James Hambro & Partners LLP
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 22, 2025), James Hambro & Partners LLP reported 57 stock positions worth $2.5 billion. Its top holding was JPMorgan Chase (JPM) at 6.9% of the portfolio, followed by Alphabet Class C (GOOG, 6.6%) and Microsoft (MSFT, 6.1%). Compared with Q3 2024, it opened 5 new positions, sold out of 4, added to 17 and reduced 19. The biggest buy was a new position in Entegris (ENTG) and the biggest sale Progressive (PGR, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0001731152
- Portfolio Value
- $2.5B (Q4 2024)
- SEC Filing
- 0001731152-25-000001 ↗ filed Jan 22, 2025
Holdings Value
Holdings 57 stocks · $2.5B
| JPM JPMorgan Chase & Co. | 6.94% | 732,869 | $175.9M | Reduce -1.7% |
| GOOG Alphabet Inc. Class C | 6.60% | 878,197 | $167.3M | Add +1.5% |
| MSFT Microsoft Corp. | 6.08% | 365,500 | $154.0M | Add +1.3% |
| V Visa Inc. Class A | 5.85% | 468,597 | $148.2M | Reduce -2.5% |
| AMZN Amazon.com Inc. | 5.45% | 629,607 | $138.1M | Add +2.4% |
| APH Amphenol Corp. Class A | 5.35% | 1,949,891 | $135.5M | Reduce -1.6% |
| ISRG Intuitive Surgical Inc. | 5.00% | 242,622 | $126.7M | Reduce -0.9% |
| LIN Linde PLC | 4.86% | 294,009 | $123.1M | Add +2.6% |
| PGR Progressive Corp. | 4.84% | 511,468 | $122.7M | Reduce -3.4% |
| UNH Unitedhealth Group Inc. | 4.61% | 230,858 | $116.9M | Add +1.5% |
| TMO Thermo Fisher Scientific Inc. | 4.56% | 222,204 | $115.6M | Add +6.1% |
| ICE Intercontinental Exchange Inc. | 4.46% | 758,037 | $113.0M | Add +4.5% |
| AME Ametek Inc. | 4.42% | 621,355 | $112.0M | Add +77.2% |
| SPGI S&P Global Inc. | 4.27% | 217,029 | $108.2M | Add +0.9% |
| TXN Texas Instruments Inc. | 4.11% | 555,234 | $104.1M | Add +2.8% |
| SNPS Synopsys Inc. | 3.86% | 201,460 | $97.7M | Add +30.9% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 3.71% | 778,544 | $94.1M | Add +2.1% |
| UNP Union Pacific Corp. | 3.39% | 375,924 | $85.8M | Add +5.0% |
| KO The Coca-Cola Co. | 3.22% | 1,311,170 | $81.7M | Add +2.7% |
| ENTG Entegris Inc. | 2.87% | 735,249 | $72.8M | New |
| DHR Danaher Corp. | 2.81% | 309,594 | $71.1M | Add +9.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.59% | 68,440 | $15.1M | Reduce -4.9% |
| GLD SPDR Gold Shares | 0.55% | 58,013 | $14.0M | Reduce -27.8% |
| GOOGL Alphabet Inc. Class A | 0.32% | 42,859 | $8.1M | Reduce -3.7% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.13% | 32,485 | $3.4M | Reduce -69.0% |
| TSM Taiwan Semiconductor-SP ADR | 0.12% | 15,704 | $3.1M | Reduce -24.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.12% | 6,818 | $3.1M | Add +5.2% |
| AAXJ iShares MSCI All Country Asi | 0.11% | 37,350 | $2.7M | No change |
| MA Mastercard Inc. Class A | 0.08% | 4,003 | $2.1M | Reduce -20.6% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.05% | 16,090 | $1.4M | No change |
| CP Canadian Pacific Kansas City | 0.05% | 19,000 | $1.4M | No change |
| AAPL Apple Inc. | 0.05% | 4,584 | $1.1M | Reduce -8.6% |
| INTU Intuit Inc. | 0.04% | 1,804 | $1.1M | Reduce -9.8% |
| IXN iShares Global Tech ETF | 0.04% | 13,050 | $1.1M | No change |
| FERG Ferguson Enterprises Inc. | 0.04% | 6,241 | $1.1M | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.04% | 1,588 | $931K | New |
| CRH CRH PLC | 0.04% | 10,000 | $926K | New |
| WMT Walmart Inc. | 0.03% | 9,372 | $847K | No change |
| PLD Prologis Inc. | 0.03% | 7,528 | $820K | New |
| CVX Chevron Corp. | 0.03% | 4,800 | $696K | No change |
| NVDA Nvidia Corp. | 0.03% | 4,980 | $669K | Reduce -23.1% |
| MRSH Marsh & McLennan Cos | 0.02% | 2,811 | $597K | Add +8.7% |
