James Hambro & Partners
- SEC CIK
- 0001731152
- Latest filing
- Jul 23, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed Apr 28, 2021. Long positions only.
- Positions
- 94
- No 13F data for Q4 2020
- Portfolio value
- $1.08B
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| JPMJPMorgan Chase & Co | Stock | 666,738 | $101.6M | 9.4% | – | – | History |
| MSFTMicrosoft Corp | Stock | 402,688 | $95.0M | 8.8% | – | – | History |
| GOOGAlphabet Inc. | Stock | 36,732 | $76.0M | 7.0% | – | – | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 616,519 | $72.9M | 6.7% | – | – | History |
| VVisa Inc. | Stock | 332,931 | $70.7M | 6.5% | – | – | History |
| LINLinde PLC | SHS | 219,646 | $61.6M | 5.7% | – | – | History |
| TMOThermo Fisher Scientific Inc. | Stock | 131,249 | $59.9M | 5.5% | – | – | History |
| FISFidelity National Information Services, Inc. | Stock | 413,436 | $58.1M | 5.4% | – | – | History |
| UNHUnitedHealth Group Inc | Stock | 150,263 | $56.0M | 5.2% | – | – | History |
| INTUIntuit Inc. | Stock | 143,081 | $54.8M | 5.1% | – | – | History |
| SPGIS&P Global Inc. | Stock | 151,309 | $53.4M | 4.9% | – | – | History |
| CMCSAComcast Corp | Stock | 971,583 | $52.6M | 4.9% | – | – | History |
| APHAmphenol Corp | CL A | 572,974 | $37.8M | 3.5% | – | – | History |
| KOCoca Cola Co | Stock | 554,134 | $29.2M | 2.7% | – | – | History |
| ALLEAllegion plc | ORD SHS | 214,071 | $26.9M | 2.5% | – | – | History |
| AONAon plc | CL A | 104,198 | $24.0M | 2.2% | – | – | History |
| AMZNAmazon Com Inc | Stock | 7,498 | $23.2M | 2.1% | – | – | History |
| ISRGIntuitive Surgical Inc | COM NEW | 27,752 | $20.5M | 1.9% | – | – | History |
| MDLZMondelez International, Inc. | Stock | 317,835 | $18.6M | 1.7% | – | – | History |
| ECLEcolab Inc. | Stock | 79,511 | $17.0M | 1.6% | – | – | History |
| GLDSPDR Gold Trust | ETF | 71,828 | $11.5M | 1.1% | – | – | History |
| ADSKAutodesk, Inc. | COM | 25,535 | $7.08M | 0.7% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 3,115 | $6.42M | 0.6% | – | – | History |
| LMTLockheed Martin Corp | Stock | 14,365 | $5.31M | 0.5% | – | – | History |
| MAMastercard Inc | Stock | 6,379 | $2.27M | 0.2% | – | – | History |
| ELEstee Lauder Companies Inc | CL A | 6,815 | $1.98M | 0.2% | – | – | History |
| DISWalt Disney Co | Stock | 8,851 | $1.63M | 0.2% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 6,250 | $1.60M | 0.1% | – | – | History |
| JNJJohnson & Johnson | Stock | 8,355 | $1.37M | 0.1% | – | – | History |
| NKENIKE, Inc. | Stock | 10,160 | $1.35M | 0.1% | – | – | History |
| TRUTransUnion | COM | 14,370 | $1.29M | 0.1% | – | – | History |
| AAPLApple Inc. | Stock | 10,213 | $1.25M | 0.1% | – | – | History |
| BABAAlibaba Group Holding Ltd | ADR | 5,213 | $1.18M | 0.1% | – | – | History |
| NSCNorfolk Southern Corp | Stock | 4,200 | $1.13M | 0.1% | – | – | History |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 9,186 | $1.12M | 0.1% | – | – | History |
| First Rep BK San Francisco C33616C100 | COM | 6,438 | $1.07M | 0.1% | – | – | – |
| PFEPfizer Inc | Stock | 28,700 | $1.04M | 0.1% | – | – | History |
| TCOMTrip.com Group Ltd | ADS | 24,650 | $977.0K | 0.1% | – | – | History |
| MCDMcDonalds Corp | Stock | 4,255 | $954.0K | 0.1% | – | – | History |
| AFGAmerican Financial Group Inc | COM | 7,731 | $882.0K | 0.1% | – | – | History |
| DHRDanaher Corp | Stock | 3,454 | $778.0K | 0.1% | – | – | History |
| AIGAmerican International Group, Inc. | Stock | 15,376 | $711.0K | 0.1% | – | – | History |
| iShares Tr464287291 | GLOBAL TECH ETF | 2,275 | $700.0K | 0.1% | – | – | – |
| NEENextera Energy Inc | Stock | 8,992 | $680.0K | 0.1% | – | – | History |
