James Hambro & Partners LLP
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 17, 2025), James Hambro & Partners LLP reported 50 stock positions worth $2.5 billion. Its top holding was JPMorgan Chase (JPM) at 8.4% of the portfolio, followed by Amphenol Class A (APH, 7.8%) and Microsoft (MSFT, 7.6%). Compared with Q1 2025, it sold out of 4, added to 17 and reduced 22. The biggest buy was Microsoft (MSFT, shares +3%) and the biggest sale an exit from Unitedhealth (UNH).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0001731152
- Portfolio Value
- $2.5B (Q2 2025)
- SEC Filing
- 0001731152-25-000005 ↗ filed Jul 17, 2025
Holdings Value
Holdings 50 stocks · $2.5B
| JPM JPMorgan Chase & Co. | 8.36% | 729,479 | $211.4M | Reduce -0.5% |
| APH Amphenol Corp. Class A | 7.83% | 2,006,289 | $198.1M | Reduce -2.3% |
| MSFT Microsoft Corp. | 7.61% | 386,740 | $192.3M | Add +2.5% |
| V Visa Inc. Class A | 6.55% | 466,773 | $165.6M | Reduce -0.8% |
| GOOG Alphabet Inc. Class C | 6.30% | 898,338 | $159.3M | Add +1.2% |
| AMZN Amazon.com Inc. | 5.81% | 669,167 | $146.8M | Add +5.3% |
| ICE Intercontinental Exchange Inc. | 5.75% | 792,472 | $145.4M | Add +2.9% |
| PGR Progressive Corp. | 5.29% | 501,506 | $133.8M | Reduce -2.1% |
| ISRG Intuitive Surgical Inc. | 5.02% | 233,647 | $127.0M | Add +4.3% |
| SPGI S&P Global Inc. | 4.82% | 231,362 | $122.0M | Add +3.7% |
| AME Ametek Inc. | 4.75% | 663,152 | $120.0M | Add +2.7% |
| TXN Texas Instruments Inc. | 4.45% | 542,401 | $112.6M | Add +5.7% |
| SNPS Synopsys Inc. | 4.33% | 213,673 | $109.6M | Add +4.4% |
| TMO Thermo Fisher Scientific Inc. | 4.13% | 257,327 | $104.3M | Add +9.8% |
| KO The Coca-Cola Co. | 3.89% | 1,390,375 | $98.3M | Add +2.9% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 3.81% | 779,817 | $96.3M | Reduce -0.2% |
| UNP Union Pacific Corp. | 3.63% | 398,599 | $91.7M | Add +4.1% |
| ENTG Entegris Inc. | 2.72% | 852,889 | $68.8M | Add +8.4% |
| DHR Danaher Corp. | 2.29% | 292,961 | $57.8M | Reduce -0.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.73% | 62,389 | $18.4M | Reduce -1.4% |
| GLD SPDR Gold Shares | 0.66% | 54,779 | $16.7M | Reduce -5.4% |
| GOOGL Alphabet Inc. Class A | 0.31% | 44,452 | $7.8M | Add +3.8% |
| TSM Taiwan Semiconductor-SP ADR | 0.14% | 15,444 | $3.5M | Reduce -1.4% |
| AAXJ iShares MSCI All Country Asi | 0.11% | 34,210 | $2.8M | Reduce -8.4% |
| MA Mastercard Inc. Class A | 0.08% | 3,599 | $2.0M | Add +2.5% |
| CP Canadian Pacific Kansas City | 0.06% | 19,000 | $1.5M | Reduce -1.6% |
| FERG Ferguson Enterprises Inc. | 0.05% | 6,176 | $1.3M | Reduce -2.1% |
| PLD Prologis Inc. | 0.05% | 12,427 | $1.3M | Add +25.6% |
| IXN iShares Global Tech ETF | 0.05% | 13,050 | $1.2M | No change |
| VHT Vanguard Health Care ETF | 0.04% | 3,915 | $972K | Reduce -12.3% |
| WMT Walmart Inc. | 0.04% | 9,372 | $916K | No change |
| NVDA Nvidia Corp. | 0.03% | 5,470 | $864K | Reduce -3.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.03% | 1,559 | $756K | Reduce -4.9% |
| CVX Chevron Corp. | 0.03% | 4,800 | $687K | No change |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.03% | 6,502 | $667K | Reduce -78.8% |
| NOC Northrop Grumman Corp. | 0.02% | 1,117 | $559K | Add +9.8% |
| AAPL Apple Inc. | 0.02% | 2,633 | $540K | Reduce -44.0% |
| SYY Sysco Corp. | 0.02% | 7,000 | $530K | No change |
| MRSH Marsh & McLennan Cos | 0.02% | 2,326 | $509K | Reduce -17.3% |
