James Hambro & Partners LLP Q3 2025 Filing
Filed October 15, 2025
Portfolio Value
$2.8T
Holdings
54
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (54 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | APHAMPHENOL CORP NEW | 1,821,871 | $225.5B | 8.01% | |
| 2 | JPMJPMORGAN CHASE & CO. | 690,000 | $217.6B | 7.73% | |
| 3 | MSFTMICROSOFT CORP | 406,888 | $210.7B | 7.49% | |
| 4 | GOOGALPHABET INC | 846,006 | $206.0B | 7.32% | |
| 5 | VVISA INC | 464,261 | $158.4B | 5.63% | |
| 6 | AMZNAMAZON COM INC | 689,765 | $151.4B | 5.38% | |
| 7 | ICEINTERCONTINENTAL EXCHANGE IN | 782,230 | $131.8B | 4.68% | |
| 8 | ORCLORACLE CORP | 458,839 | $129.0B | 4.58% | |
| 9 | PGRPROGRESSIVE CORP | 506,297 | $125.0B | 4.44% | |
| 10 | TMOTHERMO FISHER SCIENTIFIC INC | 249,732 | $121.1B | 4.30% | |
| 11 | AMEAMETEK INC | 619,182 | $116.4B | 4.13% | |
| 12 | SPGIS&P GLOBAL INC | 232,712 | $113.2B | 4.02% | |
| 13 | NVDANVIDIA CORPORATION | 585,871 | $109.3B | 3.88% | |
| 14 | TJXTJX COS INC NEW | 748,030 | $108.1B | 3.84% | |
| 15 | ISRGINTUITIVE SURGICAL INC | 236,545 | $105.8B | 3.76% | |
| 16 | SNPSSYNOPSYS INC | 205,422 | $101.4B | 3.60% | |
| 17 | MLB1MERCADOLIBRE INC | 42,015 | $98.2B | 3.49% | |
| 18 | TXNTEXAS INSTRS INC | 507,136 | $93.2B | 3.31% | |
| 19 | KOCOCA COLA CO | 1,333,254 | $88.4B | 3.14% | |
| 20 | ENQENTEGRIS INC | 820,790 | $75.9B | 2.70% | |
| 21 | DHRDANAHER CORPORATION | 150,904 | $29.9B | 1.06% | |
| 22 | EMREMERSON ELEC CO | 181,669 | $23.8B | 0.85% | |
| 23 | GQ9SPDR GOLD TR | 58,542 | $20.8B | 0.74% | |
| 24 | IBMINTERNATIONAL BUSINESS MACHS | 57,926 | $16.3B | 0.58% | |
| 25 | GOOGLALPHABET INC | 40,106 | $9.7B | 0.35% | |
| 26 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 17,369 | $4.9B | 0.17% | |
| 27 | AAXJISHARES TR | 34,210 | $3.1B | 0.11% | |
| 28 | MAMASTERCARD INCORPORATED | 3,540 | $2.0B | 0.07% | |
| 29 | PLDPROLOGIS INC. | 12,750 | $1.5B | 0.05% | |
| 30 | CPCANADIAN PACIFIC KANSAS CITY | 19,000 | $1.4B | 0.05% | |
| 31 | FERGFERGUSON ENTERPRISES INC | 6,176 | $1.4B | 0.05% | |
| 32 | IXNISHARES TR | 13,050 | $1.3B | 0.05% | |
| 33 | QALTSEI EXCHANGE TRADED FUNDS | 52,283 | $1.3B | 0.05% | |
| 34 | WMTWALMART INC | 9,372 | $965.7M | 0.03% | |
| 35 | MRSHMARSH & MCLENNAN COS INC | 3,953 | $796.6M | 0.03% | |
| 36 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,559 | $783.6M | 0.03% | |
| 37 | CVXCHEVRON CORP NEW | 4,800 | $745.4M | 0.03% | |
| 38 | VHTVANGUARD WORLD FD | 2,315 | $601.1M | 0.02% | |
| 39 | AAPLAPPLE INC | 2,359 | $600.5M | 0.02% | |
| 40 | SYYSYSCO CORP | 7,000 | $576.5M | 0.02% | |
| 41 | NOCNORTHROP GRUMMAN CORP | 927 | $564.7M | 0.02% | |
| 42 | SPYSPDR S&P 500 ETF TR | 738 | $491.6M | 0.02% | |
| 43 | XELXCEL ENERGY INC | 5,400 | $435.5M | 0.02% | |
| 44 | JNJJOHNSON & JOHNSON | 2,318 | $429.7M | 0.02% | |
| 45 | INTUINTUIT | 610 | $416.5M | 0.01% | |
| 46 | NFLXNETFLIX INC | 335 | $401.5M | 0.01% | |
| 47 | ABBVABBVIE INC | 1,655 | $383.1M | 0.01% | |
| 48 | WFCWELLS FARGO CO NEW | 4,019 | $336.9M | 0.01% | |
| 49 | HDHOME DEPOT INC | 750 | $303.9M | 0.01% | |
| 50 | IRMIRON MTN INC DEL | 2,972 | $302.9M | 0.01% | |
| 51 | PODDINSULET CORP | 915 | $282.5M | 0.01% | |
| 52 | BACBANK AMERICA CORP | 5,357 | $276.2M | 0.01% | |
| 53 | ABTABBOTT LABS | 2,050 | $274.6M | 0.01% | |
| 54 | LLYELI LILLY & CO | 343 | $261.5M | 0.01% |