James Hambro & Partners Llp

Investment Portfolio & 13F Holdings Analysis

About

James Hambro & Partners LLP is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 54 holdings worth $2.4 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-17
Total Holdings: 54
Total Value: 2397464317
Accession Number: 0001731152-25-000003
Form Type: 13F-HR
CIK: 0001731152
Manager Name: James Hambro & Partners Llp

Data Enrichment

98% identified

53 identified1 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

54 positions • $2,397,464.317K total value

54 positions

Manager:

SEC FilingSEC DataHachi Filing

Search and click to pin securities to the top

Page 1 of 3

Sort by:

JPMORGAN CHASE & CO

JPM|46625H100

733452(+0.1%)

Value:

$179.9B(+2.3%)

VISA INC.

V|92826C839

470691(+0.4%)

Value:

$164.9B(+11.3%)

PROGRESSIVE CORP/OH/

PGR|743315103

512464(+0.2%)

Value:

$145.1B(+18.3%)

MICROSOFT CORP

MSFT|594918104

377153(+3.2%)

Value:

$141.4B(-8.2%)

Alphabet Inc.

GOOG|02079K107

887368(+1.0%)

Value:

$138.5B(-17.2%)

AMPHENOL CORP /DE/

APH|032095101

2052766(+5.3%)

Value:

$134.7B(-0.6%)

Intercontinental Exchange, Inc.

ICE|45866F104

770387(+1.6%)

Value:

$132.9B(+17.7%)

UNITEDHEALTH GROUP INC

UNH|91324P102

245642(+6.4%)

Value:

$128.6B(+10.0%)

AMAZON COM INC

AMZN|023135106

635743(+1.0%)

Value:

$121.0B(-12.4%)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

234423(+5.5%)

Value:

$116.7B(+0.9%)

S&P Global Inc.

SPGI|78409V104

223198(+2.8%)

Value:

$113.4B(+4.9%)

AMETEK INC/

AME|031100100

645499(+3.9%)

Value:

$111.1B(-0.9%)

INTUITIVE SURGICAL INC

ISRG|46120E602

224066(-7.6%)

Value:

$111.0B(-12.4%)

COCA COLA CO

KO|191216100

1351806(+3.1%)

Value:

$96.8B(+18.6%)

TJX COMPANIES INC /DE/

TJX|872540109

781045(+0.3%)

Value:

$95.1B(+1.1%)

TEXAS INSTRUMENTS INC

TXN|882508104

513247(-7.6%)

Value:

$92.3B(-11.4%)

UNION PACIFIC CORP

UNP|907818108

382992(+1.9%)

Value:

$90.5B(+5.5%)

SYNOPSYS INC

SNPS|871607107

204580(+1.5%)

Value:

$87.7B(-10.3%)

ENTEGRIS INC

ENTG|29362U104

786491(+7.0%)

Value:

$68.9B(-5.4%)

DANAHER CORP /DE/

DHR|235851102

295712(-4.5%)

Value:

$60.6B(-14.8%)

