James Hambro & Partners LLP
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 15, 2025), James Hambro & Partners LLP reported 54 stock positions worth $2.8 billion. Its top holding was Amphenol Class A (APH) at 8.0% of the portfolio, followed by JPMorgan Chase (JPM, 7.7%) and Microsoft (MSFT, 7.5%). Compared with Q2 2025, it opened 5 new positions, sold out of 1, added to 11 and reduced 22. The biggest buy was a new position in Oracle (ORCL) and the biggest sale an exit from Union Pacific (UNP).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0001731152
- Portfolio Value
- $2.8B (Q3 2025)
- SEC Filing
- 0001731152-25-000007 ↗ filed Oct 15, 2025
Holdings Value
Holdings 54 stocks · $2.8B
| APH Amphenol Corp. Class A | 8.01% | 1,821,871 | $225.5M | Reduce -9.2% |
| JPM JPMorgan Chase & Co. | 7.73% | 690,000 | $217.6M | Reduce -5.4% |
| MSFT Microsoft Corp. | 7.49% | 406,888 | $210.7M | Add +5.2% |
| GOOG Alphabet Inc. Class C | 7.32% | 846,006 | $206.0M | Reduce -5.8% |
| V Visa Inc. Class A | 5.63% | 464,261 | $158.4M | Reduce -0.5% |
| AMZN Amazon.com Inc. | 5.38% | 689,765 | $151.4M | Add +3.1% |
| ICE Intercontinental Exchange Inc. | 4.68% | 782,230 | $131.8M | Reduce -1.3% |
| ORCL Oracle Corp. | 4.58% | 458,839 | $129.0M | New |
| PGR Progressive Corp. | 4.44% | 506,297 | $125.0M | Add +1.0% |
| TMO Thermo Fisher Scientific Inc. | 4.30% | 249,732 | $121.1M | Reduce -3.0% |
| AME Ametek Inc. | 4.13% | 619,182 | $116.4M | Reduce -6.6% |
| SPGI S&P Global Inc. | 4.02% | 232,712 | $113.2M | Add +0.6% |
| NVDA Nvidia Corp. | 3.88% | 585,871 | $109.3M | Add +10610.6% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 3.84% | 748,030 | $108.1M | Reduce -4.1% |
| ISRG Intuitive Surgical Inc. | 3.76% | 236,545 | $105.8M | Add +1.2% |
| SNPS Synopsys Inc. | 3.60% | 205,422 | $101.4M | Reduce -3.9% |
| MELI MercadoLibre Inc. | 3.49% | 42,015 | $98.2M | New |
| TXN Texas Instruments Inc. | 3.31% | 507,136 | $93.2M | Reduce -6.5% |
| KO The Coca-Cola Co. | 3.14% | 1,333,254 | $88.4M | Reduce -4.1% |
| ENTG Entegris Inc. | 2.70% | 820,790 | $75.9M | Reduce -3.8% |
| DHR Danaher Corp. | 1.06% | 150,904 | $29.9M | Reduce -48.5% |
| EMR Emerson Electric Co. | 0.85% | 181,669 | $23.8M | New |
| GLD SPDR Gold Shares | 0.74% | 58,542 | $20.8M | Add +6.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.58% | 57,926 | $16.3M | Reduce -7.2% |
| GOOGL Alphabet Inc. Class A | 0.35% | 40,106 | $9.7M | Reduce -9.8% |
| TSM Taiwan Semiconductor-SP ADR | 0.17% | 17,369 | $4.9M | Add +12.5% |
| AAXJ iShares MSCI All Country Asi | 0.11% | 34,210 | $3.1M | No change |
| MA Mastercard Inc. Class A | 0.07% | 3,540 | $2.0M | Reduce -1.6% |
| PLD Prologis Inc. | 0.05% | 12,750 | $1.5M | Add +2.6% |
| CP Canadian Pacific Kansas City | 0.05% | 19,000 | $1.4M | No change |
| FERG Ferguson Enterprises Inc. | 0.05% | 6,176 | $1.4M | No change |
| IXN iShares Global Tech ETF | 0.05% | 13,050 | $1.3M | No change |
| QALT Sei Dbi Multstrt Alt ETF filed as SEI EXCHANGE TRADED FUNDS | 0.05% | 52,283 | $1.3M | New |
| WMT Walmart Inc. | 0.03% | 9,372 | $966K | No change |
| MRSH Marsh & McLennan Cos | 0.03% | 3,953 | $797K | Add +70.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.03% | 1,559 | $784K | No change |
| CVX Chevron Corp. | 0.03% | 4,800 | $745K | No change |
| VHT Vanguard Health Care ETF | 0.02% | 2,315 | $601K | Reduce -40.9% |
