StockDriftsStockDriftsTop 50 James Hambro & Partners LLP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| APH | AMPHENOL CORP | 8.96% | 1.41M | $247.8M | -1.06%(-15.10K) | $36.76(+357.60%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 8.57% | 670.4K | $236.9M | -7.04%(-50.79K) | $73.36(+367.10%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 7.76% | 655.8K | $214.6M | -1.36%(-9.03K) | $118.59(+207.54%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 6.68% | 775.6K | $184.7M | -1.40%(-11.03K) | $154.00(+70.48%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 6.32% | 874.5K | $174.7M | +8.82%(+70.85K) | $175.47(+28.83%) | 2026-06-30 | |
| V | VISA INC | 5.81% | 469.1K | $160.7M | +3.33%(+15.10K) | $142.11(+154.68%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 5.78% | 428.7K | $159.8M | +0.47%(+1.99K) | $164.54(+195.41%) | 2026-06-30 | |
| TXN | TEXAS INSTRS INC | 5.15% | 477.9K | $142.4M | -3.39%(-16.78K) | $167.05(+69.77%) | 2026-06-30 | |
| AME | AMETEK INC | 5.09% | 581.3K | $140.6M | -0.36%(-2.08K) | $172.40(+47.79%) | 2026-06-30 | |
| TMO | THERMO FISHER SCIENTIFIC INC | 4.16% | 229.5K | $114.9M | -4.67%(-11.24K) | $458.73(+28.66%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.30% | +49.33% | +7.55% | +43.89% |
| Top 20 Holdings Unweighted | +13.22% | +45.13% | +6.57% | +37.48% |
James Hambro & Partners LLP reports $2.76B in US-listed equity holdings across 68 positions in its most recent 13F filing. Its largest disclosed positions are APH (9.0%), GOOG (8.6%) and JPM (7.8%). The top 20 holdings account for 92.71% of reported assets. Its disclosed equity book has returned +49.33% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from James Hambro & Partners LLP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1731152). View James Hambro & Partners LLP’s 13F filings on SEC