James Hambro & Partners LLP
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 22, 2026), James Hambro & Partners LLP reported 57 stock positions worth $2.6 billion. Its top holding was Alphabet Class C (GOOG) at 8.1% of the portfolio, followed by JPMorgan Chase (JPM, 7.7%) and Amphenol Class A (APH, 7.0%). Compared with Q4 2025, it opened 6 new positions, sold out of 4, added to 22 and reduced 20. The biggest buy was a new position in Sunbelt Rentals (SUNB) and the biggest sale MercadoLibre (MELI, shares −63%).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0001731152
- Portfolio Value
- $2.6B (Q1 2026)
- SEC Filing
- 0001731152-26-000004 ↗ filed Apr 22, 2026
Holdings Value
Holdings 57 stocks · $2.6B
| GOOG Alphabet Inc. Class C | 8.11% | 721,219 | $206.8M | Reduce -8.4% |
| JPM JPMorgan Chase & Co. | 7.67% | 664,869 | $195.6M | Reduce -3.8% |
| APH Amphenol Corp. Class A | 7.04% | 1,420,385 | $179.5M | Reduce -9.2% |
| AMZN Amazon.com Inc. | 6.42% | 786,592 | $163.8M | Add +5.0% |
| MSFT Microsoft Corp. | 6.19% | 426,717 | $157.9M | Add +1.9% |
| NVDA Nvidia Corp. | 5.49% | 803,616 | $140.1M | Add +7.8% |
| V Visa Inc. Class A | 5.38% | 453,956 | $137.2M | Reduce -2.1% |
| AME Ametek Inc. | 4.90% | 583,399 | $125.0M | Reduce -4.2% |
| TMO Thermo Fisher Scientific Inc. | 4.64% | 240,709 | $118.4M | Reduce -0.3% |
| MCK McKesson Corp. | 4.42% | 130,408 | $112.8M | Add +7.8% |
| ICE Intercontinental Exchange Inc. | 4.23% | 686,481 | $108.0M | Reduce -4.8% |
| ISRG Intuitive Surgical Inc. | 4.22% | 233,249 | $107.6M | Reduce -2.4% |
| PGR Progressive Corp. | 3.87% | 498,299 | $98.8M | Reduce -4.6% |
| KO The Coca-Cola Co. | 3.86% | 1,294,526 | $98.5M | Reduce -6.4% |
| TXN Texas Instruments Inc. | 3.77% | 494,729 | $96.0M | Add +0.8% |
| BN Brookfield Corp. | 3.28% | 2,064,936 | $83.6M | Add +4.0% |
| SPGI S&P Global Inc. | 3.00% | 179,842 | $76.5M | Reduce -11.1% |
| SUNB Sunbelt Rentals Holdings Inc. | 2.87% | 1,165,325 | $73.1M | New |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 2.75% | 439,007 | $70.1M | Reduce -35.9% |
| EMR Emerson Electric Co. | 2.48% | 483,431 | $63.4M | Add +134.0% |
| BDX Becton Dickinson and Co. | 1.19% | 193,698 | $30.4M | New |
| MELI MercadoLibre Inc. | 1.14% | 16,879 | $29.2M | Reduce -62.9% |
| GLD SPDR Gold Shares | 0.90% | 53,190 | $22.9M | Reduce -12.0% |
| GOOGL Alphabet Inc. Class A | 0.39% | 34,823 | $10.0M | Reduce -5.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.34% | 35,686 | $8.6M | Reduce -29.5% |
| TSM Taiwan Semiconductor-SP ADR | 0.23% | 17,467 | $5.9M | Add +0.2% |
| AAXJ iShares MSCI All Country Asi | 0.22% | 57,265 | $5.5M | Add +20.4% |
| CVX Chevron Corp. | 0.21% | 25,300 | $5.2M | Add +2.0% |
| PLD Prologis Inc. | 0.09% | 17,630 | $2.3M | Add +14.8% |
| MA Mastercard Inc. Class A | 0.09% | 4,595 | $2.3M | Add +3.0% |
| IXN iShares Global Tech ETF | 0.05% | 13,425 | $1.3M | Add +17.3% |
| QALT Sei Dbi Multstrt Alt ETF filed as SEI EXCHANGE TRADED FUNDS | 0.05% | 52,283 | $1.3M | No change |
| FERG Ferguson Enterprises Inc. | 0.05% | 5,466 | $1.3M | Add +2.0% |
| DHR Danaher Corp. | 0.05% | 6,316 | $1.2M | Reduce -92.5% |
| WMT Walmart Inc. | 0.05% | 9,372 | $1.2M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.03% | 1,849 | $886K | Add +32.5% |
| TIP iShares Tips Bond ETF | 0.03% | 7,985 | $881K | New |
| NOC Northrop Grumman Corp. | 0.03% | 1,044 | $712K | Add +16.4% |
| MRSH Marsh & McLennan Cos | 0.03% | 3,856 | $669K | Reduce -1.8% |
| AAPL Apple Inc. | 0.02% | 2,440 | $619K | Add +3.0% |
| VHT Vanguard Health Care ETF | 0.02% | 1,930 | $526K | No change |
| SYY Sysco Corp. | 0.02% | 7,000 | $499K | No change |
| ABBV Abbvie Inc. | 0.02% | 2,090 | $454K | Add +26.3% |
| JNJ Johnson & Johnson | 0.02% | 1,709 | $418K | Add +16.6% |
| LLY Eli Lilly & Co. | 0.02% | 446 | $410K | Add +47.7% |
