James Hambro & Partners LLP
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 23, 2026), James Hambro & Partners LLP reported 68 stock positions worth $2.8 billion. Its top holding was Amphenol Class A (APH) at 9.0% of the portfolio, followed by Alphabet Class C (GOOG, 8.6%) and JPMorgan Chase (JPM, 7.8%). Compared with Q1 2026, it opened 15 new positions, sold out of 4, added to 23 and reduced 21. The biggest buy was a new position in Broadcom (AVGO) and the biggest sale S&P Global (SPGI, shares −81%).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0001731152
- Portfolio Value
- $2.8B (Q2 2026)
- SEC Filing
- 0001731152-26-000005 ↗ filed Jul 23, 2026
Holdings Value
Holdings 68 stocks · $2.8B
| APH Amphenol Corp. Class A | 8.96% | 1,405,282 | $247.8M | Reduce -1.1% |
| GOOG Alphabet Inc. Class C | 8.57% | 670,426 | $236.9M | Reduce -7.0% |
| JPM JPMorgan Chase & Co. | 7.76% | 655,842 | $214.6M | Reduce -1.4% |
| AMZN Amazon.com Inc. | 6.68% | 775,567 | $184.7M | Reduce -1.4% |
| NVDA Nvidia Corp. | 6.32% | 874,469 | $174.7M | Add +8.8% |
| V Visa Inc. Class A | 5.81% | 469,059 | $160.7M | Add +3.3% |
| MSFT Microsoft Corp. | 5.78% | 428,709 | $159.8M | Add +0.5% |
| TXN Texas Instruments Inc. | 5.15% | 477,948 | $142.4M | Reduce -3.4% |
| AME Ametek Inc. | 5.09% | 581,319 | $140.6M | Reduce -0.4% |
| TMO Thermo Fisher Scientific Inc. | 4.16% | 229,471 | $114.9M | Reduce -4.7% |
| KO The Coca-Cola Co. | 3.84% | 1,306,225 | $106.1M | Add +0.9% |
| MCK McKesson Corp. | 3.68% | 134,651 | $101.7M | Add +3.3% |
| AVGO Broadcom Inc. | 3.47% | 254,031 | $95.8M | New |
| ISRG Intuitive Surgical Inc. | 3.43% | 238,834 | $95.0M | Add +2.4% |
| BN Brookfield Corp. | 3.26% | 2,119,145 | $90.3M | Add +2.6% |
| ICE Intercontinental Exchange Inc. | 3.11% | 698,494 | $86.0M | Add +1.8% |
| SUNB Sunbelt Rentals Holdings Inc. | 3.10% | 1,175,157 | $85.7M | Add +0.8% |
| PGR Progressive Corp. | 2.77% | 351,505 | $76.7M | Reduce -29.5% |
| EMR Emerson Electric Co. | 2.73% | 527,066 | $75.4M | Add +9.0% |
| BDX Becton Dickinson and Co. | 1.62% | 295,686 | $44.7M | Add +52.6% |
| MELI MercadoLibre Inc. | 0.52% | 8,446 | $14.3M | Reduce -50.0% |
| SPGI S&P Global Inc. | 0.52% | 35,043 | $14.3M | Reduce -80.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.51% | 93,243 | $14.1M | Reduce -78.8% |
| GOOGL Alphabet Inc. Class A | 0.51% | 39,255 | $14.0M | Add +12.7% |
| GLD SPDR Gold Shares | 0.47% | 35,566 | $13.1M | Reduce -33.1% |
| AAXJ iShares MSCI All Country Asi | 0.38% | 88,915 | $10.6M | Add +55.3% |
| TSM Taiwan Semiconductor-SP ADR | 0.32% | 18,418 | $8.8M | Add +5.4% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.24% | 29,250 | $6.7M | New |
| CVX Chevron Corp. | 0.15% | 25,300 | $4.2M | No change |
| MA Mastercard Inc. Class A | 0.15% | 8,101 | $4.2M | Add +76.3% |
| PLD Prologis Inc. | 0.09% | 19,003 | $2.6M | Add +7.8% |
| IXN iShares Global Tech ETF | 0.06% | 12,125 | $1.7M | Reduce -9.7% |
| LLY Eli Lilly & Co. | 0.06% | 1,324 | $1.6M | Add +196.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.05% | 3,004 | $1.5M | Add +62.5% |
| QALT Sei Dbi Multstrt Alt ETF filed as SEI EXCHANGE TRADED FUNDS | 0.05% | 52,283 | $1.4M | No change |
