Harding Loevner Lp Top Holdings and 13F Report (2025) About Harding Loevner LpInvestment ActivityHarding Loevner Lp has $14.86 billion in total holdings as of June 30, 2025.Harding Loevner Lp owns shares of 68 different stocks, but just 30 companies or ETFs make up 80% of its holdings.Approximately 8.38% of the portfolio was purchased this quarter.About 6.82% of the portfolio was sold this quarter.This quarter, Harding Loevner Lp has purchased 67 new stocks and bought additional shares in 29 stocks.Harding Loevner Lp sold shares of 32 stocks and completely divested from 5 stocks this quarter.Largest Holdings Taiwan Semiconductor Manufacturing $1,271,721,439HDFC Bank $1,085,361,201SAP $749,703,919Alcon $618,594,248MercadoLibre $584,687,559 Largest New Holdings this Quarter 783513203 - Ryanair $253,056,908 Holding92826C839 - Visa $100,068,046 Holding743315103 - Progressive $93,278,640 Holding478160104 - Johnson & Johnson $88,477,425 Holding66987V109 - Novartis $37,945,539 Holding Largest Purchases this Quarter NetEase 2,512,165 shares (about $338.08M)Ryanair 4,387,970 shares (about $253.06M)Visa 281,841 shares (about $100.07M)Progressive 349,554 shares (about $93.28M)Johnson & Johnson 579,182 shares (about $88.48M) Largest Sales this Quarter Salesforce 559,721 shares (about $152.64M)Netflix 72,875 shares (about $97.58M)Accenture 276,920 shares (about $82.76M)Thermo Fisher Scientific 187,050 shares (about $75.85M)Manulife Financial 1,270,933 shares (about $40.61M) Sector Allocation Over TimeMap of 500 Largest Holdings ofHarding Loevner Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorTSMTaiwan Semiconductor Manufacturing$1,271,721,439$30,699,047 ▼-2.4%5,614,4318.6%Computer and TechnologyHDBHDFC Bank$1,085,361,201$28,245,990 ▼-2.5%14,156,2727.3%FinanceSAPSAP$749,703,919$14,460,789 ▼-1.9%2,465,5935.0%Computer and TechnologyALCAlcon$618,594,248$10,357,986 ▼-1.6%7,007,1814.2%MedicalMELIMercadoLibre$584,687,559$24,646,902 ▼-4.0%223,6803.9%Retail/WholesaleFMXFomento Economico Mexicano$556,866,200$22,694,648 ▼-3.9%5,408,8143.7%Consumer StaplesMSFTMicrosoft$482,712,128$9,982,550 ▲2.1%970,4003.2%Computer and TechnologyLINDE PLC$444,989,725$13,651,684 ▼-3.0%948,4123.0%SHSNFLXNetflix$410,631,362$97,584,453 ▼-19.2%306,6552.8%Consumer DiscretionaryGOOGLAlphabet$408,356,449$7,333,591 ▲1.8%2,317,0262.7%Computer and TechnologyAMZNAmazon.com$406,823,557$7,037,473 ▲1.8%1,854,3712.7%Retail/WholesaleBHPBHP Group$381,505,255$12,216,938 ▼-3.1%7,932,3022.6%Basic MaterialsMETAMeta Platforms$354,994,326$6,418,717 ▲1.8%480,9422.4%Computer and TechnologyBAPCredicorp$352,704,606$12,444,145 ▼-3.4%1,577,7142.4%FinanceNTESNetEase$347,562,012$338,078,274 ▲3,564.8%2,582,6362.3%Computer and TechnologyVRTXVertex Pharmaceuticals$316,823,713$5,855,538 ▲1.9%711,6112.1%MedicalTWTradeweb Markets$260,999,702$77,841,716 ▲42.5%1,782,8161.8%FinanceCMECME Group$260,967,679$4,808,071 ▲1.9%946,8081.8%FinanceRYAAYRyanair$253,056,908$253,056,908 ▲New Holding4,387,9701.7%TransportationSONYSony$250,628,275$5,182,808 ▼-2.0%9,631,0001.7%Consumer DiscretionaryCNICanadian National Railway$241,882,714$7,311,792 ▼-2.9%2,325,1771.6%TransportationHLNHaleon$233,752,618$5,399,177 ▼-2.3%22,551,0411.6%MedicalSHELShell$233,274,066$3,059,475 ▼-1.3%3,312,6791.6%EnergyDEDeere & Company$231,097,279$5,039,242 ▲2.2%454,4681.6%IndustrialsASMLASML$221,527,584$1,556,398 ▲0.7%276,5541.5%Computer and