Hardman Johnston Global Advisors LLC Top Holdings and 13F Report (2025)

About Hardman Johnston Global Advisors LLC

Investment Activity

Hardman Johnston Global Advisors LLC has $2.09 billion in total holdings as of March 31, 2025.
Hardman Johnston Global Advisors LLC owns shares of 73 different stocks, but just 26 companies or ETFs make up 80% of its holdings.
Approximately 6.08% of the portfolio was purchased this quarter.
About 19.08% of the portfolio was sold this quarter.
This quarter, Hardman Johnston Global Advisors LLC has purchased 80 new stocks and bought additional shares in 16 stocks.
Hardman Johnston Global Advisors LLC sold shares of 36 stocks and completely divested from 11 stocks this quarter.

Largest Holdings

ICICI Bank: $150,581,316
HDFC Bank: $149,544,747
MercadoLibre: $144,883,311
Atlassian: $110,795,265
ASML: $104,409,946

Largest New Holdings this Quarter

428291108 - Hexcel: $12,774,687 Holding
11271J107 - Brookfield: $2,449,119 Holding
01609W102 - Alibaba Group: $465,450 Holding
464285204 - iShares Gold Trust: $212,256 Holding

Largest Purchases this Quarter

ASML: 60,428 shares (about $40.04M)
Bank of America: 367,050 shares (about $15.32M)
Marvell Technology: 234,650 shares (about $14.45M)
Hexcel: 233,285 shares (about $12.77M)
Uber Technologies: 123,520 shares (about $9.00M)

Largest Sales this Quarter

MercadoLibre: 42,823 shares (about $83.54M)
HDFC Bank: 401,170 shares (about $26.65M)
Howmet Aerospace: 165,335 shares (about $21.45M)
NVIDIA: 160,915 shares (about $17.44M)
Vertiv: 227,077 shares (about $16.39M)

