James Hambro & Partners LLP
Top Portfolio Positions
50 positions ·
$2,335,894,620 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| JPM |
Jpmorgan Chase & Co
Financial Services
|
664,869 | $195,577,865 | 8.37% |
| APH |
Amphenol Corp /De/
Technology
|
1,420,385 | $179,465,644 | 7.68% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
786,592 | $163,823,515 | 7.01% |
| MSFT |
Microsoft Corp
Technology
|
426,717 | $157,957,831 | 6.76% |
| NVDA |
Nvidia Corp
Technology
|
803,616 | $140,150,630 | 6.00% |
| V |
Visa Inc.
Financial Services
|
453,956 | $137,203,661 | 5.87% |
| AME |
Ametek Inc/
Industrials
|
583,399 | $125,057,409 | 5.35% |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
240,709 | $118,315,694 | 5.07% |
| MCK |
Mckesson Corp
Healthcare
|
130,408 | $112,849,866 | 4.83% |
| ICE |
Intercontinental Exchange, Inc.
Financial Services
|
686,481 | $107,969,731 | 4.62% |
Holdings in SPGI
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $76,493,996 | 179,842 | Shares | Sole | 2026-04-22 | |
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