James Hambro & Partners LLP
CIK 1731152
13F filing for Q2 2026・No. 1,352
- Holdings
- US$2.76B
- Quarter change
- +US$214.31M
- Entries
- 69
- Net bought (estimate)
- −US$41.73M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 15
- Sold out 4
- Cut 21
- Added 23
- Corporate actions 0
- Unchanged 9
Largest holdings
68 stocks worth US$2.76B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| APHAMPHENOL CORPCL A | Cut | 1,405,282 | US$247.84M | 8.96% |
| GOOGALPHABET INCCAP STK CL C | Cut | 670,426 | US$236.89M | 8.57% |
| JPMJPMORGAN CHASE & COCOM | Cut | 655,842 | US$214.64M | 7.76% |
| AMZNAmazonCOM | Cut | 775,567 | US$184.75M | 6.68% |
| NVDANvidiaCOM | Added | 874,469 | US$174.69M | 6.32% |
| VVISA INCCOM CL A | Added | 469,059 | US$160.73M | 5.81% |
| MSFTMicrosoftCOM | Added | 428,709 | US$159.84M | 5.78% |
| TXNTEXAS INSTRS INCCOM | Cut | 477,948 | US$142.43M | 5.15% |
| AMEAMETEK INCCOM | Cut | 581,319 | US$140.61M | 5.09% |
| TMOTHERMO FISHER SCIENTIFIC INCCOM | Cut | 229,471 | US$114.93M | 4.16% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 23, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.