James Hambro & Partners LLP Q2 2025 Filing
Filed July 17, 2025
Portfolio Value
$2.5T
Holdings
50
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (50 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | JPMJPMORGAN CHASE & CO. | 729,479 | $211.4B | 8.36% | |
| 2 | APHAMPHENOL CORP NEW | 2,006,289 | $198.1B | 7.83% | |
| 3 | MSFTMICROSOFT CORP | 386,740 | $192.3B | 7.61% | |
| 4 | VVISA INC | 466,773 | $165.6B | 6.55% | |
| 5 | GOOGALPHABET INC | 898,338 | $159.3B | 6.30% | |
| 6 | AMZNAMAZON COM INC | 669,167 | $146.8B | 5.81% | |
| 7 | ICEINTERCONTINENTAL EXCHANGE IN | 792,472 | $145.4B | 5.75% | |
| 8 | PGRPROGRESSIVE CORP | 501,506 | $133.8B | 5.29% | |
| 9 | ISRGINTUITIVE SURGICAL INC | 233,647 | $127.0B | 5.02% | |
| 10 | SPGIS&P GLOBAL INC | 231,362 | $122.0B | 4.82% | |
| 11 | AMEAMETEK INC | 663,152 | $120.0B | 4.75% | |
| 12 | TXNTEXAS INSTRS INC | 542,401 | $112.6B | 4.45% | |
| 13 | SNPSSYNOPSYS INC | 213,673 | $109.6B | 4.33% | |
| 14 | TMOTHERMO FISHER SCIENTIFIC INC | 257,327 | $104.3B | 4.13% | |
| 15 | KOCOCA COLA CO | 1,390,375 | $98.3B | 3.89% | |
| 16 | TJXTJX COS INC NEW | 779,817 | $96.3B | 3.81% | |
| 17 | UNPUNION PAC CORP | 398,599 | $91.7B | 3.63% | |
| 18 | ENQENTEGRIS INC | 852,889 | $68.8B | 2.72% | |
| 19 | DHRDANAHER CORPORATION | 292,961 | $57.8B | 2.29% | |
| 20 | IBMINTERNATIONAL BUSINESS MACHS | 62,389 | $18.4B | 0.73% | |
| 21 | GQ9SPDR GOLD TR | 54,779 | $16.7B | 0.66% | |
| 22 | GOOGLALPHABET INC | 44,452 | $7.8B | 0.31% | |
| 23 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 15,444 | $3.5B | 0.14% | |
| 24 | AAXJISHARES TR | 34,210 | $2.8B | 0.11% | |
| 25 | MAMASTERCARD INCORPORATED | 3,599 | $2.0B | 0.08% | |
| 26 | CPCANADIAN PACIFIC KANSAS CITY | 19,000 | $1.5B | 0.06% | |
| 27 | FERGFERGUSON ENTERPRISES INC | 6,176 | $1.3B | 0.05% | |
| 28 | PLDPROLOGIS INC. | 12,427 | $1.3B | 0.05% | |
| 29 | IXNISHARES TR | 13,050 | $1.2B | 0.05% | |
| 30 | VHTVANGUARD WORLD FD | 3,915 | $972.4M | 0.04% | |
| 31 | WMTWALMART INC | 9,372 | $916.2M | 0.04% | |
| 32 | NVDANVIDIA CORPORATION | 5,470 | $863.5M | 0.03% | |
| 33 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,559 | $756.4M | 0.03% | |
| 34 | CVXCHEVRON CORP NEW | 4,800 | $687.0M | 0.03% | |
| 35 | IRMIRON MTN INC DEL | 6,502 | $666.7M | 0.03% | |
| 36 | NOCNORTHROP GRUMMAN CORP | 1,117 | $558.7M | 0.02% | |
| 37 | AAPLAPPLE INC | 2,633 | $540.0M | 0.02% | |
| 38 | SYYSYSCO CORP | 7,000 | $530.1M | 0.02% | |
| 39 | MRSHMARSH & MCLENNAN COS INC | 2,326 | $508.7M | 0.02% | |
| 40 | INTUINTUIT | 610 | $480.4M | 0.02% | |
| 41 | SPYSPDR S&P 500 ETF TR | 738 | $456.0M | 0.02% | |
| 42 | JNJJOHNSON & JOHNSON | 2,458 | $375.2M | 0.01% | |
| 43 | XELXCEL ENERGY INC | 5,400 | $367.7M | 0.01% | |
| 44 | ABBVABBVIE INC | 1,750 | $324.8M | 0.01% | |
| 45 | WFCWELLS FARGO CO NEW | 4,019 | $321.8M | 0.01% | |
| 46 | PODDINSULET CORP | 915 | $287.4M | 0.01% | |
| 47 | ABTABBOTT LABS | 2,050 | $278.7M | 0.01% | |
| 48 | HDHOME DEPOT INC | 750 | $274.9M | 0.01% | |
| 49 | LLYELI LILLY & CO | 328 | $255.5M | 0.01% | |
| 50 | BACBANK AMERICA CORP | 5,357 | $253.3M | 0.01% |