Hardman Johnston Global Advisors LLC Top Holdings and 13F Report (2025) About Hardman Johnston Global Advisors LLCInvestment ActivityHardman Johnston Global Advisors LLC has $2.42 billion in total holdings as of December 31, 2024.Hardman Johnston Global Advisors LLC owns shares of 80 different stocks, but just 26 companies or ETFs make up 80% of its holdings.Approximately 7.69% of the portfolio was purchased this quarter.About 12.68% of the portfolio was sold this quarter.This quarter, Hardman Johnston Global Advisors LLC has purchased 77 new stocks and bought additional shares in 24 stocks.Hardman Johnston Global Advisors LLC sold shares of 35 stocks and completely divested from 4 stocks this quarter.Largest Holdings MercadoLibre $199,102,819HDFC Bank $169,356,337ICICI Bank $142,687,145TechnipFMC $134,159,792Atlassian $128,589,580 Largest New Holdings this Quarter SharkNinja $19,962,208 HoldingLennar $14,277,939 HoldingBank of America $8,262,161 HoldingUber Technologies $4,495,046 HoldingiShares MSCI EAFE ETF $651,758 Holding Largest Purchases this Quarter Meta Platforms 36,200 shares (about $21.20M)SharkNinja 205,035 shares (about $19.96M)Lennar 104,700 shares (about $14.28M)Illumina 102,688 shares (about $13.72M)Amazon.com 51,335 shares (about $11.26M) Largest Sales this Quarter TechnipFMC 4,379,920 shares (about $126.75M)MercadoLibre 48,742 shares (about $82.88M)Charles Schwab 93,200 shares (about $6.90M)Howmet Aerospace 56,865 shares (about $6.22M)Vertiv 46,513 shares (about $5.28M) 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$199,102,819$82,882,846 ▼-29.4%117,0898.2%Retail/WholesaleHDBHDFC Bank$169,356,337$4,489,422 ▼-2.6%2,651,9947.0%FinanceIBNICICI Bank$142,687,145$4,491,601 ▼-3.1%4,778,5385.9%FinanceFTITechnipFMC$134,159,792$126,754,885 ▼-48.6%4,635,7915.5%EnergyTEAMAtlassian$128,589,580$1,075,983 ▲0.8%528,3495.3%Computer and TechnologyHWMHowmet Aerospace$103,779,771$6,219,325 ▼-5.7%948,8874.3%AerospaceNVDANVIDIA$99,163,630$5,741,300 ▲6.1%738,4294.1%Computer and TechnologyVRTVertiv$86,607,857$5,284,342 ▼-5.8%762,3263.6%Computer and TechnologyMSFTMicrosoft$80,840,750$3,678,009 ▲4.8%191,7933.3%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$75,329,006$5,302,014 ▲7.6%381,4323.1%Computer and TechnologyGOOGLAlphabet$74,968,858$8,975,660 ▲13.6%396,0323.1%Computer and TechnologyMAMastercard$74,268,486$4,687,526 ▲6.7%141,0423.1%Business ServicesASMLASML$67,326,484$10,206,296 ▲17.9%97,1412.8%Computer and TechnologyAAPLApple$58,542,937$2,717,558 ▼-4.4%233,7792.4%Computer and TechnologyCTVACorteva$47,363,892$8,085,757 ▲20.6%831,5292.0%Consumer StaplesVRTXVertex Pharmaceuticals$46,175,193$98,662 ▼-0.2%114,6641.9%MedicalCWCurtiss-Wright$44,175,282$1,660,437 ▼-3.6%124,4831.8%AerospaceMMCMarsh & McLennan Companies$43,274,714$3,071,449 ▼-6.6%203,7321.8%FinanceIQVIQVIA$39,728,427$5,283,171 ▼-11.7%202,1701.6%MedicalAMZNAmazon.com$39,381,602$11,262,386 ▲40.1%179,5051.6%Retail/WholesaleUNHUnitedHealth Group$36,356,664$4,193,074 ▲13.0%71,8711.5%MedicalADPAutomatic Data Processing$36,257,245$1,147,209 ▼-3.1%123,8591.5%Business ServicesOLEDUniversal Display$35,798,824$1,383,783 ▲4.0%244,8621.5%Computer and TechnologyAZNAstraZeneca$34,277,705$2,314,428 ▼-6.3%523,1641.4%MedicalADBEAdobe$34,002,901$813,320 ▼-2.3%76,4661.4%Computer and TechnologyTMUST-Mobile US$33,973,658$4,154,139 ▲13.9%153,9151.4%Computer and TechnologyPYPLPayPal$33,954,278$10,831,342 ▲46.8%397,8241.4%Computer and TechnologySCHWCharles Schwab$33,340,987$6,897,732 ▼-17.1%450,4931.4%FinanceBSXBoston