James Hambro & Partners

RIA/Wealth

James Hambro & Partners is a RIA/Wealth led by Andrew J Steel, reporting $8.5B in AUM as of Q3 2025 with 34% Technology concentration and 60% concentrated in top 10 holdings.

CEOAndrew J Steel

Portfolio Value: $2.8B
Positions: 53
Top Holding: APH at 8.02%
Last Reported: Q3 2025

Address45 Pall Mall, London, SW1Y 5JG, United Kingdom

Top Holdings

Largest long holdings in James Hambro & Partners's portfolio (59.6% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Amphenol APH	Hardware, Equipment & Parts Technology	$225.5M	8.02%	-$22.8M Sold	0.15% 1.8M shares	Q3 2019 Held for 6y 2m
2 JPMorgan Chase JPM	Banks - Diversified Financial Services	$217.6M	7.74%	-$12.5M Sold	0.03% 690.0K shares	Q3 2019 Held for 6y 2m
3 Microsoft MSFT	Software - Infrastructure Technology	$210.7M	7.49%	+$10.4M Bought	0.01% 406.9K shares	Q3 2019 Held for 6y 2m
4 Alphabet Inc. GOOG	Internet Content & Information Communication Services	$206.0M	7.32%	-$12.7M Sold	0.01% 846.0K shares	Q3 2019 Held for 6y 2m
5 Visa V	Financial - Credit Services Financial Services	$158.4M	5.63%	-$857.1K Sold	0.02% 464.3K shares	Q3 2019 Held for 6y 2m
6 Amazon AMZN	Specialty Retail Consumer Cyclical	$151.4M	5.38%	+$4.5M Bought	0.01% 689.8K shares	Q3 2019 Held for 6y 2m
7 Intercontinental Exchange ICE	Financial - Data & Stock Exchanges Financial Services	$131.8M	4.68%	-$1.7M Sold	0.14% 782.2K shares	Q2 2024 Held for 1y 5m
8 Oracle ORCL	Software - Infrastructure Technology	$129.0M	4.58%	+$129.0M Bought	0.02% 458.8K shares	Q3 2025 Held for 2 months
9 Progressive PGR	Insurance - Property & Casualty Financial Services	$125.0M	4.44%	+$1.2M Bought	0.09% 506.3K shares	Q1 2023 Held for 2y 8m
10 Thermo Fisher Scientific TMO	Medical - Diagnostics & Research Healthcare	$121.1M	4.30%	-$3.7M Sold	0.07% 249.7K shares	Q3 2019 Held for 6y 2m

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GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in James Hambro & Partners's latest filing

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GthenC

Market Value

$2.8B

Prior: $2.5B

Q/Q Change

+11.26%

+$284.6M

Net Flows % of MV

+1.53%

Turnover Ratio

10.45%

New Purchases

2 stocks

$122.0M

Added To

11 stocks

+$128.6M

Sold Out Of

1 stocks

$91.7M

Reduced Holdings

22 stocks

-$115.9M

Increased Positions

Position	Shares Δ	Change
1 Mercado Libre MELI	New	0 → 42.0K +$98.2M
2 Emerson Electric EMR	New	0 → 181.7K +$23.8M
3 Nvidia NVDA	+10,610.62%	5.5K → 585.9K +$108.3M
4 Marsh & McLennan Companies MMC	+69.95%	2.3K → 4.0K +$327.9K
5 Taiwan Semiconductor Manufacturing Company TSM	+12.46%	15.4K → 17.4K +$537.5K

Decreased Positions

Position	Shares Δ	Change
1 Union Pacific UNP	Sold	398.6K → 0 −$91.7M
2 Iron Mountain IRM	-54.29%	6.5K → 3.0K −$359.8K
3 Danaher DHR	-48.49%	293.0K → 150.9K −$28.1M
4 Vanguard Health Care VHT	-40.87%	3.9K → 2.3K −$415.4K
5 Northrop Grumman NOC	-17.01%	1.1K → 927.0 −$115.7K