Hardman Johnston Global Advisors LLC Top Holdings and 13F Report (2025) About Hardman Johnston Global Advisors LLCInvestment ActivityHardman Johnston Global Advisors LLC has $2.26 billion in total holdings as of June 30, 2025.Hardman Johnston Global Advisors LLC owns shares of 73 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 3.43% of the portfolio was purchased this quarter.About 9.80% of the portfolio was sold this quarter.This quarter, Hardman Johnston Global Advisors LLC has purchased 73 new stocks and bought additional shares in 12 stocks.Hardman Johnston Global Advisors LLC sold shares of 40 stocks and completely divested from 5 stocks this quarter.Largest Holdings MercadoLibre $183,625,803ICICI Bank $175,129,033HDFC Bank $148,787,642ASML $122,713,645NVIDIA $107,738,279 Largest New Holdings this Quarter 036752103 - Elevance Health $6,841,028 Holding097023105 - Boeing $415,917 HoldingN97284108 - Yandex $393,120 Holding36828A101 - GE VERNOVA INC $270,396 Holding291011104 - Emerson Electric $239,994 Holding Largest Purchases this Quarter NVIDIA 104,417 shares (about $16.50M)Uber Technologies 155,910 shares (about $14.55M)ICICI Bank 428,650 shares (about $14.42M)Edwards Lifesciences 115,822 shares (about $9.06M)Elevance Health 17,588 shares (about $6.84M) Largest Sales this Quarter Howmet Aerospace 211,038 shares (about $39.28M)HDFC Bank 310,200 shares (about $23.78M)Marvell Technology 248,300 shares (about $19.22M)Vertiv 128,516 shares (about $16.50M)Amazon.com 61,425 shares (about $13.48M) 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$183,625,803$10,478,043 ▼-5.4%70,2578.1%Retail/WholesaleIBNICICI Bank$175,129,033$14,419,786 ▲9.0%5,205,9767.8%FinanceHDBHDFC Bank$148,787,642$23,783,034 ▼-13.8%1,940,6246.6%FinanceASMLASML$122,713,645$3,560,576 ▼-2.8%153,1265.4%Computer and TechnologyNVDANVIDIA$107,738,279$16,496,842 ▲18.1%681,9314.8%Computer and TechnologyHWMHowmet Aerospace$106,562,031$39,280,503 ▼-26.9%572,5144.7%AerospaceTEAMAtlassian$99,329,288$6,704,407 ▼-6.3%489,0904.4%Computer and TechnologyMSFTMicrosoft$90,127,708$3,422,678 ▼-3.7%181,1944.0%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$79,221,899$6,902,056 ▼-8.0%349,7813.5%Computer and TechnologyMAMastercard$71,039,331$7,128,209 ▼-9.1%126,4183.1%Business ServicesGOOGLAlphabet$64,251,167$9,744,638 ▼-13.2%364,5872.8%Computer and TechnologyCTVACorteva$62,939,691$2,674,211 ▼-4.1%844,4882.8%Consumer StaplesCWCurtiss-Wright$56,726,029$2,928,369 ▼-4.9%116,1112.5%AerospaceVRTVertiv$52,228,585$16,502,740 ▼-24.0%406,7332.3%Computer and TechnologyVRTXVertex Pharmaceuticals$48,181,770$4,387,446 ▼-8.3%108,2252.1%MedicalAAPLApple$47,293,737$101,969 ▼-0.2%230,5102.1%Computer and TechnologyMMCMarsh & McLennan Companies$43,690,175$68,872 ▼-0.2%199,8271.9%FinanceSCHWCharles Schwab$40,534,100$119,068 ▲0.3%444,2581.8%FinanceOLEDUniversal Display$40,492,770$79,547 ▲0.2%262,1571.8%Computer and TechnologyMETAMeta Platforms$39,430,982$1,600,179 ▼-3.9%53,4231.7%Computer and TechnologyAZNAstraZeneca$38,619,671$644,853 ▼-1.6%552,6571.7%MedicalADPAutomatic Data Processing$38,075,681$239,010 ▼-0.6%123,4621.7%Computer and TechnologyUBERUber Technologies$33,023,535$14,546,403 ▲78.7%353,9501.5%Computer and TechnologyEWEdwards Lifesciences$32,190,689$9,058,439 ▲39.2%411,5931.4%MedicalTMUST-Mobile