13F HOLDINGS REPORT
Hardman Johnston Global Advisors LLC
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001172661-25-002305
Total Value
$2.09B
Positions
73
Other Managers
1
Confidential Omitted
No
Holdings (73)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ICICI BANK LIMITED | IBN | 4,777,326 | $150.6M | 7.19% |
| 2 | HDFC BANK LTD | HDB | 2,250,824 | $149.5M | 7.14% |
| 3 | MERCADOLIBRE INC | MELI | 74,266 | $144.9M | 6.92% |
| 4 | ATLASSIAN CORPORATION | TEAM | 522,102 | $110.8M | 5.29% |
| 5 | ASML HOLDING N V | ASMLF | 157,569 | $104.4M | 4.99% |
| 6 | HOWMET AEROSPACE INC | HWM | 783,552 | $101.7M | 4.86% |
| 7 | MASTERCARD INCORPORATED | MA | 139,103 | $76.2M | 3.64% |
| 8 | MICROSOFT CORP | MSFT | 188,075 | $70.6M | 3.37% |
| 9 | ALPHABET INC | GOOG | 419,882 | $64.9M | 3.10% |
| 10 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 380,255 | $63.1M | 3.02% |
| 11 | NVIDIA CORPORATION | NVDA | 577,514 | $62.6M | 2.99% |
| 12 | VERTEX PHARMACEUTICALS INC | VRTX | 118,080 | $57.2M | 2.73% |
| 13 | CORTEVA INC | CTVA | 880,369 | $55.4M | 2.65% |
| 14 | APPLE INC | AAPL | 231,007 | $51.3M | 2.45% |
| 15 | MARSH & MCLENNAN COS INC | 571748102 | 200,142 | $48.8M | 2.33% |
| 16 | ASTRAZENECA PLC | AZN | 561,885 | $41.3M | 1.97% |
| 17 | T-MOBILE US INC | TMUSZ | 149,230 | $39.8M | 1.90% |
| 18 | CURTISS WRIGHT CORP | CW | 122,105 | $38.7M | 1.85% |
| 19 | VERTIV HOLDINGS CO | VRT | 535,249 | $38.6M | 1.85% |
| 20 | AUTOMATIC DATA PROCESSING IN | ADP | 124,237 | $38.0M | 1.81% |
| 21 | UNIVERSAL DISPLAY CORP | OLED | 261,642 | $36.5M | 1.74% |
| 22 | SCHWAB CHARLES CORP | SCHW-PJ | 442,953 | $34.7M | 1.66% |
| 23 | AMAZON COM INC | AMZN | 175,665 | $33.4M | 1.60% |
| 24 | META PLATFORMS INC | META | 55,591 | $32.0M | 1.53% |
| 25 | BOSTON SCIENTIFIC CORP | BSX | 287,254 | $29.0M | 1.38% |
| 26 | IQVIA HLDGS INC | IQV | 143,258 | $25.3M | 1.21% |
| 27 | ADOBE INC | ADBE | 65,268 | $25.0M | 1.20% |
| 28 | UNITEDHEALTH GROUP INC | UNH | 47,216 | $24.7M | 1.18% |
| 29 | PAYPAL HLDGS INC | PYPL | 376,249 | $24.6M | 1.17% |
| 30 | COMCAST CORP NEW | CCZ | 629,510 | $23.2M | 1.11% |
| 31 | BANK AMERICA CORP | 060505104 | 555,040 | $23.2M | 1.11% |
| 32 | EDWARDS LIFESCIENCES CORP | EW | 295,771 | $21.4M | 1.02% |
| 33 | MARVELL TECHNOLOGY INC | MRVL | 342,060 | $21.1M | 1.01% |
| 34 | SHARKNINJA INC | SN | 246,276 | $20.5M | 0.98% |
