James Hambro & Partners LLP

13F filer · CIK 0001731152

Reported Apr 22, 2026

Net seller this quarter

13F portfolio value$2.76BU.S. long equity reported on 13F

Positions525 new · 4 closed

Net flow last quarter-$18.4MBuys minus sells

Top 10 positions weight60.3%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q1 2026Reported Apr 22, 202652 positions
GOOGAlphabet Inc.	$207M	8.11%	Not reported	-8.4%	Q4 2017
JPMJPMorgan Chase & Co	$196M	7.67%	0.02%	-3.8%	Q4 2017
APHAmphenol Corp	$179M	7.04%	0.12%	-9.2%	Q1 2018
AMZNAmazon Com Inc	$164M	6.42%	0.01%	+5.0%	Q1 2018
MSFTMicrosoft Corp	$158M	6.19%	0.01%	+1.9%	Q4 2017
NVDANvidia Corp	$140M	5.49%	0.00%	+7.9%	Q1 2023
VVisa Inc.	$137M	5.38%	0.02%	-2.1%	Q4 2017
AMEAmetek Inc/	$125M	4.90%	0.25%	-4.2%	Q3 2024
TMOThermo Fisher Scientific Inc.	$118M	4.64%	0.06%	-0.3%	Q4 2018
MCKMckesson Corp	$113M	4.42%	0.11%	+7.9%	Q4 2025
ICEIntercontinental Exchange, Inc.	$108M	4.23%	0.12%	-4.8%	Q2 2024
ISRGIntuitive Surgical Inc	$108M	4.22%	0.07%	-2.4%	Q4 2019
PGRProgressive Corp	$98.8M	3.87%	0.09%	-4.6%	Q1 2023
KOCoca Cola Co	$98.5M	3.86%	0.03%	-6.4%	Q3 2019
TXNTexas Instruments Inc	$96M	3.77%	0.05%	+0.8%	Q3 2022
BNBROOKFIELD Corp	$83.6M	3.28%	Not reported	+4.0%	Q4 2025
SPGIS&P Global Inc.	$76.5M	3.00%	0.06%	-11.1%	Q1 2018
SUNBSunbelt Rentals Holdings, Inc.	$73.1M	2.87%	0.28%	New	Q1 2026
TJXTJX Companies Inc	$70.1M	2.75%	0.04%	-35.9%	Q2 2021
EMREmerson Electric Co	$63.4M	2.48%	0.09%	+134.0%	Q3 2025
BDXBecton Dickinson & Co	$30.4M	1.19%	0.07%	Not reported	Q2 2018
MELIMercadolibre Inc	$29.2M	1.14%	0.03%	-62.9%	Q3 2025
GLDSPDR Gold Trust	$22.9M	0.90%	0.01%	-12.0%	Q1 2019
GOOGLAlphabet Inc.	$10M	0.39%	0.00%	-5.2%	Q4 2018
IBMInternational Business Machines Corp	$8.65M	0.34%	0.00%	-29.5%	Q3 2022
TSMTaiwan Semiconductor Manufacturing Co Ltd	$5.9M	0.23%	0.00%	+0.2%	Q2 2020
CVXChevron Corp	$5.23M	0.21%	0.00%	+2.0%	Q4 2018
PLDPrologis, Inc.	$2.33M	0.09%	0.00%	+14.8%	Q4 2024
MAMastercard Inc	$2.3M	0.09%	0.00%	+3.0%	Q4 2017
FERGFerguson Enterprises Inc.	$1.28M	0.05%	0.00%	+2.0%	Q3 2024
DHRDanaher Corp	$1.2M	0.05%	0.00%	-92.5%	Q4 2020
WMTWalmart Inc.	$1.16M	0.05%	0.00%	Not reported	Q4 2018
BRK.BBerkshire Hathaway Inc	$886K	0.03%	Not reported	+32.5%	Q4 2018
NOCNorthrop Grumman Corp	$712K	0.03%	0.00%	+16.4%	Q3 2022
MRSHMarsh & Mclennan Companies, Inc.	$669K	0.03%	0.00%	-1.8%	Q4 2017
AAPLApple Inc.	$619K	0.02%	0.00%	+3.0%	Q1 2018
SYYSysco Corp	$499K	0.02%	0.00%	Not reported	Q4 2018
ABBVAbbVie Inc.	$454K	0.02%	0.00%	+26.3%	Q1 2022
JNJJohnson & Johnson	$418K	0.02%	0.00%	+16.6%	Q4 2018
LLYELI LILLY & Co	$410K	0.02%	0.00%	+47.7%	Q1 2021
WFCWells Fargo & Company	$320K	0.01%	0.00%	Not reported	Q1 2019
IRMIron Mountain Inc	$304K	0.01%	0.00%	Not reported	Q3 2022
LMTLockheed Martin Corp	$286K	0.01%	0.00%	Not reported	Q4 2018
XELXcel Energy Inc	$272K	0.01%	0.00%	-32.5%	Q4 2018
PEPPepsico Inc	$263K	0.01%	0.00%	+20.2%	Q4 2018
COHRCoherent Corp.	$262K	0.01%	0.00%	New	Q1 2026
BACBank of America Corp	$261K	0.01%	0.00%	Not reported	Q4 2018
SPYSPDR S&P 500 ETF Trust	$254K	0.01%	Not reported	-62.5%	Q1 2020
HDHome Depot, Inc.	$247K	0.01%	0.00%	Not reported	Q3 2019
ABTAbbott Laboratories	$225K	0.01%	0.00%	+6.8%	Q2 2021

