JH
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James Hambro & Partners LLP13F | |
| James Hambro & Partners LLP | |
| Last update 2025-04-17 | 54 Stocks (0 new) |
| Value $2.40 Bil | Turnover 2 % |
James Hambro & Partners LLP Top Holdings of 2025-03-31
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| 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 | +23.59% | +22.39% | 802,324.6 | Banks | |
V | Visa Inc | 470,691 | 164,923.1 | +0.45% | 6.880 | +0.03% | 0.020 | +4.74% | +11.27% | 684,701.8 | Credit Services | |
PGR | Progressive Corp | 512,464 | 145,086.3 | +0.19% | 6.050 | +0.01% | 0.090 | -11.16% | +5.30% | 145,014.1 | Insurance | |
MSFT | Microsoft Corp | 377,153 | 141,379.6 | +3.19% | 5.900 | +0.18% | 0.010 | +29.95% | +19.80% | 3,738,718.2 | Software | |
GOOG | Alphabet Inc | 887,368 | 138,531.5 | +1.04% | 5.780 | +0.06% | 0.010 | +13.35% | -3.78% | 2,210,009.2 | Interactive Media | |
APH | Amphenol Corp | 2,052,766 | 134,651.2 | +5.28% | 5.620 | +0.28% | 0.170 | +53.36% | +44.92% | 121,213.9 | Hardware | |
ICE | Intercontinental Exchange Inc | 770,387 | 132,934.1 | +1.63% | 5.540 | +0.09% | 0.130 | +14.09% | +22.69% | 104,296.7 | Capital Markets | |
UNH | UnitedHealth Group Inc | 245,642 | 128,646.4 | +6.40% | 5.370 | +0.32% | 0.030 | -48.44% | -39.90% | 272,668.3 | Healthcare Plans | |
AMZN | Amazon.com Inc | 635,743 | 120,966.0 | +0.97% | 5.050 | +0.05% | 0.010 | +23.92% | +2.87% | 2,396,004.6 | Retail - Cyclical | |
TMO | Thermo Fisher Scientific Inc | 234,423 | 116,668.8 | +5.50% | 4.870 | +0.25% | 0.060 | -5.24% | -18.09% | 160,563.3 | Medical Diagnostics & Research |
James Hambro & Partners LLP's Historical Top Holdings Breakdowns
James Hambro & Partners LLP's Top Stock Picks
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| 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 | $468.78 | 4.12% | Sold Out | 0 | -294,009 | |
ISRG | Intuitive Surgical Inc | 2025-03-31 | Reduce Reduce | -0.38% | 476.78 ($553.02) 610.45 | $516.44 | -6.61% | Reduce -7.65% | 224,066 | -18,556 | |
UNH | UnitedHealth Group Inc | 2025-03-31 | Add Add | +0.32% | 461.52 ($511.2) 548.18 | $300.58 | -41.20% | Add 6.4% | 245,642 | 14,784 | |
TXN | Texas Instruments Inc | 2025-03-31 | Reduce Reduce | -0.31% | 173.6 ($187.2) 203.96 | $220.05 | 17.55% | Reduce -7.56% | 513,247 | -41,987 | |
APH | Amphenol Corp | 2025-03-31 | Add Add | +0.28% | 61.62 ($68.22) 78.55 | $100.21 | 46.89% | 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 | $425.34 | -21.47% | Add 5.5% | 234,423 | 12,219 | |
ENTG | Entegris Inc | 2025-03-31 | Add Add | +0.19% | 87.48 ($100.87) 109.53 | $86.23 | -14.51% | Add 6.97% | 786,491 | 51,242 | |
MSFT | Microsoft Corp | 2025-03-31 | Add Add | +0.18% | 375.39 ($407.71) 447.2 | $503.02 | 23.38% | Add 3.19% | 377,153 | 11,653 | |
AME | AMETEK Inc | 2025-03-31 | Add Add | +0.17% | 170.39 ($181.78) 190.43 | $178.36 | -1.88% | Add 3.89% | 645,499 | 24,144 | |
DHR | Danaher Corp | 2025-03-31 | Reduce Reduce | -0.13% | 201.62 ($218.33) 250.59 | $197.75 | -9.43% | Reduce -4.48% | 295,712 | -13,882 |
James Hambro & Partners LLP Total Holding History ($B)
James Hambro & Partners LLP's Asset Allocation
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 2025-03-31
James Hambro & Partners LLP's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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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
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