Q2 2025 · 13F-HR
Hardman Johnston Global Advisors LLCholdings as filed
Filed 2025-07-21 · accession 0001172661-25-002656
$2.26B
Reported value
73
Positions
2025-06-30
Period end
The Brief · Hardman Johnston Global Advisors LLC · Q2 2025
AI · grounded in 13F
Hardman Johnston Global Advisors LLC established a new position in MELI valued at $183.6M. The fund also initiated new stakes in IBN for $175.1M and HDB for $148.8M. Additional new positions include ASML, NVDA, and HWM. The fund ended the period with 73 positions and total AUM of $2.26B.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 58733R102 | MELI | MERCADOLIBRE INC | $183.6M | 8.14% | 70,257 | Common | SOLE |
| 45104G104 | IBN | ICICI BANK LIMITED | $175.1M | 7.76% | 5,205,976 | Common | SOLE |
| 40415F101 | HDB | HDFC BANK LTD | $148.8M | 6.60% | 1,940,624 | Common | SOLE |
| N07059210 | ASML | ASML HOLDING N V | $122.7M | 5.44% | 153,126 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $107.7M | 4.78% | 681,931 | Common | SOLE |
| 443201108 | HWM | HOWMET AEROSPACE INC | $106.6M | 4.72% | 572,514 | Common | SOLE |
| 049468101 | TEAM | ATLASSIAN CORPORATION | $99.3M | 4.40% | 489,090 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $90.1M | 4.00% | 181,194 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $79.2M | 3.51% | 349,781 | Common | NONE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $71.0M | 3.15% | 126,418 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $64.3M | 2.85% | 364,587 | Common | SOLE |
| 22052L104 | CTVA | CORTEVA INC | $62.9M | 2.79% | 844,488 | Common | SOLE |
| 231561101 | CW | CURTISS WRIGHT CORP | $56.7M | 2.52% | 116,111 | Common | SOLE |
| 92537N108 | VRT | VERTIV HOLDINGS CO | $52.2M | 2.32% | 406,733 | Common | SOLE |
| 92532F100 | VRTX | VERTEX PHARMACEUTICALS INC | $48.2M | 2.14% | 108,225 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $47.3M | 2.10% | 230,510 | Common | SOLE |
| 571748102 | MRSH | MARSH & MCLENNAN COS INC | $43.7M | 1.94% | 199,827 | Common | SOLE |
| 808513105 | SCHW | SCHWAB CHARLES CORP | $40.5M | 1.80% | 444,258 | Common | SOLE |
| 91347P105 | OLED | UNIVERSAL DISPLAY CORP | $40.5M | 1.80% | 262,157 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $39.4M | 1.75% | 53,423 | Common | NONE |
| 046353108 | AZNN | ASTRAZENECA PLC | $38.6M | 1.71% | 552,657 | Common | SOLE |
| 053015103 | ADP | AUTOMATIC DATA PROCESSING IN | $38.1M | 1.69% | 123,462 | Common | SOLE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $33.0M | 1.46% | 353,950 | Common | NONE |
| 28176E108 | EW | EDWARDS LIFESCIENCES CORP | $32.2M | 1.43% | 411,593 | Common | SOLE |
| 872590104 | TMUS | T-MOBILE US INC | $32.0M | 1.42% | 134,220 | Common | NONE |
| 70450Y103 | PYPL | PAYPAL HLDGS INC | $28.9M | 1.28% | 388,499 | Common | SOLE |
| 00724F101 | ADBE | ADOBE INC | $27.3M | 1.21% | 70,598 | Common | SOLE |
| G8068L108 | SN | SHARKNINJA INC | $26.2M | 1.16% | 264,316 | Common | SOLE |
| 101137107 | BSX | BOSTON SCIENTIFIC CORP | $25.1M | 1.11% | 233,504 | Common | NONE |
| 023135106 | AMZN | AMAZON COM INC | $25.1M | 1.11% | 114,240 | Common | SOLE |
| 060505104 | BAC | BANK AMERICA CORP | $23.7M | 1.05% | 500,950 | Common | NONE |
| 007973100 | AEIS | ADVANCED ENERGY INDS | $22.8M | 1.01% | 172,185 | Common | SOLE |
