James Hambro & Partners Portfolio Holdings

James Hambro & Partners

  • $2.52 Billion
  • Q2 2025

James Hambro & Partners has filed its 13F form on July 17, 2025 for Q2 2025 where it was disclosed a total value porftolio of $2.52 Billion distributed in 50 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Jpmorgan Chase & CO with a value of $211M, Amphenol Corp with a value of $198M, Microsoft Corp with a value of $192M, Visa Inc. with a value of $166M, and Alphabet Inc. with a value of $159M.

Examining the 13F form we can see an increase of $116M in the current position value, from $2.4B to 2.52B.

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

Portfolio value $2.52 Billion
Financial Services: $782 Million
Technology: $698 Million
Healthcare: $291 Million
Consumer Cyclical: $243 Million
Industrials: $212 Million
Communication Services: $167 Million
Consumer Defensive: $99.8 Million
ETFs: $22.2 Million
Other: $3.03 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$859B
$211 Million 8.4% of portfolio
729,479
Q2 2025 Reduced 0.54%
$3.95T
$192 Million 7.64% of portfolio
386,740
Q2 2025 Added 2.54%
$551B
$166 Million 6.58% of portfolio
466,773
Q2 2025 Reduced 0.83%
$1.24T
$159 Million 6.33% of portfolio
898,338
Q2 2025 Added 1.24%
$2.26T
$147 Million 5.83% of portfolio
669,167
Q2 2025 Added 5.26%
$306B
$98.4 Million 3.91% of portfolio
1,390,375
Q2 2025 Added 2.85%
$210B
$18.4 Million 0.73% of portfolio
62,389
Q2 2025 Reduced 1.44%
$1.21T
$7.83 Million 0.31% of portfolio
44,452
Q2 2025 Added 3.8%
$1.27T
$3.5 Million 0.14% of portfolio
15,444
Q2 2025 Reduced 1.42%
$548B
$2.02 Million 0.08% of portfolio
3,599
Q2 2025 Added 2.51%
$281B
$916,000 0.04% of portfolio
9,372
Q2 2024 Reduced 2.41%
$456B
$864,000 0.03% of portfolio
5,470
Q2 2025 Reduced 3.01%
$302B
$687,000 0.03% of portfolio
4,800
Q3 2024 Reduced 0.35%
$621B
$757,000 0.03% of portfolio
1,559
Q2 2025 Reduced 4.88%
$201B
$480,000 0.02% of portfolio
610
Q2 2025 Reduced 51.97%
$3.69T
$540,000 0.02% of portfolio
2,633
Q2 2025 Reduced 44.03%
$229B
$278,000 0.01% of portfolio
2,050
Q2 2024 Reduced 5.57%
$302B
$322,000 0.01% of portfolio
4,019
Q4 2024 Reduced 4.17%
$381B
$253,000 0.01% of portfolio
5,357
Q1 2024 New
$452B
$375,000 0.01% of portfolio
2,458
Q2 2025 Reduced 13.39%
$608B
$255,000 0.01% of portfolio
328
Q2 2025 Reduced 3.53%
$351B
$324,000 0.01% of portfolio
1,750
Q4 2024 Reduced 11.84%

Summary

  • Portfolio
  • No. of Stocks 50
  • Current Value $2.52 Billion
  • Prior Value $2.4 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 17, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 0 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
Track This Portfolio

Track James Hambro & Partners Portfolio

Follow James Hambro & Partners and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of James Hambro & Partners, based on Form 13F filings with the SEC.

News

Stay updated on James Hambro & Partners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email