James Hambro & Partners LLP
James Hambro & Partners LLP reported 69 holdings worth US$2.87B as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 19, 2026
James Hambro & Partners LLP reported 69 holdings worth US$2.87B as of Sep 30, 2026. Largest: Alphabet Inc (google) Class C, Amphenol Corporation and Microsoft Corp. Filed Oct 19, 2026 (Form 13F).
- Holdings
- 69
- Value as reported
- US$2.87B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Alphabet Inc (google) Class C | 702K | US$239M | 8.3% |
| Amphenol Corporation | 2.77M | US$234M | 8.2% |
| Microsoft Corp. | 435K | US$223M | 7.8% |
| Jp Morgan Chase & Co. | 648K | US$214M | 7.5% |
| Nvidia Corporation | 903K | US$206M | 7.2% |
| Amazon.com, Inc. | 786K | US$196M | 6.8% |
| Visa Inc. | 470K | US$169M | 5.9% |
| Ametek, Inc. | 639K | US$158M | 5.5% |
| Thermo Fisher Scientific Inc | 231K | US$156M | 5.4% |
| Texas Instruments Incorporated | 491K | US$137M | 4.8% |
| Mckesson Corporation | 139K | US$119M | 4.1% |
| Coca-cola Company (the) | 1.33M | US$114M | 4.0% |
| Intercontinental Exchange Inc. | 689K | US$105M | 3.7% |
| Intuitive Surgical, Inc. | 239K | US$97M | 3.4% |
| Broadcom Inc. | 262K | US$91.8M | 3.2% |
| Sunbelt Rentals Holdings, Inc. | 1.2M | US$88.5M | 3.1% |
| Emerson Electric Company | 540K | US$83.8M | 2.9% |
| Brookfield Corporation | 1.65M | US$60.4M | 2.1% |
| Becton, Dickinson And Company | 335K | US$60M | 2.1% |
| iShares MSCI All Country Asia ex Japan ETF | 117K | US$13.7M | 0.48% |
| SPDR Gold Shares | 35,563 | US$13.5M | 0.47% |
| Mercadolibre, Inc. | 7,136 | US$12.3M | 0.43% |
| S&p Global Inc. | 25,164 | US$9.93M | 0.35% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 18,277 | US$8.34M | 0.29% |
| Qxo, Inc. | 547K | US$6.4M | 0.22% |
| Chevron Corporation | 25,300 | US$5.17M | 0.18% |
| Tjx Companies, Inc. (the) | 36,783 | US$4.87M | 0.17% |
| Mastercard Incorporated | 6,739 | US$3.72M | 0.13% |
| iShares Core MSCI Emerging Markets ETF | 44,016 | US$3.57M | 0.12% |
| Arthur J. Gallagher & Co. | 14,250 | US$3.25M | 0.11% |
| Prologis, Inc. | 22,697 | US$2.95M | 0.10% |
| SEI DBi Multi-Strategy Alternative ETF | 110K | US$2.9M | 0.10% |
| iShares MSCI Japan ETF | 28,771 | US$2.8M | 0.10% |
| Eli Lilly And Company | 1,831 | US$2.12M | 0.07% |
| iShares Global Tech ETF | 12,125 | US$1.8M | 0.06% |
| iShares MSCI Emerging Markets ETF | 25,000 | US$1.67M | 0.06% |
| Apple Inc | 4,878 | US$1.62M | 0.06% |
| Berkshire Hathaway Inc. | 2,944 | US$1.47M | 0.05% |
| Progressive Corporation (the) | 6,011 | US$1.25M | 0.04% |
| Ferguson Enterprises Inc. | 5,314 | US$1.18M | 0.04% |
| Walmart Inc. | 9,372 | US$974K | 0.03% |
| iShares TIPS Bond ETF | 7,865 | US$818K | 0.03% |
| Meta Platforms, Inc. | 1,071 | US$777K | 0.03% |
| Marsh | 4,517 | US$771K | 0.03% |
| Johnson & Johnson | 2,534 | US$671K | 0.02% |
| Vanguard Health Care ETF | 1,950 | US$616K | 0.02% |
| Sysco Corporation | 7,000 | US$546K | 0.02% |
| Abbvie Inc. | 1,988 | US$520K | 0.02% |
| Lockheed Martin Corporation | 847 | US$431K | 0.02% |
| Booking Holdings Inc. Common Stock | 2,491 | US$406K | 0.01% |
| Northrop Grumman Corporation | 739 | US$357K | 0.01% |
| Iron Mountain Incorporated (delaware) | 2,972 | US$330K | 0.01% |
| Wells Fargo & Company | 4,019 | US$322K | 0.01% |
| Pepsico, Inc. | 2,524 | US$320K | 0.01% |
| Procter & Gamble Company (the) | 2,165 | US$315K | 0.01% |
| Fastenal Company | 6,244 | US$309K | 0.01% |
| Arista Networks, Inc. | 1,338 | US$273K | <0.01% |
| Blackrock, Inc. | 256 | US$271K | <0.01% |
| Lam Research Corporation | 741 | US$244K | <0.01% |
| Cummins Inc. | 454 | US$235K | <0.01% |
| Home Depot, Inc. (the) | 750 | US$213K | <0.01% |
| Phillips 66 | 833 | US$213K | <0.01% |
| Abbott Laboratories | 2,050 | US$203K | <0.01% |
| Coherent Corp. | 700 | US$201K | <0.01% |
| Lloyds Banking Group Plc | 13,473 | US$76,055 | <0.01% |
| Cboe Global Markets, Inc. | 0 | US$0 | 0.00% |
| Bank Of America Corporation | 0 | US$0 | 0.00% |
| Xcel Energy Inc. | 0 | US$0 | 0.00% |
| Waste Management, Inc. | 0 | US$0 | 0.00% |
| Stryker Corporation | 0 | US$0 | 0.00% |
| International Business Machines Corporation | 0 | US$0 | 0.00% |
| Uber Technologies, Inc. | 0 | US$0 | 0.00% |
Source
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