US$31,979,257$3,576,283 ▼-10.1%134,2201.4%Computer and TechnologyPYPLPayPal$28,873,246$910,420 ▲3.3%388,4991.3%Business ServicesADBEAdobe$27,312,954$2,062,070 ▲8.2%70,5981.2%Computer and TechnologySNSharkNinja$26,164,641$1,785,780 ▲7.3%264,3161.2%Retail/WholesaleBSXBoston Scientific$25,080,665$5,773,288 ▼-18.7%233,5041.1%MedicalAMZNAmazon.com$25,063,114$13,476,031 ▼-35.0%114,2401.1%Retail/WholesaleBACBank of America$23,704,954$2,559,539 ▼-9.7%500,9501.1%FinanceAEISAdvanced Energy Industries$22,814,513$10,600 ▼0.0%172,1851.0%Computer and TechnologyIQVIQVIA$22,570,985$5,043 ▼0.0%143,2261.0%MedicalCMCSAComcast$22,041,430$425,782 ▼-1.9%617,5801.0%Consumer DiscretionaryILMNIllumina$17,632,245$3,296,988 ▲23.0%184,8050.8%MedicalHXLHexcel$17,039,926$3,861,656 ▲29.3%301,6450.8%AerospaceMDTMedtronic$16,260,953$10,896 ▼-0.1%186,5430.7%MedicalLLYEli Lilly and Company$13,835,878$300,899 ▼-2.1%17,7490.6%MedicalBDXBecton, Dickinson and Company$13,455,653$5,167 ▼0.0%78,1170.6%MedicalNVONovo Nordisk A/S$10,342,992$2,567,475 ▲33.0%149,8550.5%MedicalSWKStanley Black & Decker$9,046,861$47,425 ▼-0.5%133,5330.4%IndustrialsUNHUnitedHealth Group$8,357,676$6,372,299 ▼-43.3%26,7900.4%MedicalFMCFMC$8,019,215$17,118 ▼-0.2%192,0770.4%Consumer StaplesMRVLMarvell Technology$7,257,024$19,218,420 ▼-72.6%93,7600.3%Computer and TechnologyALBAlbemarle$7,179,099$53,896 ▼-0.7%114,5540.3%Basic MaterialsELVElevance Health$6,841,028$6,841,028 ▲New Holding17,5880.3%MedicalGOOGAlphabet$6,343,4660.0%35,7600.3%Computer and TechnologyABTAbbott Laboratories$6,126,4340.0%45,0440.3%MedicalEPDEnterprise Products Partners$5,948,958$3,101 ▼-0.1%191,8400.3%EnergyBILSPDR Bloomberg 1-3 Month T-Bill ETF$3,210,550$4,403,040 ▼-57.8%35,0000.1%ETFSLBSchlumberger$3,085,5340.0%91,2880.1%EnergyPLDPrologis$2,943,5700.0%28,0020.1%FinancePGProcter & Gamble$2,660,6440.0%16,7000.1%Consumer StaplesMTBM&T Bank$2,062,1140.0%10,6300.1%FinanceCCJCameco$1,610,791$181,121 ▼-10.1%21,7000.1%Basic MaterialsOKEONEOK$1,032,5380.0%12,6490.0%EnergyMRKMerck & Co., Inc.$1,009,2900.0%12,7500.0%MedicalXOMExxon Mobil$957,5870.0%8,8830.0%EnergyCVXChevron$773,2260.0%5,4000.0%EnergyMCHPMicrochip Technology$485,553$520,738 ▼-51.7%6,9000.0%Computer and TechnologyHSYHershey$481,2550.0%2,9000.0%Consumer StaplesBABoeing$415,917$415,917 ▲New Holding1,9850.0%AerospaceGEGE Aerospace$397,925$51,478 ▼-11.5%1,5460.0%AerospaceYNDXYandex$393,120$393,120 ▲New Holding7,1050.0%Computer and TechnologyBABAAlibaba Group$370,851$28,353 ▼-7.1%3,2700.0%Retail/WholesaleSHELShell$352,0500.0%5,0000.0%EnergyTCOMTrip.com Group$337,180$78,578 ▼-18.9%5,7500.0%Consumer DiscretionaryAVGOBroadcom$330,7800.0%1,2000.0%Computer and TechnologyHIWHighwoods Properties$301,5730.0%9,7000.0%FinanceGE VERNOVA INC$270,396$270,396 ▲New Holding5110.0%COMEMREmerson Electric$239,994$239,994 ▲New Holding1,8000.0%IndustrialsPAYXPaychex$232,7360.0%1,6000.0%Computer and TechnologyIAUiShares Gold Trust$224,4960.0%3,6000.0%FinanceELANElanco Animal Health$0$16,132,095 ▼-100.0%00.0%MedicalGMABGenmab A/S$0$4,442,917 ▼-100.0%00.0%MedicalBNBrookfield$0$2,449,119 ▼-100.0%00.0%FinanceEFAiShares MSCI EAFE ETF$0$441,342 ▼-100.0%00.0%FinanceHDHome Depot$0$229,056 ▼-100.0%00.0%Retail/WholesaleShowing largest 100 holdings. 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