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Harding Loevner Lp Top Holdings and 13F Report (2025)

About Harding Loevner Lp

Investment Activity

  • Harding Loevner Lp has $14.80 billion in total holdings as of December 31, 2024.
  • Harding Loevner Lp owns shares of 67 different stocks, but just 30 companies or ETFs make up 80% of its holdings.
  • Approximately 4.22% of the portfolio was purchased this quarter.
  • About 18.00% of the portfolio was sold this quarter.
  • This quarter, Harding Loevner Lp has purchased 67 new stocks and bought additional shares in 9 stocks.
  • Harding Loevner Lp sold shares of 53 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

HDFC Bank
$969,223,534
Alcon
$719,453,157
SAP
$664,293,891
Meta Platforms
$522,382,679

Largest New Holdings this Quarter

NVIDIA
$110,913,233 Holding
iShares MSCI ACWI ex U.S. ETF
$22,285,778 Holding
iShares MSCI EAFE Growth ETF
$2,751,715 Holding

Largest Purchases this Quarter

Vanguard FTSE All-World ex-US ETF
2,726,479 shares (about $156.53M)
NVIDIA
825,923 shares (about $110.91M)
Sony Group
4,930,244 shares (about $104.32M)
MercadoLibre
50,233 shares (about $85.42M)
Accenture
190,579 shares (about $67.04M)

Largest Sales this Quarter

Taiwan Semiconductor Manufacturing
1,371,678 shares (about $270.89M)
Amazon.com
805,663 shares (about $176.75M)
SAP
595,393 shares (about $146.59M)
Vertex Pharmaceuticals
328,998 shares (about $132.49M)
Meta Platforms
188,568 shares (about $110.41M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofHarding Loevner Lp

