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Disclosed positions
James Hambro & Partners LLP: source evidence dated 2026-07-24T03:59:59.999Z.
- Issuer
- AMPHENOL CORP
- Ticker
- APH
- Class
- CL A
- Reported value
- $247,835,533
- Reported amount
- 1,405,282
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001731152-26-000005Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
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| AMPHENOL CORP | APH | CL A | $247,835,533 | 1,405,282 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $236,888,322 | 670,426 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $214,640,692 | 655,842 | SH | None |
| AMAZON COM INC | AMZN | COM | $184,747,815 | 775,567 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $174,692,671 | 874,469 | SH | None |
| VISA INC | V | COM CL A | $160,734,792 | 469,059 | SH | None |
| MICROSOFT CORP | MSFT | COM | $159,837,719 | 428,709 | SH | None |
| TEXAS INSTRS INC | TXN | COM | $142,428,503 | 477,948 | SH | None |
| AMETEK INC | AME | COM | $140,612,346 | 581,319 | SH | None |
| THERMO FISHER SCIENTIFIC INC | TMO | COM | $114,932,846 | 229,471 | SH | None |
| COCA COLA CO | KO | COM | $106,117,719 | 1,306,225 | SH | None |
| MCKESSON CORP | MCK | COM | $101,701,226 | 134,651 | SH | None |
| BROADCOM INC | AVGO | COM | $95,844,627 | 254,031 | SH | None |
| INTUITIVE SURGICAL INC | ISRG | COM NEW | $94,959,202 | 238,834 | SH | None |
| BROOKFIELD CORP | BN | CL A LTD VT SH | $90,264,981 | 2,119,145 | SH | None |
| INTERCONTINENTAL EXCHANGE IN | ICE | COM | $85,981,119 | 698,494 | SH | None |
| SUNBELT RENTALS HOLDINGS INC | SUNB | SHS | $85,696,858 | 1,175,157 | SH | None |
| PROGRESSIVE CORP | PGR | COM | $76,717,724 | 351,505 | SH | None |
| EMERSON ELEC CO | EMR | COM | $75,425,778 | 527,066 | SH | None |
| BECTON DICKINSON & CO | BDX | COM | $44,732,855 | 295,686 | SH | None |
| MERCADOLIBRE INC | MELI | COM | $14,338,268 | 8,446 | SH | None |
| S&P GLOBAL INC | SPGI | COM | $14,252,513 | 35,043 | SH | None |
| TJX COS INC NEW | TJX | COM | $14,127,246 | 93,243 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $14,018,156 | 39,255 | SH | None |
| SPDR GOLD TR | GLD | GOLD SHS | $13,104,114 | 35,566 | SH | None |
| ISHARES TR | AAXJ | MSCI AC ASIA ETF | $10,617,340 | 88,915 | SH | None |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | SPONSORED ADS | $8,786,583 | 18,418 | SH | None |
| GALLAGHER ARTHUR J & CO | AJG | COM | $6,712,143 | 29,250 | SH | None |
| CHEVRON CORPORATION | CVX | COM | $4,193,980 | 25,300 | SH | None |
| MASTERCARD INCORPORATED | MA | CL A | $4,159,984 | 8,101 | SH | None |
| PROLOGIS INC. | PLD | COM | $2,573,861 | 19,003 | SH | None |
| ISHARES TR | IXN | GLOBAL TECH ETF | $1,749,455 | 12,125 | SH | None |
| ELI LILLY & CO | LLY | COM | $1,588,098 | 1,324 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $1,502,675 | 3,004 | SH | None |
| SEI EXCHANGE TRADED FUNDS | QALT | DBI MULTI-STRGY | $1,387,067 | 52,283 | SH | None |
| FERGUSON ENTERPRISES INC | FERG | COMMON STOCK NEW | $1,260,932 | 5,314 | SH | None |
| WALMART INC | WMT | COM | $1,060,957 | 9,372 | SH | None |
| INTERNATIONAL BUSINESS MACHS | IBM | COM | $1,060,331 | 3,770 | SH | None |
| ISHARES TR | TIP | TIPS BD ETF | $860,824 | 7,865 | SH | None |
| LOCKHEED MARTIN CORP | LMT | COM | $747,057 | 1,468 | SH | None |
| APPLE INC | AAPL | COM | $742,562 | 2,568 | SH | None |
| CUMMINS INC | CMI | COM | $668,779 | 938 | SH | None |
| VANGUARD SPECIALIZED FUNDS | VIG | DIV APP ETF | $647,519 | 2,737 | SH | None |
| MARSH & MCLENNAN COS INC | MRSH | COM | $632,137 | 3,794 | SH | None |
| SYSCO CORP | SYY | COM | $584,920 | 7,000 | SH | None |
| VANGUARD WORLD FD | VHT | HEALTH CAR ETF | $583,205 | 1,950 | SH | None |
| PEPSICO INC | PEP | COM | $536,068 | 3,959 | SH | None |
| META PLATFORMS INC | META | CL A | $526,395 | 935 | SH | None |
| ABBVIE INC | ABBV | COM | $525,520 | 2,091 | SH | None |
| NORTHROP GRUMMAN CORP | NOC | COM | $525,422 | 1,032 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.