| STTState Street Corp | COM | 7,742 | $651.0K | 0.1% | – | – | History |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 12,300 | $640.0K | 0.1% | – | – | – |
| WTWWillis Towers Watson PLC | SHS | 2,720 | $623.0K | 0.1% | – | – | History |
| HDHome Depot, Inc. | Stock | 1,857 | $567.0K | 0.1% | – | – | History |
| SYYSysco Corp | Stock | 7,000 | $551.0K | 0.1% | – | – | History |
| VMIValmont Industries Inc | COM | 2,318 | $551.0K | 0.1% | – | – | History |
| BKUBankUnited, Inc. | COM | 11,833 | $520.0K | <0.1% | – | – | History |
| CVXChevron Corp | Stock | 4,800 | $503.0K | <0.1% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 1,662 | $490.0K | <0.1% | – | – | History |
| RRXRegal Rexnord Corp | COM | 3,400 | $485.0K | <0.1% | – | – | History |
| HONHoneywell International Inc | COM | 2,100 | $456.0K | <0.1% | – | – | History |
| ACNAccenture plc | Stock | 1,618 | $447.0K | <0.1% | – | – | History |
| ELFe.l.f. Beauty, Inc. | COM | 16,392 | $440.0K | <0.1% | – | – | History |
| CRMSalesforce, Inc. | Stock | 2,050 | $435.0K | <0.1% | – | – | History |
| WMTWalmart Inc. | Stock | 3,000 | $408.0K | <0.1% | – | – | History |
| HDBHDFC Bank Ltd | SPONSORED ADS | 5,000 | $389.0K | <0.1% | – | – | History |
| AVTRAvantor, Inc. | COM | 13,151 | $381.0K | <0.1% | – | – | History |
| BALLBALL Corp | COM | 4,440 | $376.0K | <0.1% | – | – | History |
| ATVIActivision Blizzard, Inc. | COM | 3,974 | $370.0K | <0.1% | – | – | History |
| PTCPTC Inc. | Stock | 2,666 | $367.0K | <0.1% | – | – | History |
| ITWIllinois Tool Works Inc | Stock | 1,632 | $362.0K | <0.1% | – | – | History |
| CSCOCisco Systems, Inc. | Stock | 7,000 | $362.0K | <0.1% | – | – | History |
| ISBCInvestors Bancorp, Inc. | COM | 24,634 | $362.0K | <0.1% | – | – | History |
| CHXChampionX Corp | COM | 16,599 | $361.0K | <0.1% | – | – | History |
| LLYEli Lilly & Co | Stock | 1,928 | $360.0K | <0.1% | – | – | History |
| XELXcel Energy Inc | Stock | 5,400 | $359.0K | <0.1% | – | – | History |
| VZVerizon Communications Inc | Stock | 5,981 | $348.0K | <0.1% | – | – | History |
| NTESNetEase, Inc. | SPONSORED ADS | 3,250 | $336.0K | <0.1% | – | – | History |
| MMM3M Co | Stock | 1,700 | $328.0K | <0.1% | – | – | History |
| WFCWells Fargo & Company | Stock | 8,284 | $324.0K | <0.1% | – | – | History |
| INFYInfosys Ltd | SPONSORED ADR | 17,300 | $324.0K | <0.1% | – | – | History |
| WOLFWolfspeed, Inc. | COM | 2,810 | $304.0K | <0.1% | – | – | History |
| NVSTEnvista Holdings Corp | COM | 7,323 | $299.0K | <0.1% | – | – | History |
| Vanguard Health Care ETF92204A504 | ETF | 1,300 | $297.0K | <0.1% | – | – | – |
| MCHPMicrochip Technology Inc | Stock | 1,860 | $289.0K | <0.1% | – | – | History |
| PODDInsulet Corp | Stock | 1,100 | $287.0K | <0.1% | – | – | History |
| RHRH | COM | 478 | $285.0K | <0.1% | – | – | History |
| PGProcter & Gamble Co | Stock | 1,923 | $261.0K | <0.1% | – | – | History |
| POOLPool Corp | COM | 744 | $254.0K | <0.1% | – | – | History |
| CGNXCognex Corp | COM | 3,075 | $251.0K | <0.1% | – | – | History |
| AVGOBroadcom Inc. | Stock | 534 | $248.0K | <0.1% | – | – | History |
| NOMDNomad Foods Ltd | USD ORD SHS | 8,851 | $243.0K | <0.1% | – | – | History |
| KAMNKAMAN Corp | COM | 4,592 | $236.0K | <0.1% | – | – | History |
| iShares Tr464287556 | ISHARES BIOTECH | 1,529 | $230.0K | <0.1% | – | – | – |
| CLVTClarivate PLC | ORD SHS | 8,607 | $227.0K | <0.1% | – | – | History |
| BACBank of America Corp | Stock | 5,567 | $216.0K | <0.1% | – | – | History |
| TYTRI-CONTINENTAL Corp | COM | 6,323 | $205.0K | <0.1% | – | – | History |
| RPMRPM International Inc | COM | 2,212 | $203.0K | <0.1% | – | – | History |
| CDZICadiz Inc | COM NEW | 17,400 | $166.0K | <0.1% | – | – | History |
| CTEVClaritev Corp | COM | 13,981 | $78.0K | <0.1% | – | – | History |