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 $2.55B across 56 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GOOG ($206.8M, 8.11%), JPM ($195.6M, 7.67%), APH ($179.5M, 7.04%), AMZN ($163.8M, 6.42%), MSFT ($157.9M, 6.19%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOG | ALPHABET INC | $206.8M | 8.11% | 721,219 | Trimmed |
| 2 | JPM | JPMORGAN CHASE & CO | $195.6M | 7.67% | 664,869 | Trimmed |
| 3 | APH | AMPHENOL CORP | $179.5M | 7.04% | 1.4M | Trimmed |
| 4 | AMZN | AMAZON COM INC | $163.8M | 6.42% | 786,592 | Added |
| 5 | MSFT | MICROSOFT CORP | $157.9M | 6.19% | 426,717 | Added |
| 6 | NVDA | NVIDIA CORPORATION | $140.1M | 5.49% | 803,616 | Added |
| 7 | V | VISA INC | $137.2M | 5.38% | 453,956 | Trimmed |
| 8 | AME | AMETEK INC | $125.0M | 4.90% | 583,399 | Trimmed |
| 9 | TMO | THERMO FISHER SCIENTIFIC INC | $118.4M | 4.64% | 240,709 | Trimmed |
| 10 | MCK | MCKESSON CORP | $112.8M | 4.42% | 130,408 | Added |
| 11 | ICE | INTERCONTINENTAL EXCHANGE IN | $108.0M | 4.23% | 686,481 | Trimmed |
| 12 | ISRG | INTUITIVE SURGICAL INC | $107.6M | 4.22% | 233,249 | Trimmed |
| 13 | PGR | PROGRESSIVE CORP | $98.8M | 3.87% | 498,299 | Trimmed |
| 14 | KO | COCA COLA CO | $98.5M | 3.86% | 1.3M | Trimmed |
| 15 | TXN | TEXAS INSTRS INC | $96.0M | 3.77% | 494,729 | Added |
| 16 | BN | BROOKFIELD CORP | $83.6M | 3.28% | 2.1M | Added |
| 17 | SPGI | S&P GLOBAL INC | $76.5M | 3.00% | 179,842 | Trimmed |
| 18 | SUNBELT RENTALS HOLDINGS INC | $73.1M | 2.87% | 1.2M | New | |
| 19 | TJX | TJX COS INC NEW | $70.1M | 2.75% | 439,007 | Trimmed |
| 20 | EMR | EMERSON ELEC CO | $63.4M | 2.48% | 483,431 | Added |
| 21 | BDX | BECTON DICKINSON & CO | $30.4M | 1.19% | 193,698 | New |
| 22 | MELI | MERCADOLIBRE INC | $29.2M | 1.14% | 16,879 | Trimmed |
| 23 | GLD | SPDR GOLD TR | $22.9M | 0.90% | 53,190 | Trimmed |
| 24 | GOOGL | ALPHABET INC | $10.0M | 0.39% | 34,823 | Trimmed |
| 25 | IBM | INTERNATIONAL BUSINESS MACHS | $8.6M | 0.34% | 35,686 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31