James Hambro & Partners LLP

CIK

1731152

Location

LONDON, X0

Portfolio Value

Mid $2,332,655,624

Diversification

Diversified

Filing Date

Global Rank

#1,098 / 8,605 ▼ 44 · as of Mar 2026

Top Industry

Semiconductors 10.5%

3Y Alpha vs SPY

-5.7%

Period ended 3 months ago

Filed Apr 22, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+52.0%

SPY

+76.5%

Annualised alpha

-5.9%

Max drawdown

−15.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

51 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

8.4%

−0.4 pts

Top 5

35.9%

−2.4 pts

Top 10

61.7%

−2.6 pts

HHI

523

Diversified−34

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Financial Services	30.0%	$699,970,643	12
Technology	25.3%	$589,054,972	8
Healthcare	15.9%	$371,851,030	9
Industrials	11.4%	$266,521,279	6
Consumer Cyclical	11.3%	$263,363,727	4
Consumer Defensive	4.3%	$100,375,359	4
Unclassified	1.0%	$23,140,757	2
Communication Services	0.4%	$10,013,701	1
Energy	0.2%	$5,458,181	2
Real Estate	0.1%	$2,633,893	2
Utilities	0.0%	$272,082	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

20 positions

Ticker	Company	Δ Shares	Shares	Value
EMR	Emerson Electric Co	+276,840	483,431	$63,339,129
BN	BROOKFIELD Corp /ON/	+79,582	2,064,936	$83,567,959
NVDA	Nvidia Corp	+58,496	803,616	$140,150,630
AMZN	Amazon Com Inc	+37,711	786,592	$163,823,515
MCK	Mckesson Corp	+9,493	130,408	$112,849,866
MSFT	Microsoft Corp	+7,818	426,717	$157,957,831
TXN	Texas Instruments Inc	+3,781	494,729	$96,046,688
PLD	Prologis, Inc.	+2,266	17,630	$2,330,333
CVX	Chevron Corp	+500	25,300	$5,234,570
BRK-B	Berkshire Hathaway Inc	+454	1,849	$886,040
ABBV	AbbVie Inc.	+435	2,090	$454,554
PEP	Pepsico Inc	+284	1,691	$262,595
JNJ	Johnson & Johnson	+243	1,709	$417,747
NOC	Northrop Grumman Corp /De/	+147	1,044	$712,258
LLY	ELI LILLY & Co	+144	446	$410,217
ABT	Abbott Laboratories	+140	2,190	$224,847
MA	Mastercard Inc	+133	4,595	$2,295,937
FERG	Ferguson Enterprises Inc. /DE/	+109	5,466	$1,274,999
AAPL	Apple Inc.	+70	2,440	$619,247
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+36	17,467	$5,902,972
No positions match the current search.

Trimmed

Positions the filer reduced

19 positions

Ticker	Company	Δ Shares	Shares	Value
TJX	Tjx Companies Inc /De/	−245,819	439,007	$70,109,417
APH	Amphenol Corp /De/	−143,713	1,420,385	$179,465,644
KO	Coca Cola Co	−87,922	1,294,526	$98,448,702
DHR	Danaher Corp /De/	−77,452	6,316	$1,197,513
ICE	Intercontinental Exchange, Inc.	−34,807	686,481	$107,969,731
MELI	Mercadolibre Inc	−28,631	16,879	$29,184,128
JPM	Jpmorgan Chase & Co	−26,393	664,869	$195,577,865
AME	Ametek Inc/	−25,356	583,399	$125,057,409
PGR	Progressive Corp/Oh/	−23,920	498,299	$98,782,793
SPGI	S&P Global Inc.	−22,427	179,842	$72,368,960
IBM	International Business Machines Corp	−14,932	35,686	$8,649,929
V	Visa Inc.	−9,932	453,956	$137,203,661
GLD	Spdr Gold Trust	−7,248	53,190	$22,887,125
ISRG	Intuitive Surgical Inc	−5,817	233,249	$107,525,456
GOOGL	Alphabet Inc.	−1,924	34,823	$10,013,701
XEL	Xcel Energy Inc	−1,650	3,425	$272,082
SPY	Spdr S&P 500 ETF Trust	−650	390	$253,632
TMO	Thermo Fisher Scientific Inc.	−630	240,709	$118,315,694
MRSH	Marsh & Mclennan Companies, Inc.	−72	3,856	$668,823
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
SUNB	Sunbelt Rentals Holdings, Inc.	1,165,325	$75,851,004
BDX	Becton Dickinson & Co	193,698	$30,455,136
LMT	Lockheed Martin Corp	474	$286,480
COHR	Coherent Corp.	1,100	$262,031
XOM	Exxon Mobil Corp	1,318	$223,611
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
DIS	Walt Disney Co	9,486	$1,079,222
ORCL	Oracle Corp	3,833	$747,090
PODD	Insulet Corp	915	$260,079
COST	Costco Wholesale Corp /New	280	$241,455
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