| 46266C105 | IQV | IQVIA HLDGS INC | $22.6M | 1.00% | 143,226 | Common | SOLE |
| 20030N101 | CMCSA | COMCAST CORP NEW | $22.0M | 0.98% | 617,580 | Common | SOLE |
| 452327109 | ILMN | ILLUMINA INC | $17.6M | 0.78% | 184,805 | Common | SOLE |
| 428291108 | HXL | HEXCEL CORP NEW | $17.0M | 0.76% | 301,645 | Common | SOLE |
| G5960L103 | MDT | MEDTRONIC PLC | $16.3M | 0.72% | 186,543 | Common | SOLE |
| 532457108 | LLY | ELI LILLY & CO | $13.8M | 0.61% | 17,749 | Common | NONE |
| 075887109 | BDX | BECTON DICKINSON & CO | $13.5M | 0.60% | 78,117 | Common | SOLE |
| 670100205 | NVO | NOVO-NORDISK A S | $10.3M | 0.46% | 149,855 | Common | SOLE |
| 854502101 | SWK | STANLEY BLACK & DECKER INC | $9.0M | 0.40% | 133,533 | Common | SOLE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $8.4M | 0.37% | 26,790 | Common | SOLE |
| 302491303 | FMC | FMC CORP | $8.0M | 0.36% | 192,077 | Common | SOLE |
| 573874104 | MRVL | MARVELL TECHNOLOGY INC | $7.3M | 0.32% | 93,760 | Common | SOLE |
| 012653101 | ALB | ALBEMARLE CORP | $7.2M | 0.32% | 114,554 | Common | SOLE |
| 036752103 | ELV | ELEVANCE HEALTH INC | $6.8M | 0.30% | 17,588 | Common | NONE |
| 02079K107 | GOOG | ALPHABET INC | $6.3M | 0.28% | 35,760 | Common | SOLE |
| 002824100 | ABT | ABBOTT LABS | $6.1M | 0.27% | 45,044 | Common | SOLE |
| 293792107 | EPD | ENTERPRISE PRODS PARTNERS L | $5.9M | 0.26% | 191,840 | Common | SOLE |
| 78468R663 | BIL | SPDR SERIES TRUST | $3.2M | 0.14% | 35,000 | Common | NONE |
| 806857108 | SLB | SCHLUMBERGER LTD | $3.1M | 0.14% | 91,288 | Common | SOLE |
| 74340W103 | PLD | PROLOGIS INC. | $2.9M | 0.13% | 28,002 | Common | SOLE |
| 742718109 | PG | PROCTER AND GAMBLE CO | $2.7M | 0.12% | 16,700 | Common | SOLE |
| 55261F104 | MTB | M & T BK CORP | $2.1M | 0.09% | 10,630 | Common | SOLE |
| 13321L108 | CCJ | CAMECO CORP | $1.6M | 0.07% | 21,700 | Common | SOLE |
| 682680103 | OKE | ONEOK INC NEW | $1.0M | 0.05% | 12,649 | Common | SOLE |
| 58933Y105 | MRK | MERCK & CO INC | $1.0M | 0.04% | 12,750 | Common | SOLE |
| 30231G102 | XOM | EXXON MOBIL CORP | $957,587 | 0.04% | 8,883 | Common | SOLE |
| 166764100 | CVX | CHEVRON CORP NEW | $773,226 | 0.03% | 5,400 | Common | SOLE |
| 595017104 | MCHP | MICROCHIP TECHNOLOGY INC. | $485,553 | 0.02% | 6,900 | Common | SOLE |
| 427866108 | HSY | HERSHEY CO | $481,255 | 0.02% | 2,900 | Common | SOLE |
| 097023105 | BA | BOEING CO | $415,917 | 0.02% | 1,985 | Common | SOLE |
| 369604301 | GE | GE AEROSPACE | $397,925 | 0.02% | 1,546 | Common | SOLE |
| N97284108 | NBIS | NEBIUS GROUP N.V. | $393,120 | 0.02% | 7,105 | Common | SOLE |
| 01609W102 | BABA | ALIBABA GROUP HLDG LTD | $370,851 | 0.02% | 3,270 | Common | SOLE |
| 780259305 | SHEL | SHELL PLC | $352,050 | 0.02% | 5,000 | Common | SOLE |
| 89677Q107 | TCOM | TRIP COM GROUP LTD | $337,180 | 0.01% | 5,750 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $330,780 | 0.01% | 1,200 | Common | SOLE |
| 431284108 | HIW | HIGHWOODS PPTYS INC | $301,573 | 0.01% | 9,700 | Common | SOLE |
| 36828A101 | GEV | GE VERNOVA INC | $270,396 | 0.01% | 511 | Common | SOLE |
| 291011104 | EMR | EMERSON ELEC CO | $239,994 | 0.01% | 1,800 | Common | SOLE |
| 704326107 | PAYX | PAYCHEX INC | $232,736 | 0.01% | 1,600 | Common | SOLE |
| 464285204 | IAU | ISHARES GOLD TR | $224,496 | 0.01% | 3,600 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.