James Hambro & Partners LLP has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity securities portfolio as of September 30, 2026. The filing lists 69 separate positions held by the firm.
The largest position disclosed in the portfolio is Amphenol Corporation Class A, with 2,774,794 shares. Other significant holdings include Brookfield Corporation Class A Limited Voting Shares, with 1,654,857 shares, and Coca-Cola Company Common Stock, with 1,328,539 shares.
The technology sector is well represented, with NVIDIA Corporation holding 902,781 shares and Amazon.com Inc. holding 785,685 shares. Other notable technology holdings include International Exchange Inc. with 689,312 shares, Alphabet Inc. Class C shares with 658,442 shares, and JPMorgan Chase & Co. with 648,109 shares.
Other major holdings include Sunbelt Rentals Holdings Inc. with 1,178,233 shares, Ametek Inc. with 638,891 shares, and Emerson Electric Co. with 540,370 shares.
The filing also lists several exchange-traded funds. The iShares MSCI AC Asia ETF holds 117,435 shares, and the SPDR Gold Trust holds 35,563 shares. The firm also holds shares in Taiwan Semiconductor Manufacturing Co. Sponsored ADRs, with 18,277 shares.