Q4 2025Reported Jan 15, 202651 positions
GOOGAlphabet Inc.	$247M	8.83%	Not reported	-6.9%	Q4 2017
JPMJPMorgan Chase & Co	$223M	7.96%	0.03%	+0.2%	Q4 2017
APHAmphenol Corp	$211M	7.55%	0.13%	-14.2%	Q1 2018
MSFTMicrosoft Corp	$203M	7.24%	0.01%	+3.0%	Q4 2017
AMZNAmazon Com Inc	$173M	6.18%	0.01%	+8.6%	Q1 2018
VVisa Inc.	$163M	5.82%	0.02%	-0.1%	Q4 2017
TMOThermo Fisher Scientific Inc.	$140M	5.00%	0.06%	-3.4%	Q4 2018
NVDANvidia Corp	$139M	4.96%	0.00%	+27.2%	Q1 2023
ISRGIntuitive Surgical Inc	$135M	4.84%	0.07%	+1.1%	Q4 2019
AMEAmetek Inc/	$125M	4.47%	0.27%	-1.7%	Q3 2024
PGRProgressive Corp	$119M	4.25%	0.09%	+3.1%	Q1 2023
ICEIntercontinental Exchange, Inc.	$117M	4.17%	0.13%	-7.8%	Q2 2024
SPGIS&P Global Inc.	$106M	3.78%	0.07%	-13.1%	Q1 2018
TJXTJX Companies Inc	$105M	3.76%	0.06%	-8.5%	Q2 2021
MCKMckesson Corp	$99.2M	3.54%	0.10%	New	Q4 2025
KOCoca Cola Co	$96.7M	3.45%	0.03%	+3.7%	Q3 2019
MELIMercadolibre Inc	$91.7M	3.28%	0.09%	+8.3%	Q3 2025
BNBROOKFIELD Corp	$91.1M	3.26%	Not reported	New	Q4 2025
TXNTexas Instruments Inc	$85.2M	3.04%	0.05%	-3.2%	Q3 2022
EMREmerson Electric Co	$27.4M	0.98%	0.04%	+13.7%	Q3 2025
GLDSPDR Gold Trust	$24M	0.86%	0.02%	+3.2%	Q1 2019
DHRDanaher Corp	$19.2M	0.69%	0.01%	-44.5%	Q4 2020
IBMInternational Business Machines Corp	$15M	0.54%	0.01%	-12.6%	Q3 2022
GOOGLAlphabet Inc.	$11.5M	0.41%	0.00%	-8.4%	Q4 2018
TSMTaiwan Semiconductor Manufacturing Co Ltd	$5.3M	0.19%	0.00%	+0.4%	Q2 2020
CVXChevron Corp	$3.78M	0.14%	0.00%	+416.7%	Q4 2018
MAMastercard Inc	$2.55M	0.09%	0.00%	+26.1%	Q4 2017
PLDPrologis, Inc.	$1.96M	0.07%	0.00%	+20.5%	Q4 2024
FERGFerguson Enterprises Inc.	$1.19M	0.04%	0.00%	-13.3%	Q3 2024
DISWalt Disney Co	$1.08M	0.04%	0.00%	Not reported	Q3 2019
WMTWalmart Inc.	$1.04M	0.04%	0.00%	Not reported	Q4 2018
ORCLOracle Corp	$747K	0.03%	0.00%	-99.2%	Q3 2025
MRSHMarsh & Mclennan Companies, Inc.	$729K	0.03%	0.00%	-0.6%	Q4 2017
SPYSPDR S&P 500 ETF Trust	$709K	0.03%	Not reported	+40.9%	Q1 2020
BRK.BBerkshire Hathaway Inc	$701K	0.03%	Not reported	-10.5%	Q4 2018
AAPLApple Inc.	$644K	0.02%	0.00%	+0.5%	Q1 2018
SYYSysco Corp	$516K	0.02%	0.00%	Not reported	Q4 2018
NOCNorthrop Grumman Corp	$511K	0.02%	0.00%	-3.2%	Q3 2022
ABBVAbbVie Inc.	$378K	0.01%	0.00%	Not reported	Q1 2022
XELXcel Energy Inc	$375K	0.01%	0.00%	-6.0%	Q4 2018
WFCWells Fargo & Company	$375K	0.01%	0.00%	Not reported	Q1 2019
LLYELI LILLY & Co	$325K	0.01%	0.00%	-12.0%	Q1 2021
JNJJohnson & Johnson	$303K	0.01%	0.00%	-36.8%	Q4 2018
BACBank of America Corp	$295K	0.01%	0.00%	Not reported	Q4 2018
PODDInsulet Corp	$260K	0.01%	0.00%	Not reported	Q1 2019
HDHome Depot, Inc.	$258K	0.01%	0.00%	Not reported	Q3 2019
ABTAbbott Laboratories	$257K	0.01%	0.00%	Not reported	Q2 2021
IRMIron Mountain Inc	$246K	0.01%	0.00%	Not reported	Q3 2022
COSTCostco Wholesale Corp	$241K	0.01%	0.00%	Not reported	Q4 2020
PEPPepsico Inc	$202K	0.01%	0.00%	Not reported	Q4 2018

