JH

James Hambro & Partners LLP

13F
James Hambro & Partners LLP
Last update 2024-10-21 56 Stocks (4 new)
Value $2.40 Bil Turnover 6 %
Countries:
Top Holdings: JPM(6.55%)MSFT(6.48%)GOOG(6.03%)LIN(5.70%)PGR(5.60%)
Portfolio Report
Summary Stock Picks Current Portfolio
James Hambro & Partners LLP Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
JPM 		JPMorgan Chase & Co
745,636
157157.700
-2.07%
6.550
-0.15%
0.030
+16.84%
+42.64%
667179.373
Banks
MSFT 		Microsoft Corp
360,861
155255.030
+0.52%
6.480
+0.03%
0.000
+5.12%
+12.98%
3141534.523
Software
GOOG 		Alphabet Inc
864,923
144602.150
+1.49%
6.030
+0.09%
0.010
+9.92%
+27.94%
2191538.690
Interactive Media
LIN 		Linde PLC
286,546
136606.510
+2.60%
5.700
+0.14%
0.060
+2.97%
+12.90%
218785.033
Chemicals
PGR 		Progressive Corp
529,506
134343.610
-0.93%
5.600
-0.05%
0.090
+19.81%
+65.24%
153201.424
Insurance
UNH 		UnitedHealth Group Inc
227,424
132952.070
+3.92%
5.550
+0.21%
0.020
+9.14%
+18.35%
566720.296
Healthcare Plans
V 		Visa Inc
480,453
132042.900
+7.04%
5.510
+0.36%
0.020
+18.73%
+18.93%
597786.897
Credit Services
TMO 		Thermo Fisher Scientific Inc
209,453
129523.640
+5.69%
5.400
+0.29%
0.050
-7.99%
+4.15%
211040.696
Medical Diagnostics & Research
APH 		Amphenol Corp
1,981,604
129091.590
-2.02%
5.380
-0.13%
0.160
+18.75%
+49.97%
89058.626
Hardware
ISRG 		Intuitive Surgical Inc
244,809
120275.890
-1.99%
5.020
-0.10%
0.070
+15.71%
+59.01%
191072.463
Medical Devices & Instruments

James Hambro & Partners LLP's Historical Top Holdings Breakdowns

James Hambro & Partners LLP's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AME 		AMETEK Inc2024-09-30New Buy
+2.51%
●
152.74 ($166.92) 176.01
$190.92
14.38%
New holding
350,591
350,591
SNPS 		Synopsys Inc2024-09-30Add
+0.77%
●
463.97 ($536.59) 621.3
$561.46
4.63%
Add 30.9%
153,933
36,334
V 		Visa Inc2024-09-30Add
+0.36%
●
253.74 ($270.36) 291.56
$307.87
13.87%
Add 7.04%
480,453
31,589
ICE 		Intercontinental Exchange Inc2024-09-30Add
+0.29%
●
136.93 ($154.2) 162.81
$156.42
1.44%
Add 6.26%
725,075
42,689
TMO 		Thermo Fisher Scientific Inc2024-09-30Add
+0.29%
●
531.86 ($591.96) 624.21
$551.74
-6.79%
Add 5.69%
209,453
11,276
UNP 		Union Pacific Corp2024-09-30Add
+0.26%
●
221.78 ($242.48) 256.09
$241.49
-0.41%
Add 7.67%
357,928
25,502
UNH 		UnitedHealth Group Inc2024-09-30Add
+0.21%
●
488.01 ($565.61) 604.18
$615.81
8.88%
Add 3.92%
227,424
8,573
AMZN 		Amazon.com Inc2024-09-30Add
+0.20%
●
161.02 ($182.46) 200
$208.18
14.10%
Add 4.31%
615,079
25,408
DHR 		Danaher Corp2024-09-30Add
+0.20%
●
239.25 ($264.64) 280.76
$245.39
-7.27%
Add 6.34%
281,897
16,818
TXN 		Texas Instruments Inc2024-09-30Add
+0.16%
●
181.19 ($200.96) 214.34
$220.29
9.62%
Add 3.5%
540,069
18,265

James Hambro & Partners LLP Total Holding History ($B)

To

James Hambro & Partners LLP's Asset Allocation

To

James Hambro & Partners LLP Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

James Hambro & Partners LLP's Hypothetical Growth since 2024-09-30

James Hambro & Partners LLP's Yearly Returns

Year Portfolio % % Excess Gain %

James Hambro & Partners LLP's Holdings Heat Map

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James Hambro & Partners LLP's Holdings Bubble Chart

James Hambro & Partners LLP News

  • 1

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