James Hambro & Partners LLP
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 26, 2024), James Hambro & Partners LLP reported 52 stock positions worth $2.1 billion. Its top holding was JPMorgan Chase (JPM) at 7.1% of the portfolio, followed by Microsoft (MSFT, 7.0%) and Alphabet Class C (GOOG, 6.2%). Compared with Q4 2023, it opened 3 new positions, sold out of 3, added to 27 and reduced 15. The biggest buy was a new position in Synopsys (SNPS) and the biggest sale Taiwan Semiconductor-SP ADR (TSM, shares −39%).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0001731152
- Portfolio Value
- $2.1B (Q1 2024)
- SEC Filing
- 0001731152-24-000003 ↗ filed Apr 26, 2024
Holdings Value
Holdings 52 stocks · $2.1B
| JPM JPMorgan Chase & Co. | 7.13% | 760,422 | $152.3M | Reduce -0.2% |
| MSFT Microsoft Corp. | 6.99% | 355,708 | $149.4M | Reduce -2.7% |
| GOOG Alphabet Inc. Class C | 6.16% | 864,134 | $131.5M | Add +1.0% |
| LIN Linde PLC | 5.92% | 272,403 | $126.4M | Add +1.2% |
| V Visa Inc. Class A | 5.71% | 437,968 | $122.1M | Add +1.9% |
| APH Amphenol Corp. Class A | 5.68% | 1,052,023 | $121.3M | Add +0.4% |
| TMO Thermo Fisher Scientific Inc. | 5.25% | 192,964 | $112.1M | Add +2.7% |
| PGR Progressive Corp. | 5.18% | 534,698 | $110.5M | Add +0.0% |
| AMZN Amazon.com Inc. | 4.88% | 577,892 | $104.2M | Add +5.0% |
| UNH Unitedhealth Group Inc. | 4.79% | 206,745 | $102.2M | Add +7.3% |
| ISRG Intuitive Surgical Inc. | 4.47% | 239,445 | $95.5M | Add +1.5% |
| SPGI S&P Global Inc. | 3.96% | 199,324 | $84.7M | Add +6.0% |
| TXN Texas Instruments Inc. | 3.92% | 480,658 | $83.7M | Add +7.2% |
| POOL Pool Corp. | 3.91% | 207,307 | $83.6M | Add +9.4% |
| AON Aon PLC Class A | 3.74% | 239,360 | $79.9M | Add +6.9% |
| UNP Union Pacific Corp. | 3.68% | 319,598 | $78.6M | Add +3.7% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 3.61% | 761,108 | $77.1M | Add +2.2% |
| KO The Coca-Cola Co. | 3.32% | 1,158,948 | $70.9M | Add +14.1% |
| DHR Danaher Corp. | 2.93% | 250,443 | $62.5M | Add +9.8% |
| TSM Taiwan Semiconductor-SP ADR | 2.63% | 412,442 | $56.1M | Reduce -38.5% |
| SNPS Synopsys Inc. | 1.88% | 70,268 | $40.1M | New |
| GLD SPDR Gold Shares | 0.88% | 91,268 | $18.8M | Reduce -6.0% |
| NOC Northrop Grumman Corp. | 0.82% | 36,674 | $17.5M | Reduce -1.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.71% | 78,990 | $15.1M | Add +5.7% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.46% | 123,390 | $9.9M | Reduce -4.1% |
| GOOGL Alphabet Inc. Class A | 0.30% | 42,883 | $6.5M | Reduce -1.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.14% | 7,011 | $2.9M | Add +3.7% |
| AAXJ iShares MSCI All Country Asi | 0.13% | 40,620 | $2.8M | Reduce -6.7% |
| MA Mastercard Inc. Class A | 0.11% | 5,048 | $2.4M | Reduce -6.8% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.10% | 16,090 | $2.1M | Add +6.6% |
| INTU Intuit Inc. | 0.09% | 2,948 | $1.9M | Reduce -19.2% |
| CP Canadian Pacific Kansas City | 0.05% | 13,100 | $1.2M | No change |
| AAPL Apple Inc. | 0.05% | 6,462 | $1.1M | Reduce -20.9% |
| IXN iShares Global Tech ETF | 0.05% | 13,650 | $1.0M | No change |
| NVDA Nvidia Corp. | 0.04% | 908 | $820K | Add +31.2% |
| CVX Chevron Corp. | 0.04% | 4,896 | $772K | Add +1.6% |
| JNJ Johnson & Johnson | 0.03% | 4,094 | $648K | Add +13.0% |
| VHT Vanguard Health Care ETF | 0.03% | 2,265 | $613K | No change |
| VWO Vanguard Ftse Emerging Marke | 0.03% | 13,850 | $579K | Add +7.5% |
| WMT Walmart Inc. | 0.03% | 9,603 | $578K | Add +1.9% |
| SYY Sysco Corp. | 0.03% | 7,000 | $568K | No change |
