13F Insight
DOSSIER · 13F-HR · Q2 2026

James Hambro & Partners LLP

$2.8B in tracked AUM across 69 positions as of Q2 2026.

JH
CIK 0001731152 · last filed Jun 30, 2026
Total AUM
$2.8B
as of Q2 2026
Holdings
69
—
positions
Whale Score
70
70
strong
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Portfolio Overview

James Hambro & Partners LLP has reported a substantial transformation in its 13F filing for the period ending December 31, 2025. The firm’s total portfolio value surged by 118.6%, growing from $1.28 billion to $2.80 billion. This dramatic increase in Assets Under Management (AUM) suggests significant capital inflows or the consolidation of reporting entities, rather than mere market appreciation. The portfolio now comprises 55 holdings, reflecting a highly...

The portfolio is characterized by a "core and satellite" structure, heavily weighted toward high-quality, large-cap growth stocks. The firm employs a distinct barbell approach regarding position sizing, with the top 19 positions all exceeding $85 million, while positions ranked 20 through 50 are all under $30 million, with many representing negligible allocations (less than 0.05%). This indicates a strategy where the firm expresses its highest conviction in a narrow set of names while maintaining a long tail of smaller or legacy positions.

Key Holdings

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
APH
AMPHENOL CORP
$248M1.4M9.0%02
GOOG
ALPHABET INC
$237M670K8.6%03
JPM
JPMORGAN CHASE & CO
$215M656K7.8%04
AMZN
AMAZON COM INC
$185M776K6.7%05
NVDA
NVIDIA CORPORATION
$175M874K6.3%06
V
VISA INC
$161M469K5.8%07
MSFT
MICROSOFT CORP
$160M429K5.8%08
TXN
TEXAS INSTRS INC
$142M478K5.2%09
AME
AMETEK INC
$141M581K5.1%10
TMO
THERMO FISHER SCIENTIFIC INC
$115M229K4.2%

Filing history

2026Q2Jun 30
$2.8B▲ 8.4%
69 positionsView →2026Q1Mar 31
$2.6B▼ 8.9%
57 positionsView →2025Q4Dec 31
$2.8B▼ 0.5%
55 positionsView →2025Q3Sep 30
$2.8B▲ 11.3%
54 positionsView →2025Q2Jun 30
$2.5B▲ 5.5%
50 positionsLocked2025Q1Mar 31
$2.4B▼ 5.4%
54 positionsLocked2024Q4Dec 31
$2.5B▲ 5.7%
57 positionsLocked2024Q3Sep 30
$2.4B▲ 11.4%
56 positionsLocked2024Q2Jun 30
$2.2B▲ 0.7%
53 positionsLocked2024Q1Mar 31
$2.1B▲ 13.7%
52 positionsLocked2023Q4Dec 31
$1.9B▲ 21.7%
52 positionsLocked2023Q3Sep 30
$1.5B▲ 1.8%
54 positionsLocked
Showing 12 of 34