StockDriftsStockDriftsTop 50 James Hambro & Partners LLP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| APH | AMPHENOL CORP | 8.16% | 2.77M | $234.0M | -1.27%(-35.77K) | $36.76(+118.37%) | 2026-09-30 | |
| GOOG | ALPHABET INC | 7.82% | 658.4K | $224.4M | -1.79%(-11.98K) | $73.36(+363.70%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 7.78% | 435.3K | $223.3M | +1.55%(+6.63K) | $168.78(+216.10%) | 2026-09-30 | |
| JPM | JPMORGAN CHASE & CO | 7.47% | 648.1K | $214.4M | -1.18%(-7.73K) | $118.59(+181.24%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 7.18% | 902.8K | $206.1M | +3.24%(+28.31K) | $176.69(+22.86%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 6.82% | 785.7K | $195.8M | +1.30%(+10.12K) | $155.15(+69.16%) | 2026-09-30 | |
| V | VISA INC | 5.89% | 470.1K | $169.0M | +0.21%(+1.00K) | $142.56(+182.63%) | 2026-09-30 | |
| AME | AMETEK INC | 5.52% | 638.9K | $158.3M | +9.90%(+57.57K) | $178.93(+38.17%) | 2026-09-30 | |
| TMO | THERMO FISHER SCIENTIFIC INC | 5.45% | 231.4K | $156.3M | +0.84%(+1.92K) | $459.81(+47.75%) | 2026-09-30 | |
| TXN | TEXAS INSTRS INC | 4.79% | 490.5K | $137.4M | +2.63%(+12.56K) | $170.18(+62.27%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.47% | +62.09% | +8.34% | +49.24% |
| Top 20 Holdings Unweighted | +16.70% | +58.93% | +7.61% | +44.31% |
James Hambro & Partners LLP reports $2.87B in US-listed equity holdings across 68 positions in its most recent 13F filing. Its largest disclosed positions are APH (8.2%), GOOG (7.8%) and MSFT (7.8%). The top 20 holdings account for 93.35% of reported assets. Its disclosed equity book has returned +62.09% on a three-year cumulative basis. Figures reflect the Q3 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