| INTU Intuit Inc. | 0.02% | 610 | $480K | Reduce -52.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.02% | 738 | $456K | No change |
| JNJ Johnson & Johnson | 0.01% | 2,458 | $375K | Reduce -13.4% |
| XEL Xcel Energy Inc. | 0.01% | 5,400 | $368K | No change |
| ABBV Abbvie Inc. | 0.01% | 1,750 | $325K | No change |
| WFC Wells Fargo & Co. | 0.01% | 4,019 | $322K | No change |
| PODD Insulet Corp. | 0.01% | 915 | $287K | No change |
| ABT Abbott Laboratories | 0.01% | 2,050 | $279K | No change |
| HD Home Depot Inc. | 0.01% | 750 | $275K | Reduce -16.7% |
| LLY Eli Lilly & Co. | 0.01% | 328 | $256K | Reduce -3.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.01% | 5,357 | $253K | No change |
Portfolio Sells Q1 2025 → Q2 2025
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −5.37 |
| PGR Progressive Corp. | Reduce -2.1% | 5.29% | −0.76 |
| V Visa Inc. Class A | Reduce -0.8% | 6.55% | −0.33 |
| DHR Danaher Corp. | Reduce -0.9% | 2.29% | −0.24 |
| TJX TJX Companies Inc. | Reduce -0.2% | 3.81% | −0.16 |
| IRM Iron Mountain Inc. | Reduce -78.8% | 0.03% | −0.08 |
| NVO Novo-Nordisk A/S-Spons ADR | Sold out | 0.00% | −0.05 |
| GLD SPDR Gold Shares | Reduce -5.4% | 0.66% | −0.04 |
| WTW Willis Towers Watson PLC | Sold out | 0.00% | −0.02 |
| AAPL Apple Inc. | Reduce -44.0% | 0.02% | −0.02 |
| INTU Intuit Inc. | Reduce -52.0% | 0.02% | −0.01 |
| VHT Vanguard Health Care ETF | Reduce -12.3% | 0.04% | −0.01 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −0.01 |
| MRSH Marsh & McLennan Cos | Reduce -17.3% | 0.02% | −0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -4.9% | 0.03% | −0.01 |
| JNJ Johnson & Johnson | Reduce -13.4% | 0.01% | −0.00 |
| AAXJ iShares MSCI All Country Asi | Reduce -8.4% | 0.11% | −0.00 |
| HD Home Depot Inc. | Reduce -16.7% | 0.01% | −0.00 |
| LLY Eli Lilly & Co. | Reduce -3.5% | 0.01% | −0.00 |
| CP Canadian Pacific Kansas City | Reduce -1.6% | 0.06% | +0.00 |
| NVDA Nvidia Corp. | Reduce -3.0% | 0.03% | +0.01 |
| FERG Ferguson Enterprises Inc. | Reduce -2.1% | 0.05% | +0.01 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -1.4% | 0.14% | +0.03 |
| IBM Intl Business Machines Corp. | Reduce -1.4% | 0.73% | +0.07 |
| JPM JPMorgan Chase & Co. | Reduce -0.5% | 8.36% | +0.86 |
| APH Amphenol Corp. Class A | Reduce -2.3% | 7.83% | +2.22 |
Portfolio Buys Q1 2025 → Q2 2025
| MSFT Microsoft Corp. | Add +2.5% | 7.61% | +1.71 |
| AMZN Amazon.com Inc. | Add +5.3% | 5.81% | +0.76 |
| SNPS Synopsys Inc. | Add +4.4% | 4.33% | +0.68 |
| TXN Texas Instruments Inc. | Add +5.7% | 4.45% | +0.60 |
| GOOG Alphabet Inc. Class C | Add +1.2% | 6.30% | +0.52 |
| ISRG Intuitive Surgical Inc. | Add +4.3% | 5.02% | +0.40 |
| ICE Intercontinental Exchange Inc. | Add +2.9% | 5.75% | +0.20 |
| AME Ametek Inc. | Add +2.7% | 4.75% | +0.11 |
| SPGI S&P Global Inc. | Add +3.7% | 4.82% | +0.09 |
| GOOGL Alphabet Inc. Class A | Add +3.8% | 0.31% | +0.03 |
| PLD Prologis Inc. | Add +25.6% | 0.05% | +0.01 |
| NOC Northrop Grumman Corp. | Add +9.8% | 0.02% | +0.00 |
| MA Mastercard Inc. Class A | Add +2.5% | 0.08% | −0.00 |
| UNP Union Pacific Corp. | Add +4.1% | 3.63% | −0.15 |
| KO The Coca-Cola Co. | Add +2.9% | 3.89% | −0.15 |
| ENTG Entegris Inc. | Add +8.4% | 2.72% | −0.15 |
| TMO Thermo Fisher Scientific Inc. | Add +9.8% | 4.13% | −0.74 |
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 |