Q3 2025 · 13F-HR
Hardman Johnston Global Advisors LLCholdings as filed
Filed 2025-10-27 · accession 0001172661-25-004431
$2.04B
Reported value
72
Positions
2025-09-30
Period end
The Brief · Hardman Johnston Global Advisors LLC · Q3 2025
AI · grounded in 13F
Hardman Johnston Global Advisors LLC established a new position in MELI valued at $181.3M. The fund also initiated new stakes in IBN for $173.4M and HDB for $145.9M. Other new additions include ASML, NVDA, and HWM. The fund ended the period with 72 positions and total AUM of $2.04B.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 58733R102 | MELI | MERCADOLIBRE INC | $181.3M | 8.91% | 77,574 | Common | SOLE |
| 45104G104 | IBN | ICICI BANK LIMITED | $173.4M | 8.52% | 5,735,971 | Common | SOLE |
| 40415F101 | HDB | HDFC BANK LTD | $145.9M | 7.17% | 4,269,682 | Common | SOLE |
| N07059210 | ASML | ASML HOLDING N V | $124.8M | 6.13% | 128,863 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $107.8M | 5.30% | 577,938 | Common | SOLE |
| 443201108 | HWM | HOWMET AEROSPACE INC | $98.6M | 4.84% | 502,425 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $85.2M | 4.19% | 305,072 | Common | NONE |
| 594918104 | MSFT | MICROSOFT CORP | $81.8M | 4.02% | 157,958 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $72.9M | 3.58% | 299,830 | Common | SOLE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $63.1M | 3.10% | 110,961 | Common | SOLE |
| 92537N108 | VRT | VERTIV HOLDINGS CO | $53.1M | 2.61% | 352,205 | Common | SOLE |
| 231561101 | CW | CURTISS WRIGHT CORP | $52.5M | 2.58% | 96,660 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $47.5M | 2.34% | 186,670 | Common | SOLE |
| 046353108 | AZNN | ASTRAZENECA PLC | $43.1M | 2.12% | 561,582 | Common | SOLE |
| 22052L104 | CTVA | CORTEVA INC | $41.8M | 2.05% | 617,507 | Common | SOLE |
| 808513105 | SCHW | SCHWAB CHARLES CORP | $34.6M | 1.70% | 362,567 | Common | SOLE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $34.2M | 1.68% | 349,450 | Common | NONE |
| 30303M102 | META | META PLATFORMS INC | $32.8M | 1.61% | 44,722 | Common | NONE |
| 571748102 | MRSH | MARSH & MCLENNAN COS INC | $32.2M | 1.58% | 159,985 | Common | SOLE |
| 92532F100 | VRTX | VERTEX PHARMACEUTICALS INC | $31.0M | 1.52% | 79,152 | Common | SOLE |
| 91347P105 | OLED | UNIVERSAL DISPLAY CORP | $30.5M | 1.50% | 212,103 | Common | SOLE |
| 053015103 | ADP | AUTOMATIC DATA PROCESSING IN | $28.5M | 1.40% | 97,211 | Common | SOLE |
| 28176E108 | EW | EDWARDS LIFESCIENCES CORP | $27.3M | 1.34% | 350,894 | Common | SOLE |
| 060505104 | BAC | BANK AMERICA CORP | $24.6M | 1.21% | 477,788 | Common | NONE |
| 007973100 | AEIS | ADVANCED ENERGY INDS | $23.8M | 1.17% | 139,816 | Common | SOLE |
| 872590104 | TMUS | T-MOBILE US INC | $23.5M | 1.15% | 98,043 | Common | NONE |
| G8068L108 | SN | SHARKNINJA INC | $23.2M | 1.14% | 225,339 | Common | SOLE |
| 101137107 | BSX | BOSTON SCIENTIFIC CORP | $23.2M | 1.14% | 237,353 | Common | NONE |
| 46266C105 | IQV | IQVIA HLDGS INC | $22.8M | 1.12% | 119,776 | Common | SOLE |
| G5960L103 | MDT | MEDTRONIC PLC | $22.4M | 1.10% | 235,159 | Common | SOLE |
| 518439104 | EL | LAUDER ESTEE COS INC | $22.2M | 1.09% | 252,148 | Common | NONE |
| 70450Y103 | PYPL | PAYPAL HLDGS INC | $21.6M | 1.06% | 321,996 | Common | SOLE |
