James Hambro & Partners LLP
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 17, 2025), James Hambro & Partners LLP reported 54 stock positions worth $2.4 billion. Its top holding was JPMorgan Chase (JPM) at 7.5% of the portfolio, followed by Visa Class A (V, 6.9%) and Progressive (PGR, 6.1%). Compared with Q4 2024, it sold out of 3, added to 23 and reduced 13. The biggest buy was Progressive (PGR, shares +0%) and the biggest sale an exit from Linde (LIN).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0001731152
- Portfolio Value
- $2.4B (Q1 2025)
- SEC Filing
- 0001731152-25-000003 ↗ filed Apr 17, 2025
Holdings Value
Holdings 54 stocks · $2.4B
| JPM JPMorgan Chase & Co. | 7.50% | 733,452 | $179.9M | Add +0.1% |
| V Visa Inc. Class A | 6.88% | 470,691 | $164.9M | Add +0.5% |
| PGR Progressive Corp. | 6.05% | 512,464 | $145.1M | Add +0.2% |
| MSFT Microsoft Corp. | 5.90% | 377,153 | $141.4M | Add +3.2% |
| GOOG Alphabet Inc. Class C | 5.78% | 887,368 | $138.5M | Add +1.0% |
| APH Amphenol Corp. Class A | 5.62% | 2,052,766 | $134.7M | Add +5.3% |
| ICE Intercontinental Exchange Inc. | 5.54% | 770,387 | $132.9M | Add +1.6% |
| UNH Unitedhealth Group Inc. | 5.37% | 245,642 | $128.6M | Add +6.4% |
| AMZN Amazon.com Inc. | 5.05% | 635,743 | $121.0M | Add +1.0% |
| TMO Thermo Fisher Scientific Inc. | 4.87% | 234,423 | $116.7M | Add +5.5% |
| SPGI S&P Global Inc. | 4.73% | 223,198 | $113.4M | Add +2.8% |
| AME Ametek Inc. | 4.63% | 645,499 | $111.1M | Add +3.9% |
| ISRG Intuitive Surgical Inc. | 4.63% | 224,066 | $111.0M | Reduce -7.7% |
| KO The Coca-Cola Co. | 4.04% | 1,351,806 | $96.8M | Add +3.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 3.97% | 781,045 | $95.1M | Add +0.3% |
| TXN Texas Instruments Inc. | 3.85% | 513,247 | $92.3M | Reduce -7.6% |
| UNP Union Pacific Corp. | 3.77% | 382,992 | $90.5M | Add +1.9% |
| SNPS Synopsys Inc. | 3.66% | 204,580 | $87.7M | Add +1.6% |
| ENTG Entegris Inc. | 2.87% | 786,491 | $68.9M | Add +7.0% |
| DHR Danaher Corp. | 2.53% | 295,712 | $60.6M | Reduce -4.5% |
| GLD SPDR Gold Shares | 0.70% | 57,928 | $16.7M | Reduce -0.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.66% | 63,303 | $15.7M | Reduce -7.5% |
| GOOGL Alphabet Inc. Class A | 0.28% | 42,824 | $6.6M | Reduce -0.1% |
| AAXJ iShares MSCI All Country Asi | 0.12% | 37,350 | $2.8M | No change |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.11% | 30,612 | $2.6M | Reduce -5.8% |
| TSM Taiwan Semiconductor-SP ADR | 0.11% | 15,666 | $2.6M | Reduce -0.2% |
| MA Mastercard Inc. Class A | 0.08% | 3,511 | $1.9M | Reduce -12.3% |
| CP Canadian Pacific Kansas City | 0.06% | 19,315 | $1.4M | Add +1.7% |
| VHT Vanguard Health Care ETF | 0.05% | 4,465 | $1.2M | Add +97.1% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.05% | 16,090 | $1.1M | No change |
| PLD Prologis Inc. | 0.05% | 9,895 | $1.1M | Add +31.4% |
| AAPL Apple Inc. | 0.04% | 4,704 | $1.0M | Add +2.6% |
| FERG Ferguson Enterprises Inc. | 0.04% | 6,311 | $1.0M | Add +1.1% |
| IXN iShares Global Tech ETF | 0.04% | 13,050 | $988K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.04% | 1,639 | $874K | Reduce -76.0% |
| WMT Walmart Inc. | 0.03% | 9,372 | $823K | No change |
| CVX Chevron Corp. | 0.03% | 4,800 | $804K | No change |
| INTU Intuit Inc. | 0.03% | 1,270 | $780K | Reduce -29.6% |
| MRSH Marsh & McLennan Cos | 0.03% | 2,811 | $686K | No change |