Instrument	Shares		Other Manager	Value
Jpmorgan Chase & Co(JPMcusip46625H100)	733.5K	QoQ +0.07% (+583) YoY -3.54% (-27.0K)	All Managers (Combined)	$179.9M	QoQ +2.28% (+$4.0M) YoY +18.12% (-$27.6M)
Visa Inc.(Vcusip92826C839)	470.7K	QoQ +0.44% (+2.1K) YoY +7.47% (+32.7K)	All Managers (Combined)	$164.9M	QoQ +11.26% (+$16.7M) YoY +35.10% (+$42.9M)
Progressive Corp/Oh/(PGRcusip743315103)	512.5K	QoQ +0.19% (+996) YoY -4.15% (-22.2K)	All Managers (Combined)	$145.1M	QoQ +18.29% (+$22.4M) YoY +31.24% (-$34.5M)
Microsoft Corp(MSFTcusip594918104)	377.2K	QoQ +3.18% (-11.7K) YoY +6.02% (-21.4K)	All Managers (Combined)	$141.4M	QoQ -8.22% (-$12.7M) YoY -5.36% (-$8.0M)
Alphabet Inc.(GOOGcusip02079K107)	887.4K	QoQ +1.04% (-9.2K) YoY +2.68% (+23.2K)	All Managers (Combined)	$138.5M	QoQ -17.17% (-$28.7M) YoY +5.34% (+$7.0M)
Amphenol Corp /De/(APHcusip032095101)	2.1M	QoQ +5.27% (-102.9K) YoY +95.12% (+1.0M)	All Managers (Combined)	$134.7M	QoQ -0.63% (-$856.5K) YoY +10.98% (+$13.3M)
Intercontinental Exchange, Inc.(ICEcusip45866F104)	770.4K	QoQ +1.62% (+12.3K) YoY NEW(+770.4K)	All Managers (Combined)	$132.9M	QoQ +17.67% (+$20.0M) YoY NEW(+$132.9M)
Unitedhealth Group Inc(UNHcusip91324P102)	245.6K	QoQ +6.40% (+14.8K) YoY +18.81% (+38.9K)	All Managers (Combined)	$128.6M	QoQ +10.03% (+$11.7M) YoY +25.86% (+$26.4M)
Amazon Com Inc(AMZNcusip023135106)	635.7K	QoQ +0.97% (-6.1K) YoY +10.01% (+57.9K)	All Managers (Combined)	$121.0M	QoQ -12.41% (-$17.1M) YoY +16.14% (+$16.8M)
Thermo Fisher Scientific Inc.(TMOcusip883556102)	234.4K	QoQ +5.49% (+12.2K) YoY +21.48% (+41.5K)	All Managers (Combined)	$116.7M	QoQ +0.91% (+$1.1M) YoY +4.08% (+$4.6M)
S&P Global Inc.(SPGIcusip78409V104)	223.2K	QoQ +2.84% (+6.2K) YoY +11.97% (+23.9K)	All Managers (Combined)	$113.4M	QoQ +4.87% (+$5.3M) YoY +33.94% (+$28.8M)
Ametek Inc/(AMEcusip031100100)	645.5K	QoQ +3.88% (-24.1K) YoY NEW(+645.5K)	All Managers (Combined)	$111.1M	QoQ -0.86% (-$965.6K) YoY NEW(+$111.1M)
Intuitive Surgical Inc(ISRGcusip46120E602)	224.1K	QoQ -7.64% (-18.6K) YoY -6.42% (-15.4K)	All Managers (Combined)	$111.0M	QoQ -12.40% (-$15.7M) YoY +16.17% (-$15.5M)
Coca Cola Co(KOcusip191216100)	1.4M	QoQ +3.09% (+40.6K) YoY +16.64% (+192.9K)	All Managers (Combined)	$96.8M	QoQ +18.55% (+$15.2M) YoY +36.62% (+$26.0M)
Tjx Companies Inc /De/(TJXcusip872540109)	781.0K	QoQ +0.32% (+2.5K) YoY +2.61% (+19.9K)	All Managers (Combined)	$95.1M	QoQ +1.11% (+$1.0M) YoY +23.28% (+$18.0M)
Texas Instruments Inc(TXNcusip882508104)	513.2K	QoQ -7.56% (-42.0K) YoY +6.78% (+32.6K)	All Managers (Combined)	$92.3M	QoQ -11.37% (-$11.8M) YoY +10.24% (+$8.6M)
Union Pacific Corp(UNPcusip907818108)	383.0K	QoQ +1.88% (+7.1K) YoY +19.83% (+63.4K)	All Managers (Combined)	$90.5M	QoQ +5.47% (+$4.7M) YoY +15.15% (+$11.9M)
Synopsys Inc(SNPScusip871607107)	204.6K	QoQ +1.54% (-3.1K) YoY +191.14% (+134.3K)	All Managers (Combined)	$87.7M	QoQ -10.26% (-$10.0M) YoY +118.54% (+$47.6M)
Entegris Inc(ENTGcusip29362U104)	786.5K	QoQ +6.96% (-51.2K) YoY NEW(+786.5K)	All Managers (Combined)	$68.9M	QoQ -5.43% (-$4.0M) YoY NEW(+$68.9M)
Danaher Corp /De/(DHRcusip235851102)	295.7K	QoQ -4.48% (-13.9K) YoY +18.07% (-45.3K)	All Managers (Combined)	$60.6M	QoQ -14.75% (-$10.5M) YoY -3.02% (-$1.9M)