James Hambro & Partners
- SEC CIK
- 0001731152
- 最新申報
- 2026/7/23
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/4/28 申報。只含多頭部位。
- 持股檔數
- 94
- 2020 年第 4 季沒有 13F 資料
- 總值
- $10.8 億
- 2020 年第 4 季沒有 13F 資料
Livermore 的 13F 資料從 2021 年第 1 季開始，這一季沒有前一季可以比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| JPMJPMorgan Chase & Co | Stock | 666,738 | $1.02 億 | 9.4% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 402,688 | $9,495 萬 | 8.8% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 36,732 | $7,599 萬 | 7.0% | – | – | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 616,519 | $7,286 萬 | 6.7% | – | – | 歷史 |
| VVisa Inc. | Stock | 332,931 | $7,066 萬 | 6.5% | – | – | 歷史 |
| LINLinde PLC | SHS | 219,646 | $6,157 萬 | 5.7% | – | – | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 131,249 | $5,995 萬 | 5.5% | – | – | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 413,436 | $5,813 萬 | 5.4% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 150,263 | $5,597 萬 | 5.2% | – | – | 歷史 |
| INTUIntuit Inc. | Stock | 143,081 | $5,481 萬 | 5.1% | – | – | 歷史 |
| SPGIS&P Global Inc. | Stock | 151,309 | $5,337 萬 | 4.9% | – | – | 歷史 |
| CMCSAComcast Corp | Stock | 971,583 | $5,259 萬 | 4.9% | – | – | 歷史 |
| APHAmphenol Corp | CL A | 572,974 | $3,784 萬 | 3.5% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 554,134 | $2,922 萬 | 2.7% | – | – | 歷史 |
| ALLEAllegion plc | ORD SHS | 214,071 | $2,688 萬 | 2.5% | – | – | 歷史 |
| AONAon plc | CL A | 104,198 | $2,397 萬 | 2.2% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 7,498 | $2,320 萬 | 2.1% | – | – | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 27,752 | $2,053 萬 | 1.9% | – | – | 歷史 |
| MDLZMondelez International, Inc. | Stock | 317,835 | $1,861 萬 | 1.7% | – | – | 歷史 |
| ECLEcolab Inc. | Stock | 79,511 | $1,703 萬 | 1.6% | – | – | 歷史 |
| GLDSPDR Gold Trust | ETF | 71,828 | $1,149 萬 | 1.1% | – | – | 歷史 |
| ADSKAutodesk, Inc. | COM | 25,535 | $707.8 萬 | 0.7% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 3,115 | $642.5 萬 | 0.6% | – | – | 歷史 |
| LMTLockheed Martin Corp | Stock | 14,365 | $530.7 萬 | 0.5% | – | – | 歷史 |
| MAMastercard Inc | Stock | 6,379 | $227.4 萬 | 0.2% | – | – | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 6,815 | $198.3 萬 | 0.2% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 8,851 | $163.4 萬 | 0.2% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 6,250 | $159.8 萬 | 0.1% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 8,355 | $137.3 萬 | 0.1% | – | – | 歷史 |
| NKENIKE, Inc. | Stock | 10,160 | $135.2 萬 | 0.1% | – | – | 歷史 |
| TRUTransUnion | COM | 14,370 | $129.3 萬 | 0.1% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 10,213 | $124.8 萬 | 0.1% | – | – | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 5,213 | $118.3 萬 | 0.1% | – | – | 歷史 |
| NSCNorfolk Southern Corp | Stock | 4,200 | $112.8 萬 | 0.1% | – | – | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 9,186 | $111.9 萬 | 0.1% | – | – | 歷史 |
| First Rep BK San Francisco C33616C100 | COM | 6,438 | $107.4 萬 | 0.1% | – | – | – |
| PFEPfizer Inc | Stock | 28,700 | $104.0 萬 | 0.1% | – | – | 歷史 |
| TCOMTrip.com Group Ltd | ADS | 24,650 | $97.7 萬 | 0.1% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 4,255 | $95.4 萬 | 0.1% | – | – | 歷史 |
| AFGAmerican Financial Group Inc | COM | 7,731 | $88.2 萬 | 0.1% | – | – | 歷史 |
| DHRDanaher Corp | Stock | 3,454 | $77.8 萬 | 0.1% | – | – | 歷史 |
| AIGAmerican International Group, Inc. | Stock | 15,376 | $71.1 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464287291 | GLOBAL TECH ETF | 2,275 | $70.0 萬 | 0.1% | – | – | – |
| NEENextera Energy Inc | Stock | 8,992 | $68.0 萬 | 0.1% | – | – | 歷史 |
