James Hambro & Partners LLP 13F 持仓 · 2026年Q2
James Hambro & Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 68 只证券，申报市值合计 27.65 亿美元。前几大持仓：APH（8.96%）、GOOG（8.57%）、JPM（7.76%）。本季前 25 大持仓中：新建仓 1 只、增持 12 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | APH | AMPHENOL CORP | $247.8M | 8.96% | 1.4M | 减持 |
| 2 | GOOG | ALPHABET INC | $236.9M | 8.57% | 670,426 | 减持 |
| 3 | JPM | JPMORGAN CHASE & CO | $214.6M | 7.76% | 655,842 | 减持 |
| 4 | AMZN | AMAZON COM INC | $184.7M | 6.68% | 775,567 | 减持 |
| 5 | NVDA | NVIDIA CORPORATION | $174.7M | 6.32% | 874,469 | 增持 |
| 6 | V | VISA INC | $160.7M | 5.81% | 469,059 | 增持 |
| 7 | MSFT | MICROSOFT CORP | $159.8M | 5.78% | 428,709 | 增持 |
| 8 | TXN | TEXAS INSTRS INC | $142.4M | 5.15% | 477,948 | 减持 |
| 9 | AME | AMETEK INC | $140.6M | 5.09% | 581,319 | 减持 |
| 10 | TMO | THERMO FISHER SCIENTIFIC INC | $114.9M | 4.16% | 229,471 | 减持 |
| 11 | KO | COCA COLA CO | $106.1M | 3.84% | 1.3M | 增持 |
| 12 | MCK | MCKESSON CORP | $101.7M | 3.68% | 134,651 | 增持 |
| 13 | AVGO | BROADCOM INC | $95.8M | 3.47% | 254,031 | 新建仓 |
| 14 | ISRG | INTUITIVE SURGICAL INC | $95.0M | 3.43% | 238,834 | 增持 |
| 15 | BN | BROOKFIELD CORP | $90.3M | 3.26% | 2.1M | 增持 |
| 16 | ICE | INTERCONTINENTAL EXCHANGE IN | $86.0M | 3.11% | 698,494 | 增持 |
| 17 | SUNB | SUNBELT RENTALS HOLDINGS INC | $85.7M | 3.10% | 1.2M | 增持 |
| 18 | PGR | PROGRESSIVE CORP | $76.7M | 2.77% | 351,505 | 减持 |
| 19 | EMR | EMERSON ELEC CO | $75.4M | 2.73% | 527,066 | 增持 |
| 20 | BDX | BECTON DICKINSON & CO | $44.7M | 1.62% | 295,686 | 增持 |
| 21 | MELI | MERCADOLIBRE INC | $14.3M | 0.52% | 8,446 | 减持 |
| 22 | SPGI | S&P GLOBAL INC | $14.3M | 0.52% | 35,043 | 减持 |
| 23 | GOOGL | ALPHABET INC | $14.0M | 0.51% | 39,255 | 增持 |
| 24 | TJX | TJX COS INC NEW | $14.1M | 0.51% | 93,243 | 减持 |
| 25 | GLD | SPDR GOLD TR | $13.1M | 0.47% | 35,566 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR