13F HOLDINGS REPORT
Hardman Johnston Global Advisors LLC
Quarter ended Q3 2025 · Filed October 27, 2025 · Accession 0001172661-25-004431
Total Value
$2.04B
Positions
72
Other Managers
1
Confidential Omitted
No
Holdings (72)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MERCADOLIBRE INC | MELI | 77,574 | $181.3M | 8.91% |
| 2 | ICICI BANK LIMITED | IBN | 5,735,971 | $173.4M | 8.52% |
| 3 | HDFC BANK LTD | HDB | 4,269,682 | $145.9M | 7.17% |
| 4 | ASML HOLDING N V | ASMLF | 128,863 | $124.8M | 6.13% |
| 5 | NVIDIA CORPORATION | NVDA | 577,938 | $107.8M | 5.30% |
| 6 | HOWMET AEROSPACE INC | HWM | 502,425 | $98.6M | 4.84% |
| 7 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 305,072 | $85.2M | 4.19% |
| 8 | MICROSOFT CORP | MSFT | 157,958 | $81.8M | 4.02% |
| 9 | ALPHABET INC | GOOG | 299,830 | $72.9M | 3.58% |
| 10 | MASTERCARD INCORPORATED | MA | 110,961 | $63.1M | 3.10% |
| 11 | VERTIV HOLDINGS CO | VRT | 352,205 | $53.1M | 2.61% |
| 12 | CURTISS WRIGHT CORP | CW | 96,660 | $52.5M | 2.58% |
| 13 | APPLE INC | AAPL | 186,670 | $47.5M | 2.34% |
| 14 | ASTRAZENECA PLC | AZN | 561,582 | $43.1M | 2.12% |
| 15 | CORTEVA INC | CTVA | 617,507 | $41.8M | 2.05% |
| 16 | SCHWAB CHARLES CORP | SCHW-PJ | 362,567 | $34.6M | 1.70% |
| 17 | UBER TECHNOLOGIES INC | UBER | 349,450 | $34.2M | 1.68% |
| 18 | META PLATFORMS INC | META | 44,722 | $32.8M | 1.61% |
| 19 | MARSH & MCLENNAN COS INC | 571748102 | 159,985 | $32.2M | 1.58% |
| 20 | VERTEX PHARMACEUTICALS INC | VRTX | 79,152 | $31.0M | 1.52% |
| 21 | UNIVERSAL DISPLAY CORP | OLED | 212,103 | $30.5M | 1.50% |
| 22 | AUTOMATIC DATA PROCESSING IN | ADP | 97,211 | $28.5M | 1.40% |
| 23 | EDWARDS LIFESCIENCES CORP | EW | 350,894 | $27.3M | 1.34% |
| 24 | BANK AMERICA CORP | 060505104 | 477,788 | $24.6M | 1.21% |
| 25 | ADVANCED ENERGY INDS | 007973100 | 139,816 | $23.8M | 1.17% |
| 26 | T-MOBILE US INC | TMUSZ | 98,043 | $23.5M | 1.15% |
| 27 | SHARKNINJA INC | SN | 225,339 | $23.2M | 1.14% |
| 28 | BOSTON SCIENTIFIC CORP | BSX | 237,353 | $23.2M | 1.14% |
| 29 | IQVIA HLDGS INC | IQV | 119,776 | $22.8M | 1.12% |
| 30 | MEDTRONIC PLC | MDT | 235,159 | $22.4M | 1.10% |
| 31 | LAUDER ESTEE COS INC | 518439104 | 252,148 | $22.2M | 1.09% |
| 32 | PAYPAL HLDGS INC | PYPL | 321,996 | $21.6M | 1.06% |
| 33 | ADOBE INC | ADBE | 58,981 | $20.8M | 1.02% |
