James Hambro & Partners Llp Portfolio Stock Holdings
According to the SEC 13F filed on October 19, 2026, James Hambro & Partners Llp disclosed 68 stock positions valued at approximately $2.87B as of quarter-end September 30, 2026. The largest holdings include AMPHENOL CORP, ALPHABET INC, and MICROSOFT CORP.
- Report Period
- September 30, 2026
- No. of Stocks
- 68
- Portfolio Value
- $2.87B
Holdings by Sector
James Hambro & Partners Llp Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| AMPHENOL CORP | APH | Technology | 8.16% | 2,774,794 | +1,369,512 | +97.45% | $234,026,125 |
| ALPHABET INC | GOOG | Communication Services | 7.82% | 658,442 | -11,984 | -1.79% | $224,390,449 |
| MICROSOFT CORP | MSFT | Technology | 7.78% | 435,336 | +6,627 | +1.55% | $223,296,894 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 7.47% | 648,109 | -7,733 | -1.18% | $214,446,305 |
| NVIDIA CORPORATION | NVDA | Technology | 7.18% | 902,781 | +28,312 | +3.24% | $206,091,359 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 6.82% | 785,685 | +10,118 | +1.30% | $195,753,417 |
| VISA INC | V | Financial Services | 5.89% | 470,061 | +1,002 | +0.21% | $168,970,477 |
| AMETEK INC | AME | Industrials | 5.52% | 638,891 | +57,572 | +9.90% | $158,336,354 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 5.45% | 231,390 | +1,919 | +0.84% | $156,259,981 |
| TEXAS INSTRS INC | TXN | Technology | 4.79% | 490,504 | +12,556 | +2.63% | $137,397,527 |
| MCKESSON CORP | MCK | Healthcare | 4.14% | 138,952 | +4,301 | +3.19% | $118,760,191 |
| COCA COLA CO | KO | Consumer Defensive | 3.99% | 1,328,539 | +22,314 | +1.71% | $114,367,279 |
| INTERCONTINENTAL EXCHANGE IN | ICE | Financial Services | 3.65% | 689,312 | -9,182 | -1.31% | $104,820,229 |
| INTUITIVE SURGICAL INC | ISRG | Healthcare | 3.38% | 238,649 | -185 | -0.08% | $97,041,842 |
| BROADCOM INC | AVGO | Technology | 3.20% | 261,554 | +7,523 | +2.96% | $91,848,608 |
| SUNBELT RENTALS HOLDINGS INC | SUNB | Industrials | 3.08% | 1,195,451 | +20,294 | +1.73% | $88,487,519 |
| EMERSON ELEC CO | EMR | Industrials | 2.92% | 540,370 | +13,304 | +2.52% | $83,795,175 |
| BROOKFIELD CORP | BN | Financial Services | 2.10% | 1,654,857 | -464,288 | -21.91% | $60,377,457 |
| BECTON DICKINSON & CO | BDX | Healthcare | 2.09% | 335,229 | +39,543 | +13.37% | $60,026,104 |
| ALPHABET INC | GOOGL | Communication Services | 0.52% | 43,716 | +4,461 | +11.36% | $15,046,391 |
| ISHARES TR | AAXJ | Other | 0.48% | 117,435 | +28,520 | +32.08% | $13,673,544 |
| SPDR GOLD TR | GLD | Other | 0.47% | 35,563 | -3 | -0.01% | $13,546,480 |
| MERCADOLIBRE INC | MELI | Consumer Cyclical | 0.43% | 7,136 | -1,310 | -15.51% | $12,339,499 |
| S&P GLOBAL INC | SPGI | Financial Services | 0.35% | 25,164 | -9,879 | -28.19% | $9,933,740 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.29% | 18,277 | -141 | -0.77% | $8,339,246 |
| QXO INC | QXO | Technology | 0.22% | 547,042 | +547,042 | +100.00% | $6,397,656 |
| CHEVRON CORPORATION | CVX | Energy | 0.18% | 25,300 | - | - | $5,171,699 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 0.17% | 36,783 | -56,460 | -60.55% | $4,869,885 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.13% | 6,739 | -1,362 | -16.81% | $3,716,693 |
| ISHARES INC | IEMG | Other | 0.12% | 44,016 | +44,016 | +100.00% | $3,572,118 |
Showing 30 of 68 holdings in the latest reporting period.