Hardman Johnston Global Advisors LLC
CIK: 0001006364SEC EDGAR →
Portfolio Value
$2.1T
Holdings
71
As of
Q4 2025
New Positions
71
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ASML HOLDING N V | 156,004 | $166.9B | 7.95% |
| 2 | ICICI BANK LIMITED | 5,526,617 | $164.7B | 7.85% |
| 3 | HDFC BANK LTD | 4,428,563 | $161.8B | 7.71% |
| 4 | MERCADOLIBRE INC | 76,741 | $154.6B | 7.37% |
| 5 | HOWMET AEROSPACE INC | 499,506 | $102.4B | 4.88% |
| 6 | ALPHABET INC | 313,632 | $98.2B | 4.68% |
| 7 | NVIDIA CORPORATION | 522,756 | $97.5B | 4.65% |
| 8 | TAIWAN SEMICONDUCTOR MFG LTD | 308,792 | $93.8B | 4.47% |
| 9 | MICROSOFT CORP | 159,220 | $77.0B | 3.67% |
| 10 | VERTIV HOLDINGS CO | 420,941 | $68.2B | 3.25% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (71)
$166.9B · 156K shares
$164.7B · 5.5M shares
$161.8B · 4.4M shares
$154.6B · 77K shares
$102.4B · 500K shares
$98.2B · 314K shares
$97.5B · 523K shares
$93.8B · 309K shares
$77.0B · 159K shares
$68.2B · 421K shares
$56.4B · 99K shares
$50.3B · 547K shares
$47.1B · 85K shares
$46.7B · 172K shares
$43.0B · 411K shares
$34.6B · 32K shares
$33.0B · 330K shares
$32.8B · 142K shares
$30.7B · 558K shares
$29.6B · 362K shares
$28.9B · 64K shares
$27.0B · 317K shares
$26.7B · 144K shares
$25.5B · 122K shares
$24.8B · 110K shares
$23.6B · 92K shares
$23.3B · 199K shares
$23.1B · 207K shares
$22.3B · 333K shares
$21.8B · 228K shares
$19.7B · 56K shares
$19.1B · 199K shares
$19.1B · 163K shares
$17.7B · 240K shares
$16.8B · 287K shares
$16.7B · 127K shares
$14.9B · 105K shares
$14.3B · 631K shares
$14.3B · 22K shares
$12.0B · 401K shares
$11.0B · 57K shares
$10.1B · 32K shares
$9.7B · 372K shares
$8.3B · 25K shares
$8.1B · 109K shares
$7.8B · 85K shares
$5.7B · 35K shares
$5.7B · 179K shares
$5.5B · 44K shares
$3.7B · 11K shares
$3.4B · 26K shares
$2.5B · 66K shares
$2.4B · 17K shares
$2.3B · 11K shares
$2.1B · 11K shares
$1.7B · 27K shares
$1.3B · 13K shares
$1.1B · 9K shares
$823.0M · 5K shares
$798.0M · 11K shares
$554.0M · 3K shares
$527.0M · 3K shares
$413.0M · 6K shares
$390.0M · 5K shares
$375.0M · 6K shares
$367.0M · 5K shares
$353.0M · 1K shares
$333.0M · 511 shares
$292.0M · 4K shares
$250.0M · 10K shares
$201.0M · 3K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 12 | $569.8B | 27.1% |
| Financial Services | 9 | $493.8B | 23.5% |
| Industrials | 9 | $293.5B | 14.0% |
| Healthcare | 13 | $263.5B | 12.6% |
| Unknown | 4 | $178.6B | 8.5% |
| Communication Services | 7 | $144.9B | 6.9% |
| Consumer Cyclical | 2 | $55.9B | 2.7% |
| Consumer Defensive | 3 | $45.9B | 2.2% |
| Basic Materials | 2 | $37.2B | 1.8% |
| Energy | 6 | $11.3B | 0.5% |
| Real Estate | 2 | $3.6B | 0.2% |
| Utilities | 2 | $534.0M | 0.0% |