Hardman Johnston Global Advisors LLC Top Holdings and 13F Report (2024)

About Hardman Johnston Global Advisors LLC

Investment Activity

Hardman 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: $340,278,579
TechnipFMC: $236,482,100
HDFC Bank: $170,306,775
ICICI Bank: $147,129,456
Howmet Aerospace: $100,826,638

Largest New Holdings this Quarter

SPDR Bloomberg Barclays 1-3 Month T-Bill ETF: $2,478,870 Holding
Vanguard FTSE Developed Markets ETF: $687,058 Holding
Paychex: $214,704 Holding
Eversource 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 Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
MELI MercadoLibre	$340,278,579	$13,173,583 ▼	-3.7%	165,831	13.3%	Retail/Wholesale
FTI TechnipFMC	$236,482,100	$28,095,032 ▲	13.5%	9,015,711	9.3%	Oils/Energy
HDB HDFC Bank	$170,306,775	$5,941,136 ▼	-3.4%	2,722,295	6.7%	Finance
IBN ICICI Bank	$147,129,456	$319,604 ▼	-0.2%	4,928,960	5.8%	Finance
HWM Howmet Aerospace	$100,826,638	$10,481,138 ▼	-9.4%	1,005,752	4.0%	Aerospace
NVDA NVIDIA	$84,482,893	$4,134,060 ▼	-4.7%	695,676	3.3%	Computer and Technology
TEAM Atlassian	$83,205,006	$3,322,782 ▼	-3.8%	523,928	3.3%	Computer and Technology
VRT Vertiv	$80,471,392	$16,380,233 ▼	-16.9%	808,839	3.2%	Computer and Technology
MSFT Microsoft	$78,773,730	$3,138,178 ▼	-3.8%	183,067	3.1%	Computer and Technology
ASML ASML	$68,672,299	$31,754,324 ▼	-31.6%	82,415	2.7%	Computer and Technology
MA Mastercard	$65,250,732	$4,068,418 ▼	-5.9%	132,140	2.6%	Business Services
TSM Taiwan Semiconductor Manufacturing	$61,580,777	$11,408,903 ▼	-15.6%	354,585	2.4%	Computer and Technology
GOOGL Alphabet	$57,818,129	$15,807,163 ▼	-21.5%	348,617	2.3%	Computer and Technology
AAPL Apple	$56,999,023	$2,556,010 ▼	-4.3%	244,631	2.2%	Computer and Technology
IQV IQVIA	$54,279,163	$322,279 ▲	0.6%	229,055	2.1%	Medical
VRTX Vertex Pharmaceuticals	$53,441,878	$3,214,168 ▼	-5.7%	114,909	2.1%	Medical
OLED Universal Display	$49,409,830	$13,963,597 ▼	-22.0%	235,397	1.9%	Computer and Technology
MMC Marsh & McLennan Companies	$48,676,453	$2,475,184 ▼	-4.8%	218,192	1.9%	Finance
AZN AstraZeneca	$43,511,800	$763,596 ▼	-1.7%	558,488	1.7%	Medical
CW Curtiss-Wright	$42,454,258	$2,013,226 ▼	-4.5%	129,162	1.7%	Aerospace
CTVA Corteva	$40,540,055	$1,808,498 ▼	-4.3%	689,574	1.6%	Consumer Staples
ADBE Adobe	$40,539,585	$1,610,814 ▼	-3.8%	78,295	1.6%	Computer and Technology
UNH UnitedHealth Group	$37,175,124	$2,703,560 ▼	-6.8%	63,582	1.5%	Medical
ADP Automatic Data Processing	$35,360,006	$1,335,222 ▼	-3.6%	127,778	1.4%	Business Services
SCHW Charles Schwab	$35,236,743	$1,482,853 ▼	-4.0%	543,693	1.4%	Finance
CMCSA Comcast	$28,217,097	$1,217,596 ▼	-4.1%	675,535	1.1%	Consumer Discretionary
TMUS T-Mobile US	$27,878,204	$582,967 ▲	2.1%	135,095	1.1%	Computer and Technology
AMZN Amazon.com	$23,881,916	$9,622,081 ▼	-28.7%	128,170	0.9%	Retail/Wholesale
BSX Boston Scientific	$21,536,097	$8,174,690 ▼	-27.5%	256,994	0.8%	Medical
PYPL PayPal	$21,139,810	$162,302 ▼	-0.8%	270,919	0.8%	Computer and Technology
JNJ Johnson & Johnson	$20,523,927	$2,016,026 ▼	-8.9%	126,644	0.8%	Medical
EW Edwards Lifesciences	$20,143,843	$680,687 ▼	-3.3%	305,256	0.8%	Medical
BDX Becton, Dickinson and Company	$19,604,082	$2,634,017 ▼	-11.8%	81,311	0.8%	Medical
ELAN Elanco Animal Health	$18,777,786	$551,463 ▼	-2.9%	1,278,270	0.7%	Medical
MDT Medtronic	$17,770,842	$2,179,626 ▼	-10.9%	197,388	0.7%	Medical
NVO Novo Nordisk A/S	$17,169,656	$545,341 ▼	-3.1%	144,198	0.7%	Medical