| FERG Ferguson Enterprises Inc. | 0.05% | 5,314 | $1.3M | Reduce -2.8% |
| WMT Walmart Inc. | 0.04% | 9,372 | $1.1M | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.04% | 3,770 | $1.1M | Reduce -89.4% |
| TIP iShares Tips Bond ETF | 0.03% | 7,865 | $861K | Reduce -1.5% |
| LMT Lockheed Martin Corp. | 0.03% | 1,468 | $747K | Add +209.7% |
| AAPL Apple Inc. | 0.03% | 2,568 | $743K | Add +5.3% |
| CMI Cummins Inc. | 0.02% | 938 | $669K | New |
| VIG Vanguard Dividend Apprec ETF | 0.02% | 2,737 | $648K | New |
| MRSH Marsh & McLennan Cos | 0.02% | 3,794 | $632K | Reduce -1.6% |
| SYY Sysco Corp. | 0.02% | 7,000 | $585K | No change |
| VHT Vanguard Health Care ETF | 0.02% | 1,950 | $583K | Add +1.0% |
| PEP Pepsico Inc. | 0.02% | 3,959 | $536K | Add +134.1% |
| META Meta Platforms Inc. Class A | 0.02% | 935 | $526K | New |
| ABBV Abbvie Inc. | 0.02% | 2,091 | $526K | Add +0.1% |
| NOC Northrop Grumman Corp. | 0.02% | 1,032 | $525K | Reduce -1.1% |
| LRCX Lam Research Corp. | 0.02% | 1,119 | $485K | New |
| BKNG Booking Holdings Inc. | 0.02% | 2,483 | $443K | New |
| FAST Fastenal Co. | 0.02% | 9,068 | $435K | New |
| ANET Arista Networks Inc. | 0.02% | 2,549 | $433K | New |
| JNJ Johnson & Johnson | 0.02% | 1,675 | $425K | Reduce -2.0% |
| PG The Procter & Gamble Co. | 0.01% | 2,763 | $405K | New |
| UBER Uber Technologies Inc. | 0.01% | 5,417 | $391K | New |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.01% | 2,972 | $375K | No change |
| CBOE Cboe Global Markets Inc. | 0.01% | 1,514 | $366K | New |
| WFC Wells Fargo & Co. | 0.01% | 4,019 | $332K | No change |
| BAC Bank of America Corp. | 0.01% | 5,051 | $288K | Reduce -5.7% |
| COHR Coherent Corp. | 0.01% | 700 | $276K | Reduce -36.4% |
| XEL Xcel Energy Inc. | 0.01% | 3,425 | $275K | No change |
| SLB SLB Ltd. filed as SLB LIMITED | 0.01% | 5,862 | $272K | New |
| HD Home Depot Inc. | 0.01% | 750 | $264K | No change |
| WM Waste Management Inc. | 0.01% | 1,090 | $243K | New |
| SYK Stryker Corp. | 0.01% | 762 | $240K | New |
| LYG Lloyds Banking Group PLC-ADR | 0.00% | 13,473 | $79K | No change |
Portfolio Sells Q1 2026 → Q2 2026
| SPGI S&P Global Inc. | Reduce -80.5% | 0.52% | −2.48 |
| TJX TJX Companies Inc. | Reduce -78.8% | 0.51% | −2.24 |
| PGR Progressive Corp. | Reduce -29.5% | 2.77% | −1.10 |
| MELI MercadoLibre Inc. | Reduce -50.0% | 0.52% | −0.63 |
| TMO Thermo Fisher Scientific Inc. | Reduce -4.7% | 4.16% | −0.48 |
| GLD SPDR Gold Shares | Reduce -33.1% | 0.47% | −0.42 |
| IBM Intl Business Machines Corp. | Reduce -89.4% | 0.04% | −0.30 |
| DHR Danaher Corp. | Sold out | 0.00% | −0.05 |
| SPY SS SPDR S&P 500 ETF Trust-US | Sold out | 0.00% | −0.01 |
| NOC Northrop Grumman Corp. | Reduce -1.1% | 0.02% | −0.01 |
| ABT Abbott Laboratories | Sold out | 0.00% | −0.01 |
| XOM Exxon Mobil Corp. | Sold out | 0.00% | −0.01 |
| FERG Ferguson Enterprises Inc. | Reduce -2.8% | 0.05% | −0.00 |
| TIP iShares Tips Bond ETF | Reduce -1.5% | 0.03% | −0.00 |
| MRSH Marsh & McLennan Cos | Reduce -1.6% | 0.02% | −0.00 |
| JNJ Johnson & Johnson | Reduce -2.0% | 0.02% | −0.00 |
| COHR Coherent Corp. | Reduce -36.4% | 0.01% | −0.00 |