| 35 | BECTON DICKINSON & CO | BDX | 78,147 | $17.9M | 0.86% |
| 36 | MEDTRONIC PLC | MDT | 186,668 | $16.8M | 0.80% |
| 37 | ADVANCED ENERGY INDS | 007973100 | 172,265 | $16.4M | 0.78% |
| 38 | ELANCO ANIMAL HEALTH INC | ELAN | 1,536,390 | $16.1M | 0.77% |
| 39 | ELI LILLY & CO | LLY | 18,135 | $15.0M | 0.72% |
| 40 | UBER TECHNOLOGIES INC | UBER | 198,040 | $14.4M | 0.69% |
| 41 | HEXCEL CORP NEW | 428291108 | 233,285 | $12.8M | 0.61% |
| 42 | ILLUMINA INC | ILMN | 150,249 | $11.9M | 0.57% |
| 43 | STANLEY BLACK & DECKER INC | SWK | 134,233 | $10.3M | 0.49% |
| 44 | ALBEMARLE CORP | ALB-PA | 115,414 | $8.3M | 0.40% |
| 45 | FMC CORP | FMC | 192,487 | $8.1M | 0.39% |
| 46 | NOVO-NORDISK A S | NONOF | 112,656 | $7.8M | 0.37% |
| 47 | SPDR SER TR | 78468R663 | 83,000 | $7.6M | 0.36% |
| 48 | ENTERPRISE PRODS PARTNERS L | 293792107 | 191,940 | $6.6M | 0.31% |
| 49 | ABBOTT LABS | ABLZF | 45,044 | $6.0M | 0.29% |
| 50 | ALPHABET INC | GOOG | 35,760 | $5.6M | 0.27% |
| 51 | GENMAB A/S | GNMSF | 226,911 | $4.4M | 0.21% |
| 52 | SCHLUMBERGER LTD | SLB | 91,288 | $3.8M | 0.18% |
| 53 | PROLOGIS INC. | PLDGP | 28,002 | $3.1M | 0.15% |
| 54 | PROCTER AND GAMBLE CO | 742718109 | 16,700 | $2.8M | 0.14% |
| 55 | BROOKFIELD CORP | 11271J107 | 46,730 | $2.4M | 0.12% |
| 56 | M & T BK CORP | 55261F104 | 10,630 | $1.9M | 0.09% |
| 57 | ONEOK INC NEW | OKE | 12,649 | $1.3M | 0.06% |
| 58 | MERCK & CO INC | MRK | 12,750 | $1.1M | 0.05% |
| 59 | EXXON MOBIL CORP | XOM | 8,883 | $1.1M | 0.05% |
| 60 | CAMECO CORP | CCJ | 24,140 | $993,602 | 0.05% |
| 61 | CHEVRON CORP NEW | CVX | 5,400 | $903,366 | 0.04% |
| 62 | MICROCHIP TECHNOLOGY INC. | MCHPP | 14,300 | $692,263 | 0.03% |
| 63 | HERSHEY CO | HSY | 2,900 | $495,987 | 0.02% |
| 64 | ALIBABA GROUP HLDG LTD | BBAAY | 3,520 | $465,450 | 0.02% |
| 65 | TRIP COM GROUP LTD | TRPCF | 7,090 | $450,782 | 0.02% |
| 66 | ISHARES TR | 464287465 | 5,400 | $441,342 | 0.02% |
| 67 | SHELL PLC | RYDAF | 5,000 | $366,400 | 0.02% |
| 68 | GE AEROSPACE | 369604301 | 1,746 | $349,462 | 0.02% |
| 69 | HIGHWOODS PPTYS INC | 431284108 | 9,700 | $287,508 | 0.01% |
| 70 | PAYCHEX INC | PAYX | 1,600 | $246,848 | 0.01% |
| 71 | HOME DEPOT INC | HD | 625 | $229,056 | 0.01% |
| 72 | ISHARES GOLD TR | IAU | 3,600 | $212,256 | 0.01% |
| 73 | BROADCOM INC | AVGO | 1,200 | $200,916 | 0.01% |