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Latest James Hambro & Partners Stock Portfolio

$2.87Billion | No. of Holdings #68

James Hambro & Partners Performance

2026 Q3-0.79%
YTD+0.45%
2025+16.53%

About James Hambro & Partners and 13F Hedge Fund Stock Holdings

James Hambro & Partners LLP is a hedge fund based in United Kingdom. On 2026-10-19, the fund reported it's updated stock portfolio. In the 13F Holdings report, James Hambro & Partners LLP reported an equity portfolio of $2.9 Billions as of 30 Sep, 2026. <br><br> The top stock holdings of James Hambro & Partners LLP are APH, GOOG, MSFT. The fund has invested 8.2% of it's portfolio in AMPHENOL CORP and 7.8% of portfolio in ALPHABET INC. <br><br> The fund managers got completely rid off INTERNATIONAL BUSINESS MACHS (IBM), VANGUARD SPECIALIZED FUNDS (VIG) and UBER TECHNOLOGIES INC (UBER) stocks. They significantly reduced their stock positions in PROGRESSIVE CORP (PGR), TJX COS INC NEW (TJX) and CUMMINS INC (CMI). James Hambro & Partners LLP opened new stock positions in QXO INC (SSNT), ISHARES INC (EMGF) and ISHARES TR (IJR). The fund showed a lot of confidence in some stocks as they added substantially to SEI EXCHANGE TRADED FUNDS, AMPHENOL CORP (APH) and APPLE INC (AAPL).
James Hambro & Partners Equity Portfolio Value
Last Reported on: 19 Oct, 2026
$2.87Billion
  as of Oct 19, 2026

James Hambro & Partners Annual Return Estimates Vs S&P 500

Our best estimate is that James Hambro & Partners LLP made a return of -0.79% in the last quarter. In trailing 12 months, it's portfolio return was 4.54%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
qxo inc6,397,660
ishares inc3,572,120
ishares inc2,804,160
ishares tr1,669,370
blackrock inc270,922
exxonmobil holdings corp215,307
phillips 66212,748
abbott laboratories202,580
New stocks bought by James Hambro & Partners

Additions

Ticker% Inc.
sei exchange traded funds110
amphenol corp97.45
apple inc89.95
johnson & johnson51.28
eli lilly & co38.29
ishares tr32.08
prologis inc.19.44
marsh & mclennan cos inc19.06
Additions to existing portfolio by James Hambro & Partners

Reductions

Ticker% Reduced
progressive corp-98.29
tjx cos inc new-60.55
cummins inc-51.6
gallagher arthur j & co-51.28
arista networks inc-47.51
lockheed martin corp-42.3
pepsico inc-36.25
lam research corp-33.78
James Hambro & Partners reduced stake in above stock

Sold off

Ticker$ Sold
uber technologies inc-390,538
bank of amer corp-287,679
international business machs-1,060,330
xcel energy inc-274,839
vanguard specialized funds-647,519
cboe global mkts inc-366,486
waste mgmt inc del-242,835
stryker corporation-239,942
James Hambro & Partners got rid off the above stocks

Sector Distribution

James Hambro & Partners LLP has about 31.4% of it's holdings in Technology sector.

  • Technology
  • Financial Services
  • Healthcare
  • Industrials
  • Communication Services
  • Consumer Cyclical
  • Others
  • Consumer Defensive
Sector%
Technology31.4
Financial Services17.7
Healthcare15.2
Industrials8.5
Communication Services8.4
Consumer Cyclical7.4
Others7
Consumer Defensive4.1

Market Cap. Distribution

James Hambro & Partners LLP has about 93% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • LARGE-CAP
  • UNALLOCATED
Category%
MEGA-CAP61.5
LARGE-CAP31.5
UNALLOCATED7

Stocks belong to which Index?

About 92.3% of the stocks held by James Hambro & Partners LLP either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
Index%
S&P 50092.3
Others7.7
Top 5 Winners (%)%
MSFT
microsoft corp
37.2 %
TMO
thermo fisher scientific inc
34.6 %
META
meta platforms inc
26.5 %
ICE
intercontinental exchange in
23.4 %
CVX
chevron corporation
23.3 %
Top 5 Winners ($)$
MSFT
microsoft corp
60.5 M
TMO
thermo fisher scientific inc
40.2 M
NVDA
nvidia corporation
25.3 M
ICE
intercontinental exchange in
20.1 M
MCK
mckesson corp
13.6 M
Top 5 Losers (%)%
APH
amphenol corp
-45.1 %
COHR
coherent corp
-27.0 %
CMI
cummins inc
-20.4 %
LRCX
lam research corp
-20.1 %
HD
home depot inc
-19.3 %
Top 5 Losers ($)$
APH
amphenol corp
-192.3 M
brookfield corp
-11.5 M
TXN
texas instrs inc
-8.7 M
GOOG
alphabet inc
-8.3 M
AVGO
broadcom inc
-6.7 M

James Hambro & Partners Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of James Hambro & Partners

James Hambro & Partners LLP has 68 stocks in it's portfolio. About 66.9% of the portfolio is in top 10 stocks. APH proved to be the most loss making stock for the portfolio. MSFT was the most profitable stock for James Hambro & Partners LLP last quarter.

$2.87BTotal Value
76.00Positions
19 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of James Hambro & Partners, last reported on 19 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
James Hambro & Partners's holding in Ishares Tr over time
0.48%117,435
$13.67M
0.48%
increased 32.08 percentadded
EMGF
Ishares Inc

Ishares Inc

EMGF
James Hambro & Partners's holding in Ishares Inc over time
0.12%44,016
$3.57M
0.12%
new position
EMGF
Ishares Inc

Ishares Inc

EMGF
James Hambro & Partners's holding in Ishares Inc over time
0.1%28,771
$2.80M
0.1%
new position