James Hambro & Partners LLP
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 21, 2024), James Hambro & Partners LLP reported 56 stock positions worth $2.4 billion. Its top holding was JPMorgan Chase (JPM) at 6.6% of the portfolio, followed by Microsoft (MSFT, 6.5%) and Alphabet Class C (GOOG, 6.0%). Compared with Q2 2024, it opened 4 new positions, sold out of 1, added to 19 and reduced 21. The biggest buy was a new position in Ametek (AME) and the biggest sale Amphenol Class A (APH, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0001731152
- Portfolio Value
- $2.4B (Q3 2024)
- SEC Filing
- 0001731152-24-000009 ↗ filed Oct 21, 2024
Holdings Value
Holdings 56 stocks · $2.4B
| JPM JPMorgan Chase & Co. | 6.55% | 745,636 | $157.2M | Reduce -2.1% |
| MSFT Microsoft Corp. | 6.48% | 360,861 | $155.3M | Add +0.5% |
| GOOG Alphabet Inc. Class C | 6.03% | 864,923 | $144.6M | Add +1.5% |
| LIN Linde PLC | 5.70% | 286,546 | $136.6M | Add +2.6% |
| PGR Progressive Corp. | 5.60% | 529,506 | $134.3M | Reduce -0.9% |
| UNH Unitedhealth Group Inc. | 5.55% | 227,424 | $133.0M | Add +3.9% |
| V Visa Inc. Class A | 5.51% | 480,453 | $132.0M | Add +7.0% |
| TMO Thermo Fisher Scientific Inc. | 5.40% | 209,453 | $129.5M | Add +5.7% |
| APH Amphenol Corp. Class A | 5.38% | 1,981,604 | $129.1M | Reduce -2.0% |
| ISRG Intuitive Surgical Inc. | 5.02% | 244,809 | $120.3M | Reduce -2.0% |
| ICE Intercontinental Exchange Inc. | 4.86% | 725,075 | $116.5M | Add +6.3% |
| AMZN Amazon.com Inc. | 4.78% | 615,079 | $114.6M | Add +4.3% |
| TXN Texas Instruments Inc. | 4.65% | 540,069 | $111.6M | Add +3.5% |
| SPGI S&P Global Inc. | 4.64% | 215,130 | $111.1M | Add +1.3% |
| KO The Coca-Cola Co. | 3.82% | 1,276,253 | $91.7M | Add +3.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 3.74% | 762,467 | $89.6M | Reduce -2.5% |
| UNP Union Pacific Corp. | 3.68% | 357,928 | $88.2M | Add +7.7% |
| DHR Danaher Corp. | 3.27% | 281,897 | $78.3M | Add +6.3% |
| SNPS Synopsys Inc. | 3.25% | 153,933 | $78.0M | Add +30.9% |
| AME Ametek Inc. | 2.51% | 350,591 | $60.2M | New |
| GLD SPDR Gold Shares | 0.81% | 80,368 | $19.5M | Reduce -9.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.66% | 71,988 | $15.9M | Reduce -3.9% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.52% | 104,608 | $12.4M | Reduce -12.9% |
| GOOGL Alphabet Inc. Class A | 0.31% | 44,486 | $7.4M | Add +2.6% |
| TSM Taiwan Semiconductor-SP ADR | 0.15% | 20,807 | $3.6M | Reduce -7.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.12% | 6,484 | $3.0M | Reduce -8.4% |
| AAXJ iShares MSCI All Country Asi | 0.12% | 37,350 | $2.9M | Reduce -1.4% |
| MA Mastercard Inc. Class A | 0.10% | 5,043 | $2.5M | Add +0.6% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.08% | 16,090 | $1.9M | No change |
| CP Canadian Pacific Kansas City | 0.07% | 19,000 | $1.6M | No change |
| FERG Ferguson Enterprises Inc. | 0.05% | 6,241 | $1.3M | New |
| INTU Intuit Inc. | 0.05% | 1,999 | $1.2M | Reduce -11.2% |
| AAPL Apple Inc. | 0.05% | 5,017 | $1.2M | Reduce -9.4% |
| IXN iShares Global Tech ETF | 0.04% | 13,050 | $1.1M | Reduce -4.4% |
| POOL Pool Corp. | 0.03% | 2,100 | $791K | Reduce -75.5% |
| NVDA Nvidia Corp. | 0.03% | 6,480 | $787K | Reduce -5.8% |
| WMT Walmart Inc. | 0.03% | 9,372 | $757K | No change |
| CVX Chevron Corp. | 0.03% | 4,800 | $707K | Reduce -0.3% |
| VHT Vanguard Health Care ETF | 0.03% | 2,265 | $639K | No change |
| NOC Northrop Grumman Corp. | 0.03% | 1,207 | $637K | Reduce -21.1% |
| VWO Vanguard Ftse Emerging Marke | 0.03% | 12,880 | $616K | No change |
| JNJ Johnson & Johnson | 0.02% | 3,638 | $589K | Reduce -3.7% |