Q3 2025Reported Oct 15, 202550 positions
APHAmphenol Corp	$225M	8.01%	0.15%	-9.2%	Q1 2018
JPMJPMorgan Chase & Co	$218M	7.73%	0.03%	-5.4%	Q4 2017
MSFTMicrosoft Corp	$211M	7.49%	0.01%	+5.2%	Q4 2017
GOOGAlphabet Inc.	$206M	7.32%	Not reported	-5.8%	Q4 2017
VVisa Inc.	$158M	5.63%	0.02%	-0.5%	Q4 2017
AMZNAmazon Com Inc	$151M	5.38%	0.01%	+3.1%	Q1 2018
ICEIntercontinental Exchange, Inc.	$132M	4.68%	0.14%	-1.3%	Q2 2024
ORCLOracle Corp	$129M	4.58%	0.02%	New	Q3 2025
PGRProgressive Corp	$125M	4.44%	0.09%	+1.0%	Q1 2023
TMOThermo Fisher Scientific Inc.	$121M	4.30%	0.07%	-3.0%	Q4 2018
AMEAmetek Inc/	$116M	4.13%	0.27%	-6.6%	Q3 2024
SPGIS&P Global Inc.	$113M	4.02%	0.08%	+0.6%	Q1 2018
NVDANvidia Corp	$109M	3.88%	0.00%	+10610.6%	Q1 2023
TJXTJX Companies Inc	$108M	3.84%	0.07%	-4.1%	Q2 2021
ISRGIntuitive Surgical Inc	$106M	3.76%	0.07%	+1.2%	Q4 2019
SNPSSynopsys Inc	$101M	3.60%	0.11%	-3.9%	Q1 2024
MELIMercadolibre Inc	$98.2M	3.49%	0.08%	New	Q3 2025
TXNTexas Instruments Inc	$93.2M	3.31%	0.06%	-6.5%	Q3 2022
KOCoca Cola Co	$88.4M	3.14%	0.03%	-4.1%	Q3 2019
ENTGEntegris Inc	$75.9M	2.70%	0.54%	-3.8%	Q4 2024
DHRDanaher Corp	$29.9M	1.06%	0.02%	-48.5%	Q4 2020
EMREmerson Electric Co	$23.8M	0.85%	0.03%	New	Q3 2025
GLDSPDR Gold Trust	$20.8M	0.74%	0.02%	+6.9%	Q1 2019
IBMInternational Business Machines Corp	$16.3M	0.58%	0.01%	-7.2%	Q3 2022
GOOGLAlphabet Inc.	$9.75M	0.35%	0.00%	-9.8%	Q4 2018
TSMTaiwan Semiconductor Manufacturing Co Ltd	$4.85M	0.17%	0.00%	+12.5%	Q2 2020
MAMastercard Inc	$2.01M	0.07%	0.00%	-1.6%	Q4 2017
PLDPrologis, Inc.	$1.46M	0.05%	0.00%	+2.6%	Q4 2024
CPCanadian Pacific Kansas City Ltd	$1.41M	0.05%	0.00%	Not reported	Q1 2022
FERGFerguson Enterprises Inc.	$1.39M	0.05%	0.00%	Not reported	Q3 2024
WMTWalmart Inc.	$966K	0.03%	0.00%	Not reported	Q4 2018
MRSHMarsh & Mclennan Companies, Inc.	$797K	0.03%	0.00%	+70.0%	Q4 2017
BRK.BBerkshire Hathaway Inc	$784K	0.03%	Not reported	Not reported	Q4 2018
