Q3 2026 13F · SEC CIK 1731152

James Hambro & Partners LLP

Wealth managerFiled 2026-10-19 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $2.9B
Reported positions: 68
Top holdings a year, 3 yrs: +17.4%
Assets under management: $13.0B

James Hambro & Partners LLP is a wealth manager that reported 68 positions worth $2.9B in its Q3 2026 13F, filed 2026-10-19. Its largest holdings were Amphenol Corp (APH, 8.2%), Alphabet Inc (GOOG, 7.8%), Microsoft Corp (MSFT, 7.8%). A portfolio copying its top holdings returned 17.4% a year over the last 3 years, against 20.4% for the S&P 500.

James Hambro & Partners LLP holdings largest 50 of 68 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

James Hambro & Partners LLP 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
APHAmphenol Corp	8.2%	9.0%	2,774,794	+97.5%	$234.0M
GOOGAlphabet Inc	7.8%	8.6%	658,442	-1.8%	$224.4M
MSFTMicrosoft Corp	7.8%	5.8%	435,336	+1.5%	$223.3M
JPMJpmorgan Chase & Co	7.5%	7.8%	648,109	-1.2%	$214.4M
NVDANvidia Corporation	7.2%	6.3%	902,781	+3.2%	$206.1M
AMZNAmazon Com Inc	6.8%	6.7%	785,685	+1.3%	$195.8M
VVisa Inc	5.9%	5.8%	470,061	+0.2%	$169.0M
AMEAmetek Inc	5.5%	5.1%	638,891	+9.9%	$158.3M
TMOThermo Fisher Scientific Inc	5.4%	4.2%	231,390	+0.8%	$156.3M
TXNTexas Instrs Inc	4.8%	5.2%	490,504	+2.6%	$137.4M
MCKMckesson Corp	4.1%	3.7%	138,952	+3.2%	$118.8M
KOCoca Cola Co	4.0%	3.8%	1,328,539	+1.7%	$114.4M
ICEIntercontinental Exchange Inc	3.7%	3.1%	689,312	-1.3%	$104.8M
ISRGIntuitive Surgical Inc	3.4%	3.4%	238,649	-0.1%	$97.0M
AVGOBroadcom Inc	3.2%	3.5%	261,554	+3.0%	$91.8M
SUNBSunbelt Rentals Holdings Inc	3.1%	3.1%	1,195,451	+1.7%	$88.5M
EMREmerson Elec Co	2.9%	2.7%	540,370	+2.5%	$83.8M
BNBrookfield Corp	2.1%	3.3%	1,654,857	-21.9%	$60.4M
BDXBecton Dickinson & Co	2.1%	1.6%	335,229	+13.4%	$60.0M
GOOGLAlphabet Inc	0.5%	0.5%	43,716	+11.4%	$15.0M
AAXJIshares Tr Msci Ac Asia ETF	0.5%	0.4%	117,435	+32.1%	$13.7M
GLDSpdr Gold Tr	0.5%	0.5%	35,563	-0.0%	$13.5M
MELIMercadolibre Inc	0.4%	0.5%	7,136	-15.5%	$12.3M
SPGIS&p Global Inc	0.3%	0.5%	25,164	-28.2%	$9.9M
TSMTaiwan Semiconductor Manufac	0.3%	0.3%	18,277	-0.8%	$8.3M
QXOQxo Inc	0.2%	—	547,042	—	$6.4M
CVXChevron Corporation	0.2%	0.2%	25,300	+0.0%	$5.2M
TJXTjx Cos Inc New	0.2%	0.5%	36,783	-60.6%	$4.9M
MAMastercard Incorporated	0.1%	0.1%	6,739	-16.8%	$3.7M
IEMGIshares Inc	0.1%	—	44,016	—	$3.6M
AJGGallagher Arthur J & Co	0.1%	0.2%	14,250	-51.3%	$3.3M
PLDPrologis Inc	0.1%	0.1%	22,697	+19.4%	$2.9M
QALTSei Exchange Traded Funds	0.1%	0.1%	110,283	+110.9%	$2.9M
EWJIshares Inc	0.1%	—	28,771	—	$2.8M
LLYEli Lilly & Co	0.1%	0.1%	1,831	+38.3%	$2.1M
IXNIshares Tr	0.1%	0.1%	12,125	+0.0%	$1.8M
EEMIshares Tr	0.1%	—	25,000	—	$1.7M
AAPLApple Inc	0.1%	0.0%	4,878	+90.0%	$1.6M
BRK-BBerkshire Hathaway Inc Del	0.1%	0.1%	2,944	-2.0%	$1.5M
PGRProgressive Corp	0.0%	2.8%	6,011	-98.3%	$1.2M
FERGFerguson Enterprises Inc Common Stock Ne	0.0%	0.0%	5,314	+0.0%	$1.2M
WMTWalmart Inc	0.0%	0.0%	9,372	+0.0%	$974K
TIPIshares Tr	0.0%	0.0%	7,865	+0.0%	$818K
METAMeta Platforms Inc	0.0%	0.0%	1,071	+14.5%	$777K
MRSHMarsh & Mclennan Cos	0.0%	0.0%	4,517	+19.1%	$771K
JNJJohnson & Johnson	0.0%	—	2,534	—	$671K
VHTVanguard World Fd	0.0%	0.0%	1,950	+0.0%	$616K
SYYSysco Corp	0.0%	0.0%	7,000	+0.0%	$546K
ABBVAbbvie Inc	0.0%	0.0%	1,988	-4.9%	$520K
LMTLockheed Martin Corp	0.0%	0.0%	847	-42.3%	$431K

