James Hambro & Partners
James Hambro & Partners reported 68 stocks worth $2.9B in its 13F filing for Q3 2026, filed Oct 19, 2026. Its largest holdings are APH (8.2%), GOOG (7.8%) and MSFT (7.8%). Compared with Q2 2026, the fund opened new positions in QXO, IEMG and EWJ, added to APH, MSFT and NVDA, trimmed GOOG, JPM and ICE and sold out of IBM, VIG and UBER.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  APH Amphenol Corp New | $234M | 8.2% | 2.8M | +1.4M (+97%) | 8 of 8 | |
| 2 |  GOOG Alphabet Inc | $224M | 7.8% | 658K | −12K (−2%) | 8 of 8 | |
| 3 |  MSFT Microsoft Corp | $223M | 7.8% | 435K | +6,627 (+2%) | 8 of 8 | |
| 4 |  JPM Jpmorgan Chase & Co. | $214M | 7.5% | 648K | −7,733 (−1%) | 8 of 8 | |
| 5 |  NVDA Nvidia Corporation | $206M | 7.2% | 903K | +28K (+3%) | 8 of 8 | |
| 6 |  AMZN Amazon Com Inc | $196M | 6.8% | 786K | +10K (+1%) | 8 of 8 | |
| 7 |  V Visa Inc | $169M | 5.9% | 470K | +1,002 (+0%) | 8 of 8 | |
| 8 |  AME Ametek Inc | $158M | 5.5% | 639K | +58K (+10%) | 8 of 8 | |
| 9 |  TMO Thermo Fisher Scientific Inc | $156M | 5.5% | 231K | +1,919 (+1%) | 8 of 8 | |
| 10 |  TXN Texas Instrs Inc | $137M | 4.8% | 491K | +13K (+3%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 IBM Ibm Corp | $1.1M | 3,770 |
 VIG Vanguard Dividend Appreciation ETF | $648K | 2,737 |
 UBER Uber Technologies Inc | $391K | 5,417 |
 CBOE Cboe Global Mkts Inc | $366K | 1,514 |
 BAC Bank of America Corp | $288K | 5,051 |
🔒 Free account: see all 8.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 19, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →James Hambro & Partners 13F FAQ
What does James Hambro & Partners own?
James Hambro & Partners reported 68 stocks worth $2.9B in its 13F filing for Q3 2026, filed Oct 19, 2026. Its largest holdings are APH (8.2%), GOOG (7.8%) and MSFT (7.8%). The table above lists every position in the filing (the top 10 without an account).
What did James Hambro & Partners buy and sell in Q3 2026?
Compared with Q2 2026: 8 new positions, 24 added to, 22 trimmed and 8 sold out. New positions include QXO, IEMG and EWJ. It sold all of IBM, VIG and UBER.
When will James Hambro & Partners file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is James Hambro & Partners's portfolio worth?
The Q3 2026 filing reports $2.9B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.