James Hambro & Partners LLP
James Hambro & Partners LLP reported 69 holdings worth US$2.76B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 23, 2026
James Hambro & Partners LLP reported 69 holdings worth US$2.76B as of Jun 30, 2026. Largest: Alphabet Inc (google) Class C, Amphenol Corporation and Jp Morgan Chase & Co. Filed Jul 23, 2026 (Form 13F).
- Holdings
- 69
- Value as reported
- US$2.76B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Alphabet Inc (google) Class C | 702K | US$251M | 9.1% |
| Amphenol Corporation | 1.41M | US$248M | 9.0% |
| Jp Morgan Chase & Co. | 656K | US$215M | 7.8% |
| Amazon.com, Inc. | 776K | US$185M | 6.7% |
| Nvidia Corporation | 874K | US$175M | 6.3% |
| Visa Inc. | 469K | US$161M | 5.8% |
| Microsoft Corp. | 429K | US$160M | 5.8% |
| Texas Instruments Incorporated | 478K | US$142M | 5.2% |
| Ametek, Inc. | 581K | US$141M | 5.1% |
| Thermo Fisher Scientific Inc | 229K | US$115M | 4.2% |
| Coca-cola Company (the) | 1.31M | US$106M | 3.8% |
| Mckesson Corporation | 135K | US$102M | 3.7% |
| Broadcom Inc. | 254K | US$95.8M | 3.5% |
| Intuitive Surgical, Inc. | 239K | US$95M | 3.4% |
| Brookfield Corporation | 2.12M | US$90.3M | 3.3% |
| Intercontinental Exchange Inc. | 698K | US$86M | 3.1% |
| Sunbelt Rentals Holdings, Inc. | 1.18M | US$85.7M | 3.1% |
| Progressive Corporation (the) | 352K | US$76.7M | 2.8% |
| Emerson Electric Company | 527K | US$75.4M | 2.7% |
| Becton, Dickinson And Company | 296K | US$44.7M | 1.6% |
| Mercadolibre, Inc. | 8,446 | US$14.3M | 0.52% |
| S&p Global Inc. | 35,043 | US$14.3M | 0.52% |
| Tjx Companies, Inc. (the) | 93,243 | US$14.1M | 0.51% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 18,418 | US$8.79M | 0.32% |
| Arthur J. Gallagher & Co. | 29,250 | US$6.71M | 0.24% |
| Chevron Corporation | 25,300 | US$4.19M | 0.15% |
| Mastercard Incorporated | 8,101 | US$4.16M | 0.15% |
| Prologis, Inc. | 19,003 | US$2.57M | 0.09% |
| Eli Lilly And Company | 1,324 | US$1.59M | 0.06% |
| Berkshire Hathaway Inc. | 3,004 | US$1.5M | 0.05% |
| Ferguson Enterprises Inc. | 5,314 | US$1.26M | 0.05% |
| Walmart Inc. | 9,372 | US$1.06M | 0.04% |
| International Business Machines Corporation | 3,770 | US$1.06M | 0.04% |
| Lockheed Martin Corporation | 1,468 | US$747K | 0.03% |
| Apple Inc | 2,568 | US$743K | 0.03% |
| Cummins Inc. | 938 | US$669K | 0.02% |
| Marsh | 3,794 | US$632K | 0.02% |
| Sysco Corporation | 7,000 | US$585K | 0.02% |
| Pepsico, Inc. | 3,959 | US$536K | 0.02% |
| Meta Platforms, Inc. | 935 | US$526K | 0.02% |
| Abbvie Inc. | 2,091 | US$526K | 0.02% |
| Northrop Grumman Corporation | 1,032 | US$525K | 0.02% |
| Lam Research Corporation | 1,119 | US$485K | 0.02% |
| Booking Holdings Inc. Common Stock | 2,483 | US$443K | 0.02% |
| Fastenal Company | 9,068 | US$435K | 0.02% |
| Arista Networks, Inc. | 2,549 | US$433K | 0.02% |
| Johnson & Johnson | 1,675 | US$425K | 0.02% |
| Procter & Gamble Company (the) | 2,763 | US$405K | 0.01% |
| Uber Technologies, Inc. | 5,417 | US$391K | 0.01% |
| Iron Mountain Incorporated (delaware) | 2,972 | US$375K | 0.01% |
| Cboe Global Markets, Inc. | 1,514 | US$366K | 0.01% |
| Wells Fargo & Company | 4,019 | US$332K | 0.01% |
| Bank Of America Corporation | 5,051 | US$288K | 0.01% |
| Coherent Corp. | 700 | US$276K | <0.01% |
| Xcel Energy Inc. | 3,425 | US$275K | <0.01% |
| Home Depot, Inc. (the) | 750 | US$264K | <0.01% |
| Waste Management, Inc. | 1,090 | US$243K | <0.01% |
| Stryker Corporation | 762 | US$240K | <0.01% |
| Lloyds Banking Group Plc | 13,473 | US$78,614 | <0.01% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
| Abbott Laboratories | 0 | US$0 | 0.00% |
| Danaher Corporation | 0 | US$0 | 0.00% |
Source
View original at SEC
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