13F HOLDINGS REPORT
Hardman Johnston Global Advisors LLC
Quarter ended Q2 2025 · Filed July 21, 2025 · Accession 0001172661-25-002656
Total Value
$2.26B
Positions
73
Other Managers
1
Confidential Omitted
No
Holdings (73)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MERCADOLIBRE INC | MELI | 70,257 | $183.6M | 8.14% |
| 2 | ICICI BANK LIMITED | IBN | 5,205,976 | $175.1M | 7.76% |
| 3 | HDFC BANK LTD | HDB | 1,940,624 | $148.8M | 6.60% |
| 4 | ASML HOLDING N V | ASMLF | 153,126 | $122.7M | 5.44% |
| 5 | NVIDIA CORPORATION | NVDA | 681,931 | $107.7M | 4.78% |
| 6 | HOWMET AEROSPACE INC | HWM | 572,514 | $106.6M | 4.72% |
| 7 | ATLASSIAN CORPORATION | TEAM | 489,090 | $99.3M | 4.40% |
| 8 | MICROSOFT CORP | MSFT | 181,194 | $90.1M | 4.00% |
| 9 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 349,781 | $79.2M | 3.51% |
| 10 | MASTERCARD INCORPORATED | MA | 126,418 | $71.0M | 3.15% |
| 11 | ALPHABET INC | GOOG | 364,587 | $64.3M | 2.85% |
| 12 | CORTEVA INC | CTVA | 844,488 | $62.9M | 2.79% |
| 13 | CURTISS WRIGHT CORP | CW | 116,111 | $56.7M | 2.52% |
| 14 | VERTIV HOLDINGS CO | VRT | 406,733 | $52.2M | 2.32% |
| 15 | VERTEX PHARMACEUTICALS INC | VRTX | 108,225 | $48.2M | 2.14% |
| 16 | APPLE INC | AAPL | 230,510 | $47.3M | 2.10% |
| 17 | MARSH & MCLENNAN COS INC | 571748102 | 199,827 | $43.7M | 1.94% |
| 18 | SCHWAB CHARLES CORP | SCHW-PJ | 444,258 | $40.5M | 1.80% |
| 19 | UNIVERSAL DISPLAY CORP | OLED | 262,157 | $40.5M | 1.80% |
| 20 | META PLATFORMS INC | META | 53,423 | $39.4M | 1.75% |
| 21 | ASTRAZENECA PLC | AZN | 552,657 | $38.6M | 1.71% |
| 22 | AUTOMATIC DATA PROCESSING IN | ADP | 123,462 | $38.1M | 1.69% |
| 23 | UBER TECHNOLOGIES INC | UBER | 353,950 | $33.0M | 1.46% |
| 24 | EDWARDS LIFESCIENCES CORP | EW | 411,593 | $32.2M | 1.43% |
| 25 | T-MOBILE US INC | TMUSZ | 134,220 | $32.0M | 1.42% |
| 26 | PAYPAL HLDGS INC | PYPL | 388,499 | $28.9M | 1.28% |
| 27 | ADOBE INC | ADBE | 70,598 | $27.3M | 1.21% |
| 28 | SHARKNINJA INC | SN | 264,316 | $26.2M | 1.16% |
| 29 | BOSTON SCIENTIFIC CORP | BSX | 233,504 | $25.1M | 1.11% |
| 30 | AMAZON COM INC | AMZN | 114,240 | $25.1M | 1.11% |
| 31 | BANK AMERICA CORP | 060505104 | 500,950 | $23.7M | 1.05% |
| 32 | ADVANCED ENERGY INDS | 007973100 | 172,185 | $22.8M | 1.01% |
| 33 | IQVIA HLDGS INC | IQV | 143,226 | $22.6M | 1.00% |
