James Hambro & Partners LLP Q1 2018 Filing

Filed April 30, 2018

Portfolio Value

$218.8B

Holdings

155

Report Date

Q1 2018

Filing Type

13F-HR

All Holdings (155 positions)

StockValue
JPMJPMorgan Chase Com US$1
$38.7B
VVisa Inc Com Stock US$0.0001
$32.3B
MSFTMicrosoft Corp Com US$0.0000125
$30.7B
GOOGAlphabet Inc C Shares US$0.001
$25.2B
UTXZUnited Technologies Corp US$1.00
$21.1B
EAElectronic Arts Inc US$0.01
$9.3B
COOThe Cooper Companies Inc US$0.10
$7.7B
GDGeneral Dynamics Corp
$6.9B
MAMastercard Inc
$4.9B
BABAAlibaba Group Holding ADR
$2.6B
GOOGLAlphabet Inc A Shares US$0.001
$2.6B
VTIPVanguard Short-Term TIPS ETF US$
$2.3B
SPGIS&P Global Inc
$2.1B
ECLEcolab Inc US$1
$2.1B
LMTLockheed Martin Corp
$2.0B
PXGBXPraxair Inc
$1.7B
BIIBBiogen Inc
$1.5B
EOGEOG Resources Inc US$0.01
$1.1B
GQ9SPDR Gold Trust Investment Fund US$
$1.1B
MRSHMarsh & McLennan Companies Inc US$1
$1.0B
GSGoldman Sachs Group Inc Com
$984.0M
CLColgate-Palmolive Co Com US$1.00
$948.0M
BIDSotheby s
$873.0M
T7DTransdigm Group Inc US$0.01
$830.0M
TMOThermo Fisher Scientific Inc
$828.0M
BMTABritish American Tobacco Plc ADR
$780.0M
PFEPfizer Inc Com US$0.05
$677.0M
JNJJohnson & Johnson Com US$1.00
$627.0M
CSCOCisco Systems Inc US$0.001
$582.0M
CRMSalesforce.com Inc US$0.001
$565.0M
IXNiShares Global Tech ETF $
$564.0M
CVXChevron Corp Com US$0.75
$549.0M
Bovie Medical Corp
$474.0M
BACVerizon Communications Inc
$473.0M
ACGLArch Capital Group Ltd US$0.01
$463.0M
ATVIEURActivision Blizzard Inc
$450.0M
HONHoneywell International Inc
$449.0M
SYYSysco Corporation
$421.0M
INTCIntel Corp US$0.001
$385.0M
TRVCCitigroup Inc
$369.0M
FISFidelity National Information Services Inc
$357.0M
PEPPepsico Inc US$0.017
$347.0M
UNPUnion Pacific US$
$334.0M
XOMExxon Mobil Corp US$
$282.0M
NUANEURNuance Communications Inc US$0.001
$269.0M
WMTWalmart Inc US$0.10
$267.0M
XLKTechnology Select Index SPDR
$262.0M
XELXcel Energy Inc
$260.0M
GEGeneral Electric Co US$0.06
$254.0M
CDZICadiz Inc Com US$0.01
$235.0M
Dr Pepper Snapple Com US$0.01
$214.0M
CFGCitizens Financial Group Inc
$207.0M
PODDInsulet Corp US$0.001
$207.0M
JNPJuniper Networks Inc
$201.0M
ARAntero Resources Corporation US$
$199.0M
TXNTexas Instruments Inc
$197.0M
DISThe Walt Disney Company US$0.01
$193.0M
NFLXNetflix Inc
$182.0M
HDHome Depot Inc
$174.0M
BXUSDThe Blackstone Group LP
$173.0M
RHIRobert Half International Inc
$172.0M
METAFacebook Inc US$0.000006
$167.0M
VEUVanguard All World ex US Small Cap ETF US$
$163.0M
TYTri-Continental Corporation
$158.0M
ERICTelefonaktiebolaget LM Ericsson ADR
$151.0M
ADBEAdobe Systems Inc US0.001
$150.0M
SPLKCHFSplunk Inc
$148.0M
Aetna Inc US$0.01
$148.0M
MATMattel Inc
$147.0M
KRKroger Co
$144.0M
CAHCardinal Health Inc
$142.0M
A4SAmeriprise Financial Inc US$0.01
$137.0M
IEFiShares US Treasury 7-10 year ETF US$
$125.0M
Nexeo Solutions Inc
$116.0M
ORCLOracle Corp US$0.01
$107.0M
ITGartner Inc
$98.0M
ULUnilever Plc ADR US$
$95.0M
MDLZMondelez International Inc US$
$93.0M
ELEstee Lauder Co Inc A US$0.01
$90.0M
ISRGIntuitive Surgical Inc
$87.0M
WRKUSDWestRock Co
$87.0M
TTWOTake-Two Interactive Software Inc US$0.01
$87.0M
CLXClorox Company US$1
$87.0M
Scorpio Bulkers Inc
$82.0M
GEGeneral Electric Co EUR
$74.0M
WUBAUSD58.Com Inc US$ ADR
$69.0M
CMCSAComcast Inc US$
$68.0M
NUVAGBPNuVasive Inc
$67.0M
Mazor Robotics Ltd - Spon ADR
$65.0M
BKNGBooking Holdings Inc USD0.008
$63.0M
LPI1EURLaredo Petroleum Inc US$0.01
$63.0M
AMTAmerican Tower Corporation Com US$0.01
$58.0M
GW Pharmaceuticals Plc ADR
$53.0M
TSLATesla Inc
$53.0M
SLBSchlumberger Com US$0.01
$52.0M
INSEInspired Entertainment Inc
$52.0M
UNHUnitedHealth Group Inc
$52.0M
LBRDKLiberty Broadband Corp US$
$52.0M
NTRSNorthern Trust Corp US$1.667
$51.0M
MCKMcKesson Corporation Com US$0.01
$51.0M
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