Harding Loevner Lp Top Holdings and 13F Report (2025) About Harding Loevner LpInvestment ActivityHarding Loevner Lp has $13.06 billion in total holdings as of March 31, 2025.Harding Loevner Lp owns shares of 67 different stocks, but just 29 companies or ETFs make up 80% of its holdings.Approximately 5.13% of the portfolio was purchased this quarter.About 18.50% of the portfolio was sold this quarter.This quarter, Harding Loevner Lp has purchased 67 new stocks and bought additional shares in 7 stocks.Harding Loevner Lp sold shares of 54 stocks and completely divested from 6 stocks this quarter.Largest Holdings HDFC Bank $965,163,761Taiwan Semiconductor Manufacturing $954,579,860Alcon $676,356,564SAP $674,804,228Fomento Económico Mexicano $549,332,612 Largest New Holdings this Quarter N07059210 - ASML $181,995,677 Holding422806109 - HEICO $116,377,527 Holding031100100 - AMETEK $97,670,914 Holding88339J105 - Trade Desk $96,087,606 Holding032095101 - Amphenol $92,916,268 Holding Largest Purchases this Quarter ASML 274,611 shares (about $182.00M)HEICO 435,563 shares (about $116.38M)AMETEK 567,396 shares (about $97.67M)Trade Desk 1,755,971 shares (about $96.09M)Amphenol 1,416,441 shares (about $92.92M) Largest Sales this Quarter Meta Platforms 419,938 shares (about $242.04M)Ambev 87,780,478 shares (about $204.53M)Vanguard FTSE All-World ex-US ETF 2,814,566 shares (about $170.73M)Alcon 1,350,616 shares (about $128.22M)Banco Bilbao Vizcaya Argentaria 8,568,205 shares (about $116.72M) 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 PortfolioSectorHDBHDFC Bank$965,163,761$43,367,601 ▼-4.3%14,524,6827.4%FinanceTSMTaiwan Semiconductor Manufacturing$954,579,860$54,950,794 ▼-5.4%5,749,9627.3%Computer and TechnologyALCAlcon$676,356,564$128,219,027 ▼-15.9%7,124,5125.2%MedicalSAPSAP$674,804,228$49,654,606 ▼-6.9%2,513,1515.2%Computer and TechnologyFMXFomento Económico Mexicano$549,332,612$19,380,279 ▼-3.4%5,629,2464.2%Consumer StaplesLINDE PLC$455,149,102$18,440,489 ▼-3.9%977,5083.5%SHSMELIMercadoLibre$454,870,003$20,071,266 ▼-4.2%233,1093.5%Retail/WholesaleBHPBHP Group$397,364,811$5,091,373 ▼-1.3%8,186,3183.0%Basic MaterialsMSFTMicrosoft$356,781,070$66,935,777 ▼-15.8%950,3322.7%Computer and TechnologyNFLXNetflix$353,970,302$63,103,393 ▼-15.1%379,5302.7%Consumer DiscretionaryGOOGLAlphabet$351,883,468$62,921,836 ▼-15.2%2,275,4152.7%Computer and TechnologyAMZNAmazon.com$346,705,321$54,280,910 ▼-13.5%1,822,2932.7%Retail/WholesaleVRTXVertex Pharmaceuticals$338,633,175$60,685,076 ▼-15.2%698,4592.6%MedicalBAPCredicorp$304,104,723$12,687,887 ▼-4.0%1,633,3792.3%FinanceMETAMeta Platforms$272,190,696$242,041,683 ▼-47.1%472,2462.1%Computer and TechnologyZTOZTO Express (Cayman)$262,019,829$18,994,970 ▼-6.8%13,207,5722.0%TransportationUNHUnitedHealth Group$255,090,627$44,665,590 ▼-14.9%487,1132.0%MedicalSONYSony Group$249,579,487$7,744,098 ▼-3.0%9,830,1621.9%Consumer StaplesCMECME Group$246,560,751$45,236,657 ▼-15.5%929,3641.9%FinanceSHELShell$245,787,845$4,956,658 ▲2.1%3,356,1261.9%EnergyHLNHaleon$237,451,993$10,851,908 ▼-4.4%23,071,9211.8%MedicalCNICanadian National Railway$233,465,921$8,108,129 ▼-3.4%2,395,4641.8%TransportationMFCManulife Financial$230,792,028$11,765,686 ▼-4.9%7,408,8651.8%FinanceACNAccenture$220,394,475$40,001,004 ▼-15.4%706,3081.7%Computer and TechnologyDEDeere & Company$208,656,207$37,437,286 ▼-15.2%444,5581.6%IndustrialsTMOThermo Fisher Scientific$207,272,153$29,036,839 ▼-12.3%416,5811.6%MedicalCRMSalesforce$198,475,517$35,886,235 ▼-15.3%739,5801.5%Computer and TechnologyTWTradeweb Markets$185,735,137$32,775,523 ▼-15.0%1,251,1011.4%FinanceASMLASML$181,995,677$181,995,677 ▲New Holding274,6111.4%Computer and TechnologyBKNGBooking$157,722,171$29,663,894 ▼-15.8%34,2361.2%Retail/WholesaleAVGOBroadcom$151,463,037$28,265,138 ▼-15.7%904,5191.2%Computer and TechnologyBBVABanco Bilbao Vizcaya Argentaria$123,153,502$116,717,118 ▼-48.7%9,040,7000.9%FinanceABBVAbbVie$122,052,226$22,578,473 ▼-15.6%582,5550.9%MedicalRIORio Tinto Group$118,508,734$1,541,826 ▼-1.3%1,972,6010.9%Basic MaterialsHEIHEICO$116,377,527$116,377,527 ▲New Holding435,5630.9%AerospaceDHRDanaher$114,933,626$20,258,070 ▼-15.0%560,6640.9%MedicalCSGPCoStar Group$114,097,249$19,694,763 ▼-14.7%1,440,0990.9%Computer and TechnologyNOWServiceNow$102,270,863$18,611,496 ▼-15.4%128,4410.8%Computer and TechnologyGLOBGlobant$102,225,442$15,102,650 ▲17.3%868,3780.8%Computer and TechnologyAMATApplied Materials$102,049,523$19,291,566 ▼-15.9%703,1800.8%Computer and TechnologyAMEAMETEK$97,670,914$97,670,914 ▲New Holding567,3960.7%Computer and TechnologyTTDTrade Desk$96,087,606$96,087,606 ▲New Holding1,755,9710.7%Computer and TechnologyAPHAmphenol$92,916,268$92,916,268 ▲New Holding1,416,4410.7%Computer and TechnologyADBEAdobe$90,304,104$15,946,351 ▼-15.0%235,4560.7%Computer and TechnologySNPSSynopsys$82,791,573$8,141,915 ▼-9.0%193,0400.6%Computer and TechnologyATKRAtkore$77,813,658$39,469,599 ▲102.9%1,297,0330.6%IndustrialsHONHoneywell International$77,504,072$14,579,102 ▼-15.8%366,0140.6%Multi-Sector ConglomeratesNOCNorthrop Grumman$75,969,271$15,508,938 ▼-17.0%148,3780.6%AerospaceNVDANVIDIA$75,724,406$13,791,889 ▼-15.4%698,6720.6%Computer and TechnologySLBSchlumberger$75,107,328$15,310,495 ▼-16.9%1,797,0920.6%EnergyTLKPerusahaan Perseroan (Persero) PT Telekomunikasi Indonesia Tbk$65,943,678$3,731,990 ▲6.0%4,462,4660.5%UtilitiesGMABGenmab A/S$56,437,844$12,487,877 ▲28.4%2,880,8260.4%MedicalVEUVanguard FTSE All-World ex-US ETF$55,959,641$170,731,581 ▼-75.3%922,5130.4%ETFTSTenaris$23,295,715$9,673,624 ▼-29.3%595,6460.2%IndustrialsKASPI KZ JSC$17,298,605$1,007,701 ▼-5.5%186,3070.1%SPONSORED ADSITUBItaú Unibanco$12,267,998$795,196 ▲6.9%2,230,5450.1%FinanceEPAMEPAM Systems$8,537,563$1,066,900 ▼-11.1%50,5660.1%Computer and TechnologyINDAiShares MSCI India ETF$8,118,345$903,989 ▲12.5%157,6990.1%ETFCIBBancolombia$7,383,172$3,151,439 ▼-29.9%183,6610.1%FinanceNTESNetEase$7,252,875$7,252,875 ▲New Holding70,4710.1%Computer and TechnologyBABAAlibaba Group$4,371,259$359,666 ▼-7.6%33,0580.0%Retail/WholesaleACWIiShares MSCI ACWI ETF$4,026,142$7,390,261 ▼-64.7%34,5920.0%ManufacturingIBNICICI Bank$2,578,046$1,302,309 ▼-33.6%81,7910.0%FinanceEFAiShares MSCI EAFE ETF$1,520,776$119,164 ▼-7.3%18,6070.0%FinanceVEAVanguard FTSE Developed Markets ETF$1,329,572$5,023,217 ▼-79.1%26,1570.0%ETFEFGiShares MSCI EAFE Growth ETF$899,000$1,942,800 ▼-68.4%8,9900.0%ETFABEVAmbev$90,137$204,525,382 ▼-100.0%38,6860.0%Consumer StaplesROKRockwell Automation$0$179,209,504 ▼-100.0%00.0%Computer and TechnologyAAPLApple$0$154,211,307 ▼-100.0%00.0%Computer and TechnologyRGENRepligen$0$48,951,479 ▼-100.0%00.0%MedicalACWXiShares MSCI ACWI ex U.S. ETF$0$22,285,778 ▼-100.0%00.0%ManufacturingPINSPinterest$0$19,336,362 ▼-100.0%00.0%Computer and TechnologyVTVanguard Total World Stock ETF$0$905,619 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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