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
IBN ICICI Bank	$150,581,316	$38,202 ▼	0.0%	4,777,326	7.2%	Finance
HDB HDFC Bank	$149,544,747	$26,653,735 ▼	-15.1%	2,250,824	7.1%	Finance
MELI MercadoLibre	$144,883,311	$83,542,106 ▼	-36.6%	74,266	6.9%	Retail/Wholesale
TEAM Atlassian	$110,795,265	$1,325,676 ▼	-1.2%	522,102	5.3%	Computer and Technology
ASML ASML	$104,409,946	$40,041,405 ▲	62.2%	157,569	5.0%	Computer and Technology
HWM Howmet Aerospace	$101,650,201	$21,448,910 ▼	-17.4%	783,552	4.9%	Aerospace
MA Mastercard	$76,245,136	$1,062,805 ▼	-1.4%	139,103	3.6%	Business Services
MSFT Microsoft	$70,601,474	$1,395,700 ▼	-1.9%	188,075	3.4%	Computer and Technology
GOOGL Alphabet	$64,930,552	$3,688,164 ▲	6.0%	419,882	3.1%	Computer and Technology
TSM Taiwan Semiconductor Manufacturing	$63,122,330	$195,382 ▼	-0.3%	380,255	3.0%	Computer and Technology
NVDA NVIDIA	$62,590,967	$17,439,968 ▼	-21.8%	577,514	3.0%	Computer and Technology
VRTX Vertex Pharmaceuticals	$57,247,546	$1,656,145 ▲	3.0%	118,080	2.7%	Medical
CTVA Corteva	$55,401,621	$3,073,501 ▲	5.9%	880,369	2.6%	Consumer Staples
AAPL Apple	$51,313,585	$615,744 ▼	-1.2%	231,007	2.5%	Computer and Technology
MMC Marsh & McLennan Companies	$48,840,652	$876,068 ▼	-1.8%	200,142	2.3%	Finance
AZN AstraZeneca	$41,298,548	$2,845,994 ▲	7.4%	561,885	2.0%	Medical
TMUS T-Mobile US	$39,801,133	$1,249,536 ▼	-3.0%	149,230	1.9%	Computer and Technology
CW Curtiss-Wright	$38,740,253	$754,468 ▼	-1.9%	122,105	1.9%	Aerospace
VRT Vertiv	$38,644,978	$16,394,959 ▼	-29.8%	535,249	1.8%	Computer and Technology
ADP Automatic Data Processing	$37,958,131	$115,490 ▲	0.3%	124,237	1.8%	Computer and Technology
OLED Universal Display	$36,493,826	$2,340,474 ▲	6.9%	261,642	1.7%	Computer and Technology
SCHW Charles Schwab	$34,674,361	$590,231 ▼	-1.7%	442,953	1.7%	Finance
AMZN Amazon.com	$33,422,023	$730,598 ▼	-2.1%	175,665	1.6%	Retail/Wholesale
META Meta Platforms	$32,040,429	$6,291,546 ▲	24.4%	55,591	1.5%	Computer and Technology
BSX Boston Scientific	$28,978,184	$3,999,892 ▼	-12.1%	287,254	1.4%	Medical
IQV IQVIA	$25,256,385	$10,386,185 ▼	-29.1%	143,258	1.2%	Medical
ADBE Adobe	$25,032,236	$4,294,769 ▼	-14.6%	65,268	1.2%	Computer and Technology
UNH UnitedHealth Group	$24,729,380	$12,913,056 ▼	-34.3%	47,216	1.2%	Medical
PYPL PayPal	$24,550,247	$1,407,769 ▼	-5.4%	376,249	1.2%	Business Services
CMCSA Comcast	$23,228,919	$876,006 ▼	-3.6%	629,510	1.1%	Consumer Discretionary
BAC Bank of America	$23,161,819	$15,316,996 ▲	195.2%	555,040	1.1%	Finance
EW Edwards Lifesciences	$21,437,482	$167,791 ▼	-0.8%	295,771	1.0%	Medical
MRVL Marvell Technology	$21,060,634	$14,447,400 ▲	218.5%	342,060	1.0%	Computer and Technology
SN SharkNinja	$20,541,881	$3,439,912 ▲	20.1%	246,276	1.0%	Retail/Wholesale
BDX Becton, Dickinson and Company	$17,900,352	$209,361 ▼	-1.2%	78,147	0.9%	Medical
MDT Medtronic	$16,773,986	$399,877 ▼	-2.3%	186,668	0.8%	Medical
AEIS Advanced Energy Industries	$16,418,577	$4,931,339 ▲	42.9%	172,265	0.8%	Computer and Technology
ELAN Elanco Animal Health	$16,132,095	$315,420 ▼	-1.9%	1,536,390	0.8%	Medical
LLY Eli Lilly and Company	$14,977,878	$485,635 ▼	-3.1%	18,135	0.7%	Medical
UBER Uber Technologies	$14,429,194	$8,999,667 ▲	165.8%	198,040	0.7%	Computer and Technology
HXL Hexcel	$12,774,687	$12,774,687 ▲	New Holding	233,285	0.6%	Aerospace