| NVDA Nvidia Corp. | 0.03% | 5,640 | $613K | Add +13.3% |
| WTW Willis Towers Watson PLC | 0.02% | 1,678 | $567K | No change |
| SYY Sysco Corp. | 0.02% | 7,000 | $525K | No change |
| NOC Northrop Grumman Corp. | 0.02% | 1,017 | $521K | No change |
| JNJ Johnson & Johnson | 0.02% | 2,838 | $471K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.02% | 738 | $413K | Reduce -53.5% |
| XEL Xcel Energy Inc. | 0.02% | 5,400 | $382K | No change |
| ABBV Abbvie Inc. | 0.02% | 1,750 | $367K | No change |
| HD Home Depot Inc. | 0.01% | 900 | $330K | No change |
| WFC Wells Fargo & Co. | 0.01% | 4,019 | $289K | No change |
| LLY Eli Lilly & Co. | 0.01% | 340 | $281K | No change |
| ABT Abbott Laboratories | 0.01% | 2,050 | $272K | No change |
| PODD Insulet Corp. | 0.01% | 915 | $240K | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.01% | 5,357 | $224K | No change |
| ACN Accenture PLC Class A | 0.01% | 697 | $218K | Reduce -22.2% |
Portfolio Sells Q4 2024 → Q1 2025
| LIN Linde PLC | Sold out | 0.00% | −4.86 |
| ISRG Intuitive Surgical Inc. | Reduce -7.7% | 4.63% | −0.37 |
| DHR Danaher Corp. | Reduce -4.5% | 2.53% | −0.28 |
| TXN Texas Instruments Inc. | Reduce -7.6% | 3.85% | −0.26 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -76.0% | 0.04% | −0.09 |
| GOOGL Alphabet Inc. Class A | Reduce -0.1% | 0.28% | −0.04 |
| CRH CRH PLC | Sold out | 0.00% | −0.04 |
| IRM Iron Mountain Inc. | Reduce -5.8% | 0.11% | −0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -53.5% | 0.02% | −0.02 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -0.2% | 0.11% | −0.01 |
| INTU Intuit Inc. | Reduce -29.6% | 0.03% | −0.01 |
| PSLV Sprott Physical Silver Trust | Sold out | 0.00% | −0.00 |
| ACN Accenture PLC Class A | Reduce -22.2% | 0.01% | −0.00 |
| MA Mastercard Inc. Class A | Reduce -12.3% | 0.08% | −0.00 |
| IBM Intl Business Machines Corp. | Reduce -7.5% | 0.66% | +0.06 |
| GLD SPDR Gold Shares | Reduce -0.1% | 0.70% | +0.14 |
Portfolio Buys Q4 2024 → Q1 2025
| PGR Progressive Corp. | Add +0.2% | 6.05% | +1.21 |
| ICE Intercontinental Exchange Inc. | Add +1.6% | 5.54% | +1.09 |
| V Visa Inc. Class A | Add +0.5% | 6.88% | +1.03 |
| KO The Coca-Cola Co. | Add +3.1% | 4.04% | +0.82 |
| UNH Unitedhealth Group Inc. | Add +6.4% | 5.37% | +0.75 |
| JPM JPMorgan Chase & Co. | Add +0.1% | 7.50% | +0.56 |
| SPGI S&P Global Inc. | Add +2.8% | 4.73% | +0.46 |
| UNP Union Pacific Corp. | Add +1.9% | 3.77% | +0.39 |
| TMO Thermo Fisher Scientific Inc. | Add +5.5% | 4.87% | +0.30 |
| APH Amphenol Corp. Class A | Add +5.3% | 5.62% | +0.27 |
| TJX TJX Companies Inc. | Add +0.3% | 3.97% | +0.26 |
| AME Ametek Inc. | Add +3.9% | 4.63% | +0.21 |
| VHT Vanguard Health Care ETF | Add +97.1% | 0.05% | +0.03 |
| PLD Prologis Inc. | Add +31.4% | 0.05% | +0.01 |
| CP Canadian Pacific Kansas City | Add +1.7% | 0.06% | +0.00 |
| FERG Ferguson Enterprises Inc. | Add +1.1% | 0.04% | −0.00 |
| NVDA Nvidia Corp. | Add +13.3% | 0.03% | −0.00 |
| ENTG Entegris Inc. | Add +7.0% | 2.87% | −0.00 |
| AAPL Apple Inc. | Add +2.6% | 0.04% | −0.00 |
| MSFT Microsoft Corp. | Add +3.2% | 5.90% | −0.18 |
| SNPS Synopsys Inc. | Add +1.6% | 3.66% | −0.20 |
| AMZN Amazon.com Inc. | Add +1.0% | 5.05% | −0.40 |
| GOOG Alphabet Inc. Class C | Add +1.0% | 5.78% | −0.82 |
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 |