Hardman Johnston Global Advisors LLC Top Holdings and 13F Report (2024) About Hardman Johnston Global Advisors LLCInvestment ActivityHardman Johnston Global Advisors LLC has $2.55 billion in total holdings as of September 30, 2024.Hardman Johnston Global Advisors LLC owns shares of 77 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 2.04% of the portfolio was purchased this quarter.About 7.76% of the portfolio was sold this quarter.This quarter, Hardman Johnston Global Advisors LLC has purchased 74 new stocks and bought additional shares in 9 stocks.Hardman Johnston Global Advisors LLC sold shares of 48 stocks and completely divested from 1 stock this quarter.Largest Holdings MercadoLibre $340,278,579TechnipFMC $236,482,100HDFC Bank $170,306,775ICICI Bank $147,129,456Howmet Aerospace $100,826,638 Largest New Holdings this Quarter SPDR Bloomberg Barclays 1-3 Month T-Bill ETF $2,478,870 HoldingVanguard FTSE Developed Markets ETF $687,058 HoldingPaychex $214,704 HoldingEversource Energy $204,150 Holding Largest Purchases this Quarter TechnipFMC 1,071,103 shares (about $28.10M)ICON Public 43,487 shares (about $12.49M)Meta Platforms 7,213 shares (about $4.13M)Eli Lilly and Company 2,819 shares (about $2.50M)SPDR Bloomberg Barclays 1-3 Month T-Bill ETF 27,000 shares (about $2.48M) Largest Sales this Quarter ASML 38,109 shares (about $31.75M)Vertiv 164,642 shares (about $16.38M)Alphabet 95,310 shares (about $15.81M)Universal Display 66,525 shares (about $13.96M)MercadoLibre 6,420 shares (about $13.17M) Sector Allocation Over TimeMap of 500 Largest Holdings ofHardman Johnston Global Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMELIMercadoLibre$340,278,579$13,173,583 ▼-3.7%165,83113.3%Retail/WholesaleFTITechnipFMC$236,482,100$28,095,032 ▲13.5%9,015,7119.3%Oils/EnergyHDBHDFC Bank$170,306,775$5,941,136 ▼-3.4%2,722,2956.7%FinanceIBNICICI Bank$147,129,456$319,604 ▼-0.2%4,928,9605.8%FinanceHWMHowmet Aerospace$100,826,638$10,481,138 ▼-9.4%1,005,7524.0%AerospaceNVDANVIDIA$84,482,893$4,134,060 ▼-4.7%695,6763.3%Computer and TechnologyTEAMAtlassian$83,205,006$3,322,782 ▼-3.8%523,9283.3%Computer and TechnologyVRTVertiv$80,471,392$16,380,233 ▼-16.9%808,8393.2%Computer and TechnologyMSFTMicrosoft$78,773,730$3,138,178 ▼-3.8%183,0673.1%Computer and TechnologyASMLASML$68,672,299$31,754,324 ▼-31.6%82,4152.7%Computer and TechnologyMAMastercard$65,250,732$4,068,418 ▼-5.9%132,1402.6%Business ServicesTSMTaiwan Semiconductor Manufacturing$61,580,777$11,408,903 ▼-15.6%354,5852.4%Computer and TechnologyGOOGLAlphabet$57,818,129$15,807,163 ▼-21.5%348,6172.3%Computer and TechnologyAAPLApple$56,999,023$2,556,010 ▼-4.3%244,6312.2%Computer and TechnologyIQVIQVIA$54,279,163$322,279 ▲0.6%229,0552.1%MedicalVRTXVertex Pharmaceuticals$53,441,878$3,214,168 ▼-5.7%114,9092.1%MedicalOLEDUniversal Display$49,409,830$13,963,597 ▼-22.0%235,3971.9%Computer and TechnologyMMCMarsh & McLennan Companies$48,676,453$2,475,184 ▼-4.8%218,1921.9%FinanceAZNAstraZeneca$43,511,800$763,596 ▼-1.7%558,4881.7%MedicalCWCurtiss-Wright$42,454,258$2,013,226 ▼-4.5%129,1621.7%AerospaceCTVACorteva$40,540,055$1,808,498 ▼-4.3%689,5741.6%Consumer StaplesADBEAdobe$40,539,585$1,610,814 ▼-3.8%78,2951.6%Computer and TechnologyUNHUnitedHealth Group$37,175,124$2,703,560 ▼-6.8%63,5821.5%MedicalADPAutomatic Data Processing$35,360,006$1,335,222 ▼-3.6%127,7781.4%Business ServicesSCHWCharles Schwab$35,236,743$1,482,853 ▼-4.0%543,6931.4%FinanceCMCSAComcast$28,217,097$1,217,596 ▼-4.1%675,5351.1%Consumer DiscretionaryTMUST-Mobile US$27,878,204$582,967 ▲2.1%135,0951.1%Computer and TechnologyAMZNAmazon.com$23,881,916$9,622,081 ▼-28.7%128,1700.9%Retail/WholesaleBSXBoston Scientific$21,536,097$8,174,690 ▼-27.5%256,9940.8%MedicalPYPLPayPal$21,139,810$162,302 ▼-0.8%270,9190.8%Computer and TechnologyJNJJohnson & Johnson$20,523,927$2,016,026 ▼-8.9%126,6440.8%MedicalEWEdwards Lifesciences$20,143,843$680,687 ▼-3.3%305,2560.8%MedicalBDXBecton, Dickinson and Company$19,604,082$2,634,017 ▼-11.8%81,3110.8%MedicalELANElanco Animal Health$18,777,786$551,463 ▼-2.9%1,278,2700.7%MedicalMDTMedtronic$17,770,842$2,179,626 ▼-10.9%197,3880.7%MedicalNVONovo Nordisk A/S$17,169,656$545,341 ▼-3.1%144,1980.7%MedicalSWKStanley Black & Decker$16,940,527$764,853 ▼-4.3%153,8230.7%Industrial ProductsICLRICON Public$16,191,068$12,494,250 ▲338.0%56,3540.6%MedicalXRAYDENTSPLY SIRONA$16,138,368$1,731,705 ▼-9.7%596,3920.6%MedicalLDOSLeidos$14,686,300$2,282,000 ▼-13.4%90,1000.6%AerospaceFMCFMC$13,896,657$759,958 ▼-5.2%210,7470.5%Basic MaterialsAEISAdvanced Energy Industries$13,012,926$729,313 ▼-5.3%123,6500.5%Computer and TechnologyALBAlbemarle$11,318,697$527,061 ▼-4.4%119,5090.4%Basic MaterialsELVElevance Health$11,002,160$9,360 ▲0.1%21,1580.4%MedicalCOTYCoty$8,712,699$6,135,520 ▼-41.3%927,8700.3%Consumer StaplesILMNIllumina$8,511,991$204,092 ▼-2.3%65,2710.3%MedicalLLYEli Lilly and Company$8,280,881$2,497,465 ▲43.2%9,3470.3%MedicalGOOGAlphabet$7,149,044$1,696,978 ▼-19.2%42,7600.3%Computer and TechnologyEPDEnterprise Products Partners$6,338,5280.0%217,7440.2%Oils/EnergyMRVLMarvell Technology$5,586,415$237,996 ▼-4.1%77,4600.2%Business ServicesGMABGenmab A/S$5,557,640$152,692 ▼-2.7%227,9590.2%MedicalABTAbbott Laboratories$5,135,4660.0%45,0440.2%MedicalMETAMeta Platforms$4,851,429$4,129,010 ▲571.6%8,4750.2%Computer and TechnologySLBSchlumberger$4,096,334$539,477 ▼-11.6%97,6480.2%Oils/EnergyPLDPrologis$3,586,6050.0%28,4020.1%FinancePGProcter & Gamble$2,892,4400.0%16,7000.1%Consumer StaplesBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$2,478,870$2,478,870 ▲New Holding27,0000.1%ETFWOLFWolfspeed$2,466,429$120,183 ▼-4.6%254,2710.1%Computer and TechnologyMTBM&T Bank$1,893,4160.0%10,6300.1%FinanceMRKMerck & Co., Inc.$1,447,8900.0%12,7500.1%MedicalOKEONEOK$1,152,7030.0%12,6490.0%Oils/EnergyMCHPMicrochip Technology$1,148,147$120,435 ▼-9.5%14,3000.0%Computer and TechnologyXOMExxon Mobil$1,041,2650.0%8,8830.0%Oils/EnergyCCJCameco$900,754$285,127 ▲46.3%18,8600.0%Basic MaterialsCVXChevron$795,2580.0%5,4000.0%Oils/EnergyVEAVanguard FTSE Developed Markets ETF$687,058$687,058 ▲New Holding13,0100.0%ETFHSYHershey$556,1620.0%2,9000.0%Consumer StaplesTCOMTrip.com Group$473,0630.0%7,9600.0%Consumer DiscretionaryDEODiageo$435,0540.0%3,1000.0%Consumer StaplesNUNU$394,212$61,425 ▼-13.5%28,8800.0%Business ServicesGEGeneral Electric$385,8350.0%2,0460.0%TransportationSHELShell$329,7500.0%5,0000.0%Oils/EnergyHIWHighwoods Properties$258,0270.0%7,7000.0%FinanceHDHome Depot$253,2500.0%6250.0%Retail/WholesalePAYXPaychex$214,704$214,704 ▲New Holding1,6000.0%Business ServicesAVGOBroadcom$207,000$165,600 ▲400.0%1,2000.0%Computer and TechnologyESEversource Energy$204,150$204,150 ▲New Holding3,0000.0%UtilitiesPDDPDD$0$344,341 ▼-100.0%00.0%Multi-Sector ConglomeratesShowing largest 100 holdings. 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