James Hambro & Partners LLP
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 16, 2024), James Hambro & Partners LLP reported 53 stock positions worth $2.2 billion. Its top holding was Microsoft (MSFT) at 7.5% of the portfolio, followed by Alphabet Class C (GOOG, 7.3%) and JPMorgan Chase (JPM, 7.2%). Compared with Q1 2024, it opened 1 new position, added to 20 and reduced 22. The biggest buy was a new position in Intercontinental Exchange (ICE) and the biggest sale Pool (POOL, shares −96%).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0001731152
- Portfolio Value
- $2.2B (Q2 2024)
- SEC Filing
- 0001731152-24-000004 ↗ filed Jul 16, 2024
Holdings Value
Holdings 53 stocks · $2.2B
| MSFT Microsoft Corp. | 7.45% | 358,978 | $160.4M | Add +0.9% |
| GOOG Alphabet Inc. Class C | 7.26% | 852,213 | $156.3M | Reduce -1.4% |
| JPM JPMorgan Chase & Co. | 7.16% | 761,422 | $154.1M | Add +0.1% |
| APH Amphenol Corp. Class A | 6.33% | 2,022,396 | $136.3M | Reduce -3.9% |
| LIN Linde PLC | 5.70% | 279,279 | $122.6M | Add +2.5% |
| V Visa Inc. Class A | 5.47% | 448,864 | $117.7M | Add +2.5% |
| AMZN Amazon.com Inc. | 5.30% | 589,671 | $114.0M | Add +2.0% |
| UNH Unitedhealth Group Inc. | 5.18% | 218,851 | $111.4M | Add +5.9% |
| ISRG Intuitive Surgical Inc. | 5.16% | 249,789 | $111.1M | Add +4.3% |
| PGR Progressive Corp. | 5.16% | 534,496 | $111.1M | Reduce -0.0% |
| TMO Thermo Fisher Scientific Inc. | 5.09% | 198,177 | $109.5M | Add +2.7% |
| TXN Texas Instruments Inc. | 4.72% | 521,804 | $101.5M | Add +8.6% |
| SPGI S&P Global Inc. | 4.40% | 212,297 | $94.7M | Add +6.5% |
| ICE Intercontinental Exchange Inc. | 4.34% | 682,386 | $93.3M | New |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 4.00% | 781,915 | $86.2M | Add +2.7% |
| KO The Coca-Cola Co. | 3.64% | 1,229,126 | $78.2M | Add +6.1% |
| UNP Union Pacific Corp. | 3.50% | 332,426 | $75.2M | Add +4.0% |
| SNPS Synopsys Inc. | 3.25% | 117,599 | $70.0M | Add +67.4% |
| DHR Danaher Corp. | 3.08% | 265,079 | $66.2M | Add +5.8% |
| GLD SPDR Gold Shares | 0.89% | 88,828 | $19.1M | Reduce -2.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.60% | 74,869 | $13.0M | Reduce -5.2% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.50% | 120,104 | $10.8M | Reduce -2.7% |
| GOOGL Alphabet Inc. Class A | 0.37% | 43,352 | $7.9M | Add +1.1% |
| TSM Taiwan Semiconductor-SP ADR | 0.18% | 22,518 | $3.9M | Reduce -94.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.13% | 7,082 | $2.9M | Add +1.0% |
| AAXJ iShares MSCI All Country Asi | 0.13% | 37,900 | $2.7M | Reduce -6.7% |
| POOL Pool Corp. | 0.12% | 8,554 | $2.6M | Reduce -95.9% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.11% | 16,090 | $2.3M | No change |
| MA Mastercard Inc. Class A | 0.10% | 5,013 | $2.2M | Reduce -0.7% |
| CP Canadian Pacific Kansas City | 0.07% | 19,000 | $1.5M | Add +45.0% |
| INTU Intuit Inc. | 0.07% | 2,252 | $1.5M | Reduce -23.6% |
| AAPL Apple Inc. | 0.05% | 5,536 | $1.2M | Reduce -14.3% |
| IXN iShares Global Tech ETF | 0.05% | 13,650 | $1.1M | No change |
| NVDA Nvidia Corp. | 0.04% | 6,880 | $849K | Reduce -24.2% |
| CVX Chevron Corp. | 0.04% | 4,817 | $753K | Reduce -1.6% |
| NOC Northrop Grumman Corp. | 0.03% | 1,529 | $667K | Reduce -95.8% |
| WMT Walmart Inc. | 0.03% | 9,372 | $635K | Reduce -2.4% |
| VHT Vanguard Health Care ETF | 0.03% | 2,265 | $603K | No change |
| VWO Vanguard Ftse Emerging Marke | 0.03% | 12,880 | $564K | Reduce -7.0% |
