Q4 2024 · 13F-HR
Hardman Johnston Global Advisors LLCholdings as filed
Filed 2025-02-04 · accession 0001172661-25-000481
$2.42B
Reported value
80
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 58733R102 | MELI | MERCADOLIBRE INC | $199.1M | 8.22% | 117,089 | Common | SOLE |
| 40415F101 | HDB | HDFC BANK LTD | $169.4M | 6.99% | 2,651,994 | Common | SOLE |
| 45104G104 | IBN | ICICI BANK LIMITED | $142.7M | 5.89% | 4,778,538 | Common | SOLE |
| G87110105 | FTI | TECHNIPFMC PLC | $134.2M | 5.54% | 4,635,791 | Common | SOLE |
| 049468101 | TEAM | ATLASSIAN CORPORATION | $128.6M | 5.31% | 528,349 | Common | SOLE |
| 443201108 | HWM | HOWMET AEROSPACE INC | $103.8M | 4.28% | 948,887 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $99.2M | 4.09% | 738,429 | Common | SOLE |
| 92537N108 | VRT | VERTIV HOLDINGS CO | $86.6M | 3.57% | 762,326 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $80.8M | 3.34% | 191,793 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $75.3M | 3.11% | 381,432 | Common | NONE |
| 02079K305 | GOOGL | ALPHABET INC | $75.0M | 3.09% | 396,032 | Common | SOLE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $74.3M | 3.06% | 141,042 | Common | SOLE |
| N07059210 | ASML | ASML HOLDING N V | $67.3M | 2.78% | 97,141 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $58.5M | 2.42% | 233,779 | Common | SOLE |
| 22052L104 | CTVA | CORTEVA INC | $47.4M | 1.95% | 831,529 | Common | SOLE |
| 92532F100 | VRTX | VERTEX PHARMACEUTICALS INC | $46.2M | 1.91% | 114,664 | Common | SOLE |
| 231561101 | CW | CURTISS WRIGHT CORP | $44.2M | 1.82% | 124,483 | Common | SOLE |
| 571748102 | MRSH | MARSH & MCLENNAN COS INC | $43.3M | 1.79% | 203,732 | Common | SOLE |
| 46266C105 | IQV | IQVIA HLDGS INC | $39.7M | 1.64% | 202,170 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $39.4M | 1.63% | 179,505 | Common | NONE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $36.4M | 1.50% | 71,871 | Common | SOLE |
| 053015103 | ADP | AUTOMATIC DATA PROCESSING IN | $36.3M | 1.50% | 123,859 | Common | SOLE |
| 91347P105 | OLED | UNIVERSAL DISPLAY CORP | $35.8M | 1.48% | 244,862 | Common | SOLE |
| 046353108 | AZNN | ASTRAZENECA PLC | $34.3M | 1.41% | 523,164 | Common | SOLE |
| 00724F101 | ADBE | ADOBE INC | $34.0M | 1.40% | 76,466 | Common | SOLE |
| 872590104 | TMUS | T-MOBILE US INC | $34.0M | 1.40% | 153,915 | Common | NONE |
| 70450Y103 | PYPL | PAYPAL HLDGS INC | $34.0M | 1.40% | 397,824 | Common | SOLE |
| 808513105 | SCHW | SCHWAB CHARLES CORP | $33.3M | 1.38% | 450,493 | Common | SOLE |
| 101137107 | BSX | BOSTON SCIENTIFIC CORP | $29.2M | 1.20% | 326,904 | Common | NONE |
| 30303M102 | META | META PLATFORMS INC | $26.2M | 1.08% | 44,675 | Common | NONE |
| 20030N101 | CMCSA | COMCAST CORP NEW | $24.5M | 1.01% | 653,250 | Common | SOLE |
| 452327109 | ILMN | ILLUMINA INC | $22.4M | 0.93% | 167,959 | Common | SOLE |
| 28176E108 | EW | EDWARDS LIFESCIENCES CORP | $22.1M | 0.91% | 298,086 | Common | SOLE |
| G8068L108 | SN | SHARKNINJA INC | $20.0M | 0.82% | 205,035 | Common | SOLE |
| 28414H103 | ELAN | ELANCO ANIMAL HEALTH INC | $19.0M | 0.78% | 1,566,430 | Common | NONE |
| 075887109 | BDX | BECTON DICKINSON & CO | $17.9M | 0.74% | 79,061 | Common | SOLE |
| G5960L103 | MDT | MEDTRONIC PLC | $15.3M | 0.63% | 191,118 | Common | SOLE |
| 532457108 | LLY | ELI LILLY & CO | $14.5M | 0.60% | 18,723 | Common | NONE |
