StockDriftsStockDriftsTop 50 James Hambro & Partners LLP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOG | ALPHABET INC | 8.11% | 721.2K | $206.8M | -8.42%(-66.35K) | $73.36(+443.97%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 7.67% | 664.9K | $195.6M | -3.82%(-26.39K) | $118.59(+153.18%) | 2026-03-31 | |
| APH | AMPHENOL CORP | 7.04% | 1.42M | $179.5M | -9.19%(-143.71K) | $36.76(+239.03%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 6.42% | 786.6K | $163.8M | +5.04%(+37.71K) | $154.00(+75.41%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 6.19% | 426.7K | $157.9M | +1.87%(+7.82K) | $163.60(+147.68%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 5.49% | 803.6K | $140.1M | +7.85%(+58.50K) | $174.84(+29.16%) | 2026-03-31 | |
| V | VISA INC | 5.38% | 454.0K | $137.2M | -2.14%(-9.93K) | $136.15(+135.26%) | 2026-03-31 | |
| AME | AMETEK INC | 4.9% | 583.4K | $125.0M | -4.17%(-25.36K) | $172.40(+34.23%) | 2026-03-31 | |
| TMO | THERMO FISHER SCIENTIFIC INC | 4.64% | 240.7K | $118.4M | -0.26%(-630) | $458.73(-2.77%) | 2026-03-31 | |
| MCK | MCKESSON CORP | 4.42% | 130.4K | $112.8M | +7.85%(+9.49K) | $799.79(-7.83%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.33% | +45.57% |
| Top 20 Holdings Unweighted | +12.93% | +44.03% |
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