Q1 2025 · 13F-HR
Hardman Johnston Global Advisors LLCholdings as filed
Filed 2025-05-15 · accession 0001172661-25-002305
$2.09B
Reported value
73
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 45104G104 | IBN | ICICI BANK LIMITED | $150.6M | 7.19% | 4,777,326 | Common | SOLE |
| 40415F101 | HDB | HDFC BANK LTD | $149.5M | 7.14% | 2,250,824 | Common | SOLE |
| 58733R102 | MELI | MERCADOLIBRE INC | $144.9M | 6.92% | 74,266 | Common | SOLE |
| 049468101 | TEAM | ATLASSIAN CORPORATION | $110.8M | 5.29% | 522,102 | Common | SOLE |
| N07059210 | ASML | ASML HOLDING N V | $104.4M | 4.99% | 157,569 | Common | SOLE |
| 443201108 | HWM | HOWMET AEROSPACE INC | $101.7M | 4.86% | 783,552 | Common | SOLE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $76.2M | 3.64% | 139,103 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $70.6M | 3.37% | 188,075 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $64.9M | 3.10% | 419,882 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $63.1M | 3.02% | 380,255 | Common | NONE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $62.6M | 2.99% | 577,514 | Common | SOLE |
| 92532F100 | VRTX | VERTEX PHARMACEUTICALS INC | $57.2M | 2.73% | 118,080 | Common | SOLE |
| 22052L104 | CTVA | CORTEVA INC | $55.4M | 2.65% | 880,369 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $51.3M | 2.45% | 231,007 | Common | SOLE |
| 571748102 | MRSH | MARSH & MCLENNAN COS INC | $48.8M | 2.33% | 200,142 | Common | SOLE |
| 046353108 | AZNN | ASTRAZENECA PLC | $41.3M | 1.97% | 561,885 | Common | SOLE |
| 872590104 | TMUS | T-MOBILE US INC | $39.8M | 1.90% | 149,230 | Common | NONE |
| 231561101 | CW | CURTISS WRIGHT CORP | $38.7M | 1.85% | 122,105 | Common | SOLE |
| 92537N108 | VRT | VERTIV HOLDINGS CO | $38.6M | 1.85% | 535,249 | Common | SOLE |
| 053015103 | ADP | AUTOMATIC DATA PROCESSING IN | $38.0M | 1.81% | 124,237 | Common | SOLE |
| 91347P105 | OLED | UNIVERSAL DISPLAY CORP | $36.5M | 1.74% | 261,642 | Common | SOLE |
| 808513105 | SCHW | SCHWAB CHARLES CORP | $34.7M | 1.66% | 442,953 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $33.4M | 1.60% | 175,665 | Common | NONE |
| 30303M102 | META | META PLATFORMS INC | $32.0M | 1.53% | 55,591 | Common | NONE |
| 101137107 | BSX | BOSTON SCIENTIFIC CORP | $29.0M | 1.38% | 287,254 | Common | NONE |
| 46266C105 | IQV | IQVIA HLDGS INC | $25.3M | 1.21% | 143,258 | Common | SOLE |
| 00724F101 | ADBE | ADOBE INC | $25.0M | 1.20% | 65,268 | Common | SOLE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $24.7M | 1.18% | 47,216 | Common | SOLE |
| 70450Y103 | PYPL | PAYPAL HLDGS INC | $24.6M | 1.17% | 376,249 | Common | SOLE |
| 20030N101 | CMCSA | COMCAST CORP NEW | $23.2M | 1.11% | 629,510 | Common | SOLE |
| 060505104 | BAC | BANK AMERICA CORP | $23.2M | 1.11% | 555,040 | Common | NONE |
| 28176E108 | EW | EDWARDS LIFESCIENCES CORP | $21.4M | 1.02% | 295,771 | Common | SOLE |
| 573874104 | MRVL | MARVELL TECHNOLOGY INC | $21.1M | 1.01% | 342,060 | Common | NONE |
| G8068L108 | SN | SHARKNINJA INC | $20.5M | 0.98% | 246,276 | Common | SOLE |
| 075887109 | BDX | BECTON DICKINSON & CO | $17.9M | 0.86% | 78,147 | Common | SOLE |