SWK Stanley Black & Decker	$16,940,527	$764,853 ▼	-4.3%	153,823	0.7%	Industrial Products
ICLR ICON Public	$16,191,068	$12,494,250 ▲	338.0%	56,354	0.6%	Medical
XRAY DENTSPLY SIRONA	$16,138,368	$1,731,705 ▼	-9.7%	596,392	0.6%	Medical
LDOS Leidos	$14,686,300	$2,282,000 ▼	-13.4%	90,100	0.6%	Aerospace
FMC FMC	$13,896,657	$759,958 ▼	-5.2%	210,747	0.5%	Consumer Staples
AEIS Advanced Energy Industries	$13,012,926	$729,313 ▼	-5.3%	123,650	0.5%	Computer and Technology
ALB Albemarle	$11,318,697	$527,061 ▼	-4.4%	119,509	0.4%	Basic Materials
ELV Elevance Health	$11,002,160	$9,360 ▲	0.1%	21,158	0.4%	Medical
COTY Coty	$8,712,699	$6,135,520 ▼	-41.3%	927,870	0.3%	Consumer Staples
ILMN Illumina	$8,511,991	$204,092 ▼	-2.3%	65,271	0.3%	Medical
LLY Eli Lilly and Company	$8,280,881	$2,497,465 ▲	43.2%	9,347	0.3%	Medical
GOOG Alphabet	$7,149,044	$1,696,978 ▼	-19.2%	42,760	0.3%	Computer and Technology
EPD Enterprise Products Partners	$6,338,528		0.0%	217,744	0.2%	Oils/Energy
MRVL Marvell Technology	$5,586,415	$237,996 ▼	-4.1%	77,460	0.2%	Computer and Technology
GMAB Genmab A/S	$5,557,640	$152,692 ▼	-2.7%	227,959	0.2%	Medical
ABT Abbott Laboratories	$5,135,466		0.0%	45,044	0.2%	Medical
META Meta Platforms	$4,851,429	$4,129,010 ▲	571.6%	8,475	0.2%	Computer and Technology
SLB Schlumberger	$4,096,334	$539,477 ▼	-11.6%	97,648	0.2%	Oils/Energy
PLD Prologis	$3,586,605		0.0%	28,402	0.1%	Finance
PG Procter & Gamble	$2,892,440		0.0%	16,700	0.1%	Consumer Staples
BIL SPDR Bloomberg Barclays 1-3 Month T-Bill ETF	$2,478,870	$2,478,870 ▲	New Holding	27,000	0.1%	ETF
WOLF Wolfspeed	$2,466,429	$120,183 ▼	-4.6%	254,271	0.1%	Computer and Technology
MTB M&T Bank	$1,893,416		0.0%	10,630	0.1%	Finance
MRK Merck & Co., Inc.	$1,447,890		0.0%	12,750	0.1%	Medical
OKE ONEOK	$1,152,703		0.0%	12,649	0.0%	Oils/Energy
MCHP Microchip Technology	$1,148,147	$120,435 ▼	-9.5%	14,300	0.0%	Computer and Technology
XOM Exxon Mobil	$1,041,265		0.0%	8,883	0.0%	Oils/Energy
CCJ Cameco	$900,754	$285,127 ▲	46.3%	18,860	0.0%	Basic Materials
CVX Chevron	$795,258		0.0%	5,400	0.0%	Oils/Energy
VEA Vanguard FTSE Developed Markets ETF	$687,058	$687,058 ▲	New Holding	13,010	0.0%	ETF
HSY Hershey	$556,162		0.0%	2,900	0.0%	Consumer Staples
TCOM Trip.com Group	$473,063		0.0%	7,960	0.0%	Consumer Discretionary
DEO Diageo	$435,054		0.0%	3,100	0.0%	Consumer Staples
NU NU	$394,212	$61,425 ▼	-13.5%	28,880	0.0%	Business Services
GE General Electric	$385,835		0.0%	2,046	0.0%	Transportation
SHEL Shell	$329,750		0.0%	5,000	0.0%	Oils/Energy
HIW Highwoods Properties	$258,027		0.0%	7,700	0.0%	Finance
HD Home Depot	$253,250		0.0%	625	0.0%	Retail/Wholesale
PAYX Paychex	$214,704	$214,704 ▲	New Holding	1,600	0.0%	Business Services
AVGO Broadcom	$207,000	$165,600 ▲	400.0%	1,200	0.0%	Computer and Technology
ES Eversource Energy	$204,150	$204,150 ▲	New Holding	3,000	0.0%	Utilities
PDD PDD	$0	$344,341 ▼	-100.0%	0	0.0%	Multi-Sector Conglomerates

Showing largest 100 holdings. View all holdings.

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Hardman Johnston Global Advisors LLC Top Holdings and 13F Report (2024)

About Hardman Johnston Global Advisors LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Hardman Johnston Global Advisors LLC Top Holdings and 13F Report (2024)

About Hardman Johnston Global Advisors LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofHardman Johnston Global Advisors LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools