James Hambro & Partners LLP: 13F holdings
CIK 17311522026Q2
| Positions | 68 |
|---|
| Reported value | $2.8bn |
|---|
| Filed | 2026-07-23 |
|---|
Change since last quarter
| Positions | 68 (+11 vs prior quarter) |
|---|
| Reported value | $2.8bn (+8.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| APH AMPHENOL CORP | 1,405,282 | $247.8m | 9.0% |
| GOOG ALPHABET INC | 670,426 | $236.9m | 8.6% |
| JPM JPMORGAN CHASE & CO | 655,842 | $214.6m | 7.8% |
| AMZN AMAZON COM INC | 775,567 | $184.7m | 6.7% |
| NVDA NVIDIA CORPORATION | 874,469 | $174.7m | 6.3% |
| V VISA INC | 469,059 | $160.7m | 5.8% |
| MSFT MICROSOFT CORP | 428,709 | $159.8m | 5.8% |
| TXN TEXAS INSTRS INC | 477,948 | $142.4m | 5.2% |
| AME AMETEK INC | 581,319 | $140.6m | 5.1% |
| TMO THERMO FISHER SCIENTIFIC INC | 229,471 | $114.9m | 4.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1731152")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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