The Analysis of James Hambro & Partners LLP's Holdings
Currently, James Hambro & Partners LLP holds 54 types of securities in its portfolio with a total value $2.8B. In the most recent quarter, they have increased their positions in ORCL (+458.8K shares, valued at $129.0M), NVDA (+580.4K shares, valued at $108.3M), MELI (+42.0K shares, valued at $98.2M); decreased their positions in DHR (-142.1K shares, valued at $28.1M), APH (-184.4K shares, valued at $22.8M), GOOG (-52.3K shares, valued at $12.7M); initiated new positions in ORCL (+458.8K shares, valued at $129.0M), MELI (+42.0K shares, valued at $98.2M), EMR (+181.7K shares, valued at $23.8M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
APH AMPHENOL CORP NEW1.8M shares-9.19%2025-09-302025-10-15
JPM JPMORGAN CHASE & CO.690.0K shares-5.41%2025-09-302025-10-15 MSFT MICROSOFT CORP406.9K shares5.21%2025-09-302025-10-15 GOOG ALPHABET INC846.0K shares-5.83%2025-09-302025-10-15 V VISA INC464.3K shares-0.54%2025-09-302025-10-15 AMZN AMAZON COM INC689.8K shares3.08%2025-09-302025-10-15 ICE INTERCONTINENTAL EXCHANGE IN782.2K shares-1.29%2025-09-302025-10-15 ORCL ORACLE CORP458.8K sharesnew addition2025-09-302025-10-15 PGR PROGRESSIVE CORP506.3K shares0.96%2025-09-302025-10-15 TMO THERMO FISHER SCIENTIFIC INC249.7K shares-2.95%2025-09-302025-10-15 AME AMETEK INC619.2K shares-6.63%2025-09-302025-10-15 SPGI S&P GLOBAL INC232.7K shares0.58%2025-09-302025-10-15 NVDA NVIDIA CORPORATION585.9K shares10610.62%2025-09-302025-10-15 TJX TJX COS INC NEW748.0K shares-4.08%2025-09-302025-10-15 ISRG INTUITIVE SURGICAL INC236.5K shares1.24%2025-09-302025-10-15 SNPS SYNOPSYS INC205.4K shares-3.86%2025-09-302025-10-15 MELI MERCADOLIBRE INC42.0K sharesnew addition2025-09-302025-10-15 TXN TEXAS INSTRS INC507.1K shares-6.50%2025-09-302025-10-15 KO COCA COLA CO1.3M shares-4.11%2025-09-302025-10-15 ENTG ENTEGRIS INC820.8K shares-3.76%2025-09-302025-10-15 DHR DANAHER CORPORATION150.9K shares-48.49%2025-09-302025-10-15 EMR EMERSON ELEC CO181.7K sharesnew addition2025-09-302025-10-15 GLD SPDR GOLD TR58.5K shares6.87%2025-09-302025-10-15 IBM INTERNATIONAL BUSINESS MACHS57.9K shares-7.15%2025-09-302025-10-15 GOOGL ALPHABET INC40.1K shares-9.78%2025-09-302025-10-15 TSM TAIWAN SEMICONDUCTOR MFG LTD17.4K shares12.46%2025-09-302025-10-15 AAXJ ISHARES TR34.2K shares0.00%2025-09-302025-10-15 MA MASTERCARD INCORPORATED3.5K shares-1.64%2025-09-302025-10-15 PLD PROLOGIS INC.12.8K shares2.60%2025-09-302025-10-15 CP CANADIAN PACIFIC KANSAS CITY19.0K shares0.00%2025-09-302025-10-15 FERG FERGUSON ENTERPRISES INC6.2K shares0.00%2025-09-302025-10-15 IXN ISHARES TR13.1K shares0.00%2025-09-302025-10-15 QALT SEI EXCHANGE TRADED FUNDS52.3K sharesnew addition2025-09-302025-10-15 WMT WALMART INC9.4K shares0.00%2025-09-302025-10-15 MMC MARSH & MCLENNAN COS INC4.0K shares69.95%2025-09-302025-10-15 BRK.B BERKSHIRE HATHAWAY INC DEL1.6K shares0.00%2025-09-302025-10-15 CVX CHEVRON CORP NEW4.8K shares0.00%2025-09-302025-10-15 VHT VANGUARD WORLD FD2.3K shares-40.87%2025-09-302025-10-15 AAPL APPLE INC2.4K shares-10.41%2025-09-302025-10-15 SYY SYSCO CORP7.0K shares0.00%2025-09-302025-10-15 NOC NORTHROP GRUMMAN CORP927 shares-17.01%2025-09-302025-10-15 SPY SPDR S&P 500 ETF TR738 shares0.00%2025-09-302025-10-15 XEL XCEL ENERGY INC5.4K shares0.00%2025-09-302025-10-15 JNJ JOHNSON & JOHNSON2.3K shares-5.70%2025-09-302025-10-15 INTU INTUIT610 shares0.00%2025-09-302025-10-15 NFLX NETFLIX INC335 sharesnew addition2025-09-302025-10-15 ABBV ABBVIE INC1.7K shares-5.43%2025-09-302025-10-15 WFC WELLS FARGO CO NEW4.0K shares0.00%2025-09-302025-10-15 HD HOME DEPOT INC750 shares0.00%2025-09-302025-10-15 IRM IRON MTN INC DEL3.0K shares-54.29%2025-09-302025-10-15 PODD INSULET CORP915 shares0.00%2025-09-302025-10-15 BAC BANK AMERICA CORP5.4K shares0.00%2025-09-302025-10-15 ABT ABBOTT LABS2.0K shares0.00%2025-09-302025-10-15 LLY ELI LILLY & CO343 shares4.57%2025-09-302025-10-15 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available