James Hambro & Partners LLP portfolio
Concentrated managerInvestment firmPortfolio as of Sep 30, 2026 (Q3 2026) · filed with the SEC on Oct 19, 2026 · data updated on Nov 5, 2026 · Q3 2026 13F (filing) ↗ · all its 13F filings ↗
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
James Hambro & Partners LLP reported a $2.9 bn portfolio of 67 companies (68 positions, counting each share class separately) to the SEC as of the end of Q3 2026. Its largest positions are GOOG, APH, MSFT.
Sections with a free account
What changed this quarter
58 positions with a change (8 new, 20 added to, 22 trimmed, 8 sold). 2 are listed here: those of 0.5 points of the portfolio or more (up to 12).
- Progressive−98%fewer sharesReduced2.8% → under 0.1%
- Brookfield−22%fewer sharesReduced3.3% → 2.1%
The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight: what it bought or sold, excluding price effects.
Top holdings
- AlphabetGOOG · GOOGL8.3%
- AmphenolAPH8.2%
- MicrosoftMSFT7.8%
- JPMorgan ChaseJPM7.5%
- NVIDIANVDA7.2%
- Amazon.comAMZN6.8%
- VisaV5.9%
- AmetekAME5.5%
- Thermo Fisher ScientificTMO5.4%
- Texas InstrumentsTXN4.8%
- McKESSONMCK4.1%
- Coca-ColaKO4.0%
- Intercontinental ExchangeICE3.7%
- Intuitive SurgicalISRG3.4%
- BroadcomAVGO3.2%
“Since”: first quarter of the current run, unbroken until today. In the details, prices are the quarter-end prices of the quarters in which it added shares, per the 13F. The manager may have bought at any price within each quarter; the SEC only publishes the value at quarter end.
Portfolio by sector
- ● Information Technology 32%
- ● Financials 20%
- ● Health Care 15%
- ● Industrials 12%
- ● Communication Services 8%
- ● Consumer Discretionary 7%
- ● Consumer Staples 4%
- ● No sector 1%
How its portfolio changed (8 quarters)
Q3 2026: 68
Q3 2026: 67%
Q3 2026: 3.4%
Traded turnover: the weight it bought plus the weight it sold in the quarter, divided by two, excluding price moves. The plain “turnover” in the header does include that effect. With a free account: the full history and sectors over time.
Stakes above 5% (13D/13G)
Companies where this filer reported holding 5% or more of the shares. It is the figure from its latest filing on each one; history since December 2024.
How we classify it
Investment firm, per its Form ADV of Jul 16, 2026 (medium confidence).
The data, as reported: JAMES HAMBRO & PARTNERS LLP (CRD 286283): 5.D assets by client type: high net worth 45%, pooled vehicles 20%, pension plans 13%, corporations 11% (of $13.0 bn); 5.F 11028 accounts, 14% non-discretionary; 5.D 6993 clients, 5073 individuals; no financial planning, adviser selection or non-discretionary assets: discretionary accounts
The type comes from a rule applied to that data. If it looks wrong, tell us.
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