| 34 | COMCAST CORP NEW | CCZ | 617,580 | $22.0M | 0.98% |
| 35 | ILLUMINA INC | ILMN | 184,805 | $17.6M | 0.78% |
| 36 | HEXCEL CORP NEW | 428291108 | 301,645 | $17.0M | 0.76% |
| 37 | MEDTRONIC PLC | MDT | 186,543 | $16.3M | 0.72% |
| 38 | ELI LILLY & CO | LLY | 17,749 | $13.8M | 0.61% |
| 39 | BECTON DICKINSON & CO | BDX | 78,117 | $13.5M | 0.60% |
| 40 | NOVO-NORDISK A S | NONOF | 149,855 | $10.3M | 0.46% |
| 41 | STANLEY BLACK & DECKER INC | SWK | 133,533 | $9.0M | 0.40% |
| 42 | UNITEDHEALTH GROUP INC | UNH | 26,790 | $8.4M | 0.37% |
| 43 | FMC CORP | FMC | 192,077 | $8.0M | 0.36% |
| 44 | MARVELL TECHNOLOGY INC | MRVL | 93,760 | $7.3M | 0.32% |
| 45 | ALBEMARLE CORP | ALB-PA | 114,554 | $7.2M | 0.32% |
| 46 | ELEVANCE HEALTH INC | ELV | 17,588 | $6.8M | 0.30% |
| 47 | ALPHABET INC | GOOG | 35,760 | $6.3M | 0.28% |
| 48 | ABBOTT LABS | ABLZF | 45,044 | $6.1M | 0.27% |
| 49 | ENTERPRISE PRODS PARTNERS L | 293792107 | 191,840 | $5.9M | 0.26% |
| 50 | SPDR SERIES TRUST | 78468R663 | 35,000 | $3.2M | 0.14% |
| 51 | SCHLUMBERGER LTD | SLB | 91,288 | $3.1M | 0.14% |
| 52 | PROLOGIS INC. | PLDGP | 28,002 | $2.9M | 0.13% |
| 53 | PROCTER AND GAMBLE CO | 742718109 | 16,700 | $2.7M | 0.12% |
| 54 | M & T BK CORP | 55261F104 | 10,630 | $2.1M | 0.09% |
| 55 | CAMECO CORP | CCJ | 21,700 | $1.6M | 0.07% |
| 56 | ONEOK INC NEW | OKE | 12,649 | $1.0M | 0.05% |
| 57 | MERCK & CO INC | MRK | 12,750 | $1.0M | 0.04% |
| 58 | EXXON MOBIL CORP | XOM | 8,883 | $957,587 | 0.04% |
| 59 | CHEVRON CORP NEW | CVX | 5,400 | $773,226 | 0.03% |
| 60 | MICROCHIP TECHNOLOGY INC. | MCHPP | 6,900 | $485,553 | 0.02% |
| 61 | HERSHEY CO | HSY | 2,900 | $481,255 | 0.02% |
| 62 | BOEING CO | BA-PA | 1,985 | $415,917 | 0.02% |
| 63 | GE AEROSPACE | 369604301 | 1,546 | $397,925 | 0.02% |
| 64 | NEBIUS GROUP N.V. | NBIS | 7,105 | $393,120 | 0.02% |
| 65 | ALIBABA GROUP HLDG LTD | BBAAY | 3,270 | $370,851 | 0.02% |
| 66 | SHELL PLC | RYDAF | 5,000 | $352,050 | 0.02% |
| 67 | TRIP COM GROUP LTD | TRPCF | 5,750 | $337,180 | 0.01% |
| 68 | BROADCOM INC | AVGO | 1,200 | $330,780 | 0.01% |
| 69 | HIGHWOODS PPTYS INC | 431284108 | 9,700 | $301,573 | 0.01% |
| 70 | GE VERNOVA INC | GEV | 511 | $270,396 | 0.01% |
| 71 | EMERSON ELEC CO | EMR | 1,800 | $239,994 | 0.01% |
| 72 | PAYCHEX INC | PAYX | 1,600 | $232,736 | 0.01% |
| 73 | ISHARES GOLD TR | IAU | 3,600 | $224,496 | 0.01% |