Latest James Hambro & Partners Stock Portfolio

James Hambro & Partners Performance:

2026 Q1: -7.44%YTD: -7.44%2025: 16.53%

Performance for 2026 Q1 is -7.44%, and YTD is -7.44%, and 2025 is 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 2026-04-22, the fund reported it's updated stock portfolio. In the 13F Holdings report, James Hambro & Partners LLP reported an equity portfolio of $2.6 Billions as of 31 Mar, 2026.

The top stock holdings of James Hambro & Partners LLP are GOOG, JPM, APH. The fund has invested 8.1% of it's portfolio in ALPHABET INC and 7.7% of portfolio in JPMORGAN CHASE & CO.

The fund managers got completely rid off DISNEY WALT CO (DIS), ORACLE CORP (ORCL) and INSULET CORP (PODD) stocks. They significantly reduced their stock positions in DANAHER CORP DEL (DHR), MERCADOLIBRE INC (MELI) and STATE STR SPDR S&P 500 ETF T (SPY). James Hambro & Partners LLP opened new stock positions in SUNBELT RENTALS HOLDINGS INC, BECTON DICKINSON & CO (BDX) and ISHARES TR (IJR). The fund showed a lot of confidence in some stocks as they added substantially to EMERSON ELEC CO (EMR), ELI LILLY & CO (LLY) and BERKSHIRE HATHAWAY INC DEL.

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

Our best estimate is that James Hambro & Partners LLP made a return of -7.44% in the last quarter. In trailing 12 months, it's portfolio return was 9.53%.

Performance
S&P 500

New Buys

Ticker	$ Bought
sunbelt rentals holdings inc	73,138,300
becton dickinson & co	30,434,800
ishares tr	881,184
lockheed martin corp	286,438
coherent corp	261,937
exxon mobil corp	223,611

New stocks bought by James Hambro & Partners

Additions

Ticker	% Inc.
emerson elec co	134
eli lilly & co	47.68
berkshire hathaway inc del	32.54
abbvie inc	26.28
ishares tr	20.41
pepsico inc	20.18
ishares tr	17.25
johnson & johnson	16.58

Additions to existing portfolio by James Hambro & Partners

Reductions

Ticker	% Reduced
danaher corp del	-92.46
mercadolibre inc	-62.91
state str spdr s&p 500 etf t	-62.5
tjx cos inc new	-35.9
xcel energy inc	-32.51
international business machs	-29.5
spdr gold tr	-11.99
s&p global inc	-11.09

James Hambro & Partners reduced stake in above stock

Sold off

Ticker	$ Sold
disney walt co	-1,079,170
oracle corp	-747,205
insulet corp	-260,024
costco whsl corp new	-241,422

James Hambro & Partners got rid off the above stocks

Sector Distribution

James Hambro & Partners LLP has about 24.3% of it's holdings in Financial Services sector.

Sector	%
Financial Services	24.3
Technology	22.9
Healthcare	14.6
Consumer Cyclical	10.3
Communication Services	8.5
Others	7.7
Industrials	7.4
Consumer Defensive	3.9

Market Cap. Distribution

James Hambro & Partners LLP has about 92.3% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	48.1
LARGE-CAP	44.2
UNALLOCATED	7.7

Stocks belong to which Index?

About 91.1% of the stocks held by James Hambro & Partners LLP either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	91.1
Others	8.9

Top 5 Winners (%)		%
CVX	chevron corporation	35.3 %
IRM	iron mtn inc del	23.2 %
NOC	northrop grumman corp	18.0 %
JNJ	johnson & johnson	16.6 %
TXN	texas instrs inc	11.8 %

Top 5 Winners ($)		$
TXN	texas instrs inc	10.2 M
KO	coca cola co	8.2 M
MCK	mckesson corp	5.6 M
AME	ametek inc	5.4 M
TJX	tjx cos inc new	3.4 M

Top 5 Losers (%)		%
MSFT	microsoft corp	-23.3 %
ISRG	intuitive surgical inc	-18.4 %
ABT	abbott laboratories	-17.6 %
SPGI	s&p global inc	-17.6 %
IBM	international business machs	-15.5 %

Top 5 Losers ($)		$
MSFT	microsoft corp	-48.0 M
ISRG	intuitive surgical inc	-24.9 M
V	visa inc	-22.3 M
TMO	thermo fisher scientific inc	-21.1 M
GOOG	alphabet inc	-20.4 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 57 stocks in it's portfolio. About 60.3% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. TXN was the most profitable stock for James Hambro & Partners LLP last quarter.

Last Reported on: 22 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	0.02	2,440	619,088	added	2.95

AAXJ	ishares tr	0.22	57,265	5,514,330	added	20.41

ABBV	abbvie inc	0.02	2,090	454,480	added	26.28

ABT	abbott laboratories	0.01	2,190	224,672	added	6.83

AME	ametek inc	4.90	583,399	125,028,000	reduced	-4.17

AMZN	amazon com inc	6.42	786,592	163,827,000	added	5.04

APH	amphenol corp	7.04	1,420,380	179,473,000	reduced	-9.19

BAC	bank america corp	0.01	5,357	261,126	unchanged	0.00

BDX	becton dickinson & co	1.19	193,698	30,434,800	new

COHR	coherent corp	0.01	1,100	261,937	new

COST	costco whsl corp new	0.00	0.00	0.00	sold off	-100

CVX	chevron corporation	0.20	25,300	5,233,940	added	2.02

DHR	danaher corp del	0.05	6,316	1,197,010	reduced	-92.46

DIS	disney walt co	0.00	0.00	0.00	sold off	-100

EMR	emerson elec co	2.48	483,431	63,356,000	added	134

GLD	spdr gold tr	0.90	53,190	22,885,000	reduced	-11.99

GOOG	alphabet inc	8.11	721,219	206,820,000	reduced	-8.42

GOOG	alphabet inc	0.39	34,823	10,049,700	reduced	-5.24

HD	home depot inc	0.01	750	246,562	unchanged	0.00

IBM	international business machs	0.34	35,686	8,649,220	reduced	-29.5