JH

James Hambro & Partners LLP

13F
James Hambro & Partners LLP
Last update 2025-07-17 50 Stocks (0 new)
Value $2.53 Bil Turnover 3 %
Countries:
Top Holdings: JPM(8.36%)APH(7.83%)MSFT(7.61%)V(6.55%)GOOG(6.30%)
Summary Stock Picks Current Portfolio
James Hambro & Partners LLP Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
JPM
JPMorgan Chase & Co
729,479
211,377.5
-0.54%
8.360
-0.04%
0.030
+25.60%
+22.92%
797,268.0
Banks
APH
Amphenol Corp
2,006,289
198,070.9
-2.26%
7.830
-0.13%
0.170
+56.81%
+47.28%
123,185.6
Hardware
MSFT
Microsoft Corp
386,740
192,285.2
+2.54%
7.610
+0.19%
0.010
+39.43%
+21.91%
3,804,496.2
Software
V
Visa Inc
466,773
165,613.4
-0.83%
6.550
-0.06%
0.020
+6.48%
+11.24%
684,506.5
Credit Services
GOOG
Alphabet Inc
898,338
159,311.3
+1.24%
6.300
+0.08%
0.010
+20.63%
-2.75%
2,236,768.3
Interactive Media
AMZN
Amazon.com Inc
669,167
146,801.9
+5.26%
5.810
+0.29%
0.010
+29.69%
+2.04%
2,376,629.7
Retail - Cyclical
ICE
Intercontinental Exchange Inc
792,472
145,351.3
+2.87%
5.750
+0.16%
0.140
+14.65%
+22.40%
104,050.1
Capital Markets
PGR
Progressive Corp
501,506
133,829.4
-2.14%
5.290
-0.13%
0.090
-7.22%
+4.80%
144,310.7
Insurance
ISRG
Intuitive Surgical Inc
233,647
127,004.7
+4.28%
5.020
+0.21%
0.070
+6.25%
-1.73%
183,845.3
Medical Devices & Instruments
SPGI
S&P Global Inc
231,362
121,964.8
+3.66%
4.820
+0.17%
0.080
+14.04%
+6.18%
161,582.0
Capital Markets

James Hambro & Partners LLP's Historical Top Holdings Breakdowns

James Hambro & Partners LLP's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
UNH
UnitedHealth Group Inc
2025-06-30
Sold Out
Sold Out
-5.37%
●
274.35 ($384.44) 599.47
$288.35
-24.99%
Sold Out
0
-245,642
TMO
Thermo Fisher Scientific Inc
2025-06-30
Add
Add
+0.37%
●
390.26 ($419.37) 497.6
$423.50
0.98%
Add 9.77%
257,327
22,904
AMZN
Amazon.com Inc
2025-06-30
Add
Add
+0.29%
●
167.32 ($197.77) 223.3
$223.64
13.08%
Add 5.26%
669,167
33,424
TXN
Texas Instruments Inc
2025-06-30
Add
Add
+0.24%
●
145.61 ($177.56) 207.62
$216.53
21.95%
Add 5.68%
542,401
29,154
ISRG
Intuitive Surgical Inc
2025-06-30
Add
Add
+0.21%
●
451.58 ($522.44) 565.94
$512.84
-1.84%
Add 4.28%
233,647
9,581
ENTG
Entegris Inc
2025-06-30
Add
Add
+0.21%
●
62.92 ($76.17) 87.48
$90.26
18.50%
Add 8.44%
852,889
66,398
MSFT
Microsoft Corp
2025-06-30
Add
Add
+0.19%
●
354.56 ($433.34) 497.45
$511.68
18.08%
Add 2.54%
386,740
9,587
SNPS
Synopsys Inc
2025-06-30
Add
Add
+0.18%
●
380.9 ($465.32) 517.66
$582.61
25.21%
Add 4.44%
213,673
9,093
SPGI
S&P Global Inc
2025-06-30
Add
Add
+0.17%
●
438.31 ($499.21) 527.29
$527.24
5.61%
Add 3.66%
231,362
8,164
ICE
Intercontinental Exchange Inc
2025-06-30
Add
Add
+0.16%
●
151.62 ($171.84) 183.47
$181.39
5.56%
Add 2.87%
792,472
22,085

James Hambro & Partners LLP Total Holding History ($B)

To

James Hambro & Partners LLP's Asset Allocation

To

James Hambro & Partners LLP Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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James Hambro & Partners LLP's Hypothetical Growth since 2025-06-30

James Hambro & Partners LLP's Yearly Returns

Year Portfolio % % Excess Gain %

James Hambro & Partners LLP's Holdings Heat Map

Size field:

James Hambro & Partners LLP's Holdings Bubble Chart

James Hambro & Partners LLP News

  • 1

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