§ 13F · FUND PROFILE
James Hambro & Partners LLP.
AUM · $2.8B (13F)Positions · 69Turnover · n/a · Q2Filed · Jul 23, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$108M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | APH | AMPHENOL CORP | 1.41M | $248M | 9.0% | −1% |
| 2 | GOOG | ALPHABET INC | 670K | $237M | 8.6% | −7% |
| 3 | JPM | JPMORGAN CHASE & CO | 656K | $215M | 7.8% | −1% |
| 4 | AMZN | AMAZON COM INC | 776K | $185M | 6.7% | −1% |
| 5 | NVDA | NVIDIA CORPORATION | 874K | $175M | 6.3% | +9% |
| 6 | V | VISA INC | 469K | $161M | 5.8% | +3% |
| 7 | MSFT | MICROSOFT CORP | 429K | $160M | 5.8% | ±0% |
| 8 | TXN | TEXAS INSTRS INC | 478K | $142M | 5.2% | −3% |
| 9 | AME | AMETEK INC | 581K | $141M | 5.1% | ±0% |
| 10 | TMO | THERMO FISHER SCIENTIFIC INC | 229K | $115M | 4.2% | −5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE JAMES SIGNAL
AC read
James Hambro & Partners LLP is a Other fund managing $2.8 billion in assets. The fund runs a portfolio of 69 positions.
Read the full dossier →