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James Hambro & Partners
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 Holdings
Equity Positions (53)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A APH | AMPHENOL CORP NEW | 8.01% | $225.5M | 1,821,871 | $37.17 | $123.75 | +$27.4M |
J JPM | JPMORGAN CHASE & CO. | 7.73% | $217.6M | 690,000 | $127.81 | $315.43 | +$6.2M |
M MSFT | MICROSOFT CORP | 7.49% | $210.7M | 406,888 | $190.39 | $517.95 | +$18.5M |
G GOOG | ALPHABET INC | 7.32% | $206.0M | 846,006 | $79.90 | $243.55 | +$46.7M |
V V | VISA INC | 5.63% | $158.4M | 464,261 | $199.25 | $341.38 | -$7.2M |
Industry Allocation
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