James Hambro & Partners LLP holds a focused book of 68 stocks worth $2.8B as of Q2 2026 (disclosed Jul 23, 2026, a ~45-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 equity book. Cloning the disclosed picks since 2018 would be +245% (+15.8%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show James Hambro & Partners LLP's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 34.4 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 the ~45-day reporting lag, 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
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, no cost basis
Bars show each stock'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 | 0.0% | ▼−2.8% Reduced · −152 sh | |
| 37 | Walmart Inc COM | $1.1M | 9.4K | 0.0% | —Held | |
| 38 | International Business Machs COM | $1.1M | 3.8K | 0.0% | ▼−89% Reduced · −32K sh | |
| 39 | Ishares TR TIPS BD ETF | $861K | 7.9K | 0.0% | ▼−1.5% Reduced · −120 sh | |
| 40 | Lockheed Martin Corp COM | $747K | 1.5K | 0.0% | ▲+210% Added · +994 sh | |
| 41 | Apple Inc COM | $743K | 2.6K | 0.0% | ▲+5.2% Added · +128 sh | |
| 42 | Cummins Inc COM | $669K | 938 | 0.0% | ▲New New position | |
| 43 | Vanguard Specialized Funds DIV APP ETF | $648K | 2.7K | 0.0% | ▲New New position | |
| 44 | Marsh & McLennan Cos Inc COM | $632K | 3.8K | 0.0% | ▼−1.6% Reduced · −62 sh | |
| 45 | Sysco Corp COM | $585K | 7.0K | 0.0% | —Held | |
| 46 | Vanguard World FD HEALTH CAR ETF | $583K | 1.9K | 0.0% | ▲+1.0% Added · +20 sh | |
| 47 | Pepsico Inc COM | $536K | 4.0K | 0.0% | ▲+134% Added · +2K sh | |
| 48 | Meta Platforms Inc CL A | $526K | 935 | 0.0% | ▲New New position | |
| 49 | Abbvie Inc COM | $526K | 2.1K | 0.0% | ▲~0% Added · +1 sh | |
| 50 | Northrop Grumman Corp COM | $525K | 1.0K | 0.0% | ▼−1.1% Reduced · −12 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 23, 2026 | 69 | $2.8B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 22, 2026 | 57 | $2.6B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 15, 2026 | 55 | $2.8B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 15, 2025 | 54 | $2.8B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 17, 2025 | 50 | $2.5B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 17, 2025 | 54 | $2.4B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 22, 2025 | 57 | $2.5B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 21, 2024 | 56 | $2.4B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Jul 16, 2024 | 53 | $2.2B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | Apr 26, 2024 | 52 | $2.1B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Jan 19, 2024 | 52 | $1.9B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Oct 24, 2023 | 54 | $1.5B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Jul 20, 2023 | 60 | $1.5B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | Apr 21, 2023 | 64 | $1.4B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 2, 2023 | 66 | $1.3B | 13F-HR/A |
| Q3 2022 | Sep 30, 2022 | Oct 20, 2022 | 62 | $1.1B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Jul 22, 2022 | 60 | $1.2B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 5, 2022 | 68 | $1.4B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 1, 2022 | 76 | $1.5B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 5, 2021 | 87 | $1.3B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Jul 20, 2021 | 86 | $1.3B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | Apr 28, 2021 | 94 | $1.1B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Jan 14, 2021 | 96 | $891.7M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; 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.