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James Hambro & Partners

CIK:0001731152
Investment Adviser
$7B AUM
54 holdings
London, United Kingdom
Founded:2010
115 employees
Latest filing:Sep 30, 2025

James Hambro & Partners LLP is an independently-owned wealth management firm providing tailored investment management and financial planning services for private clients, families, trusts, charities, and not-for-profit organizations.

Investment Strategy

Institutional-quality investment management with emphasis on real value protection over inflation and tailored client profiles

Latest 13F Filing Activity

James Hambro & Partners filed their most recent 13F report on Sep 30, 2025 disclosing 53 equity positions with a total 13F market value of $3B. The fund increased holdings in Oracle Corp., Nvidia Corporation, Mercadolibre Inc. among other positions. James Hambro & Partners reduced exposure to Union Pac Corp., Danaher Corporation, Intuitive Surgical Inc. among others.

Top Buys
O
ORCLORACLE CORP
+$129.0M
N
NVDANVIDIA CORPORATION
+$108.4M
M
MELIMERCADOLIBRE INC
+$98.2M
G
GOOGALPHABET INC
+$46.7M
A
APHAMPHENOL CORP NEW
+$27.4M
Top Sells
U
UNPUNION PAC CORP
-$91.7M
D
DHRDANAHER CORPORATION
-$28.0M
I
ISRGINTUITIVE SURGICAL INC
-$21.2M
T
TXNTEXAS INSTRS INC
-$19.4M
I
ICEINTERCONTINENTAL EXCHANGE IN
-$13.6M

Top Holdings

A
APHAMPHENOL CORP NEW
+8.0%$225.5M
J
JPMJPMORGAN CHASE & CO.
+7.7%$217.6M
M
MSFTMICROSOFT CORP
+7.5%$210.7M
G
GOOGALPHABET INC
+7.3%$206.0M
V
VVISA INC
+5.6%$158.4M

Equity Positions (53)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
AMPHENOL CORP NEW8.01%$225.5M1,821,871$37.17$123.75+$27.4M
JPMORGAN CHASE & CO.7.73%$217.6M690,000$127.81$315.43+$6.2M
MICROSOFT CORP7.49%$210.7M406,888$190.39$517.95+$18.5M
ALPHABET INC7.32%$206.0M846,006$79.90$243.55+$46.7M
V
V
VISA INC5.63%$158.4M464,261$199.25$341.38-$7.2M

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+15.7%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+15.0%
SERVICES-BUSINESS SERVICES, NEC
+9.2%
ELECTRONIC CONNECTORS
+8.0%
NATIONAL COMMERCIAL BANKS
+7.8%