James Hambro & Partners LLP
68 holdingsFiling period: 2026-06-30Current AUM: $3.01Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | APH | Amphenol Corp | 1.41M | $247.8M | $227.6M | 7.57% | -15,103 | 2026-06-30 |
| 2 | GOOG | Alphabet Inc | 670.4K | $236.9M | $215.8M | 7.18% | -50,793 | 2026-06-30 |
| 3 | JPM | JPMorgan Chase & Co | 655.8K | $214.6M | $222.5M | 7.40% | -9,027 | 2026-06-30 |
| 4 | AMZN | Amazon.com Inc | 775.6K | $184.7M | $197.4M | 6.56% | -11,025 | 2026-06-30 |
| 5 | NVDA | NVIDIA Corporation | 874.5K | $174.7M | $188.0M | 6.26% | +70.9K | 2026-06-30 |
| 6 | V | Visa Inc | 469.1K | $160.7M | $187.7M | 6.24% | +15.1K | 2026-06-30 |
| 7 | MSFT | Microsoft Corp | 428.7K | $159.8M | $227.5M | 7.57% | +2.0K | 2026-06-30 |
| 8 | TXN | Texas Instrs Inc | 477.9K | $142.4M | $148.0M | 4.92% | -16,781 | 2026-06-30 |
| 9 | AME | Ametek Inc | 581.3K | $140.6M | $144.2M | 4.80% | -2,080 | 2026-06-30 |
| 10 | TMO | Thermo Fisher Scientific Inc | 229.5K | $114.9M | $161.4M | 5.37% | -11,238 | 2026-06-30 |
| 11 | KO | Coca Cola Co | 1.31M | $106.1M | $119.8M | 3.98% | +11.7K | 2026-06-30 |
| 12 | MCK | McKesson Corp | 134.7K | $101.7M | $129.3M | 4.30% | +4.2K | 2026-06-30 |
| 13 | AVGO | Broadcom Inc | 254.0K | $95.8M | $89.3M | 2.97% | -- | 2026-06-30 |
| 14 | ISRG | Intuitive Surgical Inc | 238.8K | $95.0M | $106.1M | 3.53% | +5.6K | 2026-06-30 |
| 15 | BN | Brookfield Corp | 2.12M | $90.3M | $81.6M | 2.71% | +54.2K | 2026-06-30 |
| 16 | ICE | Intercontinental Exchange in | 698.5K | $86.0M | $108.9M | 3.62% | +12.0K | 2026-06-30 |
| 17 | SUNB | Sunbelt Rentals Holdings Inc | 1.18M | $85.7M | $95.0M | 3.16% | +9.8K | 2026-06-30 |
| 18 | PGR | Progressive Corp | 351.5K | $76.7M | $79.2M | 2.64% | -146,794 | 2026-06-30 |
| 19 | EMR | Emerson Elec Co | 527.1K | $75.4M | $88.4M | 2.94% | +43.6K | 2026-06-30 |
| 20 | BDX | Becton Dickinson & Co | 295.7K | $44.7M | $57.7M | 1.92% | +102.0K | 2026-06-30 |
| 21 | MELI | Mercadolibre Inc | 8.4K | $14.3M | $14.1M | 0.47% | -8,433 | 2026-06-30 |
| 22 | SPGI | S&P Global Inc | 35.0K | $14.3M | $15.7M | 0.52% | -144,799 | 2026-06-30 |
| 23 | TJX | Tjx Cos Inc New | 93.2K | $14.1M | $12.9M | 0.43% | -345,764 | 2026-06-30 |
| 24 | GOOGL | Alphabet Inc | 39.3K | $14.0M | $12.7M | 0.42% | +4.4K | 2026-06-30 |
| 25 | GLD | Spdr Gold TR | 35.6K | $13.1M | $13.3M | 0.44% | -17,624 | 2026-06-30 |
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