| AAPL Apple Inc. | 0.02% | 2,359 | $600K | Reduce -10.4% |
| SYY Sysco Corp. | 0.02% | 7,000 | $577K | No change |
| NOC Northrop Grumman Corp. | 0.02% | 927 | $565K | Reduce -17.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.02% | 738 | $492K | No change |
| XEL Xcel Energy Inc. | 0.02% | 5,400 | $436K | No change |
| JNJ Johnson & Johnson | 0.02% | 2,318 | $430K | Reduce -5.7% |
| INTU Intuit Inc. | 0.01% | 610 | $416K | No change |
| NFLX Netflix Inc. | 0.01% | 335 | $402K | New |
| ABBV Abbvie Inc. | 0.01% | 1,655 | $383K | Reduce -5.4% |
| WFC Wells Fargo & Co. | 0.01% | 4,019 | $337K | No change |
| HD Home Depot Inc. | 0.01% | 750 | $304K | No change |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.01% | 2,972 | $303K | Reduce -54.3% |
| PODD Insulet Corp. | 0.01% | 915 | $282K | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.01% | 5,357 | $276K | No change |
| ABT Abbott Laboratories | 0.01% | 2,050 | $275K | No change |
| LLY Eli Lilly & Co. | 0.01% | 343 | $262K | Add +4.6% |
Portfolio Sells Q2 2025 → Q3 2025
| UNP Union Pacific Corp. | Sold out | 0.00% | −3.63 |
| DHR Danaher Corp. | Reduce -48.5% | 1.06% | −1.23 |
| TXN Texas Instruments Inc. | Reduce -6.5% | 3.31% | −1.14 |
| ICE Intercontinental Exchange Inc. | Reduce -1.3% | 4.68% | −1.07 |
| V Visa Inc. Class A | Reduce -0.5% | 5.63% | −0.92 |
| KO The Coca-Cola Co. | Reduce -4.1% | 3.14% | −0.75 |
| SNPS Synopsys Inc. | Reduce -3.9% | 3.60% | −0.73 |
| JPM JPMorgan Chase & Co. | Reduce -5.4% | 7.73% | −0.63 |
| AME Ametek Inc. | Reduce -6.6% | 4.13% | −0.61 |
| IBM Intl Business Machines Corp. | Reduce -7.2% | 0.58% | −0.15 |
| ENTG Entegris Inc. | Reduce -3.8% | 2.70% | −0.02 |
| VHT Vanguard Health Care ETF | Reduce -40.9% | 0.02% | −0.02 |
| IRM Iron Mountain Inc. | Reduce -54.3% | 0.01% | −0.02 |
| MA Mastercard Inc. Class A | Reduce -1.6% | 0.07% | −0.01 |
| NOC Northrop Grumman Corp. | Reduce -17.0% | 0.02% | −0.00 |
| AAPL Apple Inc. | Reduce -10.4% | 0.02% | 0.00 |
| JNJ Johnson & Johnson | Reduce -5.7% | 0.02% | +0.00 |
| ABBV Abbvie Inc. | Reduce -5.4% | 0.01% | +0.00 |
| TJX TJX Companies Inc. | Reduce -4.1% | 3.84% | +0.03 |
| GOOGL Alphabet Inc. Class A | Reduce -9.8% | 0.35% | +0.04 |
| TMO Thermo Fisher Scientific Inc. | Reduce -3.0% | 4.30% | +0.18 |
| APH Amphenol Corp. Class A | Reduce -9.2% | 8.01% | +0.18 |
| GOOG Alphabet Inc. Class C | Reduce -5.8% | 7.32% | +1.02 |
Portfolio Buys Q2 2025 → Q3 2025
| ORCL Oracle Corp. | New | 4.58% | +4.58 |
| NVDA Nvidia Corp. | Add +10610.6% | 3.88% | +3.85 |
| MELI MercadoLibre Inc. | New | 3.49% | +3.49 |
| EMR Emerson Electric Co. | New | 0.85% | +0.85 |
| GLD SPDR Gold Shares | Add +6.9% | 0.74% | +0.08 |
| QALT Sei Dbi Multstrt Alt ETF | New | 0.05% | +0.05 |
| TSM Taiwan Semiconductor-SP ADR | Add +12.5% | 0.17% | +0.03 |
| NFLX Netflix Inc. | New | 0.01% | +0.01 |
| MRSH Marsh & McLennan Cos | Add +70.0% | 0.03% | +0.01 |
| PLD Prologis Inc. | Add +2.6% | 0.05% | +0.00 |
| LLY Eli Lilly & Co. | Add +4.6% | 0.01% | −0.00 |
| MSFT Microsoft Corp. | Add +5.2% | 7.49% | −0.12 |
| AMZN Amazon.com Inc. | Add +3.1% | 5.38% | −0.43 |
| SPGI S&P Global Inc. | Add +0.6% | 4.02% | −0.80 |
| PGR Progressive Corp. | Add +1.0% | 4.44% | −0.85 |
| ISRG Intuitive Surgical Inc. | Add +1.2% | 3.76% | −1.26 |
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 |