13F
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James Hambro & Partners LLP

13F equity value
$2.6B
Positions
57
Top 10 concentration
60.3%
Quarters / total new picks
25 / 176
13F equity value over time
$0M$1B$3B2017201820192020202120222023202420252026

"13F equity value" = market value of this filer's US-listed long equity positions only. It excludes cash, bonds, non-US and short positions, so it understates a fund's true assets under management — often by a lot.

Not significant Verdict

13F holdings are disclosed ~45 days after quarter-end, and they never reveal when within the quarter a fund actually bought. So any 13F-based summary is structurally late and blurred — this applies to every fund, including this one.

We backtested copying it anyway. Buying this fund's new positions the day each filing went public, over 25 quarters, returned -0.7% per quarter — versus +1.1% per quarter from simply owning every 13F stock. It beat that baseline in only 44.0% of quarters (excess t = -0.50, not statistically significant). Its filings tell you what it bought — not what you should buy.

Avg 2Q excess
-1.3%
t-stat
-0.50
Quarterly win rate
44%
Annualized excess
-8.4%
$1 → follow vs universe
$0.70 vs $1.19
Cumulative return: $1 invested in new picks vs universe
1.00 20180331: universe 1.04120180630: universe 0.95920181231: universe 0.94920190331: universe 0.93220191231: universe 0.75220200630: universe 0.83120200930: universe 1.01920201231: universe 1.06520210331: universe 1.07520210630: universe 1.16120210930: universe 1.04220211231: universe 0.88720220630: universe 0.82120220930: universe 0.88220221231: universe 0.82020230331: universe 0.86420230630: universe 0.83320230930: universe 0.94520231231: universe 0.98720240331: universe 1.01020240630: universe 1.10120240930: universe 1.09220241231: universe 1.01920250930: universe 1.14620251231: universe 1.185 20180331: follow 1.01720180630: follow 0.97520181231: follow 1.03120190331: follow 1.14720191231: follow 0.98720200630: follow 1.03820200930: follow 1.14620201231: follow 1.27220210331: follow 1.33420210630: follow 1.39620210930: follow 1.00120211231: follow 0.79620220630: follow 0.80720220930: follow 0.80520221231: follow 0.67820230331: follow 0.77920230630: follow 0.73720230930: follow 0.87420231231: follow 0.98620240331: follow 1.05120240630: follow 1.05320240930: follow 1.01320241231: follow 0.82320250930: follow 0.73620251231: follow 0.696 0.62 1.07 1.51 20182019202020212022202320242025 Follow Universe

Quarterly compounding, invested quarters only · entry 47 days after quarter-end (when 13F data becomes public)

Listed as facts. See the verdict above before treating this as signal.

Top 20 holdings of 57 · 2026 Q1

Ticker Value Weight QoQ
GOOG $207M
8.1%
TRIM
JPM $196M
7.7%
TRIM
APH $179M
7.0%
TRIM
AMZN $164M
6.4%
ADD
MSFT $158M
6.2%
HOLD
NVDA $140M
5.5%
ADD
V $137M
5.4%
TRIM
AME $125M
4.9%
TRIM
TMO $118M
4.6%
HOLD
MCK $113M
4.4%
ADD
ICE $108M
4.2%
TRIM
ISRG $108M
4.2%
TRIM
PGR $99M
3.9%
TRIM
KO $98M
3.9%
TRIM
TXN $96M
3.8%
HOLD
BN $84M
3.3%
ADD
SPGI $76M
3.0%
TRIM
SUNB $73M
2.9%
NEW
TJX $70M
2.8%
TRIM
EMR $63M
2.5%
ADD

QoQ vs previous quarter's share count · NEW = new position · ADD/TRIM = ±2% shares · HOLD = unchanged.

Listed as facts. See the verdict above before treating this as signal.

New positions in 2026 Q1

BDXCOHRLMTTIPXOM

Method & Limitations

Method: a "new position" = held this quarter, absent last quarter (options excluded; stocks with <50 prior holders excluded to filter spin-off artifacts). Entry 47 days after quarter-end — the first day the public could act on the filing. Benchmark = equal-weighted universe of all 13F-held stocks. Limitations: quarterly snapshots can't see intra-quarter trades; survivorship bias — funds that shut down are absent, which flatters the sample. Statistics, not advice.