | ▼−1.1% Reduced · −15K sh | |
| 2 | Alphabet Inc CAP STK CL C | $236.9M | 670.4K | 8.6% | ▼−7.0% Reduced · −51K sh | |
| 3 | JPMorgan Chase & Co COM | $214.6M | 655.8K | 7.8% | ▼−1.4% Reduced · −9K sh | |
| 4 | Amazon Com Inc COM | $184.7M | 775.6K | 6.7% | ▼−1.4% Reduced · −11K sh | |
| 5 | Nvidia Corporation COM | $174.7M | 874.5K | 6.3% | ▲+8.8% Added · +71K sh | |
| 6 | Visa Inc COM CL A | $160.7M | 469.1K | 5.8% | ▲+3.3% Added · +15K sh | |
| 7 | Microsoft Corp COM | $159.8M | 428.7K | 5.8% | ▲+0.5% Added · +2K sh | |
| 8 | Texas Instrs Inc COM | $142.4M | 477.9K | 5.2% | ▼−3.4% Reduced · −17K sh | |
| 9 | Ametek Inc COM | $140.6M | 581.3K | 5.1% | ▼−0.3% Reduced · −2K sh | |
| 10 | Thermo Fisher Scientific Inc COM | $114.9M | 229.5K | 4.2% | ▼−4.7% Reduced · −11K sh | |
| 11 | Coca Cola Co COM | $106.1M | 1.31M | 3.8% | ▲+0.9% Added · +12K sh | |
| 12 | McKesson Corp COM | $101.7M | 134.7K | 3.7% | ▲+3.3% Added · +4K sh | |
| 13 | Broadcom Inc COM | $95.8M | 254.0K | 3.5% | ▲New New position | |
| 14 | Intuitive Surgical Inc COM NEW | $95.0M | 238.8K | 3.4% | ▲+2.4% Added · +6K sh | |
| 15 | Brookfield Corp CL A LTD VT SH | $90.3M | 2.12M | 3.3% | ▲+2.6% Added · +54K sh | |
| 16 | Intercontinental Exchange In COM | $86.0M | 698.5K | 3.1% | ▲+1.7% Added · +12K sh | |
| 17 | Sunbelt Rentals Holdings Inc SHS | $85.7M | 1.18M | 3.1% | ▲+0.8% Added · +10K sh | |
| 18 | Progressive Corp COM | $76.7M | 351.5K | 2.8% | ▼−29% Reduced · −147K sh | |
| 19 | Emerson Elec Co COM | $75.4M | 527.1K | 2.7% | ▲+9.0% Added · +44K sh | |
| 20 | Becton Dickinson & Co COM | $44.7M | 295.7K | 1.6% | ▲+53% Added · +102K sh | |
| 21 | Mercadolibre Inc COM | $14.3M | 8.4K | 0.5% | ▼−50% Reduced · −8K sh | |
| 22 | S&P Global Inc COM | $14.3M | 35.0K | 0.5% | ▼−81% Reduced · −145K sh | |
| 23 | TJX Cos Inc New COM | $14.1M | 93.2K | 0.5% | ▼−79% Reduced · −346K sh | |
| 24 | Alphabet Inc CAP STK CL A | $14.0M | 39.3K | 0.5% | ▲+13% Added · +4K sh | |
| 25 | SPDR Gold TR GOLD SHS | $13.1M | 35.6K | 0.5% | ▼−33% Reduced · −18K sh | |
| 26 | Ishares TR MSCI AC ASIA ETF | $10.6M | 88.9K | 0.4% | ▲+55% Added · +32K sh | |
| 27 | Taiwan Semiconductor Manufac SPONSORED ADS | $8.8M | 18.4K | 0.3% | ▲+5.4% Added · +951 sh | |
| 28 | Gallagher Arthur J & Co COM | $6.7M | 29.3K | 0.2% | ▲New New position | |
| 29 | Chevron Corporation COM | $4.2M | 25.3K | 0.2% | —Held | |
| 30 | Mastercard Incorporated CL A | $4.2M | 8.1K | 0.2% | ▲+76% Added · +4K sh | |
| 31 | Prologis Inc. COM | $2.6M | 19.0K | 0.1% | ▲+7.8% Added · +1K sh | |
| 32 | Ishares TR GLOBAL TECH ETF | $1.7M | 12.1K | 0.1% | ▼−9.7% Reduced · −1K sh | |
| 33 | Eli Lilly & Co COM | $1.6M | 1.3K | 0.1% | ▲+197% Added · +878 sh | |
| 34 | Berkshire Hathaway Inc Del CL B NEW | $1.5M | 3.0K | 0.1% | ▲+62% Added · +1K sh | |
| 35 | Sei Exchange Traded Funds DBI MULTI-STRGY | $1.4M | 52.3K | 0.1% | —Held | |
| 36 | Ferguson Enterprises Inc COMMON STOCK NEW | $1.3M | 5.3K | <0.1% | ▼−2.8% Reduced · −152 sh | |
| 37 | Walmart Inc COM | $1.1M | 9.4K | <0.1% | —Held | |
| 38 | International Business Machs COM | $1.1M | 3.8K | <0.1% | ▼−89% Reduced · −32K sh | |
| 39 | Ishares TR TIPS BD ETF | $861K | 7.9K | <0.1% | ▼−1.5% Reduced · −120 sh | |
| 40 | Lockheed Martin Corp COM | $747K | 1.5K | <0.1% | ▲+210% Added · +994 sh | |
| 41 | Apple Inc COM | $743K | 2.6K | <0.1% | ▲+5.2% Added · +128 sh | |
| 42 | Cummins Inc COM | $669K | 938 | <0.1% | ▲New New position | |
| 43 | Vanguard Specialized Funds DIV APP ETF | $648K | 2.7K | <0.1% | ▲New New position | |
| 44 | Marsh & McLennan Cos Inc COM | $632K | 3.8K | <0.1% | ▼−1.6% Reduced · −62 sh | |
| 45 | Sysco Corp COM | $585K | 7.0K | <0.1% | —Held | |
| 46 | Vanguard World FD HEALTH CAR ETF | $583K | 1.9K | <0.1% | ▲+1.0% Added · +20 sh | |
| 47 | Pepsico Inc COM | $536K | 4.0K | <0.1% | ▲+134% Added · +2K sh | |
| 48 | Meta Platforms Inc CL A | $526K | 935 | <0.1% | ▲New New position | |
| 49 | Abbvie Inc COM | $526K | 2.1K | <0.1% | ▲~0% Added · +1 sh | |
| 50 | Northrop Grumman Corp COM | $525K | 1.0K | <0.1% | ▼−1.1% Reduced · −12 sh |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 23, 2026 | 23d | 69 | $2.8B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 22, 2026 | 22d | 57 | $2.6B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 15, 2026 | 15d | 55 | $2.8B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 15, 2025 | 15d | 54 | $2.8B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 17, 2025 | 17d | 50 | $2.5B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 17, 2025 | 17d | 54 | $2.4B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 22, 2025 | 22d | 57 | $2.5B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 21, 2024 | 21d | 56 | $2.4B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Jul 16, 2024 | 16d | 53 | $2.2B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | Apr 26, 2024 | 26d | 52 | $2.1B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Jan 19, 2024 | 19d | 52 | $1.9B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Oct 24, 2023 | 24d | 54 | $1.5B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Jul 20, 2023 | 20d | 60 | $1.5B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | Apr 21, 2023 | 21d | 64 | $1.4B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 2, 2023 | 33d | 66 | $1.3B | 13F-HR/A |
| Q3 2022 | Sep 30, 2022 | Oct 20, 2022 | 20d | 62 | $1.1B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Jul 22, 2022 | 22d | 60 | $1.2B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 5, 2022 | 35d | 68 | $1.4B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 1, 2022 | 32d | 76 | $1.5B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 5, 2021 | 36d | 87 | $1.3B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Jul 20, 2021 | 20d | 86 | $1.3B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | Apr 28, 2021 | 28d | 94 | $1.1B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Jan 14, 2021 | 14d | 96 | $891.7M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.