| STTState Street Corp | COM | 7,742 | $65.1 萬 | 0.1% | – | – | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 12,300 | $64.0 萬 | 0.1% | – | – | – |
| WTWWillis Towers Watson PLC | SHS | 2,720 | $62.3 萬 | 0.1% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 1,857 | $56.7 萬 | 0.1% | – | – | 歷史 |
| SYYSysco Corp | Stock | 7,000 | $55.1 萬 | 0.1% | – | – | 歷史 |
| VMIValmont Industries Inc | COM | 2,318 | $55.1 萬 | 0.1% | – | – | 歷史 |
| BKUBankUnited, Inc. | COM | 11,833 | $52.0 萬 | <0.1% | – | – | 歷史 |
| CVXChevron Corp | Stock | 4,800 | $50.3 萬 | <0.1% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,662 | $49.0 萬 | <0.1% | – | – | 歷史 |
| RRXRegal Rexnord Corp | COM | 3,400 | $48.5 萬 | <0.1% | – | – | 歷史 |
| HONHoneywell International Inc | COM | 2,100 | $45.6 萬 | <0.1% | – | – | 歷史 |
| ACNAccenture plc | Stock | 1,618 | $44.7 萬 | <0.1% | – | – | 歷史 |
| ELFe.l.f. Beauty, Inc. | COM | 16,392 | $44.0 萬 | <0.1% | – | – | 歷史 |
| CRMSalesforce, Inc. | Stock | 2,050 | $43.5 萬 | <0.1% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 3,000 | $40.8 萬 | <0.1% | – | – | 歷史 |
| HDBHDFC Bank Ltd | SPONSORED ADS | 5,000 | $38.9 萬 | <0.1% | – | – | 歷史 |
| AVTRAvantor, Inc. | COM | 13,151 | $38.1 萬 | <0.1% | – | – | 歷史 |
| BALLBALL Corp | COM | 4,440 | $37.6 萬 | <0.1% | – | – | 歷史 |
| ATVIActivision Blizzard, Inc. | COM | 3,974 | $37.0 萬 | <0.1% | – | – | 歷史 |
| PTCPTC Inc. | Stock | 2,666 | $36.7 萬 | <0.1% | – | – | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 1,632 | $36.2 萬 | <0.1% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 7,000 | $36.2 萬 | <0.1% | – | – | 歷史 |
| ISBCInvestors Bancorp, Inc. | COM | 24,634 | $36.2 萬 | <0.1% | – | – | 歷史 |
| CHXChampionX Corp | COM | 16,599 | $36.1 萬 | <0.1% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 1,928 | $36.0 萬 | <0.1% | – | – | 歷史 |
| XELXcel Energy Inc | Stock | 5,400 | $35.9 萬 | <0.1% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 5,981 | $34.8 萬 | <0.1% | – | – | 歷史 |
| NTESNetEase, Inc. | SPONSORED ADS | 3,250 | $33.6 萬 | <0.1% | – | – | 歷史 |
| MMM3M Co | Stock | 1,700 | $32.8 萬 | <0.1% | – | – | 歷史 |
| WFCWells Fargo & Company | Stock | 8,284 | $32.4 萬 | <0.1% | – | – | 歷史 |
| INFYInfosys Ltd | SPONSORED ADR | 17,300 | $32.4 萬 | <0.1% | – | – | 歷史 |
| WOLFWolfspeed, Inc. | COM | 2,810 | $30.4 萬 | <0.1% | – | – | 歷史 |
| NVSTEnvista Holdings Corp | COM | 7,323 | $29.9 萬 | <0.1% | – | – | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 1,300 | $29.7 萬 | <0.1% | – | – | – |
| MCHPMicrochip Technology Inc | Stock | 1,860 | $28.9 萬 | <0.1% | – | – | 歷史 |
| PODDInsulet Corp | Stock | 1,100 | $28.7 萬 | <0.1% | – | – | 歷史 |
| RHRH | COM | 478 | $28.5 萬 | <0.1% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 1,923 | $26.1 萬 | <0.1% | – | – | 歷史 |
| POOLPool Corp | COM | 744 | $25.4 萬 | <0.1% | – | – | 歷史 |
| CGNXCognex Corp | COM | 3,075 | $25.1 萬 | <0.1% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 534 | $24.8 萬 | <0.1% | – | – | 歷史 |
| NOMDNomad Foods Ltd | USD ORD SHS | 8,851 | $24.3 萬 | <0.1% | – | – | 歷史 |
| KAMNKAMAN Corp | COM | 4,592 | $23.6 萬 | <0.1% | – | – | 歷史 |
| iShares Tr464287556 | ISHARES BIOTECH | 1,529 | $23.0 萬 | <0.1% | – | – | – |
| CLVTClarivate PLC | ORD SHS | 8,607 | $22.7 萬 | <0.1% | – | – | 歷史 |
| BACBank of America Corp | Stock | 5,567 | $21.6 萬 | <0.1% | – | – | 歷史 |
| TYTRI-CONTINENTAL Corp | COM | 6,323 | $20.5 萬 | <0.1% | – | – | 歷史 |
| RPMRPM International Inc | COM | 2,212 | $20.3 萬 | <0.1% | – | – | 歷史 |
| CDZICadiz Inc | COM NEW | 17,400 | $16.6 萬 | <0.1% | – | – | 歷史 |
| CTEVClaritev Corp | COM | 13,981 | $7.80 萬 | <0.1% | – | – | 歷史 |