13F HOLDINGS REPORT
Hardman Johnston Global Advisors LLC
Quarter ended Q4 2025 · Filed January 23, 2026 · Accession 0001172661-26-000276
Total Value
$2.10B
Positions
71
Other Managers
1
Confidential Omitted
No
Holdings (71)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ASML HOLDING N V | ASMLF | 156,004 | $166.9M | 7.95% |
| 2 | ICICI BANK LIMITED | IBN | 5,526,617 | $164.7M | 7.85% |
| 3 | HDFC BANK LTD | HDB | 4,428,563 | $161.8M | 7.71% |
| 4 | MERCADOLIBRE INC | MELI | 76,741 | $154.6M | 7.37% |
| 5 | HOWMET AEROSPACE INC | HWM | 499,506 | $102.4M | 4.88% |
| 6 | ALPHABET INC | GOOG | 313,632 | $98.2M | 4.68% |
| 7 | NVIDIA CORPORATION | NVDA | 522,756 | $97.5M | 4.65% |
| 8 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 308,792 | $93.8M | 4.47% |
| 9 | MICROSOFT CORP | MSFT | 159,220 | $77.0M | 3.67% |
| 10 | VERTIV HOLDINGS CO | VRT | 420,941 | $68.2M | 3.25% |
| 11 | MASTERCARD INCORPORATED | MA | 98,770 | $56.4M | 2.69% |
| 12 | ASTRAZENECA PLC | AZN | 546,923 | $50.3M | 2.40% |
| 13 | CURTISS WRIGHT CORP | CW | 85,449 | $47.1M | 2.24% |
| 14 | APPLE INC | AAPL | 171,797 | $46.7M | 2.23% |
| 15 | LAUDER ESTEE COS INC | 518439104 | 410,664 | $43.0M | 2.05% |
| 16 | ELI LILLY & CO | LLY | 32,199 | $34.6M | 1.65% |
| 17 | SCHWAB CHARLES CORP | SCHW-PJ | 329,879 | $33.0M | 1.57% |
| 18 | AMAZON COM INC | AMZN | 142,158 | $32.8M | 1.56% |
| 19 | BANK AMERICA CORP | 060505104 | 557,970 | $30.7M | 1.46% |
| 20 | UBER TECHNOLOGIES INC | UBER | 361,710 | $29.6M | 1.41% |
| 21 | VERTEX PHARMACEUTICALS INC | VRTX | 63,806 | $28.9M | 1.38% |
| 22 | EDWARDS LIFESCIENCES CORP | EW | 316,770 | $27.0M | 1.29% |
| 23 | MARSH & MCLENNAN COS INC | 571748102 | 143,970 | $26.7M | 1.27% |
| 24 | ADVANCED ENERGY INDS | 007973100 | 121,984 | $25.5M | 1.22% |
| 25 | IQVIA HLDGS INC | IQV | 109,907 | $24.8M | 1.18% |
| 26 | AUTOMATIC DATA PROCESSING IN | ADP | 91,807 | $23.6M | 1.13% |
| 27 | CITIGROUP INC | C-PR | 199,450 | $23.3M | 1.11% |
| 28 | SHARKNINJA INC | SN | 206,762 | $23.1M | 1.10% |
| 29 | CORTEVA INC | CTVA | 332,858 | $22.3M | 1.06% |
| 30 | BOSTON SCIENTIFIC CORP | BSX | 228,264 | $21.8M | 1.04% |
| 31 | ADOBE INC | ADBE | 56,179 | $19.7M | 0.94% |
| 32 | MEDTRONIC PLC | MDT | 198,864 | $19.1M | 0.91% |
| 33 | UNIVERSAL DISPLAY CORP | OLED | 163,286 | $19.1M | 0.91% |
| 34 | HEXCEL CORP NEW | 428291108 | 239,547 | $17.7M | 0.84% |
| 35 | PAYPAL HLDGS INC | PYPL | 286,915 | $16.8M | 0.80% |
| 36 | ILLUMINA INC | ILMN | 127,236 | $16.7M | 0.80% |
| 37 | ALBEMARLE CORP | ALB-PA | 105,498 | $14.9M | 0.71% |
| 38 | ELANCO ANIMAL HEALTH INC | ELAN | 630,840 | $14.3M | 0.68% |
| 39 | META PLATFORMS INC | META | 21,605 | $14.3M | 0.68% |
| 40 | COMCAST CORP NEW | CCZ | 401,361 | $12.0M | 0.57% |
| 41 | BECTON DICKINSON & CO | BDX | 56,697 | $11.0M | 0.52% |
| 42 | ALPHABET INC | GOOG | 32,030 | $10.1M | 0.48% |
| 43 | STMICROELECTRONICS N V | STMEF | 372,431 | $9.7M | 0.46% |
| 44 | UNITEDHEALTH GROUP INC | UNH | 25,111 | $8.3M | 0.39% |
| 45 | STANLEY BLACK & DECKER INC | SWK | 108,568 | $8.1M | 0.38% |
| 46 | CAMECO CORP | CCJ | 84,790 | $7.8M | 0.37% |
| 47 | ATLASSIAN CORPORATION | TEAM | 35,447 | $5.7M | 0.27% |
| 48 | ENTERPRISE PRODS PARTNERS L | 293792107 | 178,885 | $5.7M | 0.27% |
| 49 | ABBOTT LABS | ABLZF | 43,711 | $5.5M | 0.26% |
| 50 | BROADCOM INC | AVGO | 10,828 | $3.7M | 0.18% |
| 51 | PROLOGIS INC. | PLDGP | 26,307 | $3.4M | 0.16% |
| 52 | SLB LIMITED | SLB | 66,143 | $2.5M | 0.12% |
| 53 | PROCTER AND GAMBLE CO | 742718109 | 16,700 | $2.4M | 0.11% |
| 54 | T-MOBILE US INC | TMUSZ | 11,255 | $2.3M | 0.11% |
| 55 | M & T BK CORP | 55261F104 | 10,630 | $2.1M | 0.10% |
| 56 | VANGUARD TAX-MANAGED FDS | 921943858 | 26,640 | $1.7M | 0.08% |
| 57 | MERCK & CO INC | MRK | 12,750 | $1.3M | 0.06% |
| 58 | EXXON MOBIL CORP | XOM | 8,883 | $1.1M | 0.05% |
| 59 | CHEVRON CORP NEW | CVX | 5,400 | $823,014 | 0.04% |
| 60 | ONEOK INC NEW | OKE | 10,863 | $798,431 | 0.04% |
| 61 | BOEING CO | BA-PA | 2,555 | $554,742 | 0.03% |
| 62 | HERSHEY CO | HSY | 2,900 | $527,742 | 0.03% |
| 63 | TRIP COM GROUP LTD | TRPCF | 5,750 | $413,483 | 0.02% |
| 64 | NEBIUS GROUP N.V. | NBIS | 4,665 | $390,484 | 0.02% |
| 65 | MICROCHIP TECHNOLOGY INC. | MCHPP | 5,900 | $375,948 | 0.02% |
| 66 | SHELL PLC | RYDAF | 5,000 | $367,400 | 0.02% |
| 67 | GE AEROSPACE | 369604301 | 1,146 | $353,002 | 0.02% |
| 68 | GE VERNOVA INC | GEV | 511 | $333,974 | 0.02% |
| 69 | ISHARES GOLD TR | IAU | 3,600 | $292,212 | 0.01% |
| 70 | HIGHWOODS PPTYS INC | 431284108 | 9,700 | $250,454 | 0.01% |
| 71 | EVERSOURCE ENERGY | ES | 3,000 | $201,990 | 0.01% |