| VHT Vanguard Health Care ETF | 0.02% | 2,265 | $575K | No change |
| SYY Sysco Corp. | 0.02% | 7,000 | $535K | No change |
| WTW Willis Towers Watson PLC | 0.02% | 1,678 | $526K | No change |
| NOC Northrop Grumman Corp. | 0.02% | 1,017 | $477K | Reduce -15.7% |
| JNJ Johnson & Johnson | 0.02% | 2,838 | $410K | Reduce -22.0% |
| XEL Xcel Energy Inc. | 0.01% | 5,400 | $365K | No change |
| HD Home Depot Inc. | 0.01% | 900 | $350K | No change |
| ACN Accenture PLC Class A | 0.01% | 896 | $315K | Reduce -37.2% |
| ABBV Abbvie Inc. | 0.01% | 1,750 | $311K | Reduce -11.8% |
| WFC Wells Fargo & Co. | 0.01% | 4,019 | $282K | Reduce -4.2% |
| LLY Eli Lilly & Co. | 0.01% | 340 | $263K | No change |
| PODD Insulet Corp. | 0.01% | 915 | $239K | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.01% | 5,357 | $236K | No change |
| ABT Abbott Laboratories | 0.01% | 2,050 | $232K | No change |
| PSLV Sprott Physical Silver Trust | 0.00% | 10,960 | $106K | New |
Portfolio Sells Q3 2024 → Q4 2024
| PGR Progressive Corp. | Reduce -3.4% | 4.84% | −0.76 |
| IRM Iron Mountain Inc. | Reduce -69.0% | 0.13% | −0.38 |
| GLD SPDR Gold Shares | Reduce -27.8% | 0.55% | −0.26 |
| IBM Intl Business Machines Corp. | Reduce -4.9% | 0.59% | −0.07 |
| APH Amphenol Corp. Class A | Reduce -1.6% | 5.35% | −0.04 |
| POOL Pool Corp. | Sold out | 0.00% | −0.03 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -24.5% | 0.12% | −0.03 |
| VWO Vanguard Ftse Emerging Marke | Sold out | 0.00% | −0.03 |
| MA Mastercard Inc. Class A | Reduce -20.6% | 0.08% | −0.02 |
| ISRG Intuitive Surgical Inc. | Reduce -0.9% | 5.00% | −0.02 |
| PEP Pepsico Inc. | Sold out | 0.00% | −0.01 |
| ACN Accenture PLC Class A | Reduce -37.2% | 0.01% | −0.01 |
| LMT Lockheed Martin Corp. | Sold out | 0.00% | −0.01 |
| JNJ Johnson & Johnson | Reduce -22.0% | 0.02% | −0.01 |
| NOC Northrop Grumman Corp. | Reduce -15.7% | 0.02% | −0.01 |
| INTU Intuit Inc. | Reduce -9.8% | 0.04% | −0.01 |
| NVDA Nvidia Corp. | Reduce -23.1% | 0.03% | −0.01 |
| ABBV Abbvie Inc. | Reduce -11.8% | 0.01% | −0.00 |
| AAPL Apple Inc. | Reduce -8.6% | 0.05% | −0.00 |
| WFC Wells Fargo & Co. | Reduce -4.2% | 0.01% | +0.00 |
| GOOGL Alphabet Inc. Class A | Reduce -3.7% | 0.32% | +0.01 |
| V Visa Inc. Class A | Reduce -2.5% | 5.85% | +0.34 |
| JPM JPMorgan Chase & Co. | Reduce -1.7% | 6.94% | +0.39 |
Portfolio Buys Q3 2024 → Q4 2024
| ENTG Entegris Inc. | New | 2.87% | +2.87 |
| AME Ametek Inc. | Add +77.2% | 4.42% | +1.91 |
| AMZN Amazon.com Inc. | Add +2.4% | 5.45% | +0.67 |
| SNPS Synopsys Inc. | Add +30.9% | 3.86% | +0.60 |
| GOOG Alphabet Inc. Class C | Add +1.5% | 6.60% | +0.57 |
| SPY SS SPDR S&P 500 ETF Trust-US | New | 0.04% | +0.04 |
| CRH CRH PLC | New | 0.04% | +0.04 |
| PLD Prologis Inc. | New | 0.03% | +0.03 |
| PSLV Sprott Physical Silver Trust | New | 0.00% | +0.00 |
| MRSH Marsh & McLennan Cos | Add +8.7% | 0.02% | −0.00 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +5.2% | 0.12% | −0.00 |
| TJX TJX Companies Inc. | Add +2.1% | 3.71% | −0.02 |
| UNP Union Pacific Corp. | Add +5.0% | 3.39% | −0.29 |
| SPGI S&P Global Inc. | Add +0.9% | 4.27% | −0.37 |
| MSFT Microsoft Corp. | Add +1.3% | 6.08% | −0.40 |
| ICE Intercontinental Exchange Inc. | Add +4.5% | 4.46% | −0.40 |
| DHR Danaher Corp. | Add +9.8% | 2.81% | −0.46 |
| TXN Texas Instruments Inc. | Add +2.8% | 4.11% | −0.54 |
| KO The Coca-Cola Co. | Add +2.7% | 3.22% | −0.60 |
| TMO Thermo Fisher Scientific Inc. | Add +6.1% | 4.56% | −0.84 |
| LIN Linde PLC | Add +2.6% | 4.86% | −0.84 |
| UNH Unitedhealth Group Inc. | Add +1.5% | 4.61% | −0.93 |
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 |