Scientific$29,199,065$6,244,361 ▲27.2%326,9041.2%MedicalMETAMeta Platforms$26,157,659$21,195,462 ▲427.1%44,6751.1%Computer and TechnologyCMCSAComcast$24,516,473$836,356 ▼-3.3%653,2501.0%Consumer DiscretionaryILMNIllumina$22,444,361$13,722,197 ▲157.3%167,9590.9%MedicalEWEdwards Lifesciences$22,067,307$530,795 ▼-2.3%298,0860.9%MedicalSNSharkNinja$19,962,208$19,962,208 ▲New Holding205,0350.8%Retail/WholesaleELANElanco Animal Health$18,969,467$3,489,618 ▲22.5%1,566,4300.8%MedicalBDXBecton, Dickinson and Company$17,936,569$510,457 ▼-2.8%79,0610.7%MedicalMDTMedtronic$15,266,506$500,848 ▼-3.2%191,1180.6%MedicalLLYEli Lilly and Company$14,454,156$7,238,272 ▲100.3%18,7230.6%MedicalLENLennar$14,277,939$14,277,939 ▲New Holding104,7000.6%ConstructionAEISAdvanced Energy Industries$13,936,306$361,344 ▼-2.5%120,5250.6%Computer and TechnologyICLRICON Public$12,646,771$828,774 ▲7.0%60,3060.5%MedicalSWKStanley Black & Decker$11,967,465$382,983 ▼-3.1%149,0530.5%IndustrialsMRVLMarvell Technology$11,863,435$3,307,978 ▲38.7%107,4100.5%Computer and TechnologyNVONovo Nordisk A/S$11,609,259$794,653 ▼-6.4%134,9600.5%MedicalLDOSLeidos$10,407,615$2,572,191 ▼-19.8%72,2450.4%AerospaceALBAlbemarle$10,024,360$262,974 ▼-2.6%116,4540.4%Basic MaterialsFMCFMC$9,802,547$441,865 ▼-4.3%201,6570.4%Consumer StaplesBACBank of America$8,262,161$8,262,161 ▲New Holding187,9900.3%FinanceELVElevance Health$7,385,378$419,808 ▼-5.4%20,0200.3%MedicalGOOGAlphabet$6,810,134$1,333,080 ▼-16.4%35,7600.3%Computer and TechnologyEPDEnterprise Products Partners$6,019,238$809,213 ▼-11.9%191,9400.2%EnergyABTAbbott Laboratories$5,094,9270.0%45,0440.2%MedicalUBERUber Technologies$4,495,046$4,495,046 ▲New Holding74,5200.2%Computer and TechnologyGMABGenmab A/S$4,476,031$281,474 ▼-5.9%214,4720.2%MedicalBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$3,657,200$1,188,590 ▲48.1%40,0000.2%ETFSLBSchlumberger$3,646,441$97,384 ▼-2.6%95,1080.2%EnergyCOTYCoty$3,066,186$3,391,789 ▼-52.5%440,5440.1%Consumer StaplesPLDPrologis$2,959,811$42,280 ▼-1.4%28,0020.1%FinancePGProcter & Gamble$2,799,7550.0%16,7000.1%Consumer StaplesMTBM&T Bank$1,998,5460.0%10,6300.1%FinanceVEAVanguard FTSE Developed Markets ETF$1,666,049$1,043,911 ▲167.8%34,8400.1%ETFOKEONEOK$1,269,9600.0%12,6490.1%EnergyMRKMerck & Co., Inc.$1,268,3700.0%12,7500.1%MedicalCCJCameco$1,168,609$199,393 ▲20.6%22,7400.0%Basic MaterialsXOMExxon Mobil$955,5440.0%8,8830.0%EnergyMCHPMicrochip Technology$820,1050.0%14,3000.0%Computer and TechnologyCVXChevron$782,1360.0%5,4000.0%EnergyEFAiShares MSCI EAFE ETF$651,758$651,758 ▲New Holding8,6200.0%FinanceTCOMTrip.com Group$519,070$27,464 ▼-5.0%7,5600.0%Consumer DiscretionaryHSYHershey$491,1150.0%2,9000.0%Consumer StaplesGEGeneral Electric$341,2520.0%2,0460.0%TransportationSHELShell$313,2500.0%5,0000.0%EnergyHIWHighwoods Properties$296,626$61,160 ▲26.0%9,7000.0%FinanceDEODiageo$279,686$114,417 ▼-29.0%2,2000.0%Consumer StaplesAVGOBroadcom$278,2080.0%1,2000.0%Computer and TechnologyYNDXYandex$259,411$259,411 ▲New Holding9,3650.0%Computer and TechnologyHDHome Depot$243,1190.0%6250.0%Retail/WholesaleNUNU$242,113$57,084 ▼-19.1%23,3700.0%FinancePAYXPaychex$224,3520.0%1,6000.0%Business ServicesEMREmerson Electric$223,074$223,074 ▲New Holding1,8000.0%IndustrialsJNJJohnson & Johnson$0$20,523,927 ▼-100.0%00.0%MedicalXRAYDENTSPLY SIRONA$0$16,138,368 ▼-100.0%00.0%MedicalWOLFWolfspeed$0$2,466,429 ▼-100.0%00.0%Computer and TechnologyESEversource Energy$0$204,150 ▼-100.0%00.0%UtilitiesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