What James Hambro & Partners LLP bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +14.3% /yr; S&P 500 +20.1%
3 years: +17.4% /yr; S&P 500 +20.4%
5 years: +8.8% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$2.9B	68
Q2 2026	$2.8B	68
Q1 2026	$2.6B	57
Q4 2025	$2.8B	55
Q3 2025	$2.8B	54
Q2 2025	$2.5B	50
Q1 2025	$2.4B	54
Q4 2024	$2.5B	57
Q3 2024	$2.4B	56
Q2 2024	$2.2B	53
Q1 2024	$2.1B	52
Q4 2023	$1.9B	52

Questions about James Hambro & Partners LLP's portfolio

What stocks does James Hambro & Partners LLP own?

James Hambro & Partners LLP's latest 13F, for Q3 2026 and filed Oct 19, 2026, lists 68 positions worth $2.9B. The largest are Amphenol Corp (APH) at 8.2%, Alphabet Inc (GOOG) at 7.8%, Microsoft Corp (MSFT) at 7.8%, Jpmorgan Chase & Co (JPM) at 7.5% and Nvidia Corporation (NVDA) at 7.2%.

What did James Hambro & Partners LLP buy last quarter?

In Q3 2026, James Hambro & Partners LLP added Sei Exchange Traded Funds (QALT) (+110.9% shares), Amphenol Corp (APH) (+97.5% shares) and Apple Inc (AAPL) (+90.0% shares), compared with its Q2 2026 filing.

What did James Hambro & Partners LLP sell last quarter?

In Q3 2026, James Hambro & Partners LLP cut from its top 50 International Business Machs (IBM), cut from its top 50 Cummins Inc (CMI), cut from its top 50 Vanguard Specialized Funds (VIG), cut from its top 50 Pepsico Inc (PEP), cut from its top 50 Northrop Grumman Corp (NOC), Progressive Corp (PGR) (-98.3% shares), Tjx Cos Inc New (TJX) (-60.6% shares) and Gallagher Arthur J & Co (AJG) (-51.3% shares), compared with its Q2 2026 filing.

How has James Hambro & Partners LLP's portfolio performed?

A portfolio copying James Hambro & Partners LLP's 20 largest 13F holdings each quarter, from the day each filing was public, returned +17.4% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +14.3% against +20.1%. Over 5 years: +8.8% a year against +11.6%.

When is James Hambro & Partners LLP's next 13F filing due?

13F filings are due 45 days after each quarter ends. James Hambro & Partners LLP's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does James Hambro & Partners LLP manage?

James Hambro & Partners LLP reported $13.0B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $2.9B.