TechnologyZTOZTO Express (Cayman)$218,763,371$15,726,435 ▼-6.7%12,321,7851.5%TransportationAVGOBroadcom$210,879,317$38,464,590 ▼-15.4%764,9851.4%Computer and TechnologyBKNGBooking$202,194,996$3,994,576 ▲2.0%34,9261.4%Retail/WholesaleMFCManulife Financial$196,130,953$40,611,284 ▼-17.2%6,137,9321.3%FinanceNVDANVIDIA$161,128,934$50,736,335 ▲46.0%1,019,7811.1%Computer and TechnologyHEIHeico$145,030,049$2,160,608 ▲1.5%442,1501.0%AerospaceSNPSSynopsys$144,371,596$45,390,573 ▲45.9%281,5641.0%Computer and TechnologyAPHAmphenol$142,552,047$2,669,968 ▲1.9%1,443,4771.0%Computer and TechnologyADBEAdobe$139,295,716$48,206,826 ▲52.9%360,0660.9%Computer and TechnologyBBVABanco Bilbao Viscaya Argentaria$136,388,670$2,642,072 ▼-1.9%8,868,8950.9%FinanceNOWServiceNow$134,241,114$2,193,916 ▲1.7%130,5750.9%Computer and TechnologyAMATApplied Materials$130,386,376$1,654,414 ▲1.3%712,2170.9%Computer and TechnologyTTDTrade Desk$128,974,984$2,543,362 ▲2.0%1,791,2950.9%Computer and TechnologyACNAccenture$128,331,361$82,763,190 ▼-39.2%429,3880.9%Computer and TechnologyCSGPCoStar Group$117,967,702$2,169,539 ▲1.9%1,467,0800.8%Computer and TechnologyDHRDanaher$112,763,925$2,009,006 ▲1.8%570,8340.8%MedicalRIORio Tinto$111,075,290$4,005,118 ▼-3.5%1,903,9490.7%Basic MaterialsABBVAbbVie$109,964,462$1,825,291 ▲1.7%592,3880.7%MedicalAMEAMETEK$104,583,478$1,905,012 ▲1.9%577,9230.7%Computer and TechnologyVVisa$100,068,046$100,068,046 ▲New Holding281,8410.7%Business ServicesATKRAtkore$94,411,942$2,901,793 ▲3.2%1,338,1620.6%IndustrialsPGRProgressive$93,278,640$93,278,640 ▲New Holding349,5540.6%FinanceTMOThermo Fisher Scientific$93,076,367$75,850,035 ▼-44.9%229,5310.6%MedicalJNJJohnson & Johnson$88,477,425$88,477,425 ▲New Holding579,1820.6%MedicalHONHoneywell International$86,727,431$1,491,113 ▲1.7%372,4170.6%Multi-Sector ConglomeratesTLKPT Telekomunikasi Indonesia, Tbk$84,984,673$9,364,832 ▲12.4%5,015,1020.6%UtilitiesSLBSchlumberger$77,934,429$17,193,843 ▲28.3%2,305,7950.5%EnergyNOCNorthrop Grumman$75,612,563$1,414,670 ▲1.9%151,2070.5%AerospaceGLOBGlobant$69,929,380$8,950,515 ▼-11.3%769,8430.5%Computer and TechnologyGMABGenmab A/S$60,419,412$880,693 ▲1.5%2,923,4390.4%MedicalCRMSalesforce$49,047,815$152,636,744 ▼-75.7%179,8590.3%Computer and TechnologyVEUVanguard FTSE All-World ex-US ETF$43,649,387$18,363,197 ▼-29.6%649,3380.3%ETFNVSNovartis$37,945,539$37,945,539 ▲New Holding313,5270.3%MedicalTSTenaris$16,852,178$5,424,982 ▼-24.4%450,5930.1%IndustrialsKASPI KZ JSC$12,848,950$2,966,651 ▼-18.8%151,3600.1%SPONSORED ADSITUBItau Unibanco$11,866,802$3,278,599 ▼-21.6%1,747,6880.1%FinanceINDAiShares MSCI India ETF$8,780,6800.0%157,6990.1%ETFGRUPO CIBEST SA$8,752,728$8,752,728 ▲New Holding189,4940.1%SPON ADSEPAMEPAM Systems$7,167,929$1,773,151 ▼-19.8%40,5380.0%Computer and TechnologyIBNICICI Bank$2,572,741$178,731 ▼-6.5%76,4780.0%FinanceACWIiShares MSCI ACWI ETF$1,837,610$2,611,652 ▼-58.7%14,2870.0%ManufacturingVEAVanguard FTSE Developed Markets ETF$1,344,390$147,052 ▼-9.9%23,5780.0%ETFEFAiShares MSCI EAFE ETF$282,356$1,381,291 ▼-83.0%3,1580.0%FinanceUNHUnitedHealth Group$0$255,090,627 ▼-100.0%00.0%MedicalCIBBanColombia$0$7,383,172 ▼-100.0%00.0%FinanceBABAAlibaba Group$0$4,371,259 ▼-100.0%00.0%Retail/WholesaleEFGiShares MSCI EAFE Growth ETF$0$899,000 ▼-100.0%00.0%ETFABEVAmbev$0$90,137 ▼-100.0%00.0%Consumer StaplesShowing largest 100 holdings. 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