CVXChevron Corp	$745K	0.03%	0.00%	Not reported	Q4 2018
AAPLApple Inc.	$600K	0.02%	0.00%	-10.4%	Q1 2018
SYYSysco Corp	$577K	0.02%	0.00%	Not reported	Q4 2018
NOCNorthrop Grumman Corp	$565K	0.02%	0.00%	-17.0%	Q3 2022
SPYSPDR S&P 500 ETF Trust	$492K	0.02%	Not reported	Not reported	Q1 2020
XELXcel Energy Inc	$436K	0.02%	0.00%	Not reported	Q4 2018
JNJJohnson & Johnson	$430K	0.02%	0.00%	-5.7%	Q4 2018
INTUIntuit Inc.	$416K	0.01%	0.00%	Not reported	Q4 2020
NFLXNetflix Inc	$402K	0.01%	0.00%	Not reported	Q1 2022
ABBVAbbVie Inc.	$383K	0.01%	0.00%	-5.4%	Q1 2022
WFCWells Fargo & Company	$337K	0.01%	0.00%	Not reported	Q1 2019
HDHome Depot, Inc.	$304K	0.01%	0.00%	Not reported	Q3 2019
IRMIron Mountain Inc	$303K	0.01%	0.00%	-54.3%	Q3 2022
PODDInsulet Corp	$282K	0.01%	0.00%	Not reported	Q1 2019
BACBank of America Corp	$276K	0.01%	0.00%	Not reported	Q4 2018
ABTAbbott Laboratories	$275K	0.01%	0.00%	Not reported	Q2 2021
LLYELI LILLY & Co	$262K	0.01%	0.00%	+4.6%	Q1 2021
Q2 2025Reported Jul 17, 202547 positions
JPMJPMorgan Chase & Co	$211M	8.36%	0.03%	-0.5%	Q4 2017
APHAmphenol Corp	$198M	7.83%	0.17%	-2.3%	Q1 2018
MSFTMicrosoft Corp	$192M	7.61%	0.01%	+2.5%	Q4 2017
VVisa Inc.	$166M	6.55%	0.02%	-0.8%	Q4 2017
GOOGAlphabet Inc.	$159M	6.30%	Not reported	+1.2%	Q4 2017
AMZNAmazon Com Inc	$147M	5.81%	0.01%	+5.3%	Q1 2018
ICEIntercontinental Exchange, Inc.	$145M	5.75%	0.14%	+2.9%	Q2 2024
PGRProgressive Corp	$134M	5.29%	0.09%	-2.1%	Q1 2023
ISRGIntuitive Surgical Inc	$127M	5.02%	0.07%	+4.3%	Q4 2019
SPGIS&P Global Inc.	$122M	4.82%	0.08%	+3.7%	Q1 2018
AMEAmetek Inc/	$120M	4.75%	0.29%	+2.7%	Q3 2024
TXNTexas Instruments Inc	$113M	4.45%	0.06%	+5.7%	Q3 2022
SNPSSynopsys Inc	$110M	4.33%	0.14%	+4.4%	Q1 2024
TMOThermo Fisher Scientific Inc.	$104M	4.13%	0.07%	+9.8%	Q4 2018
KOCoca Cola Co	$98.3M	3.89%	0.03%	+2.9%	Q3 2019
