James Hambro & Partners LLP

CIK 0001731152 · Q2 2026

13F Equity AUM

$2.8B

+8.4% QoQ

Positions

+11 QoQ

AUM Rank

#2,000

Top 16%

Skill Alpha (FF)

-0.3%/yr^ns

No Clear Edge

Rank #3,142 · Top 38%

vs S&P -0.5%/yr (unadj.)

Quarters Tracked

~8 years

Portfolio Concentration

Top 5: 38.3%Top 10: 64.3%Top 20: 95.3%

APH9.0%

GOOG8.6%

JPM7.8%

AMZN6.7%

NVDA6.3%

V5.8%

MSFT5.8%

TXN5.2%

AME5.1%

TMO4.2%

Others (58)35.7%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Technology30.1%

Financial Services24.8%

Healthcare13.0%

Communication Services9.1%

Industrials8.0%

Consumer Cyclical7.7%

Consumer Defensive3.9%

Unclassified3.1%

Other0.3%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 68Median: 0.05%Avg: 1.47%

0–0.5%

44(2.6%)

0.5–1%

4(2.0%)

1–3%

3(7.1%)

3–5%

8(28.1%)

5%+

9(60.1%)

Count of positions per weight bucket — (%) = combined portfolio weight

Loading summary cards...

Portfolio Overlap

Shared: 0Unique: 68vs 20 funds

0%Low

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Loading overlap analysis...

Position Changes This Quarter

New15Increased23Decreased21Exited4

New Positions

AVGO3.5%

+254K

AJG0.2%

+29K

BKNG0.0%

+2K

VIG0.0%

+3K

META0.0%

+935

CMI0.0%

+938

FAST0.0%

+9K

ANET0.0%

+3K

LRCX0.0%

+1K

SYK0.0%

+762

Increased

BDX1.6%

+102K(+53%)

NVDA6.3%

+71K(+9%)

BN3.3%

+54K(+3%)

EMR2.7%

+44K(+9%)

AAXJ0.4%

+32K(+55%)

V5.8%

+15K(+3%)

ICE3.1%

+12K(+2%)

KO3.8%

+12K(+1%)

SUNBELT RENTALS HOLD…3.1%

+10K(+1%)

ISRG3.4%

+6K(+2%)

Decreased

TJX0.5%

-345,764(-79%)

PGR2.8%

-146,794(-29%)

SPGI0.5%

-144,799(-81%)

GOOG8.6%

-50,793(-7%)

IBM0.0%

-31,916(-89%)

GQ90.5%

-17,624(-33%)

TXN5.2%

-16,781(-3%)

APH9.0%

-15,103(-1%)

TMO4.2%

-11,238(-5%)

AMZN6.7%

-11,025(-1%)

Exited

-6,316

-1,318

-390

-2,190

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

Loading position changes...

Holdings

Loading holdings...