| JNJ Johnson & Johnson | 0.03% | 3,778 | $552K | Reduce -7.7% |
| MRSH Marsh & McLennan Cos | 0.02% | 2,486 | $524K | Add +36.7% |
| SYY Sysco Corp. | 0.02% | 7,000 | $499K | No change |
| WTW Willis Towers Watson PLC | 0.02% | 1,828 | $479K | No change |
| AON Aon PLC Class A | 0.02% | 1,521 | $446K | Reduce -99.4% |
| ACN Accenture PLC Class A | 0.02% | 1,326 | $402K | No change |
| ABBV Abbvie Inc. | 0.02% | 1,985 | $340K | Reduce -3.8% |
| HD Home Depot Inc. | 0.01% | 900 | $310K | Reduce -14.3% |
| PEP Pepsico Inc. | 0.01% | 1,812 | $299K | Add +0.8% |
| LLY Eli Lilly & Co. | 0.01% | 328 | $297K | No change |
| XEL Xcel Energy Inc. | 0.01% | 5,400 | $289K | No change |
| WFC Wells Fargo & Co. | 0.01% | 4,194 | $249K | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.01% | 5,357 | $213K | No change |
| ABT Abbott Laboratories | 0.01% | 2,050 | $213K | Reduce -5.6% |
Portfolio Sells Q1 2024 → Q2 2024
| POOL Pool Corp. | Reduce -95.9% | 0.12% | −3.79 |
| AON Aon PLC Class A | Reduce -99.4% | 0.02% | −3.72 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -94.5% | 0.18% | −2.44 |
| NOC Northrop Grumman Corp. | Reduce -95.8% | 0.03% | −0.79 |
| IBM Intl Business Machines Corp. | Reduce -5.2% | 0.60% | −0.10 |
| INTU Intuit Inc. | Reduce -23.6% | 0.07% | −0.02 |
| PGR Progressive Corp. | Reduce -0.0% | 5.16% | −0.01 |
| MA Mastercard Inc. Class A | Reduce -0.7% | 0.10% | −0.01 |
| JNJ Johnson & Johnson | Reduce -7.7% | 0.03% | −0.00 |
| HD Home Depot Inc. | Reduce -14.3% | 0.01% | −0.00 |
| AAXJ iShares MSCI All Country Asi | Reduce -6.7% | 0.13% | −0.00 |
| ABBV Abbvie Inc. | Reduce -3.8% | 0.02% | −0.00 |
| ABT Abbott Laboratories | Reduce -5.6% | 0.01% | −0.00 |
| CVX Chevron Corp. | Reduce -1.6% | 0.04% | −0.00 |
| VWO Vanguard Ftse Emerging Marke | Reduce -7.0% | 0.03% | −0.00 |
| NVDA Nvidia Corp. | Reduce -24.2% | 0.04% | +0.00 |
| AAPL Apple Inc. | Reduce -14.3% | 0.05% | +0.00 |
| WMT Walmart Inc. | Reduce -2.4% | 0.03% | +0.00 |
| GLD SPDR Gold Shares | Reduce -2.7% | 0.89% | +0.01 |
| IRM Iron Mountain Inc. | Reduce -2.7% | 0.50% | +0.04 |
| APH Amphenol Corp. Class A | Reduce -3.9% | 6.33% | +0.65 |
| GOOG Alphabet Inc. Class C | Reduce -1.4% | 7.26% | +1.11 |
Portfolio Buys Q1 2024 → Q2 2024
| ICE Intercontinental Exchange Inc. | New | 4.34% | +4.34 |
| SNPS Synopsys Inc. | Add +67.4% | 3.25% | +1.37 |
| TXN Texas Instruments Inc. | Add +8.6% | 4.72% | +0.80 |
| ISRG Intuitive Surgical Inc. | Add +4.3% | 5.16% | +0.69 |
| MSFT Microsoft Corp. | Add +0.9% | 7.45% | +0.46 |
| SPGI S&P Global Inc. | Add +6.5% | 4.40% | +0.44 |
| AMZN Amazon.com Inc. | Add +2.0% | 5.30% | +0.42 |
| UNH Unitedhealth Group Inc. | Add +5.9% | 5.18% | +0.39 |
| TJX TJX Companies Inc. | Add +2.7% | 4.00% | +0.39 |
| KO The Coca-Cola Co. | Add +6.1% | 3.64% | +0.32 |
| DHR Danaher Corp. | Add +5.8% | 3.08% | +0.15 |
| GOOGL Alphabet Inc. Class A | Add +1.1% | 0.37% | +0.06 |
| JPM JPMorgan Chase & Co. | Add +0.1% | 7.16% | +0.03 |
| CP Canadian Pacific Kansas City | Add +45.0% | 0.07% | +0.02 |
| MRSH Marsh & McLennan Cos | Add +36.7% | 0.02% | +0.01 |
| PEP Pepsico Inc. | Add +0.8% | 0.01% | −0.00 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +1.0% | 0.13% | −0.00 |
| TMO Thermo Fisher Scientific Inc. | Add +2.7% | 5.09% | −0.16 |
| UNP Union Pacific Corp. | Add +4.0% | 3.50% | −0.18 |
| LIN Linde PLC | Add +2.5% | 5.70% | −0.22 |
| V Visa Inc. Class A | Add +2.5% | 5.47% | −0.24 |
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 |