Q4 2025 · 13F-HR
Hardman Johnston Global Advisors LLCholdings as filed
Filed 2026-01-23 · accession 0001172661-26-000276
$2.10B
Reported value
71
Positions
2025-12-31
Period end
The Brief · Hardman Johnston Global Advisors LLC · Q4 2025
AI · grounded in 13F
Hardman Johnston Global Advisors LLC increased its position in LLY by 181.29%. The fund established a new position in C valued at $23.27M and grew its holding in EL by 62.87%. Conversely, the fund reduced its exposure to TMUS by 88.52% and META by 51.69%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| N07059210 | ASML | ASML HOLDING N V | $166.9M | 7.95% | 156,004 | Common | SOLE |
| 45104G104 | IBN | ICICI BANK LIMITED | $164.7M | 7.85% | 5,526,617 | Common | SOLE |
| 40415F101 | HDB | HDFC BANK LTD | $161.8M | 7.71% | 4,428,563 | Common | SOLE |
| 58733R102 | MELI | MERCADOLIBRE INC | $154.6M | 7.37% | 76,741 | Common | SOLE |
| 443201108 | HWM | HOWMET AEROSPACE INC | $102.4M | 4.88% | 499,506 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $98.2M | 4.68% | 313,632 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $97.5M | 4.65% | 522,756 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $93.8M | 4.47% | 308,792 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $77.0M | 3.67% | 159,220 | Common | SOLE |
| 92537N108 | VRT | VERTIV HOLDINGS CO | $68.2M | 3.25% | 420,941 | Common | SOLE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $56.4M | 2.69% | 98,770 | Common | SOLE |
| 046353108 | AZNN | ASTRAZENECA PLC | $50.3M | 2.40% | 546,923 | Common | SOLE |
| 231561101 | CW | CURTISS WRIGHT CORP | $47.1M | 2.24% | 85,449 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $46.7M | 2.23% | 171,797 | Common | SOLE |
| 518439104 | EL | LAUDER ESTEE COS INC | $43.0M | 2.05% | 410,664 | Common | SOLE |
| 532457108 | LLY | ELI LILLY & CO | $34.6M | 1.65% | 32,199 | Common | SOLE |
| 808513105 | SCHW | SCHWAB CHARLES CORP | $33.0M | 1.57% | 329,879 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $32.8M | 1.56% | 142,158 | Common | SOLE |
| 060505104 | BAC | BANK AMERICA CORP | $30.7M | 1.46% | 557,970 | Common | SOLE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $29.6M | 1.41% | 361,710 | Common | SOLE |
| 92532F100 | VRTX | VERTEX PHARMACEUTICALS INC | $28.9M | 1.38% | 63,806 | Common | SOLE |
| 28176E108 | EW | EDWARDS LIFESCIENCES CORP | $27.0M | 1.29% | 316,770 | Common | SOLE |
| 571748102 | MRSH | MARSH & MCLENNAN COS INC | $26.7M | 1.27% | 143,970 | Common | SOLE |
| 007973100 | AEIS | ADVANCED ENERGY INDS | $25.5M | 1.22% | 121,984 | Common | SOLE |
| 46266C105 | IQV | IQVIA HLDGS INC | $24.8M | 1.18% | 109,907 | Common | SOLE |
| 053015103 | ADP | AUTOMATIC DATA PROCESSING IN | $23.6M | 1.13% | 91,807 | Common | SOLE |
| 172967424 | C | CITIGROUP INC | $23.3M | 1.11% | 199,450 | Common | SOLE |
| G8068L108 | SN | SHARKNINJA INC | $23.1M | 1.10% | 206,762 | Common | SOLE |
| 22052L104 | CTVA | CORTEVA INC | $22.3M | 1.06% | 332,858 | Common | SOLE |
| 101137107 | BSX | BOSTON SCIENTIFIC CORP | $21.8M | 1.04% | 228,264 | Common | SOLE |
| 00724F101 | ADBE | ADOBE INC | $19.7M | 0.94% | 56,179 | Common | SOLE |
| G5960L103 | MDT | MEDTRONIC PLC | $19.1M | 0.91% | 198,864 | Common | SOLE |
