Fund HoldingsJames Hambro & Partners LLP

Total Portfolio Value
$2.53B
Total Bought
$202.39M
Total Sold
$249.12M
Net Transaction
-$46.73M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
AMPHENOL CORP NEW2,052,7662,006,289-46,477134,651198,0717.83%+63,420
MICROSOFT CORP(MSFT)377,153386,740+9,587141,380192,2857.61%+50,906
JPMORGAN CHASE & CO.(JPM)733,452729,479-3,973179,890211,3778.36%+31,487
AMAZON COM INC(AMZN)635,743669,167+33,424120,966146,8025.81%+25,836
SYNOPSYS INC(SNPS)204,580213,673+9,09387,692109,6004.33%+21,908
ALPHABET INC(GOOG)887,368898,338+10,970138,531159,3116.30%+20,780
TEXAS INSTRS INC(TXN)513,247542,401+29,15492,279112,5674.45%+20,288
INTUITIVE SURGICAL INC224,066233,647+9,581110,957127,0055.02%+16,047
INTERCONTINENTAL EXCHANGE IN(ICE)770,387792,472+22,085132,934145,3515.75%+12,417
AMETEK INC645,499663,152+17,653111,068119,9814.75%+8,913
S&P GLOBAL INC(SPGI)223,198231,362+8,164113,444121,9654.82%+8,521
INTERNATIONAL BUSINESS MACHS(IBM)63,30362,389-91415,74718,3810.73%+2,634
COCA COLA CO(KO)1,351,8061,390,375+38,56996,82398,3343.89%+1,511
UNION PAC CORP(UNP)382,992398,599+15,60790,47491,6923.63%+1,218
ALPHABET INC(GOOG)42,82444,452+1,6286,6187,8330.31%+1,215
TJX COS INC NEW(TJX)781,045779,817-1,22895,10096,2803.81%+1,180
TAIWAN SEMICONDUCTOR MFG LTD(TSM)15,66615,444-2222,6003,4970.14%+897
VISA INC(V)470,691466,773-3,918164,923165,6136.55%+690
FERGUSON ENTERPRISES INC(FERG)6,3116,176-1351,0111,3450.05%+334
NVIDIA CORPORATION(NVDA)5,6405,470-1706138640.03%+250
ISHARES TR13,05013,05009881,2040.05%+216
PROLOGIS INC.(PLD)9,89512,427+2,5321,1061,3060.05%+199
CANADIAN PACIFIC KANSAS CITY(CP)19,31519,000-3151,3571,5100.06%+154
MASTERCARD INCORPORATED(MA)3,5113,599+881,9242,0210.08%+97
WALMART INC(WMT)9,3729,37208239160.04%+93
ISHARES TR37,35034,210-3,1402,7632,8270.11%+63
INSULET CORP(PODD)91591502402870.01%+47
SPDR S&P 500 ETF TR(SPY)73873804134560.02%+43
NORTHROP GRUMMAN CORP(NOC)1,0171,117+1005215590.02%+38
WELLS FARGO CO NEW(WFC)4,0194,01902893220.01%+33
BANK AMERICA CORP5,3575,35702242530.01%+30
ABBOTT LABS2,0502,05002722790.01%+7
SYSCO CORP(SYY)7,0007,00005255300.02%+5
SPDR GOLD TR(GLD)57,92854,779-3,14916,69316,6950.66%+2
XCEL ENERGY INC(XEL)5,4005,40003823680.01%-15
ELI LILLY & CO(LLY)340328-122812560.01%-25
ABBVIE INC(ABBV)1,7501,75003673250.01%-42
HOME DEPOT INC(HD)900750-1503302750.01%-55
JOHNSON & JOHNSON(JNJ)2,8382,458-3804713750.01%-96
CHEVRON CORP NEW(CVX)4,8004,80008046870.03%-117
BERKSHIRE HATHAWAY INC DEL1,6391,559-808747560.03%-118
ENTEGRIS INC(ENTG)786,491852,889+66,39868,88568,7642.72%-121
MARSH & MCLENNAN COS INC(MRSH)2,8112,326-4856865090.02%-177
VANGUARD WORLD FD
HEALTH CAR ETF
4,4653,915-5501,1829720.04%-210
ACCENTURE PLC IRELAND
SHS CLASS A
6970-6972180-218
INTUIT(INTU)1,270610-6607804800.02%-299
APPLE INC(AAPL)4,7042,633-2,0711,0455400.02%-505
WILLIS TOWERS WATSON PLC LTD(WTW)1,6780-1,6785670-567
NOVO-NORDISK A S(NVO)16,0900-16,0901,1180-1,118
IRON MTN INC DEL(IRM)30,6126,502-24,1102,6356670.03%-1,968
DANAHER CORPORATION(DHR)295,712292,961-2,75160,60057,8502.29%-2,751
PROGRESSIVE CORP(PGR)512,464501,506-10,958145,086133,8295.29%-11,257
THERMO FISHER SCIENTIFIC INC(TMO)234,423257,327+22,904116,669104,2964.13%-12,373
UNITEDHEALTH GROUP INC(UNH)245,6420-245,642128,6460-128,646
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