TJXTJX Companies Inc	$96.3M	3.81%	0.07%	-0.2%	Q2 2021
UNPUnion Pacific Corp	$91.7M	3.63%	0.07%	+4.1%	Q4 2018
ENTGEntegris Inc	$68.8M	2.72%	0.56%	+8.4%	Q4 2024
DHRDanaher Corp	$57.8M	2.29%	0.04%	-0.9%	Q4 2020
IBMInternational Business Machines Corp	$18.4M	0.73%	0.01%	-1.4%	Q3 2022
GLDSPDR Gold Trust	$16.7M	0.66%	0.02%	-5.4%	Q1 2019
GOOGLAlphabet Inc.	$7.83M	0.31%	0.00%	+3.8%	Q4 2018
TSMTaiwan Semiconductor Manufacturing Co Ltd	$3.5M	0.14%	0.00%	-1.4%	Q2 2020
MAMastercard Inc	$2.02M	0.08%	0.00%	+2.5%	Q4 2017
CPCanadian Pacific Kansas City Ltd	$1.51M	0.06%	0.00%	-1.6%	Q1 2022
FERGFerguson Enterprises Inc.	$1.35M	0.05%	0.00%	-2.1%	Q3 2024
PLDPrologis, Inc.	$1.31M	0.05%	0.00%	+25.6%	Q4 2024
WMTWalmart Inc.	$916K	0.04%	0.00%	Not reported	Q4 2018
NVDANvidia Corp	$864K	0.03%	0.00%	-3.0%	Q1 2023
BRK.BBerkshire Hathaway Inc	$756K	0.03%	Not reported	-4.9%	Q4 2018
CVXChevron Corp	$687K	0.03%	0.00%	Not reported	Q4 2018
IRMIron Mountain Inc	$667K	0.03%	0.00%	-78.8%	Q3 2022
NOCNorthrop Grumman Corp	$559K	0.02%	0.00%	+9.8%	Q3 2022
AAPLApple Inc.	$540K	0.02%	0.00%	-44.0%	Q1 2018
SYYSysco Corp	$530K	0.02%	0.00%	Not reported	Q4 2018
MRSHMarsh & Mclennan Companies, Inc.	$509K	0.02%	0.00%	-17.3%	Q4 2017
INTUIntuit Inc.	$480K	0.02%	0.00%	-52.0%	Q4 2020
SPYSPDR S&P 500 ETF Trust	$456K	0.02%	Not reported	Not reported	Q1 2020
JNJJohnson & Johnson	$375K	0.01%	0.00%	-13.4%	Q4 2018
XELXcel Energy Inc	$368K	0.01%	0.00%	Not reported	Q4 2018
ABBVAbbVie Inc.	$325K	0.01%	0.00%	Not reported	Q1 2022
WFCWells Fargo & Company	$322K	0.01%	0.00%	Not reported	Q1 2019
PODDInsulet Corp	$287K	0.01%	0.00%	Not reported	Q1 2019
ABTAbbott Laboratories	$279K	0.01%	0.00%	Not reported	Q2 2021
HDHome Depot, Inc.	$275K	0.01%	0.00%	-16.7%	Q3 2019
LLYELI LILLY & Co	$256K	0.01%	0.00%	-3.5%	Q1 2021
BACBank of America Corp	$253K	0.01%	0.00%	Not reported	Q4 2018

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