| 00724F101 | ADBE | ADOBE INC | $20.8M | 1.02% | 58,981 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $20.1M | 0.99% | 91,355 | Common | NONE |
| 428291108 | HXL | HEXCEL CORP NEW | $17.3M | 0.85% | 275,897 | Common | SOLE |
| 20030N101 | CMCSA | COMCAST CORP NEW | $15.7M | 0.77% | 498,173 | Common | SOLE |
| 452327109 | ILMN | ILLUMINA INC | $14.9M | 0.73% | 157,384 | Common | SOLE |
| 075887109 | BDX | BECTON DICKINSON & CO | $12.4M | 0.61% | 66,072 | Common | SOLE |
| 861012102 | STM | STMICROELECTRONICS N V | $10.9M | 0.54% | 386,540 | Common | SOLE |
| 854502101 | SWK | STANLEY BLACK & DECKER INC | $9.9M | 0.49% | 133,348 | Common | SOLE |
| 532457108 | LLY | ELI LILLY & CO | $8.7M | 0.43% | 11,447 | Common | NONE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $8.7M | 0.43% | 25,082 | Common | SOLE |
| 012653101 | ALB | ALBEMARLE CORP | $8.5M | 0.42% | 105,332 | Common | SOLE |
| 049468101 | TEAM | ATLASSIAN CORPORATION | $8.4M | 0.41% | 52,355 | Common | NONE |
| 02079K107 | GOOG | ALPHABET INC | $6.1M | 0.30% | 25,000 | Common | SOLE |
| 573874104 | MRVL | MARVELL TECHNOLOGY INC | $5.2M | 0.26% | 61,860 | Common | SOLE |
| 002824100 | ABT | ABBOTT LABS | $5.0M | 0.25% | 37,584 | Common | SOLE |
| 302491303 | FMC | FMC CORP | $5.0M | 0.24% | 147,575 | Common | SOLE |
| 293792107 | EPD | ENTERPRISE PRODS PARTNERS L | $4.9M | 0.24% | 157,148 | Common | SOLE |
| 74340W103 | PLD | PROLOGIS INC. | $2.7M | 0.13% | 23,972 | Common | SOLE |
| 742718109 | PG | PROCTER AND GAMBLE CO | $2.6M | 0.13% | 16,700 | Common | SOLE |
| 78468R663 | BIL | SPDR SERIES TRUST | $2.1M | 0.11% | 23,350 | Common | NONE |
| 55261F104 | MTB | M & T BK CORP | $2.1M | 0.10% | 10,630 | Common | SOLE |
| 806857108 | SLB | SCHLUMBERGER LTD | $1.9M | 0.09% | 56,023 | Common | SOLE |
| 13321L108 | CCJ | CAMECO CORP | $1.7M | 0.08% | 19,870 | Common | SOLE |
| 58933Y105 | MRK | MERCK & CO INC | $1.1M | 0.05% | 12,750 | Common | SOLE |
| 30231G102 | XOM | EXXON MOBIL CORP | $1.0M | 0.05% | 8,883 | Common | SOLE |
| 166764100 | CVX | CHEVRON CORP NEW | $838,566 | 0.04% | 5,400 | Common | SOLE |
| 097023105 | BA | BOEING CO | $786,700 | 0.04% | 3,645 | Common | SOLE |
| 427866108 | HSY | HERSHEY CO | $542,445 | 0.03% | 2,900 | Common | SOLE |
| N97284108 | NBIS | NEBIUS GROUP N.V. | $523,740 | 0.03% | 4,665 | Common | SOLE |
| 89677Q107 | TCOM | TRIP COM GROUP LTD | $432,400 | 0.02% | 5,750 | Common | SOLE |
| 682680103 | OKE | ONEOK INC NEW | $391,776 | 0.02% | 5,369 | Common | SOLE |
| 595017104 | MCHP | MICROCHIP TECHNOLOGY INC. | $378,898 | 0.02% | 5,900 | Common | SOLE |
| 780259305 | SHEL | SHELL PLC | $357,650 | 0.02% | 5,000 | Common | SOLE |
| 369604301 | GE | GE AEROSPACE | $344,740 | 0.02% | 1,146 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $329,910 | 0.02% | 1,000 | Common | SOLE |
| 36828A101 | GEV | GE VERNOVA INC | $314,214 | 0.02% | 511 | Common | SOLE |
| 431284108 | HIW | HIGHWOODS PPTYS INC | $308,654 | 0.02% | 9,700 | Common | SOLE |
| 464285204 | IAU | ISHARES GOLD TR | $261,972 | 0.01% | 3,600 | Common | SOLE |
| 30040W108 | ES | EVERSOURCE ENERGY | $213,420 | 0.01% | 3,000 | Common | SOLE |
| 704326107 | PAYX | PAYCHEX INC | $202,816 | 0.01% | 1,600 | 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.