James Hambro & Partners Portfolio Holdings

James Hambro & Partners

  • $2.82 Billion
  • Q3 2025

James Hambro & Partners has filed its 13F form on October 15, 2025 for Q3 2025 where it was disclosed a total value porftolio of $2.82 Billion distributed in 54 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Amphenol Corp with a value of $225M, Jpmorgan Chase & CO with a value of $218M, Microsoft Corp with a value of $211M, Alphabet Inc. with a value of $206M, and Visa Inc. with a value of $158M.

Examining the 13F form we can see an increase of $297M in the current position value, from $2.52B to 2.82B.

Below you can find more details about James Hambro & Partners portfolio as well as his latest detailed transactions.

Portfolio value $2.82 Billion
Technology: $973 Million
Financial Services: $750 Million
Consumer Cyclical: $358 Million
Healthcare: $258 Million
Communication Services: $216 Million
Industrials: $141 Million
Consumer Defensive: $90 Million
ETFs: $26.4 Million
Other: $2.94 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$75.8B
$225 Million 8.01% of portfolio
1,821,871
Q3 2025 Reduced 9.19%
$876B
$218 Million 7.73% of portfolio
690,000
Q3 2025 Reduced 5.41%
$3.81T
$211 Million 7.48% of portfolio
406,888
Q3 2025 Added 5.21%
$1.53T
$206 Million 7.32% of portfolio
846,006
Q3 2025 Reduced 5.83%
$548B
$158 Million 5.63% of portfolio
464,261
Q3 2025 Reduced 0.54%
$2.18T
$151 Million 5.38% of portfolio
689,765
Q3 2025 Added 3.08%
$85.6B
$132 Million 4.68% of portfolio
782,230
Q3 2025 Reduced 1.29%
$844B
$129 Million 4.58% of portfolio
458,839
Q3 2025 New
$130B
$125 Million 4.44% of portfolio
506,297
Q3 2025 Added 0.96%
$210B
$121 Million 4.3% of portfolio
249,732
Q3 2025 Reduced 2.95%
$42.4B
$116 Million 4.13% of portfolio
619,182
Q3 2025 Reduced 6.63%
$154B
$113 Million 4.02% of portfolio
232,712
Q3 2025 Added 0.58%
$453B
$109 Million 3.88% of portfolio
585,871
Q3 2025 Added 10,610.62%
$166B
$108 Million 3.84% of portfolio
748,030
Q3 2025 Reduced 4.08%
$154B
$106 Million 3.76% of portfolio
236,545
Q3 2025 Added 1.24%
$67.3B
$101 Million 3.6% of portfolio
205,422
Q3 2025 Reduced 3.86%
$103B
$98.2 Million 3.49% of portfolio
42,015
Q3 2025 New
$292B
$88.4 Million 3.14% of portfolio
1,333,254
Q3 2025 Reduced 4.11%
$14.1B
$75.9 Million 2.7% of portfolio
820,790
Q3 2025 Reduced 3.76%
$154B
$29.9 Million 1.06% of portfolio
150,904
Q3 2025 Reduced 48.49%
$76.2B
$23.8 Million 0.85% of portfolio
181,669
Q3 2025 New
$137B
$20.8 Million 0.74% of portfolio
58,542
Q3 2025 Added 6.87%
$247B
$16.3 Million 0.58% of portfolio
57,926
Q3 2025 Reduced 7.15%
$1.5T
$9.75 Million 0.35% of portfolio
40,106
Q3 2025 Reduced 9.78%
$1.55T
$4.85 Million 0.17% of portfolio
17,369
Q3 2025 Added 12.46%
$0
$3.12 Million 0.11% of portfolio
34,210
Q2 2025 Reduced 8.41%
$524B
$2.01 Million 0.07% of portfolio
3,540
Q3 2025 Reduced 1.64%
$112B
$1.46 Million 0.05% of portfolio
12,750
Q3 2025 Added 2.6%
$0
$1.35 Million 0.05% of portfolio
13,050
Q3 2024 Reduced 4.4%
$92.5B
$796,000 0.03% of portfolio
3,953
Q3 2025 Added 69.95%
$297B
$745,000 0.03% of portfolio
4,800
Q3 2024 Reduced 0.35%
$289B
$965,000 0.03% of portfolio
9,372
Q2 2024 Reduced 2.41%
$646B
$783,000 0.03% of portfolio
1,559
Q2 2025 Reduced 4.88%
$3.98T
$600,000 0.02% of portfolio
2,359
Q3 2025 Reduced 10.41%
$502B
$429,000 0.02% of portfolio
2,318
Q3 2025 Reduced 5.7%
$39.9B
$576,000 0.02% of portfolio
7,000
Q4 2017 New
$0
$491,000 0.02% of portfolio
738
Q1 2025 Reduced 53.53%
$0
$600,000 0.02% of portfolio
2,315
Q3 2025 Reduced 40.87%
$44.4B
$435,000 0.02% of portfolio
5,400
Q2 2023 Reduced 0.39%
$92.2B
$564,000 0.02% of portfolio
927
Q3 2025 Reduced 17.01%
$182B
$416,000 0.01% of portfolio
610
Q2 2025 Reduced 51.97%
$319B
$336,000 0.01% of portfolio
4,019
Q4 2024 Reduced 4.17%
$30.7B
$302,000 0.01% of portfolio
2,972
Q3 2025 Reduced 54.29%
$401B
$383,000 0.01% of portfolio
1,655
Q3 2025 Reduced 5.43%
$21.7B
$282,000 0.01% of portfolio
915
Q3 2024 New
$397B
$303,000 0.01% of portfolio
750
Q2 2025 Reduced 16.67%
$527B
$401,000 0.01% of portfolio
335
Q3 2025 New
$779B
$261,000 0.01% of portfolio
343
Q3 2025 Added 4.57%
$405B
$276,000 0.01% of portfolio
5,357
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 54
  • Current Value $2.82 Billion
  • Prior Value $2.52 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 15, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 5 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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