| BAC Bank of America Corp. | Reduce -5.7% | 0.01% | +0.00 |
| IXN iShares Global Tech ETF | Reduce -9.7% | 0.06% | +0.01 |
| JPM JPMorgan Chase & Co. | Reduce -1.4% | 7.76% | +0.09 |
| AME Ametek Inc. | Reduce -0.4% | 5.09% | +0.18 |
| AMZN Amazon.com Inc. | Reduce -1.4% | 6.68% | +0.26 |
| GOOG Alphabet Inc. Class C | Reduce -7.0% | 8.57% | +0.46 |
| TXN Texas Instruments Inc. | Reduce -3.4% | 5.15% | +1.39 |
| APH Amphenol Corp. Class A | Reduce -1.1% | 8.96% | +1.93 |
Portfolio Buys Q1 2026 → Q2 2026
| AVGO Broadcom Inc. | New | 3.47% | +3.47 |
| NVDA Nvidia Corp. | Add +8.8% | 6.32% | +0.83 |
| V Visa Inc. Class A | Add +3.3% | 5.81% | +0.43 |
| BDX Becton Dickinson and Co. | Add +52.6% | 1.62% | +0.42 |
| EMR Emerson Electric Co. | Add +9.0% | 2.73% | +0.24 |
| AJG Arthur J Gallagher & Co. | New | 0.24% | +0.24 |
| SUNB Sunbelt Rentals Holdings Inc. | Add +0.8% | 3.10% | +0.23 |
| AAXJ iShares MSCI All Country Asi | Add +55.3% | 0.38% | +0.17 |
| GOOGL Alphabet Inc. Class A | Add +12.7% | 0.51% | +0.11 |
| TSM Taiwan Semiconductor-SP ADR | Add +5.4% | 0.32% | +0.09 |
| MA Mastercard Inc. Class A | Add +76.3% | 0.15% | +0.06 |
| LLY Eli Lilly & Co. | Add +196.9% | 0.06% | +0.04 |
| CMI Cummins Inc. | New | 0.02% | +0.02 |
| VIG Vanguard Dividend Apprec ETF | New | 0.02% | +0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +62.5% | 0.05% | +0.02 |
| META Meta Platforms Inc. Class A | New | 0.02% | +0.02 |
| LRCX Lam Research Corp. | New | 0.02% | +0.02 |
| BKNG Booking Holdings Inc. | New | 0.02% | +0.02 |
| FAST Fastenal Co. | New | 0.02% | +0.02 |
| LMT Lockheed Martin Corp. | Add +209.7% | 0.03% | +0.02 |
| ANET Arista Networks Inc. | New | 0.02% | +0.02 |
| PG The Procter & Gamble Co. | New | 0.01% | +0.01 |
| UBER Uber Technologies Inc. | New | 0.01% | +0.01 |
| CBOE Cboe Global Markets Inc. | New | 0.01% | +0.01 |
| SLB SLB Ltd. | New | 0.01% | +0.01 |
| PEP Pepsico Inc. | Add +134.1% | 0.02% | +0.01 |
| WM Waste Management Inc. | New | 0.01% | +0.01 |
| SYK Stryker Corp. | New | 0.01% | +0.01 |
| AAPL Apple Inc. | Add +5.3% | 0.03% | +0.00 |
| PLD Prologis Inc. | Add +7.8% | 0.09% | +0.00 |
| ABBV Abbvie Inc. | Add +0.1% | 0.02% | +0.00 |
| VHT Vanguard Health Care ETF | Add +1.0% | 0.02% | +0.00 |
| BN Brookfield Corp. | Add +2.6% | 3.26% | −0.01 |
| KO The Coca-Cola Co. | Add +0.9% | 3.84% | −0.02 |
| MSFT Microsoft Corp. | Add +0.5% | 5.78% | −0.41 |
| MCK McKesson Corp. | Add +3.3% | 3.68% | −0.75 |
| ISRG Intuitive Surgical Inc. | Add +2.4% | 3.43% | −0.78 |
| ICE Intercontinental Exchange Inc. | Add +1.8% | 3.11% | −1.12 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 68 | $2.8B | APH, GOOG, JPM, AMZN, NVDA |
| Q1 2026 | 57 | $2.6B | GOOG, JPM, APH, AMZN, MSFT |
| Q4 2025 | 55 | $2.8B | GOOG, JPM, APH, MSFT, AMZN |
| Q3 2025 | 54 | $2.8B | APH, JPM, MSFT, GOOG, V |
| Q2 2025 | 50 | $2.5B | JPM, APH, MSFT, V, GOOG |
| Q1 2025 | 54 | $2.4B | JPM, V, PGR, MSFT, GOOG |
| Q4 2024 | 57 | $2.5B | JPM, GOOG, MSFT, V, AMZN |
| Q3 2024 | 56 | $2.4B | JPM, MSFT, GOOG, LIN, PGR |
| Q2 2024 | 53 | $2.2B | MSFT, GOOG, JPM, APH, LIN |
| Q1 2024 | 52 | $2.1B | JPM, MSFT, GOOG, LIN, V |