| 526057104 | LEN | LENNAR CORP | $14.3M | 0.59% | 104,700 | Common | SOLE |
| 007973100 | AEIS | ADVANCED ENERGY INDS | $13.9M | 0.58% | 120,525 | Common | SOLE |
| G4705A100 | ICLR | ICON PLC | $12.6M | 0.52% | 60,306 | Common | NONE |
| 854502101 | SWK | STANLEY BLACK & DECKER INC | $12.0M | 0.49% | 149,053 | Common | SOLE |
| 573874104 | MRVL | MARVELL TECHNOLOGY INC | $11.9M | 0.49% | 107,410 | Common | SOLE |
| 670100205 | NVO | NOVO-NORDISK A S | $11.6M | 0.48% | 134,960 | Common | SOLE |
| 525327102 | LDOS | LEIDOS HOLDINGS INC | $10.4M | 0.43% | 72,245 | Common | SOLE |
| 012653101 | ALB | ALBEMARLE CORP | $10.0M | 0.41% | 116,454 | Common | SOLE |
| 302491303 | FMC | FMC CORP | $9.8M | 0.40% | 201,657 | Common | SOLE |
| 060505104 | BAC | BANK AMERICA CORP | $8.3M | 0.34% | 187,990 | Common | NONE |
| 036752103 | ELV | ELEVANCE HEALTH INC | $7.4M | 0.30% | 20,020 | Common | NONE |
| 02079K107 | GOOG | ALPHABET INC | $6.8M | 0.28% | 35,760 | Common | SOLE |
| 293792107 | EPD | ENTERPRISE PRODS PARTNERS L | $6.0M | 0.25% | 191,940 | Common | SOLE |
| 002824100 | ABT | ABBOTT LABS | $5.1M | 0.21% | 45,044 | Common | SOLE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $4.5M | 0.19% | 74,520 | Common | NONE |
| 372303206 | GMAB | GENMAB A/S | $4.5M | 0.18% | 214,472 | Common | SOLE |
| 78468R663 | BIL | SPDR SER TR | $3.7M | 0.15% | 40,000 | Common | NONE |
| 806857108 | SLB | SCHLUMBERGER LTD | $3.6M | 0.15% | 95,108 | Common | SOLE |
| 222070203 | COTY | COTY INC | $3.1M | 0.13% | 440,544 | Common | NONE |
| 74340W103 | PLD | PROLOGIS INC. | $3.0M | 0.12% | 28,002 | Common | SOLE |
| 742718109 | PG | PROCTER AND GAMBLE CO | $2.8M | 0.12% | 16,700 | Common | SOLE |
| 55261F104 | MTB | M & T BK CORP | $2.0M | 0.08% | 10,630 | Common | SOLE |
| 921943858 | VEA | VANGUARD TAX-MANAGED FDS | $1.7M | 0.07% | 34,840 | Common | NONE |
| 682680103 | OKE | ONEOK INC NEW | $1.3M | 0.05% | 12,649 | Common | SOLE |
| 58933Y105 | MRK | MERCK & CO INC | $1.3M | 0.05% | 12,750 | Common | SOLE |
| 13321L108 | CCJ | CAMECO CORP | $1.2M | 0.05% | 22,740 | Common | SOLE |
| 30231G102 | XOM | EXXON MOBIL CORP | $955,544 | 0.04% | 8,883 | Common | SOLE |
| 595017104 | MCHP | MICROCHIP TECHNOLOGY INC. | $820,105 | 0.03% | 14,300 | Common | SOLE |
| 166764100 | CVX | CHEVRON CORP NEW | $782,136 | 0.03% | 5,400 | Common | SOLE |
| 464287465 | EFA | ISHARES TR | $651,758 | 0.03% | 8,620 | Common | SOLE |
| 89677Q107 | TCOM | TRIP COM GROUP LTD | $519,070 | 0.02% | 7,560 | Common | SOLE |
| 427866108 | HSY | HERSHEY CO | $491,115 | 0.02% | 2,900 | Common | SOLE |
| 369604301 | GE | GE AEROSPACE | $341,252 | 0.01% | 2,046 | Common | SOLE |
| 780259305 | SHEL | SHELL PLC | $313,250 | 0.01% | 5,000 | Common | SOLE |
| 431284108 | HIW | HIGHWOODS PPTYS INC | $296,626 | 0.01% | 9,700 | Common | SOLE |
| 25243Q205 | DEO | DIAGEO PLC | $279,686 | 0.01% | 2,200 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $278,208 | 0.01% | 1,200 | Common | SOLE |
| N97284108 | NBIS | NEBIUS GROUP N.V. | $259,411 | 0.01% | 9,365 | Common | SOLE |
| 437076102 | HD | HOME DEPOT INC | $243,119 | 0.01% | 625 | Common | SOLE |
| G6683N103 | NU | NU HLDGS LTD | $242,113 | 0.01% | 23,370 | Common | SOLE |
| 704326107 | PAYX | PAYCHEX INC | $224,352 | 0.01% | 1,600 | Common | SOLE |
| 291011104 | EMR | EMERSON ELEC CO | $223,074 | 0.01% | 1,800 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.