| WFC Wells Fargo & Co. | 0.01% | 4,019 | $320K | No change |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.01% | 2,972 | $304K | No change |
| LMT Lockheed Martin Corp. | 0.01% | 474 | $286K | New |
| XEL Xcel Energy Inc. | 0.01% | 3,425 | $272K | Reduce -32.5% |
| PEP Pepsico Inc. | 0.01% | 1,691 | $263K | Add +20.2% |
| COHR Coherent Corp. | 0.01% | 1,100 | $262K | New |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.01% | 5,357 | $261K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.01% | 390 | $254K | Reduce -62.5% |
| HD Home Depot Inc. | 0.01% | 750 | $247K | No change |
| ABT Abbott Laboratories | 0.01% | 2,190 | $225K | Add +6.8% |
| XOM Exxon Mobil Corp. | 0.01% | 1,318 | $224K | New |
| LYG Lloyds Banking Group PLC-ADR | 0.00% | 13,473 | $68K | No change |
Portfolio Sells Q4 2025 → Q1 2026
| MELI MercadoLibre Inc. | Reduce -62.9% | 1.14% | −2.13 |
| TJX TJX Companies Inc. | Reduce -35.9% | 2.75% | −1.01 |
| SPGI S&P Global Inc. | Reduce -11.1% | 3.00% | −0.78 |
| GOOG Alphabet Inc. Class C | Reduce -8.4% | 8.11% | −0.72 |
| DHR Danaher Corp. | Reduce -92.5% | 0.05% | −0.64 |
| ISRG Intuitive Surgical Inc. | Reduce -2.4% | 4.22% | −0.62 |
| APH Amphenol Corp. Class A | Reduce -9.2% | 7.04% | −0.52 |
| V Visa Inc. Class A | Reduce -2.1% | 5.38% | −0.44 |
| PGR Progressive Corp. | Reduce -4.6% | 3.87% | −0.38 |
| TMO Thermo Fisher Scientific Inc. | Reduce -0.3% | 4.64% | −0.36 |
| JPM JPMorgan Chase & Co. | Reduce -3.8% | 7.67% | −0.29 |
| IBM Intl Business Machines Corp. | Reduce -29.5% | 0.34% | −0.20 |
| DIS The Walt Disney Co. | Sold out | 0.00% | −0.04 |
| ORCL Oracle Corp. | Sold out | 0.00% | −0.03 |
| GOOGL Alphabet Inc. Class A | Reduce -5.2% | 0.39% | −0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -62.5% | 0.01% | −0.02 |
| PODD Insulet Corp. | Sold out | 0.00% | −0.01 |
| COST Costco Wholesale Corp. | Sold out | 0.00% | −0.01 |
| XEL Xcel Energy Inc. | Reduce -32.5% | 0.01% | −0.00 |
| MRSH Marsh & McLennan Cos | Reduce -1.8% | 0.03% | +0.00 |
| GLD SPDR Gold Shares | Reduce -12.0% | 0.90% | +0.04 |
| ICE Intercontinental Exchange Inc. | Reduce -4.8% | 4.23% | +0.06 |
| KO The Coca-Cola Co. | Reduce -6.4% | 3.86% | +0.41 |
| AME Ametek Inc. | Reduce -4.2% | 4.90% | +0.44 |
Portfolio Buys Q4 2025 → Q1 2026
| SUNB Sunbelt Rentals Holdings Inc. | New | 2.87% | +2.87 |
| EMR Emerson Electric Co. | Add +134.0% | 2.48% | +1.50 |
| BDX Becton Dickinson and Co. | New | 1.19% | +1.19 |
| MCK McKesson Corp. | Add +7.8% | 4.42% | +0.88 |
| TXN Texas Instruments Inc. | Add +0.8% | 3.77% | +0.72 |
| NVDA Nvidia Corp. | Add +7.8% | 5.49% | +0.53 |
| AMZN Amazon.com Inc. | Add +5.0% | 6.42% | +0.25 |
| CVX Chevron Corp. | Add +2.0% | 0.21% | +0.07 |
| AAXJ iShares MSCI All Country Asi | Add +20.4% | 0.22% | +0.06 |
| TSM Taiwan Semiconductor-SP ADR | Add +0.2% | 0.23% | +0.04 |
| TIP iShares Tips Bond ETF | New | 0.03% | +0.03 |
| BN Brookfield Corp. | Add +4.0% | 3.28% | +0.02 |
| PLD Prologis Inc. | Add +14.8% | 0.09% | +0.02 |
| LMT Lockheed Martin Corp. | New | 0.01% | +0.01 |
| COHR Coherent Corp. | New | 0.01% | +0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +32.5% | 0.03% | +0.01 |
| IXN iShares Global Tech ETF | Add +17.3% | 0.05% | +0.01 |
| NOC Northrop Grumman Corp. | Add +16.4% | 0.03% | +0.01 |
| XOM Exxon Mobil Corp. | New | 0.01% | +0.01 |
| FERG Ferguson Enterprises Inc. | Add +2.0% | 0.05% | +0.01 |
| JNJ Johnson & Johnson | Add +16.6% | 0.02% | +0.01 |
| LLY Eli Lilly & Co. | Add +47.7% | 0.02% | +0.00 |
| ABBV Abbvie Inc. | Add +26.3% | 0.02% | +0.00 |
| PEP Pepsico Inc. | Add +20.2% | 0.01% | +0.00 |
| AAPL Apple Inc. | Add +3.0% | 0.02% | +0.00 |
| ABT Abbott Laboratories | Add +6.8% | 0.01% | −0.00 |
| MA Mastercard Inc. Class A | Add +3.0% | 0.09% | −0.00 |
| MSFT Microsoft Corp. | Add +1.9% | 6.19% | −1.05 |
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 |