13F HOLDINGS REPORT
Hardman Johnston Global Advisors LLC
Quarter ended Q4 2024 · Filed February 4, 2025 · Accession 0001172661-25-000481
Total Value
$2.42B
Positions
80
Other Managers
1
Confidential Omitted
No
Holdings (80)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MERCADOLIBRE INC | MELI | 117,089 | $199.1M | 8.22% |
| 2 | HDFC BANK LTD | HDB | 2,651,994 | $169.4M | 6.99% |
| 3 | ICICI BANK LIMITED | IBN | 4,778,538 | $142.7M | 5.89% |
| 4 | TECHNIPFMC PLC | FTI | 4,635,791 | $134.2M | 5.54% |
| 5 | ATLASSIAN CORPORATION | TEAM | 528,349 | $128.6M | 5.31% |
| 6 | HOWMET AEROSPACE INC | HWM | 948,887 | $103.8M | 4.28% |
| 7 | NVIDIA CORPORATION | NVDA | 738,429 | $99.2M | 4.09% |
| 8 | VERTIV HOLDINGS CO | VRT | 762,326 | $86.6M | 3.57% |
| 9 | MICROSOFT CORP | MSFT | 191,793 | $80.8M | 3.34% |
| 10 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 381,432 | $75.3M | 3.11% |
| 11 | ALPHABET INC | GOOG | 396,032 | $75.0M | 3.09% |
| 12 | MASTERCARD INCORPORATED | MA | 141,042 | $74.3M | 3.06% |
| 13 | ASML HOLDING N V | ASMLF | 97,141 | $67.3M | 2.78% |
| 14 | APPLE INC | AAPL | 233,779 | $58.5M | 2.42% |
| 15 | CORTEVA INC | CTVA | 831,529 | $47.4M | 1.95% |
| 16 | VERTEX PHARMACEUTICALS INC | VRTX | 114,664 | $46.2M | 1.91% |
| 17 | CURTISS WRIGHT CORP | CW | 124,483 | $44.2M | 1.82% |
| 18 | MARSH & MCLENNAN COS INC | 571748102 | 203,732 | $43.3M | 1.79% |
| 19 | IQVIA HLDGS INC | IQV | 202,170 | $39.7M | 1.64% |
| 20 | AMAZON COM INC | AMZN | 179,505 | $39.4M | 1.63% |
| 21 | UNITEDHEALTH GROUP INC | UNH | 71,871 | $36.4M | 1.50% |
| 22 | AUTOMATIC DATA PROCESSING IN | ADP | 123,859 | $36.3M | 1.50% |
| 23 | UNIVERSAL DISPLAY CORP | OLED | 244,862 | $35.8M | 1.48% |
| 24 | ASTRAZENECA PLC | AZN | 523,164 | $34.3M | 1.41% |
| 25 | ADOBE INC | ADBE | 76,466 | $34.0M | 1.40% |
| 26 | T-MOBILE US INC | TMUSZ | 153,915 | $34.0M | 1.40% |
| 27 | PAYPAL HLDGS INC | PYPL | 397,824 | $34.0M | 1.40% |
| 28 | SCHWAB CHARLES CORP | SCHW-PJ | 450,493 | $33.3M | 1.38% |
| 29 | BOSTON SCIENTIFIC CORP | BSX | 326,904 | $29.2M | 1.20% |
| 30 | META PLATFORMS INC | META | 44,675 | $26.2M | 1.08% |
| 31 | COMCAST CORP NEW | CCZ | 653,250 | $24.5M | 1.01% |
| 32 | ILLUMINA INC | ILMN | 167,959 | $22.4M | 0.93% |
| 33 | EDWARDS LIFESCIENCES CORP | EW | 298,086 | $22.1M | 0.91% |
| 34 | SHARKNINJA INC | SN | 205,035 | $20.0M | 0.82% |
| 35 | ELANCO ANIMAL HEALTH INC | ELAN | 1,566,430 | $19.0M | 0.78% |
| 36 | BECTON DICKINSON & CO | BDX | 79,061 | $17.9M | 0.74% |
| 37 | MEDTRONIC PLC | MDT | 191,118 | $15.3M | 0.63% |
