Skip to content
Disclosery

James Hambro & Partners LLP

Follow

13F filer, CIK 1731152, LONDON, United Kingdom

James Hambro & Partners LLP reported $2,528,268,037 across 50 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-07-17. Its ten largest share positions make up 63.35% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001731152-25-000005

Period
2025-06-30
Reported value
$2.53B
Holdings
50
Top 10 weight
63.35%
New
0
Sold out
4

Largest buys vs the previous quarter

SecurityShares changeApprox. value
TMOadded+22,904$9.28M
AMZNadded+33,424$7.33M
TXNadded+29,154$6.05M
ENTGadded+66,398$5.35M
ISRGadded+9,581$5.21M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
UNHexited-245,642-$129M
APHreduced-46,477-$4.59M
PGRreduced-10,958-$2.92M
IRMreduced-24,110-$2.47M
Vreduced-3,918-$1.39M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001731152-25-000005, largest first. % of portfolio is the value over $2,528,268,037, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 745,636 shares; 2024Q4: 732,869 shares; 2025Q1: 733,452 shares; 2025Q2: 729,479 shares 729,479$211M8.36%-3,973Timeline
APHAMPHENOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,981,604 shares; 2024Q4: 1,949,891 shares; 2025Q1: 2,052,766 shares; 2025Q2: 2,006,289 shares 2,006,289$198M7.83%-46,477Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 360,861 shares; 2024Q4: 365,500 shares; 2025Q1: 377,153 shares; 2025Q2: 386,740 shares 386,740$192M7.61%+9,587Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 480,453 shares; 2024Q4: 468,597 shares; 2025Q1: 470,691 shares; 2025Q2: 466,773 shares 466,773$166M6.55%-3,918Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 864,923 shares; 2024Q4: 878,197 shares; 2025Q1: 887,368 shares; 2025Q2: 898,338 shares 898,338$159M6.3%+10,970Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 615,079 shares; 2024Q4: 629,607 shares; 2025Q1: 635,743 shares; 2025Q2: 669,167 shares 669,167$147M5.81%+33,424Timeline
ICEINTERCONTINENTAL EXCHANGE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 725,075 shares; 2024Q4: 758,037 shares; 2025Q1: 770,387 shares; 2025Q2: 792,472 shares 792,472$145M5.75%+22,085Timeline
PGRPROGRESSIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 529,506 shares; 2024Q4: 511,468 shares; 2025Q1: 512,464 shares; 2025Q2: 501,506 shares 501,506$134M5.29%-10,958Timeline
ISRGINTUITIVE SURGICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 244,809 shares; 2024Q4: 242,622 shares; 2025Q1: 224,066 shares; 2025Q2: 233,647 shares 233,647$127M5.02%+9,581Timeline
SPGIS&P GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215,130 shares; 2024Q4: 217,029 shares; 2025Q1: 223,198 shares; 2025Q2: 231,362 shares 231,362$122M4.82%+8,164Timeline
AMEAMETEK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 350,591 shares; 2024Q4: 621,355 shares; 2025Q1: 645,499 shares; 2025Q2: 663,152 shares 663,152$120M4.75%+17,653Timeline
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 540,069 shares; 2024Q4: 555,234 shares; 2025Q1: 513,247 shares; 2025Q2: 542,401 shares 542,401$113M4.45%+29,154Timeline
SNPSSYNOPSYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,933 shares; 2024Q4: 201,460 shares; 2025Q1: 204,580 shares; 2025Q2: 213,673 shares 213,673$110M4.33%+9,093Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,453 shares; 2024Q4: 222,204 shares; 2025Q1: 234,423 shares; 2025Q2: 257,327 shares 257,327$104M4.13%+22,904Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,276,253 shares; 2024Q4: 1,311,170 shares; 2025Q1: 1,351,806 shares; 2025Q2: 1,390,375 shares 1,390,375$98.3M3.89%+38,569Timeline
TJXTJX COS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 762,467 shares; 2024Q4: 778,544 shares; 2025Q1: 781,045 shares; 2025Q2: 779,817 shares 779,817$96.3M3.81%-1,228Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 357,928 shares; 2024Q4: 375,924 shares; 2025Q1: 382,992 shares; 2025Q2: 398,599 shares 398,599$91.7M3.63%+15,607Timeline
ENTGENTEGRIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 735,249 shares; 2025Q1: 786,491 shares; 2025Q2: 852,889 shares 852,889$68.8M2.72%+66,398Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 281,897 shares; 2024Q4: 309,594 shares; 2025Q1: 295,712 shares; 2025Q2: 292,961 shares 292,961$57.8M2.29%-2,751Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,988 shares; 2024Q4: 68,440 shares; 2025Q1: 63,303 shares; 2025Q2: 62,389 shares 62,389$18.4M0.73%-914Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,368 shares; 2024Q4: 58,013 shares; 2025Q1: 57,928 shares; 2025Q2: 54,779 shares 54,779$16.7M0.66%-3,149Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,486 shares; 2024Q4: 42,859 shares; 2025Q1: 42,824 shares; 2025Q2: 44,452 shares 44,452$7.83M0.31%+1,628Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,807 shares; 2024Q4: 15,704 shares; 2025Q1: 15,666 shares; 2025Q2: 15,444 shares 15,444$3.5M0.14%-222Timeline
AAXJISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,350 shares; 2024Q4: 37,350 shares; 2025Q1: 37,350 shares; 2025Q2: 34,210 shares 34,210$2.83M0.11%-3,140Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,043 shares; 2024Q4: 4,003 shares; 2025Q1: 3,511 shares; 2025Q2: 3,599 shares 3,599$2.02M0.08%+88Timeline
CPCANADIAN PACIFIC KANSAS CITYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,000 shares; 2024Q4: 19,000 shares; 2025Q1: 19,315 shares; 2025Q2: 19,000 shares 19,000$1.51M0.06%-315Timeline
FERGFERGUSON ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,241 shares; 2024Q4: 6,241 shares; 2025Q1: 6,311 shares; 2025Q2: 6,176 shares 6,176$1.35M0.05%-135Timeline
PLDPROLOGIS INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,528 shares; 2025Q1: 9,895 shares; 2025Q2: 12,427 shares 12,427$1.31M0.05%+2,532Timeline
IXNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,050 shares; 2024Q4: 13,050 shares; 2025Q1: 13,050 shares; 2025Q2: 13,050 shares 13,050$1.2M0.05%0Timeline
VHTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,265 shares; 2024Q4: 2,265 shares; 2025Q1: 4,465 shares; 2025Q2: 3,915 shares 3,915$972K0.04%-550Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,372 shares; 2024Q4: 9,372 shares; 2025Q1: 9,372 shares; 2025Q2: 9,372 shares 9,372$916K0.04%0Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,480 shares; 2024Q4: 4,980 shares; 2025Q1: 5,640 shares; 2025Q2: 5,470 shares 5,470$864K0.03%-170Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,484 shares; 2024Q4: 6,818 shares; 2025Q1: 1,639 shares; 2025Q2: 1,559 shares 1,559$756K0.03%-80Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,800 shares; 2024Q4: 4,800 shares; 2025Q1: 4,800 shares; 2025Q2: 4,800 shares 4,800$687K0.03%0Timeline
IRMIRON MTN INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,608 shares; 2024Q4: 32,485 shares; 2025Q1: 30,612 shares; 2025Q2: 6,502 shares 6,502$667K0.03%-24,110Timeline
NOCNORTHROP GRUMMAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,207 shares; 2024Q4: 1,017 shares; 2025Q1: 1,017 shares; 2025Q2: 1,117 shares 1,117$559K0.02%+100Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,017 shares; 2024Q4: 4,584 shares; 2025Q1: 4,704 shares; 2025Q2: 2,633 shares 2,633$540K0.02%-2,071Timeline
SYYSYSCO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,000 shares; 2024Q4: 7,000 shares; 2025Q1: 7,000 shares; 2025Q2: 7,000 shares 7,000$530K0.02%0Timeline
MRSHMARSH & MCLENNAN COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,586 shares; 2024Q4: 2,811 shares; 2025Q1: 2,811 shares; 2025Q2: 2,326 shares 2,326$509K0.02%-485Timeline
INTUINTUITQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,999 shares; 2024Q4: 1,804 shares; 2025Q1: 1,270 shares; 2025Q2: 610 shares 610$480K0.02%-660Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,588 shares; 2025Q1: 738 shares; 2025Q2: 738 shares 738$456K0.02%0Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,638 shares; 2024Q4: 2,838 shares; 2025Q1: 2,838 shares; 2025Q2: 2,458 shares 2,458$375K0.01%-380Timeline
XELXCEL ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,400 shares; 2024Q4: 5,400 shares; 2025Q1: 5,400 shares; 2025Q2: 5,400 shares 5,400$368K0.01%0Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,985 shares; 2024Q4: 1,750 shares; 2025Q1: 1,750 shares; 2025Q2: 1,750 shares 1,750$325K0.01%0Timeline
WFCWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,194 shares; 2024Q4: 4,019 shares; 2025Q1: 4,019 shares; 2025Q2: 4,019 shares 4,019$322K0.01%0Timeline
PODDINSULET CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 915 shares; 2024Q4: 915 shares; 2025Q1: 915 shares; 2025Q2: 915 shares 915$287K0.01%0Timeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,050 shares; 2024Q4: 2,050 shares; 2025Q1: 2,050 shares; 2025Q2: 2,050 shares 2,050$279K0.01%0Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 750 shares 750$275K0.01%-150Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 340 shares; 2024Q4: 340 shares; 2025Q1: 340 shares; 2025Q2: 328 shares 328$256K0.01%-12Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,357 shares; 2024Q4: 5,357 shares; 2025Q1: 5,357 shares; 2025Q2: 5,357 shares 5,357$253K0.01%0Timeline

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
UNHUNITEDHEALTH GROUP INC245,642$129Mshares
NVONOVO-NORDISK A S16,090$1.12Mshares
WTWWILLIS TOWERS WATSON PLC LTD1,678$567Kshares
ACNACCENTURE PLC IRELAND697$218Kshares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001731152-25-000005 base2025-07-17acceptance time not in the bulk data set