Hardman Johnston Global Advisors LLC
CIK: 0001006364SEC EDGAR →
Portfolio Value
$2.1B
Holdings
71
As of
Q4 2025
New Positions
3
Closed Positions
4
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ASML HOLDING N V | 156,004 | $166.9M | 7.95% |
| 2 | ICICI BANK LIMITED | 5,526,617 | $164.7M | 7.85% |
| 3 | HDFC BANK LTD | 4,428,563 | $161.8M | 7.71% |
| 4 | MERCADOLIBRE INC | 76,741 | $154.6M | 7.37% |
| 5 | HOWMET AEROSPACE INC | 499,506 | $102.4M | 4.88% |
| 6 | ALPHABET INC | 313,632 | $98.2M | 4.68% |
| 7 | NVIDIA CORPORATION | 522,756 | $97.5M | 4.65% |
| 8 | TAIWAN SEMICONDUCTOR MFG LTD | 308,792 | $93.8M | 4.47% |
| 9 | MICROSOFT CORP | 159,220 | $77.0M | 3.67% |
| 10 | VERTIV HOLDINGS CO | 420,941 | $68.2M | 3.25% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 12 | $569.8M | 27.1% |
| Financial Services | 9 | $493.8M | 23.5% |
| Industrials | 9 | $293.5M | 14.0% |
| Healthcare | 13 | $263.5M | 12.6% |
| Unknown | 4 | $178.6M | 8.5% |
| Communication Services | 7 | $144.9M | 6.9% |
| Consumer Cyclical | 2 | $55.9M | 2.7% |
| Consumer Defensive | 3 | $45.9M | 2.2% |
| Basic Materials | 2 | $37.2M | 1.8% |
| Energy | 6 | $11.3M | 0.5% |
| Real Estate | 2 | $3.6M | 0.2% |
| Utilities | 2 | $536K | 0.0% |