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Livermore
Livermore
ZHEN

James Hambro & Partners

SEC CIK
0001731152
Latest filing
Jul 23, 2026

The latest 13F from James Hambro & Partners covers Q2 2026 (filed Jul 23, 2026): 68 long positions worth $2.76B. The top 10 holdings make up 64.3% of the portfolio, and the largest is Amphenol Corp (APH) at 9.0%. Livermore has 23 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
15
Est. +$108.1M
Added
23
Est. +$62.9M
Reduced
21
Est. −$210.9M
Sold out
4
Est. −$1.90M

Top 5 holdings

Share of this quarter's portfolio value

  1. APHAmphenol Corp
    9.0%$247.8MHistory
  2. GOOGAlphabet Inc.
    8.6%$236.9MHistory
  3. JPMJPMorgan Chase & Co
    7.8%$214.6MHistory
  4. AMZNAmazon Com Inc
    6.7%$184.7MHistory
  5. NVDANVIDIA Corp
    6.3%$174.7MHistory

Biggest buys

New and added positions, by estimated amount bought

  1. AVGOBroadcom Inc.
    +$95.8MNewHistory
  2. BDXBecton Dickinson & Co
    +$15.4MAddedHistory
  3. NVDANVIDIA Corp
    +$14.2MAddedHistory
  4. AJGArthur J. Gallagher & Co.
    +$6.71MNewHistory
  5. EMREmerson Electric Co
    +$6.24MAddedHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. AVGOBroadcom Inc.
    +3.47 pp0.0% → 3.5%History
  2. NVDANVIDIA Corp
    +0.83 pp5.5% → 6.3%History
  3. VVisa Inc.
    +0.43 pp5.4% → 5.8%History
  4. BDXBecton Dickinson & Co
    +0.42 pp1.2% → 1.6%History
  5. EMREmerson Electric Co
    +0.24 pp2.5% → 2.7%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. SPGIS&P Global Inc.
    −$58.9MReducedHistory
  2. TJXTJX Companies Inc
    −$52.4MReducedHistory
  3. PGRProgressive Corp
    −$32.0MReducedHistory
  4. GOOGAlphabet Inc.
    −$17.9MReducedHistory
  5. MELIMercadolibre Inc
    −$14.3MReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. SPGIS&P Global Inc.
    −2.48 pp3.0% → 0.5%History
  2. TJXTJX Companies Inc
    −2.24 pp2.7% → 0.5%History
  3. PGRProgressive Corp
    −1.10 pp3.9% → 2.8%History
  4. MELIMercadolibre Inc
    −0.63 pp1.1% → 0.5%History
  5. TMOThermo Fisher Scientific Inc.
    −0.48 pp4.6% → 4.2%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$2.76B
+$214.3M (+8.4%) vs. prior quarter
Positions
68
+11 vs. prior quarter
Top 10 concentration
64.3%
Top 10 as share of value
Turnover
6.4%
Q2 2026, one quarter
Average holding period
16.1 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $2.81B (Q3 2025)

Q1 2021: $1.08BQ2 2021: $1.26BQ3 2021: $1.34BQ4 2021: $1.47BQ1 2022: $1.41BQ2 2022: $1.20BQ3 2022: $1.15BQ4 2022: $1.31BQ1 2023: $1.37BQ2 2023: $1.52BQ3 2023: $1.54BQ4 2023: $1.88BQ1 2024: $2.14BQ2 2024: $2.15BQ3 2024: $2.40BQ4 2024: $2.53BQ1 2025: $2.40BQ2 2025: $2.53BQ3 2025: $2.81BQ4 2025: $2.80BQ1 2026: $2.55BQ2 2026: $2.76B
Q1 2021Q2 2026
13F filings of James Hambro & Partners by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 23, 202668$2.76BAPHGOOGJPMvs. Q1 2026SEC
Q1 2026Apr 22, 202657$2.55BGOOGJPMAPHvs. Q4 2025SEC
Q4 2025Jan 15, 202655$2.80BGOOGJPMAPHvs. Q3 2025SEC
Q3 2025Oct 15, 202554$2.81BAPHJPMMSFTvs. Q2 2025SEC
Q2 2025Jul 17, 202550$2.53BJPMAPHMSFTvs. Q1 2025SEC
Q1 2025Apr 17, 202554$2.40BJPMVPGRvs. Q4 2024SEC
Q4 2024Jan 22, 202557$2.53BJPMGOOGMSFTvs. Q3 2024SEC
Q3 2024Oct 21, 202456$2.40BJPMMSFTGOOGvs. Q2 2024SEC
Q2 2024Jul 16, 202453$2.15BMSFTGOOGJPMvs. Q1 2024SEC
Q1 2024Apr 26, 202452$2.14BJPMMSFTGOOGvs. Q4 2023SEC
Q4 2023Jan 19, 202452$1.88BMSFTJPMGOOGvs. Q3 2023SEC
Q3 2023Oct 24, 202354$1.54BMSFTGOOGJPMvs. Q2 2023SEC
Q2 2023Jul 20, 202360$1.52BMSFTJPMLINvs. Q1 2023SEC
Q1 2023Apr 21, 202364$1.37BMSFTJPMLINvs. Q4 2022SEC
Q4 2022Feb 2, 2023Amended65$1.31BJPMMSFTLINvs. Q3 2022SEC
Q3 2022Oct 20, 202262$1.15BMSFTJPMUNHvs. Q2 2022SEC
Q2 2022Jul 22, 202260$1.20BMSFTJPMUNHvs. Q1 2022SEC
Q1 2022May 5, 202267$1.41BMSFTGOOGJPMvs. Q4 2021SEC
Q4 2021Feb 1, 202275$1.47BMSFTJPMGOOGvs. Q3 2021SEC
Q3 2021Nov 5, 202186$1.34BJPMMSFTGOOGvs. Q2 2021SEC
Q2 2021Jul 20, 202186$1.26BMSFTJPMGOOGvs. Q1 2021SEC
Q1 2021Apr 28, 202194$1.08BJPMMSFTGOOG–SEC