ILMN Illumina	$11,920,756	$1,405,111 ▼	-10.5%	150,249	0.6%	Medical
SWK Stanley Black & Decker	$10,319,833	$1,139,362 ▼	-9.9%	134,233	0.5%	Industrials
ALB Albemarle	$8,312,116	$74,901 ▼	-0.9%	115,414	0.4%	Basic Materials
FMC FMC	$8,121,027	$386,882 ▼	-4.5%	192,487	0.4%	Consumer Staples
NVO Novo Nordisk A/S	$7,822,833	$1,548,790 ▼	-16.5%	112,656	0.4%	Medical
BIL SPDR Bloomberg 1-3 Month T-Bill ETF	$7,613,590	$3,944,390 ▲	107.5%	83,000	0.4%	ETF
EPD Enterprise Products Partners	$6,552,832		0.0%	191,940	0.3%	Energy
ABT Abbott Laboratories	$5,975,087		0.0%	45,044	0.3%	Medical
GOOG Alphabet	$5,586,785		0.0%	35,760	0.3%	Computer and Technology
GMAB Genmab A/S	$4,442,917	$243,556 ▲	5.8%	226,911	0.2%	Medical
SLB Schlumberger	$3,815,838	$159,676 ▼	-4.0%	91,288	0.2%	Energy
PLD Prologis	$3,130,344		0.0%	28,002	0.1%	Finance
PG Procter & Gamble	$2,846,014		0.0%	16,700	0.1%	Consumer Staples
BN Brookfield	$2,449,119	$2,449,119 ▲	New Holding	46,730	0.1%	Finance
MTB M&T Bank	$1,900,113		0.0%	10,630	0.1%	Finance
OKE ONEOK	$1,255,034		0.0%	12,649	0.1%	Energy
MRK Merck & Co., Inc.	$1,144,440		0.0%	12,750	0.1%	Medical
XOM Exxon Mobil	$1,056,455		0.0%	8,883	0.1%	Energy
CCJ Cameco	$993,602	$57,624 ▲	6.2%	24,140	0.0%	Basic Materials
CVX Chevron	$903,366		0.0%	5,400	0.0%	Energy
MCHP Microchip Technology	$692,263		0.0%	14,300	0.0%	Computer and Technology
HSY Hershey	$495,987		0.0%	2,900	0.0%	Consumer Staples
BABA Alibaba Group	$465,450	$465,450 ▲	New Holding	3,520	0.0%	Retail/Wholesale
TCOM Trip.com Group	$450,782	$29,883 ▼	-6.2%	7,090	0.0%	Consumer Discretionary
EFA iShares MSCI EAFE ETF	$441,342	$263,171 ▼	-37.4%	5,400	0.0%	Finance
SHEL Shell	$366,400		0.0%	5,000	0.0%	Energy
GE GE Aerospace	$349,462	$60,045 ▼	-14.7%	1,746	0.0%	Aerospace
HIW Highwoods Properties	$287,508		0.0%	9,700	0.0%	Finance
PAYX Paychex	$246,848		0.0%	1,600	0.0%	Computer and Technology
HD Home Depot	$229,056		0.0%	625	0.0%	Retail/Wholesale
IAU iShares Gold Trust	$212,256	$212,256 ▲	New Holding	3,600	0.0%	Finance
AVGO Broadcom	$200,916		0.0%	1,200	0.0%	Computer and Technology
FTI TechnipFMC	$0	$134,159,792 ▼	-100.0%	0	0.0%	Energy
LEN Lennar	$0	$14,277,939 ▼	-100.0%	0	0.0%	Construction
ICLR Icon	$0	$12,646,771 ▼	-100.0%	0	0.0%	Medical
LDOS Leidos	$0	$10,407,615 ▼	-100.0%	0	0.0%	Computer and Technology
ELV Elevance Health	$0	$7,385,378 ▼	-100.0%	0	0.0%	Medical
COTY Coty	$0	$3,066,186 ▼	-100.0%	0	0.0%	Consumer Staples
VEA Vanguard FTSE Developed Markets ETF	$0	$1,666,049 ▼	-100.0%	0	0.0%	ETF
DEO Diageo	$0	$279,686 ▼	-100.0%	0	0.0%	Consumer Staples
YNDX Yandex	$0	$259,411 ▼	-100.0%	0	0.0%	Computer and Technology
NU NU	$0	$242,113 ▼	-100.0%	0	0.0%	Finance
EMR Emerson Electric	$0	$223,074 ▼	-100.0%	0	0.0%	Industrials

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Get 30 Days of MarketBeat All Access for Free

Start Your 30-Day Trial

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
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

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.

Hardman Johnston Global Advisors LLC Top Holdings and 13F Report (2025)

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

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

Hardman Johnston Global Advisors LLC Top Holdings and 13F Report (2025)

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