| WTW Willis Towers Watson PLC | 0.02% | 1,828 | $502K | Reduce -4.8% |
| ACN Accenture PLC Class A | 0.02% | 1,326 | $459K | Reduce -54.8% |
| HD Home Depot Inc. | 0.02% | 1,050 | $403K | No change |
| ABBV Abbvie Inc. | 0.02% | 2,064 | $375K | Add +4.0% |
| MRSH Marsh & McLennan Cos | 0.02% | 1,819 | $374K | Reduce -31.2% |
| PEP Pepsico Inc. | 0.01% | 1,798 | $315K | Reduce -0.1% |
| XEL Xcel Energy Inc. | 0.01% | 5,400 | $290K | No change |
| LLY Eli Lilly & Co. | 0.01% | 328 | $255K | New |
| ABT Abbott Laboratories | 0.01% | 2,171 | $247K | Add +5.9% |
| WFC Wells Fargo & Co. | 0.01% | 4,194 | $243K | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.01% | 5,357 | $203K | New |
Portfolio Sells Q4 2023 → Q1 2024
| TSM Taiwan Semiconductor-SP ADR | Reduce -38.5% | 2.63% | −1.09 |
| MSFT Microsoft Corp. | Reduce -2.7% | 6.99% | −0.32 |
| GLD SPDR Gold Shares | Reduce -6.0% | 0.88% | −0.11 |
| NOC Northrop Grumman Corp. | Reduce -1.1% | 0.82% | −0.10 |
| ACN Accenture PLC Class A | Reduce -54.8% | 0.02% | −0.03 |
| AAPL Apple Inc. | Reduce -20.9% | 0.05% | −0.03 |
| INTU Intuit Inc. | Reduce -19.2% | 0.09% | −0.03 |
| AAXJ iShares MSCI All Country Asi | Reduce -6.7% | 0.13% | −0.03 |
| GOOGL Alphabet Inc. Class A | Reduce -1.0% | 0.30% | −0.02 |
| IRM Iron Mountain Inc. | Reduce -4.1% | 0.46% | −0.02 |
| EL Estee Lauder Companies Class A | Sold out | 0.00% | −0.02 |
| LMT Lockheed Martin Corp. | Sold out | 0.00% | −0.01 |
| MDLZ Mondelez International Inc. Class A | Sold out | 0.00% | −0.01 |
| MA Mastercard Inc. Class A | Reduce -6.8% | 0.11% | −0.01 |
| MRSH Marsh & McLennan Cos | Reduce -31.2% | 0.02% | −0.01 |
| PEP Pepsico Inc. | Reduce -0.1% | 0.01% | −0.00 |
| WTW Willis Towers Watson PLC | Reduce -4.8% | 0.02% | −0.00 |
| JPM JPMorgan Chase & Co. | Reduce -0.2% | 7.13% | +0.22 |
Portfolio Buys Q4 2023 → Q1 2024
| SNPS Synopsys Inc. | New | 1.88% | +1.88 |
| PGR Progressive Corp. | Add +0.0% | 5.18% | +0.64 |
| AMZN Amazon.com Inc. | Add +5.0% | 4.88% | +0.42 |
| AON Aon PLC Class A | Add +6.9% | 3.74% | +0.27 |
| ISRG Intuitive Surgical Inc. | Add +1.5% | 4.47% | +0.24 |
| APH Amphenol Corp. Class A | Add +0.4% | 5.68% | +0.15 |
| KO The Coca-Cola Co. | Add +14.1% | 3.32% | +0.13 |
| DHR Danaher Corp. | Add +9.8% | 2.93% | +0.12 |
| IBM Intl Business Machines Corp. | Add +5.7% | 0.71% | +0.06 |
| LIN Linde PLC | Add +1.2% | 5.92% | +0.03 |
| NVDA Nvidia Corp. | Add +31.2% | 0.04% | +0.02 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +6.6% | 0.10% | +0.01 |
| LLY Eli Lilly & Co. | New | 0.01% | +0.01 |
| BAC Bank of America Corp. | New | 0.01% | +0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +3.7% | 0.14% | +0.01 |
| ABBV Abbvie Inc. | Add +4.0% | 0.02% | +0.00 |
| WMT Walmart Inc. | Add +1.9% | 0.03% | +0.00 |
| JNJ Johnson & Johnson | Add +13.0% | 0.03% | +0.00 |
| ABT Abbott Laboratories | Add +5.9% | 0.01% | −0.00 |
| VWO Vanguard Ftse Emerging Marke | Add +7.5% | 0.03% | −0.00 |
| CVX Chevron Corp. | Add +1.6% | 0.04% | −0.00 |
| TMO Thermo Fisher Scientific Inc. | Add +2.7% | 5.25% | −0.07 |
| TJX TJX Companies Inc. | Add +2.2% | 3.61% | −0.11 |
| POOL Pool Corp. | Add +9.4% | 3.91% | −0.11 |
| TXN Texas Instruments Inc. | Add +7.2% | 3.92% | −0.15 |
| V Visa Inc. Class A | Add +1.9% | 5.71% | −0.24 |
| GOOG Alphabet Inc. Class C | Add +1.0% | 6.16% | −0.26 |
| UNP Union Pacific Corp. | Add +3.7% | 3.68% | −0.35 |
| SPGI S&P Global Inc. | Add +6.0% | 3.96% | −0.45 |
| UNH Unitedhealth Group Inc. | Add +7.3% | 4.79% | −0.62 |
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 |