| 34 | AMAZON COM INC | AMZN | 91,355 | $20.1M | 0.99% |
| 35 | HEXCEL CORP NEW | 428291108 | 275,897 | $17.3M | 0.85% |
| 36 | COMCAST CORP NEW | CCZ | 498,173 | $15.7M | 0.77% |
| 37 | ILLUMINA INC | ILMN | 157,384 | $14.9M | 0.73% |
| 38 | BECTON DICKINSON & CO | BDX | 66,072 | $12.4M | 0.61% |
| 39 | STMICROELECTRONICS N V | STMEF | 386,540 | $10.9M | 0.54% |
| 40 | STANLEY BLACK & DECKER INC | SWK | 133,348 | $9.9M | 0.49% |
| 41 | ELI LILLY & CO | LLY | 11,447 | $8.7M | 0.43% |
| 42 | UNITEDHEALTH GROUP INC | UNH | 25,082 | $8.7M | 0.43% |
| 43 | ALBEMARLE CORP | ALB-PA | 105,332 | $8.5M | 0.42% |
| 44 | ATLASSIAN CORPORATION | TEAM | 52,355 | $8.4M | 0.41% |
| 45 | ALPHABET INC | GOOG | 25,000 | $6.1M | 0.30% |
| 46 | MARVELL TECHNOLOGY INC | MRVL | 61,860 | $5.2M | 0.26% |
| 47 | ABBOTT LABS | ABLZF | 37,584 | $5.0M | 0.25% |
| 48 | FMC CORP | FMC | 147,575 | $5.0M | 0.24% |
| 49 | ENTERPRISE PRODS PARTNERS L | 293792107 | 157,148 | $4.9M | 0.24% |
| 50 | PROLOGIS INC. | PLDGP | 23,972 | $2.7M | 0.13% |
| 51 | PROCTER AND GAMBLE CO | 742718109 | 16,700 | $2.6M | 0.13% |
| 52 | SPDR SERIES TRUST | 78468R663 | 23,350 | $2.1M | 0.11% |
| 53 | M & T BK CORP | 55261F104 | 10,630 | $2.1M | 0.10% |
| 54 | SCHLUMBERGER LTD | SLB | 56,023 | $1.9M | 0.09% |
| 55 | CAMECO CORP | CCJ | 19,870 | $1.7M | 0.08% |
| 56 | MERCK & CO INC | MRK | 12,750 | $1.1M | 0.05% |
| 57 | EXXON MOBIL CORP | XOM | 8,883 | $1.0M | 0.05% |
| 58 | CHEVRON CORP NEW | CVX | 5,400 | $838,566 | 0.04% |
| 59 | BOEING CO | BA-PA | 3,645 | $786,700 | 0.04% |
| 60 | HERSHEY CO | HSY | 2,900 | $542,445 | 0.03% |
| 61 | NEBIUS GROUP N.V. | NBIS | 4,665 | $523,740 | 0.03% |
| 62 | TRIP COM GROUP LTD | TRPCF | 5,750 | $432,400 | 0.02% |
| 63 | ONEOK INC NEW | OKE | 5,369 | $391,776 | 0.02% |
| 64 | MICROCHIP TECHNOLOGY INC. | MCHPP | 5,900 | $378,898 | 0.02% |
| 65 | SHELL PLC | RYDAF | 5,000 | $357,650 | 0.02% |
| 66 | GE AEROSPACE | 369604301 | 1,146 | $344,740 | 0.02% |
| 67 | BROADCOM INC | AVGO | 1,000 | $329,910 | 0.02% |
| 68 | GE VERNOVA INC | GEV | 511 | $314,214 | 0.02% |
| 69 | HIGHWOODS PPTYS INC | 431284108 | 9,700 | $308,654 | 0.02% |
| 70 | ISHARES GOLD TR | IAU | 3,600 | $261,972 | 0.01% |
| 71 | EVERSOURCE ENERGY | ES | 3,000 | $213,420 | 0.01% |
| 72 | PAYCHEX INC | PAYX | 1,600 | $202,816 | 0.01% |