| 91347P105 | OLED | UNIVERSAL DISPLAY CORP | $19.1M | 0.91% | 163,286 | Common | SOLE |
| 428291108 | HXL | HEXCEL CORP NEW | $17.7M | 0.84% | 239,547 | Common | SOLE |
| 70450Y103 | PYPL | PAYPAL HLDGS INC | $16.8M | 0.80% | 286,915 | Common | SOLE |
| 452327109 | ILMN | ILLUMINA INC | $16.7M | 0.80% | 127,236 | Common | SOLE |
| 012653101 | ALB | ALBEMARLE CORP | $14.9M | 0.71% | 105,498 | Common | SOLE |
| 28414H103 | ELAN | ELANCO ANIMAL HEALTH INC | $14.3M | 0.68% | 630,840 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $14.3M | 0.68% | 21,605 | Common | SOLE |
| 20030N101 | CMCSA | COMCAST CORP NEW | $12.0M | 0.57% | 401,361 | Common | SOLE |
| 075887109 | BDX | BECTON DICKINSON & CO | $11.0M | 0.52% | 56,697 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $10.1M | 0.48% | 32,030 | Common | SOLE |
| 861012102 | STM | STMICROELECTRONICS N V | $9.7M | 0.46% | 372,431 | Common | SOLE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $8.3M | 0.39% | 25,111 | Common | SOLE |
| 854502101 | SWK | STANLEY BLACK & DECKER INC | $8.1M | 0.38% | 108,568 | Common | SOLE |
| 13321L108 | CCJ | CAMECO CORP | $7.8M | 0.37% | 84,790 | Common | SOLE |
| 049468101 | TEAM | ATLASSIAN CORPORATION | $5.7M | 0.27% | 35,447 | Common | SOLE |
| 293792107 | EPD | ENTERPRISE PRODS PARTNERS L | $5.7M | 0.27% | 178,885 | Common | SOLE |
| 002824100 | ABT | ABBOTT LABS | $5.5M | 0.26% | 43,711 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $3.7M | 0.18% | 10,828 | Common | SOLE |
| 74340W103 | PLD | PROLOGIS INC. | $3.4M | 0.16% | 26,307 | Common | SOLE |
| 806857108 | SLB | SLB LIMITED | $2.5M | 0.12% | 66,143 | Common | SOLE |
| 742718109 | PG | PROCTER AND GAMBLE CO | $2.4M | 0.11% | 16,700 | Common | SOLE |
| 872590104 | TMUS | T-MOBILE US INC | $2.3M | 0.11% | 11,255 | Common | SOLE |
| 55261F104 | MTB | M & T BK CORP | $2.1M | 0.10% | 10,630 | Common | SOLE |
| 921943858 | VEA | VANGUARD TAX-MANAGED FDS | $1.7M | 0.08% | 26,640 | Common | NONE |
| 58933Y105 | MRK | MERCK & CO INC | $1.3M | 0.06% | 12,750 | Common | SOLE |
| 30231G102 | XOM | EXXON MOBIL CORP | $1.1M | 0.05% | 8,883 | Common | SOLE |
| 166764100 | CVX | CHEVRON CORP NEW | $823,014 | 0.04% | 5,400 | Common | SOLE |
| 682680103 | OKE | ONEOK INC NEW | $798,431 | 0.04% | 10,863 | Common | SOLE |
| 097023105 | BA | BOEING CO | $554,742 | 0.03% | 2,555 | Common | SOLE |
| 427866108 | HSY | HERSHEY CO | $527,742 | 0.03% | 2,900 | Common | SOLE |
| 89677Q107 | TCOM | TRIP COM GROUP LTD | $413,483 | 0.02% | 5,750 | Common | SOLE |
| N97284108 | NBIS | NEBIUS GROUP N.V. | $390,484 | 0.02% | 4,665 | Common | SOLE |
| 595017104 | MCHP | MICROCHIP TECHNOLOGY INC. | $375,948 | 0.02% | 5,900 | Common | SOLE |
| 780259305 | SHEL | SHELL PLC | $367,400 | 0.02% | 5,000 | Common | SOLE |
| 369604301 | GE | GE AEROSPACE | $353,002 | 0.02% | 1,146 | Common | SOLE |
| 36828A101 | GEV | GE VERNOVA INC | $333,974 | 0.02% | 511 | Common | SOLE |
| 464285204 | IAU | ISHARES GOLD TR | $292,212 | 0.01% | 3,600 | Common | SOLE |
| 431284108 | HIW | HIGHWOODS PPTYS INC | $250,454 | 0.01% | 9,700 | Common | SOLE |
| 30040W108 | ES | EVERSOURCE ENERGY | $201,990 | 0.01% | 3,000 | 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.