EdgeMarket › What James Hambro & Partners Llp reported owning
What James Hambro & Partners Llp reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
2.6BPositions
57Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| GOOG Alphabet Inc. | 206.8M | 8.1% | 721.2K | 341.75 | +70.7% |
| JPM JPMORGAN CHASE & CO | 195.6M | 7.7% | 664.9K | 351.58 | +20.3% |
| APH AMPHENOL CORP /DE/ | 179.5M | 7.0% | 1.4M | 157.01 | +44.5% |
| AMZN AMAZON COM INC | 163.8M | 6.4% | 786.6K | 258.63 | +15.6% |
| MSFT MICROSOFT CORP | 157.9M | 6.2% | 426.7K | 483.24 | -4.4% |
| NVDA NVIDIA CORP | 140.1M | 5.5% | 803.6K | 214.72 | +22.4% |
| V VISA INC. | 137.2M | 5.4% | 454.0K | 371.04 | +7.9% |
| AME AMETEK INC/ | 125.0M | 4.9% | 583.4K | 239.55 | +30.7% |
| TMO THERMO FISHER SCIENTIFIC INC. | 118.4M | 4.6% | 240.7K | 629.27 | +27.2% |
| MCK MCKESSON CORP | 112.8M | 4.4% | 130.4K | 858.90 | +22.2% |
| ICE Intercontinental Exchange, Inc. | 108.0M | 4.2% | 686.5K | 161.25 | -11.1% |
| ISRG INTUITIVE SURGICAL INC | 107.6M | 4.2% | 233.2K | 378.81 | -21.2% |
| PGR PROGRESSIVE CORP/OH/ | 98.8M | 3.9% | 498.3K | 219.28 | -13.2% |
| KO COCA COLA CO | 98.5M | 3.9% | 1.3M | 91.10 | +28.9% |
| TXN TEXAS INSTRUMENTS INC | 96.0M | 3.8% | 494.7K | 264.36 | +31.7% |
| BN BROOKFIELD Corp /ON/ | 83.6M | 3.3% | 2.1M | 41.69 | -2.4% |
| SPGI S&P Global Inc. | 76.5M | 3.0% | 179.8K | 431.29 | -22.6% |
| SUNB Sunbelt Rentals Holdings, Inc. | 73.1M | 2.9% | 1.2M | 76.88 | — |
| TJX TJX COMPANIES INC /DE/ | 70.1M | 2.7% | 439.0K | 140.53 | +1.6% |
| EMR EMERSON ELECTRIC CO | 63.4M | 2.5% | 483.4K | 157.26 | +20.1% |
| BDX BECTON DICKINSON & CO | 30.4M | 1.2% | 193.7K | 192.00 | -3.6% |
| MELI MERCADOLIBRE INC | 29.2M | 1.1% | 16.9K | 1,922.73 | -17.7% |
| GLD SPDR GOLD TRUST | 22.9M | 0.9% | 53.2K | 423.36 | +37.3% |
| GOOGL Alphabet Inc. | 10.0M | 0.4% | 34.8K | 344.82 | +73.0% |
| IBM INTERNATIONAL BUSINESS MACHINES CORP | 8.6M | 0.3% | 35.7K | 235.68 | -2.8% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 5.9M | 0.2% | 17.5K | 418.95 | +83.3% |
| AAXJ iShares MSCI All Country Asia ex Japan ETF | 5.5M | 0.2% | 57.3K | 116.32 | +35.8% |
| CVX CHEVRON CORP | 5.2M | 0.2% | 25.3K | 205.27 | +34.0% |
| PLD Prologis, Inc. | 2.3M | 0.1% | 17.6K | 141.80 | +28.7% |
| MA Mastercard Inc | 2.3M | 0.1% | 4.6K | 580.63 | -2.0% |
| IXN iShares Global Tech ETF | 1.3M | 0.1% | 13.4K | 139.46 | +47.0% |
| QALT SEI DBi Multi-Strategy Alternative ETF | 1.3M | 0.1% | 52.3K | 26.54 | — |
| FERG Ferguson Enterprises Inc. /DE/ | 1.3M | 0.0% | 5.5K | 242.24 | +5.1% |
| DHR DANAHER CORP /DE/ | 1.2M | 0.0% | 6.3K | 218.85 | +3.5% |
| WMT Walmart Inc. | 1.2M | 0.0% | 9.4K | 103.70 | +1.1% |
| unmapped CUSIP 084670702 | 886.1K | 0.0% | 1.8K | — | — |
| TIP iShares TIPS Bond ETF | 881.2K | 0.0% | 8.0K | 107.13 | -2.7% |
| NOC NORTHROP GRUMMAN CORP /DE/ | 712.1K | 0.0% | 1.0K | 551.03 | -7.0% |
| MRSH MARSH & MCLENNAN COMPANIES, INC. | 668.7K | 0.0% | 3.9K | 192.01 | -9.1% |
| AAPL Apple Inc. | 619.1K | 0.0% | 2.4K | 309.35 | +36.9% |
| VHT Vanguard Health Care ETF | 525.8K | 0.0% | 1.9K | 327.70 | +28.7% |
| SYY SYSCO CORP | 499.3K | 0.0% | 7.0K | 84.10 | +3.9% |
| ABBV AbbVie Inc. | 454.5K | 0.0% | 2.1K | 264.96 | +26.7% |
| JNJ JOHNSON & JOHNSON | 417.7K | 0.0% | 1.7K | 270.24 | +51.1% |
| LLY ELI LILLY & Co | 410.4K | 0.0% | 446 | 1,255.40 | +78.0% |
| WFC WELLS FARGO & COMPANY/MN | 319.9K | 0.0% | 4.0K | 83.84 | +7.3% |
| IRM IRON MOUNTAIN INC | 303.6K | 0.0% | 3.0K | 122.02 | +33.7% |
| LMT LOCKHEED MARTIN CORP | 286.4K | 0.0% | 474 | 563.57 | +26.4% |
| XEL XCEL ENERGY INC | 272.1K | 0.0% | 3.4K | 76.30 | +4.3% |
| PEP PEPSICO INC | 262.6K | 0.0% | 1.7K | 143.48 | -4.8% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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