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Taiwan Semiconductor Manufacturing Company Limited stock logo
TSM
Taiwan Semiconductor Manufacturing
$1,200,929,152$270,892,725 -18.4%6,080,9618.1%Computer and Technology
HDFC Bank Limited stock logo
HDB
HDFC Bank
$969,223,534$72,615,909 -7.0%15,177,3186.5%Finance
Alcon Inc. stock logo
ALC
Alcon
$719,453,157$67,559,579 -8.6%8,475,1284.9%Medical
SAP SE stock logo
SAP
SAP
$664,293,891$146,591,734 -18.1%2,698,0784.5%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$522,382,679$110,408,455 -17.4%892,1843.5%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$507,757,916$95,966,400 -15.9%2,682,2923.4%Computer and Technology
Fomento Económico Mexicano, S.A.B. de C.V. stock logo
FMX
Fomento Económico Mexicano
$498,222,375$43,605,114 -8.0%5,827,8443.4%Consumer Staples
Microsoft Co. stock logo
MSFT
Microsoft
$475,715,141$96,824,476 -16.9%1,128,6243.2%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$462,385,330$176,754,430 -27.7%2,107,5953.1%Retail/Wholesale
LINDE PLC
$425,834,276$20,335,639 -4.6%1,017,1122.9%SHS
MercadoLibre, Inc. stock logo
MELI
MercadoLibre
$413,878,416$85,418,166 26.0%243,3952.8%Retail/Wholesale
BHP Group Limited stock logo
BHP
BHP Group
$404,859,683$26,746,144 -6.2%8,291,2082.7%Basic Materials
Netflix, Inc. stock logo
NFLX
Netflix
$398,589,650$79,545,014 -16.6%447,1902.7%Consumer Discretionary
Vertex Pharmaceuticals Incorporated stock logo
VRTX
Vertex Pharmaceuticals
$331,674,567$132,487,484 -28.5%823,6272.2%Medical
Credicorp Ltd. stock logo
BAP
Credicorp
$311,923,924$18,279,570 -5.5%1,701,5272.1%Finance
Accenture plc stock logo
ACN
Accenture
$293,569,328$67,043,837 29.6%834,5012.0%Computer and Technology
Salesforce, Inc. stock logo
CRM
Salesforce
$291,971,465$54,963,866 -15.8%873,3032.0%Computer and Technology
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$289,556,692$61,918,760 27.2%572,4052.0%Medical
ZTO Express (Cayman) Inc. stock logo
ZTO
ZTO Express (Cayman)
$276,926,670$24,464,088 -8.1%14,165,0471.9%Transportation
CME Group Inc. stock logo
CME
CME Group
$255,423,854$50,925,229 -16.6%1,099,8751.7%Finance
Canadian National Railway stock logo
CNI
Canadian National Railway
$251,608,414$14,252,305 -5.4%2,478,6571.7%Transportation
Broadcom Inc. stock logo
AVGO
Broadcom
$248,837,359$51,192,824 -17.1%1,073,3151.7%Computer and Technology
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$247,077,812$48,673,715 -16.5%474,9401.7%Medical
Manulife Financial Co. stock logo
MFC
Manulife Financial
$239,125,434$48,740,116 -16.9%7,786,5661.6%Finance
Haleon plc stock logo
HLN
Haleon
$230,165,297$7,266,293 -3.1%24,126,3421.6%Medical
Deere & Company stock logo
DE
Deere & Company
$222,154,839$44,472,829 -16.7%524,3211.5%Industrial Products
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$214,545,700$156,527,155 269.8%3,737,0791.4%ETF
Sony Group Co. stock logo
SONY
Sony Group
$214,460,362$104,323,961 94.7%10,135,1781.4%Consumer Staples
Shell plc stock logo
SHEL
Shell
$206,021,083$9,167,136 -4.3%3,288,4451.4%Oils/Energy
Booking Holdings Inc. stock logo
BKNG
Booking
$202,090,484$42,976,833 -17.5%40,6751.4%Retail/Wholesale
Tradeweb Markets Inc. stock logo
TW
Tradeweb Markets
$192,697,854$35,591,122 -15.6%1,471,8751.3%Finance
Rockwell Automation, Inc. stock logo
ROK
Rockwell Automation
$179,209,504$33,536,318 -15.8%627,0671.2%Computer and Technology
Banco Bilbao Vizcaya Argentaria, S.A. stock logo
BBVA
Banco Bilbao Vizcaya Argentaria
$171,158,550$8,988,297 -5.0%17,608,9051.2%Finance
Ambev S.A. stock logo
ABEV
Ambev
$162,465,454$88,983,618 -35.4%87,819,1641.1%Consumer Staples
ServiceNow, Inc. stock logo
NOW
ServiceNow
$160,941,859$89,682,827 -35.8%151,8151.1%Computer and Technology
Globant S.A. stock logo
GLOB
Globant
$158,689,008$2,512,359 -1.6%740,0851.1%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$154,211,307$28,880,673 -15.8%615,8111.0%Computer and Technology
Danaher Co. stock logo
DHR
Danaher
$151,384,991$26,890,631 -15.1%659,4861.0%Medical
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$135,976,642$26,334,853 -16.2%836,1100.9%Computer and Technology
Adobe Inc. stock logo
ADBE
Adobe
$123,191,280$22,394,493 -15.4%277,0340.8%Computer and Technology
AbbVie Inc. stock logo
ABBV
AbbVie
$122,670,354$24,994,954 -16.9%690,3220.8%Medical
CoStar Group, Inc. stock logo
CSGP
CoStar Group
$120,892,620$22,161,261 -15.5%1,688,6800.8%Computer and Technology
Rio Tinto Group stock logo
RIO
Rio Tinto Group
$117,517,957$8,587,142 -6.8%1,998,2650.8%Basic Materials
NVIDIA Co. stock logo
NVDA
NVIDIA
$110,913,233$110,913,233 New Holding825,9230.7%Computer and Technology
Synopsys, Inc. stock logo
SNPS
Synopsys
$102,907,974$17,294,834 -14.4%212,0240.7%Computer and Technology
Honeywell International Inc. stock logo
HON
Honeywell International
$98,231,557$21,204,774 -17.8%434,8640.7%Multi-Sector Conglomerates
Northrop Grumman Co. stock logo
NOC
Northrop Grumman
$83,847,739$17,559,458 -17.3%178,6690.6%Aerospace
Schlumberger Limited stock logo
SLB
Schlumberger
$82,945,755$19,485,769 -19.0%2,163,4260.6%Oils/Energy
Perusahaan Perseroan (Persero) PT Telekomunikasi Indonesia Tbk stock logo
TLK
Perusahaan Perseroan (Persero) PT Telekomunikasi Indonesia Tbk
$69,253,160$21,003,012 -23.3%4,209,9190.5%Utilities
Atkore Inc. stock logo
ATKR
Atkore
$53,335,869$3,795,971 -6.6%639,1360.4%Industrial Products
Repligen Co. stock logo
RGEN
Repligen
$48,951,479$82,917,817 -62.9%340,0830.3%Medical
Genmab A/S stock logo
GMAB
Genmab A/S
$46,819,589$17,187,488 -26.9%2,243,3920.3%Medical
Tenaris S.A. stock logo
TS
Tenaris
$31,856,592$2,300,542 -6.7%842,9900.2%Industrial Products
iShares MSCI ACWI ex U.S. ETF stock logo
ACWX
iShares MSCI ACWI ex U.S. ETF
$22,285,778$22,285,778 New Holding427,2580.2%Manufacturing
Pinterest, Inc. stock logo
PINS
Pinterest
$19,336,362$50,069,021 -72.1%1,652,6440.1%Computer and Technology
KASPI KZ JSC
$18,673,024$6,199,054 -24.9%197,1600.1%SPONSORED ADS
EPAM Systems, Inc. stock logo
EPAM
EPAM Systems
$13,300,851$4,418,029 -24.9%56,8850.1%Computer and Technology
iShares MSCI ACWI ETF stock logo
ACWI
iShares MSCI ACWI ETF
$11,525,371$7,624,126 195.4%98,0880.1%Manufacturing
Itaú Unibanco Holding S.A. stock logo
ITUB
Itaú Unibanco
$10,346,381$4,370,915 -29.7%2,085,9640.1%Finance
Bancolombia S.A. stock logo
CIB
Bancolombia
$8,257,353$3,067,246 -27.1%262,0550.1%Finance
iShares MSCI India ETF stock logo
INDA
iShares MSCI India ETF
$7,376,9170.0%140,1390.0%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$5,976,551$4,053,180 210.7%124,9800.0%ETF
ICICI Bank Limited stock logo
IBN
ICICI Bank
$3,676,001$3,344 0.1%123,1080.0%Finance
Alibaba Group Holding Limited stock logo
BABA
Alibaba Group
$3,033,617$1,227,759 -28.8%35,7780.0%Retail/Wholesale
iShares MSCI EAFE Growth ETF stock logo
EFG
iShares MSCI EAFE Growth ETF
$2,751,715$2,751,715 New Holding28,4180.0%ETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$1,517,144$1,327,435 699.7%20,0650.0%Finance
Vanguard Total World Stock ETF stock logo
VT
Vanguard Total World Stock ETF
$905,619$905,619 New Holding7,7090.0%ETF
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$0$208,116,578 -100.0%00.0%Medical
Yandex stock logo
YNDX
Yandex
$0$5,358,014 -100.0%00.0%Computer and Technology
XP Inc. stock logo
XP
XP
$0$2,667,710 -100.0%00.0%Finance
BioNTech SE stock logo
BNTX
BioNTech
$0$276,165 -100.0%00.0%Medical

Showing largest 100 holdings. View all holdings.
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