| MRSH Marsh & McLennan Cos | 0.02% | 2,586 | $577K | Add +4.0% |
| SYY Sysco Corp. | 0.02% | 7,000 | $546K | No change |
| ACN Accenture PLC Class A | 0.02% | 1,426 | $504K | Add +7.5% |
| WTW Willis Towers Watson PLC | 0.02% | 1,678 | $494K | Reduce -8.2% |
| ABBV Abbvie Inc. | 0.02% | 1,985 | $392K | No change |
| HD Home Depot Inc. | 0.02% | 900 | $364K | No change |
| XEL Xcel Energy Inc. | 0.01% | 5,400 | $353K | No change |
| LLY Eli Lilly & Co. | 0.01% | 340 | $301K | Add +3.7% |
| PEP Pepsico Inc. | 0.01% | 1,697 | $289K | Reduce -6.3% |
| WFC Wells Fargo & Co. | 0.01% | 4,194 | $237K | No change |
| ABT Abbott Laboratories | 0.01% | 2,050 | $234K | No change |
| PODD Insulet Corp. | 0.01% | 915 | $213K | New |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.01% | 5,357 | $213K | No change |
| LMT Lockheed Martin Corp. | 0.01% | 350 | $205K | New |
Portfolio Sells Q2 2024 → Q3 2024
| APH Amphenol Corp. Class A | Reduce -2.0% | 5.38% | −0.95 |
| JPM JPMorgan Chase & Co. | Reduce -2.1% | 6.55% | −0.61 |
| TJX TJX Companies Inc. | Reduce -2.5% | 3.74% | −0.27 |
| ISRG Intuitive Surgical Inc. | Reduce -2.0% | 5.02% | −0.15 |
| POOL Pool Corp. | Reduce -75.5% | 0.03% | −0.09 |
| GLD SPDR Gold Shares | Reduce -9.5% | 0.81% | −0.07 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -7.6% | 0.15% | −0.03 |
| AON Aon PLC Class A | Sold out | 0.00% | −0.02 |
| INTU Intuit Inc. | Reduce -11.2% | 0.05% | −0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -8.4% | 0.12% | −0.01 |
| IXN iShares Global Tech ETF | Reduce -4.4% | 0.04% | −0.01 |
| NVDA Nvidia Corp. | Reduce -5.8% | 0.03% | −0.01 |
| CVX Chevron Corp. | Reduce -0.3% | 0.03% | −0.01 |
| AAPL Apple Inc. | Reduce -9.4% | 0.05% | −0.01 |
| AAXJ iShares MSCI All Country Asi | Reduce -1.4% | 0.12% | −0.00 |
| NOC Northrop Grumman Corp. | Reduce -21.1% | 0.03% | −0.00 |
| PEP Pepsico Inc. | Reduce -6.3% | 0.01% | −0.00 |
| WTW Willis Towers Watson PLC | Reduce -8.2% | 0.02% | −0.00 |
| JNJ Johnson & Johnson | Reduce -3.7% | 0.02% | −0.00 |
| IRM Iron Mountain Inc. | Reduce -12.9% | 0.52% | +0.02 |
| IBM Intl Business Machines Corp. | Reduce -3.9% | 0.66% | +0.06 |
| PGR Progressive Corp. | Reduce -0.9% | 5.60% | +0.44 |
Portfolio Buys Q2 2024 → Q3 2024
| AME Ametek Inc. | New | 2.51% | +2.51 |
| ICE Intercontinental Exchange Inc. | Add +6.3% | 4.86% | +0.52 |
| UNH Unitedhealth Group Inc. | Add +3.9% | 5.55% | +0.37 |
| TMO Thermo Fisher Scientific Inc. | Add +5.7% | 5.40% | +0.31 |
| SPGI S&P Global Inc. | Add +1.3% | 4.64% | +0.23 |
| DHR Danaher Corp. | Add +6.3% | 3.27% | +0.19 |
| KO The Coca-Cola Co. | Add +3.8% | 3.82% | +0.19 |
| UNP Union Pacific Corp. | Add +7.7% | 3.68% | +0.18 |
| FERG Ferguson Enterprises Inc. | New | 0.05% | +0.05 |
| V Visa Inc. Class A | Add +7.0% | 5.51% | +0.04 |
| PODD Insulet Corp. | New | 0.01% | +0.01 |
| LMT Lockheed Martin Corp. | New | 0.01% | +0.01 |
| ACN Accenture PLC Class A | Add +7.5% | 0.02% | +0.00 |
| SNPS Synopsys Inc. | Add +30.9% | 3.25% | +0.00 |
| MA Mastercard Inc. Class A | Add +0.6% | 0.10% | +0.00 |
| LIN Linde PLC | Add +2.6% | 5.70% | +0.00 |
| MRSH Marsh & McLennan Cos | Add +4.0% | 0.02% | −0.00 |
| LLY Eli Lilly & Co. | Add +3.7% | 0.01% | −0.00 |
| GOOGL Alphabet Inc. Class A | Add +2.6% | 0.31% | −0.06 |
| TXN Texas Instruments Inc. | Add +3.5% | 4.65% | −0.06 |
| AMZN Amazon.com Inc. | Add +4.3% | 4.78% | −0.52 |
| MSFT Microsoft Corp. | Add +0.5% | 6.48% | −0.98 |
| GOOG Alphabet Inc. Class C | Add +1.5% | 6.03% | −1.23 |
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 |