| 38 | ELI LILLY & CO | LLY | 18,723 | $14.5M | 0.60% |
| 39 | LENNAR CORP | LEN-B | 104,700 | $14.3M | 0.59% |
| 40 | ADVANCED ENERGY INDS | 007973100 | 120,525 | $13.9M | 0.58% |
| 41 | ICON PLC | ICLR | 60,306 | $12.6M | 0.52% |
| 42 | STANLEY BLACK & DECKER INC | SWK | 149,053 | $12.0M | 0.49% |
| 43 | MARVELL TECHNOLOGY INC | MRVL | 107,410 | $11.9M | 0.49% |
| 44 | NOVO-NORDISK A S | NONOF | 134,960 | $11.6M | 0.48% |
| 45 | LEIDOS HOLDINGS INC | LDOS | 72,245 | $10.4M | 0.43% |
| 46 | ALBEMARLE CORP | ALB-PA | 116,454 | $10.0M | 0.41% |
| 47 | FMC CORP | FMC | 201,657 | $9.8M | 0.40% |
| 48 | BANK AMERICA CORP | 060505104 | 187,990 | $8.3M | 0.34% |
| 49 | ELEVANCE HEALTH INC | ELV | 20,020 | $7.4M | 0.30% |
| 50 | ALPHABET INC | GOOG | 35,760 | $6.8M | 0.28% |
| 51 | ENTERPRISE PRODS PARTNERS L | 293792107 | 191,940 | $6.0M | 0.25% |
| 52 | ABBOTT LABS | ABLZF | 45,044 | $5.1M | 0.21% |
| 53 | UBER TECHNOLOGIES INC | UBER | 74,520 | $4.5M | 0.19% |
| 54 | GENMAB A/S | GNMSF | 214,472 | $4.5M | 0.18% |
| 55 | SPDR SER TR | 78468R663 | 40,000 | $3.7M | 0.15% |
| 56 | SCHLUMBERGER LTD | SLB | 95,108 | $3.6M | 0.15% |
| 57 | COTY INC | COTY | 440,544 | $3.1M | 0.13% |
| 58 | PROLOGIS INC. | PLDGP | 28,002 | $3.0M | 0.12% |
| 59 | PROCTER AND GAMBLE CO | 742718109 | 16,700 | $2.8M | 0.12% |
| 60 | M & T BK CORP | 55261F104 | 10,630 | $2.0M | 0.08% |
| 61 | VANGUARD TAX-MANAGED FDS | 921943858 | 34,840 | $1.7M | 0.07% |
| 62 | ONEOK INC NEW | OKE | 12,649 | $1.3M | 0.05% |
| 63 | MERCK & CO INC | MRK | 12,750 | $1.3M | 0.05% |
| 64 | CAMECO CORP | CCJ | 22,740 | $1.2M | 0.05% |
| 65 | EXXON MOBIL CORP | XOM | 8,883 | $955,544 | 0.04% |
| 66 | MICROCHIP TECHNOLOGY INC. | MCHPP | 14,300 | $820,105 | 0.03% |
| 67 | CHEVRON CORP NEW | CVX | 5,400 | $782,136 | 0.03% |
| 68 | ISHARES TR | 464287465 | 8,620 | $651,758 | 0.03% |
| 69 | TRIP COM GROUP LTD | TRPCF | 7,560 | $519,070 | 0.02% |
| 70 | HERSHEY CO | HSY | 2,900 | $491,115 | 0.02% |
| 71 | GE AEROSPACE | 369604301 | 2,046 | $341,252 | 0.01% |
| 72 | SHELL PLC | RYDAF | 5,000 | $313,250 | 0.01% |
| 73 | HIGHWOODS PPTYS INC | 431284108 | 9,700 | $296,626 | 0.01% |
| 74 | DIAGEO PLC | DGEAF | 2,200 | $279,686 | 0.01% |
| 75 | BROADCOM INC | AVGO | 1,200 | $278,208 | 0.01% |
| 76 | NEBIUS GROUP N.V. | NBIS | 9,365 | $259,411 | 0.01% |
| 77 | HOME DEPOT INC | HD | 625 | $243,119 | 0.01% |
| 78 | NU HLDGS LTD | NU | 23,370 | $242,113 | 0.01% |
| 79 | PAYCHEX INC | PAYX | 1,600 | $224,352 | 0.01% |
| 80 | EMERSON ELEC CO | EMR | 1,800 | $223,074 | 0.01% |