Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
James Hambro & Partners LLP (CIK 1731152) reported $2.76B across 68 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: APH ($247.8M, 8.96%), GOOG ($236.9M, 8.57%), JPM ($214.6M, 7.76%), AMZN ($184.7M, 6.68%), NVDA ($174.7M, 6.32%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | APH | AMPHENOL CORP | $247.8M | 8.96% | 1.4M | Trimmed |
| 2 | GOOG | ALPHABET INC | $236.9M | 8.57% | 670,426 | Trimmed |
| 3 | JPM | JPMORGAN CHASE & CO | $214.6M | 7.76% | 655,842 | Trimmed |
| 4 | AMZN | AMAZON COM INC | $184.7M | 6.68% | 775,567 | Trimmed |
| 5 | NVDA | NVIDIA CORPORATION | $174.7M | 6.32% | 874,469 | Added |
| 6 | V | VISA INC | $160.7M | 5.81% | 469,059 | Added |
| 7 | MSFT | MICROSOFT CORP | $159.8M | 5.78% | 428,709 | Added |
| 8 | TXN | TEXAS INSTRS INC | $142.4M | 5.15% | 477,948 | Trimmed |
| 9 | AME | AMETEK INC | $140.6M | 5.09% | 581,319 | Trimmed |
| 10 | TMO | THERMO FISHER SCIENTIFIC INC | $114.9M | 4.16% | 229,471 | Trimmed |
| 11 | KO | COCA COLA CO | $106.1M | 3.84% | 1.3M | Added |
| 12 | MCK | MCKESSON CORP | $101.7M | 3.68% | 134,651 | Added |
| 13 | AVGO | BROADCOM INC | $95.8M | 3.47% | 254,031 | New |
| 14 | ISRG | INTUITIVE SURGICAL INC | $95.0M | 3.43% | 238,834 | Added |
| 15 | BN | BROOKFIELD CORP | $90.3M | 3.26% | 2.1M | Added |
| 16 | ICE | INTERCONTINENTAL EXCHANGE IN | $86.0M | 3.11% | 698,494 | Added |
| 17 | SUNB | SUNBELT RENTALS HOLDINGS INC | $85.7M | 3.10% | 1.2M | Added |
| 18 | PGR | PROGRESSIVE CORP | $76.7M | 2.77% | 351,505 | Trimmed |
| 19 | EMR | EMERSON ELEC CO | $75.4M | 2.73% | 527,066 | Added |
| 20 | BDX | BECTON DICKINSON & CO | $44.7M | 1.62% | 295,686 | Added |
| 21 | SPGI | S&P GLOBAL INC | $14.3M | 0.52% | 35,043 | Trimmed |
| 22 | MELI | MERCADOLIBRE INC | $14.3M | 0.52% | 8,446 | Trimmed |
| 23 | GOOGL | ALPHABET INC | $14.0M | 0.51% | 39,255 | Added |
| 24 | TJX | TJX COS INC NEW | $14.1M | 0.51% | 93,243 | Trimmed |
| 25 | GLD | SPDR GOLD TR | $13.1M | 0.47% | 35,566 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30