JH

James Hambro & Partners LLP

13F
James Hambro & Partners LLP
Last update 2025-04-17 54 Stocks (0 new)
Value $2.40 Bil Turnover 2 %
Countries:
Top Holdings: JPM(7.50%)V(6.88%)PGR(6.05%)MSFT(5.90%)GOOG(5.78%)
Summary Stock Picks Current Portfolio
James Hambro & Partners LLP Top Holdings of 2025-03-31 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
733,452
179,890.1
+0.08%
7.500
+0.01%
0.030
+13.81%
+19.85%
789,429.6
Banks
V
Visa Inc
470,691
164,923.1
+0.45%
6.880
+0.03%
0.020
+0.35%
+9.61%
674,465.5
Credit Services
PGR
Progressive Corp
512,464
145,086.3
+0.19%
6.050
+0.01%
0.090
-5.34%
+10.50%
152,224.7
Insurance
MSFT
Microsoft Corp
377,153
141,379.6
+3.19%
5.900
+0.18%
0.010
+24.80%
+17.24%
3,658,818.4
Software
GOOG
Alphabet Inc
887,368
138,531.5
+1.04%
5.780
+0.06%
0.010
-0.63%
-9.74%
2,075,581.1
Interactive Media
APH
Amphenol Corp
2,052,766
134,651.2
+5.28%
5.620
+0.28%
0.170
+39.86%
+40.31%
117,355.3
Hardware
ICE
Intercontinental Exchange Inc
770,387
132,934.1
+1.63%
5.540
+0.09%
0.130
+3.07%
+21.82%
103,556.8
Capital Markets
UNH
UnitedHealth Group Inc
245,642
128,646.4
+6.40%
5.370
+0.32%
0.030
-40.76%
-39.61%
273,974.6
Healthcare Plans
AMZN
Amazon.com Inc
635,743
120,966.0
+0.97%
5.050
+0.05%
0.010
+3.05%
-3.37%
2,250,560.5
Retail - Cyclical
TMO
Thermo Fisher Scientific Inc
234,423
116,668.8
+5.50%
4.870
+0.25%
0.060
-20.08%
-20.92%
155,017.9
Medical Diagnostics & Research

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
LIN
Linde PLC
2025-03-31
Sold Out
Sold Out
-4.86%
●
412.91 ($450.21) 468.77
$460.20
2.22%
Sold Out
0
-294,009
ISRG
Intuitive Surgical Inc
2025-03-31
Reduce
Reduce
-0.38%
●
476.78 ($553.02) 610.45
$521.63
-5.68%
Reduce -7.65%
224,066
-18,556
UNH
UnitedHealth Group Inc
2025-03-31
Add
Add
+0.32%
●
461.52 ($511.2) 548.18
$302.02
-40.92%
Add 6.4%
245,642
14,784
TXN
Texas Instruments Inc
2025-03-31
Reduce
Reduce
-0.31%
●
173.6 ($187.2) 203.96
$205.38
9.71%
Reduce -7.56%
513,247
-41,987
APH
Amphenol Corp
2025-03-31
Add
Add
+0.28%
●
61.62 ($68.22) 78.55
$97.02
42.22%
Add 5.28%
2,052,766
102,875
TMO
Thermo Fisher Scientific Inc
2025-03-31
Add
Add
+0.25%
●
497.6 ($541.6) 606.74
$410.65
-24.18%
Add 5.5%
234,423
12,219
ENTG
Entegris Inc
2025-03-31
Add
Add
+0.19%
●
87.48 ($100.87) 109.53
$82.15
-18.56%
Add 6.97%
786,491
51,242
MSFT
Microsoft Corp
2025-03-31
Add
Add
+0.18%
●
375.39 ($407.71) 447.2
$492.27
20.74%
Add 3.19%
377,153
11,653
AME
AMETEK Inc
2025-03-31
Add
Add
+0.17%
●
170.39 ($181.78) 190.43
$178.00
-2.08%
Add 3.89%
645,499
24,144
DHR
Danaher Corp
2025-03-31
Reduce
Reduce
-0.13%
●
201.62 ($218.33) 250.59
$201.00
-7.94%
Reduce -4.48%
295,712
-13,882

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

  • 1

James Hambro & Partners LLP's Hypothetical Growth since 2025-03-31

James Hambro & Partners LLP's Yearly Returns

Year Portfolio % % Excess Gain %

James Hambro & Partners LLP's Holdings Heat Map

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James Hambro & Partners LLP's Holdings Bubble Chart

James Hambro & Partners LLP News

  • 1

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