| G5960L103 | MDT | MEDTRONIC PLC | $16.8M | 0.80% | 186,668 | Common | SOLE |
| 007973100 | AEIS | ADVANCED ENERGY INDS | $16.4M | 0.78% | 172,265 | Common | SOLE |
| 28414H103 | ELAN | ELANCO ANIMAL HEALTH INC | $16.1M | 0.77% | 1,536,390 | Common | NONE |
| 532457108 | LLY | ELI LILLY & CO | $15.0M | 0.72% | 18,135 | Common | NONE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $14.4M | 0.69% | 198,040 | Common | NONE |
| 428291108 | HXL | HEXCEL CORP NEW | $12.8M | 0.61% | 233,285 | Common | SOLE |
| 452327109 | ILMN | ILLUMINA INC | $11.9M | 0.57% | 150,249 | Common | SOLE |
| 854502101 | SWK | STANLEY BLACK & DECKER INC | $10.3M | 0.49% | 134,233 | Common | SOLE |
| 012653101 | ALB | ALBEMARLE CORP | $8.3M | 0.40% | 115,414 | Common | SOLE |
| 302491303 | FMC | FMC CORP | $8.1M | 0.39% | 192,487 | Common | SOLE |
| 670100205 | NVO | NOVO-NORDISK A S | $7.8M | 0.37% | 112,656 | Common | SOLE |
| 78468R663 | BIL | SPDR SER TR | $7.6M | 0.36% | 83,000 | Common | NONE |
| 293792107 | EPD | ENTERPRISE PRODS PARTNERS L | $6.6M | 0.31% | 191,940 | Common | SOLE |
| 002824100 | ABT | ABBOTT LABS | $6.0M | 0.29% | 45,044 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $5.6M | 0.27% | 35,760 | Common | SOLE |
| 372303206 | GMAB | GENMAB A/S | $4.4M | 0.21% | 226,911 | Common | SOLE |
| 806857108 | SLB | SCHLUMBERGER LTD | $3.8M | 0.18% | 91,288 | Common | SOLE |
| 74340W103 | PLD | PROLOGIS INC. | $3.1M | 0.15% | 28,002 | Common | SOLE |
| 742718109 | PG | PROCTER AND GAMBLE CO | $2.8M | 0.14% | 16,700 | Common | SOLE |
| 11271J107 | BN | BROOKFIELD CORP | $2.4M | 0.12% | 46,730 | Common | NONE |
| 55261F104 | MTB | M & T BK CORP | $1.9M | 0.09% | 10,630 | Common | SOLE |
| 682680103 | OKE | ONEOK INC NEW | $1.3M | 0.06% | 12,649 | Common | SOLE |
| 58933Y105 | MRK | MERCK & CO INC | $1.1M | 0.05% | 12,750 | Common | SOLE |
| 30231G102 | XOM | EXXON MOBIL CORP | $1.1M | 0.05% | 8,883 | Common | SOLE |
| 13321L108 | CCJ | CAMECO CORP | $993,602 | 0.05% | 24,140 | Common | SOLE |
| 166764100 | CVX | CHEVRON CORP NEW | $903,366 | 0.04% | 5,400 | Common | SOLE |
| 595017104 | MCHP | MICROCHIP TECHNOLOGY INC. | $692,263 | 0.03% | 14,300 | Common | SOLE |
| 427866108 | HSY | HERSHEY CO | $495,987 | 0.02% | 2,900 | Common | SOLE |
| 01609W102 | BABA | ALIBABA GROUP HLDG LTD | $465,450 | 0.02% | 3,520 | Common | SOLE |
| 89677Q107 | TCOM | TRIP COM GROUP LTD | $450,782 | 0.02% | 7,090 | Common | SOLE |
| 464287465 | EFA | ISHARES TR | $441,342 | 0.02% | 5,400 | Common | SOLE |
| 780259305 | SHEL | SHELL PLC | $366,400 | 0.02% | 5,000 | Common | SOLE |
| 369604301 | GE | GE AEROSPACE | $349,462 | 0.02% | 1,746 | Common | SOLE |
| 431284108 | HIW | HIGHWOODS PPTYS INC | $287,508 | 0.01% | 9,700 | Common | SOLE |
| 704326107 | PAYX | PAYCHEX INC | $246,848 | 0.01% | 1,600 | Common | SOLE |
| 437076102 | HD | HOME DEPOT INC | $229,056 | 0.01% | 625 | Common | SOLE |
| 464285204 | IAU | ISHARES GOLD TR | $212,256 | 0.01% | 3,600 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $200,916 | 0.01% | 1,200 | 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.