51 positions · $2,332,655,624 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 51 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
JPM	Jpmorgan Chase & Co Financial Services	Reduced	664,869	-26,393	$195,577,865	−12.2%	8.38%
APH	Amphenol Corp /De/ Technology	Reduced	1,420,385	-143,713	$179,465,644	−15.1%	7.69%
AMZN	Amazon Com Inc Consumer Cyclical	Added	786,592	+37,711	$163,823,515	−5.2%	7.02%
MSFT	Microsoft Corp Technology	Added	426,717	+7,818	$157,957,831	−22.0%	6.77%
NVDA	Nvidia Corp Technology	Added	803,616	+58,496	$140,150,630	+0.9%	6.01%
V	Visa Inc. Financial Services	Reduced	453,956	-9,932	$137,203,661	−15.7%	5.88%
AME	Ametek Inc/ Industrials	Reduced	583,399	-25,356	$125,057,409	+0.1%	5.36%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	240,709	-630	$118,315,694	−15.4%	5.07%
MCK	Mckesson Corp Healthcare	Added	130,408	+9,493	$112,849,866	+13.8%	4.84%
ICE	Intercontinental Exchange, Inc. Financial Services	Reduced	686,481	-34,807	$107,969,731	−7.6%	4.63%
ISRG	Intuitive Surgical Inc Healthcare	Reduced	233,249	-5,817	$107,525,456	−20.6%	4.61%
PGR	Progressive Corp/Oh/ Financial Services	Reduced	498,299	-23,920	$98,782,793	−16.9%	4.23%
KO	Coca Cola Co Consumer Defensive	Reduced	1,294,526	-87,922	$98,448,702	+1.9%	4.22%
TXN	Texas Instruments Inc Technology	Added	494,729	+3,781	$96,046,688	+12.8%	4.12%
BN	BROOKFIELD Corp /ON/ Financial Services	Added	2,064,936	+79,582	$83,567,959	−8.3%	3.58%
SUNB	Sunbelt Rentals Holdings, Inc. Industrials	NEW	1,165,325	NEW	$75,851,004	NEW	3.25%
SPGI	S&P Global Inc. Financial Services	Reduced	179,842	-22,427	$72,368,960	−27.6%	3.10%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	439,007	-245,819	$70,109,417	−33.4%	3.01%
EMR	Emerson Electric Co Industrials	Added	483,431	+276,840	$63,339,129	+131.0%	2.72%
BDX	Becton Dickinson & Co Healthcare	NEW	193,698	NEW	$30,455,136	NEW	1.31%
MELI	Mercadolibre Inc Consumer Cyclical	Reduced	16,879	-28,631	$29,184,128	−68.2%	1.25%
GLD	Spdr Gold Trust	Reduced	53,190	-7,248	$22,887,125	−4.4%	0.98%
GOOGL	Alphabet Inc. Communication Services	Reduced	34,823	-1,924	$10,013,701	−12.9%	0.43%
IBM	International Business Machines Corp Technology	Reduced	35,686	-14,932	$8,649,929	−42.3%	0.37%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	17,467	+36	$5,902,972	+11.4%	0.25%
CVX	Chevron Corp Energy	Added	25,300	+500	$5,234,570	+38.5%	0.22%
PLD	Prologis, Inc. Real Estate	Added	17,630	+2,266	$2,330,333	+18.8%	0.10%
MA	Mastercard Inc Financial Services	Added	4,595	+133	$2,295,937	−9.9%	0.10%
FERG	Ferguson Enterprises Inc. /DE/ Industrials	Added	5,466	+109	$1,274,999	+6.9%	0.05%
DHR	Danaher Corp /De/ Healthcare	Reduced	6,316	-77,452	$1,197,513	−93.8%	0.05%
WMT	Walmart Inc. Consumer Defensive	Held	9,372	0	$1,164,752	+11.6%	0.05%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	1,849	+454	$886,040	+26.4%	0.04%
NOC	Northrop Grumman Corp /De/ Industrials	Added	1,044	+147	$712,258	+39.3%	0.03%
MRSH	Marsh & Mclennan Companies, Inc. Financial Services	Reduced	3,856	-72	$668,823	−8.2%	0.03%
AAPL	Apple Inc. Technology	Added	2,440	+70	$619,247	−3.9%	0.03%
SYY	Sysco Corp Consumer Defensive	Held	7,000	0	$499,310	−3.2%	0.02%
ABBV	AbbVie Inc. Healthcare	Added	2,090	+435	$454,554	+20.2%	0.02%
JNJ	Johnson & Johnson Healthcare	Added	1,709	+243	$417,747	+37.7%	0.02%
LLY	ELI LILLY & Co Healthcare	Added	446	+144	$410,217	+26.4%	0.02%
WFC	Wells Fargo & Company/Mn Financial Services	Held	4,019	0	$319,952	−14.6%	0.01%
IRM	Iron Mountain Inc Real Estate	Held	2,972	0	$303,560	+23.1%	0.01%
LMT	Lockheed Martin Corp Industrials	NEW	474	NEW	$286,480	NEW	0.01%
XEL	Xcel Energy Inc Utilities	Reduced	3,425	-1,650	$272,082	−27.4%	0.01%
PEP	Pepsico Inc Consumer Defensive	Added	1,691	+284	$262,595	+30.0%	0.01%
COHR	Coherent Corp. Technology	NEW	1,100	NEW	$262,031	NEW	0.01%
BAC	Bank Of America Corp /De/ Financial Services	Held	5,357	0	$261,153	−11.4%	0.01%
SPY	Spdr S&P 500 ETF Trust	Reduced	390	-650	$253,632	−64.2%	0.01%
HD	Home Depot, Inc. Consumer Cyclical	Held	750	0	$246,667	−4.4%	0.01%
ABT	Abbott Laboratories Healthcare	Added	2,190	+140	$224,847	−12.5%	0.01%
XOM	Exxon Mobil Corp Energy	NEW	1,318	NEW	$223,611	NEW	0.01%