James Hambro & Partners has filed its 13F form on July 16, 2024 for Q2 2024 where it was disclosed a total value porftolio of $2.03 Billion distributed in 53 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $160M, Alphabet Inc. with a value of $156M, Jpmorgan Chase & CO with a value of $154M, Amphenol Corp with a value of $136M, and Visa Inc. with a value of $118M.

Examining the 13F form we can see an increase of $17.9M in the current position value, from $2.01B to 2.03B.

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

Portfolio value $2.03 Billion
Financial Services: $578 Million
Technology: $489 Million
Healthcare: $402 Million
Consumer Cyclical: $200 Million
Communication Services: $164 Million
Consumer Defensive: $79.7 Million
Industrials: $78.5 Million
ETFs: $24.1 Million
Other: $11.8 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 53
  • Current Value $2.03 Billion
  • Prior Value $2.01 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 16, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 1 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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