James Hambro & Partners Llp
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$2.55B
Q ending 2026-03-31
Prior quarter
$2.80B
Q ending 2025-12-31
Change
-8.9% QoQ · +6.4% YoY
Positions
57
reported holdings
Largest positions
All 57 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Alphabet Inc | GOOG | Shares | $206.8M | 721K |
| Jpmorgan Chase & Co | JPM | Shares | $195.6M | 665K |
| Amphenol Corp | APH | Shares | $179.5M | 1.4M |
| Amazon Com Inc | AMZN | Shares | $163.8M | 787K |
| Microsoft Corp | MSFT | Shares | $157.9M | 427K |
| Nvidia Corporation | NVDA | Shares | $140.1M | 804K |
| Visa Inc | V | Shares | $137.2M | 454K |
| Ametek Inc | AME | Shares | $125.0M | 583K |
| Thermo Fisher Scientific Inc | TMO | Shares | $118.4M | 241K |
| Mckesson Corp | MCK | Shares | $112.8M | 130K |
| Intercontinental Exchange In | ICE | Shares | $108.0M | 686K |
| Intuitive Surgical Inc | ISRG | Shares | $107.6M | 233K |
| Progressive Corp | PGR | Shares | $98.8M | 498K |
| Coca Cola Co | KO | Shares | $98.5M | 1.3M |
| Texas Instrs Inc | TXN | Shares | $96.0M | 495K |
| Brookfield Corp | BN | Shares | $83.6M | 2.1M |
| S&P Global Inc | SPGI | Shares | $76.5M | 180K |
| Sunbelt Rentals Holdings Inc | SUNB | Shares | $73.1M | 1.2M |
| Tjx Cos Inc New | TJX | Shares | $70.1M | 439K |
| Emerson Elec Co | EMR | Shares | $63.4M | 483K |
| Becton Dickinson & Co | BDX | Shares | $30.4M | 194K |
| Mercadolibre Inc | MELI | Shares | $29.2M | 17K |
| Spdr Gold Tr | GLD | Shares | $22.9M | 53K |
| Alphabet Inc | GOOGL | Shares | $10.0M | 35K |
| International Business Machs | IBM | Shares | $8.6M | 36K |
| Taiwan Semiconductor Manufac | TSM | Shares | $5.9M | 17K |
| Ishares Tr | AAXJ | Shares | $5.5M | 57K |
| Chevron Corporation | CVX | Shares | $5.2M | 25K |
| Prologis Inc. | PLD | Shares | $2.3M | 18K |
| Mastercard Incorporated | MA | Shares | $2.3M | 5K |
| Ishares Tr | IXN | Shares | $1.3M | 13K |
| Sei Exchange Traded Funds | QALT | Shares | $1.3M | 52K |
| Ferguson Enterprises Inc | FERG | Shares | $1.3M | 5K |
| Danaher Corp Del | DHR | Shares | $1.2M | 6K |
| Walmart Inc | WMT | Shares | $1.2M | 9K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $886K | 2K |
| Ishares Tr | TIP | Shares | $881K | 8K |
| Northrop Grumman Corp | NOC | Shares | $712K | 1K |
| Marsh & Mclennan Cos Inc | MRSH | Shares | $669K | 4K |
| Apple Inc | AAPL | Shares | $619K | 2K |
| Vanguard World Fd | VHT | Shares | $526K | 2K |
| Sysco Corp | SYY | Shares | $499K | 7K |
| Abbvie Inc | ABBV | Shares | $454K | 2K |
| Johnson & Johnson | JNJ | Shares | $418K | 2K |
| Eli Lilly & Co | LLY | Shares | $410K | 446 |
| Wells Fargo & Co | WFC | Shares | $320K | 4K |
| Iron Mtn Inc Del | IRM | Shares | $304K | 3K |
| Lockheed Martin Corp | LMT | Shares | $286K | 474 |
| Xcel Energy Inc | XEL | Shares | $272K | 3K |
| Pepsico Inc | PEP | Shares | $263K | 2K |
| Coherent Corp | COHR | Shares | $262K | 1K |
| Bank America Corp | BAC | Shares | $261K | 5K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $254K | 390 |
| Home Depot Inc | HD | Shares | $247K | 750 |
| Abbott Laboratories | ABT | Shares | $225K | 2K |
| Exxon Mobil Corp | XOM | Shares | $224K | 1K |
| Lloyds Banking Group Plc | LYG | Shares | $68K | 13K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.