Hardman Johnston Global Advisors 13F, Q2 2023
Hardman Johnston · quarter ending 30 June 2023 · filed 11 August 2023 · SEC CIK 1006364
$3.08B
Filed US book
76
Positions
9.8%
Largest position
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q2 2023
The 25 largest of 76 positions. Weights are against the whole filed book.
| Company | Ticker | Value | % of book |
|---|---|---|---|
| TECHNIPFMC PLC | $301.12M | 9.8% | |
| ALKERMES PLC | $180.37M | 5.8% | |
| MELCO RESORTS AND ENTMNT LTD | MLCO | $160.65M | 5.2% |
| ICICI BANK LIMITED | IBN | $144.35M | 4.7% |
| MERCADOLIBRE INC | MELI | $140.78M | 4.6% |
| ATLASSIAN CORPORATION | TEAM | $138.77M | 4.5% |
| ALIBABA GROUP HLDG LTD | BABA | $118.71M | 3.9% |
| ASML HOLDING N V | $99.02M | 3.2% | |
| SEA LTD | SE | $92.47M | 3.0% |
| HOWMET AEROSPACE INC | HWM | $89.35M | 2.9% |
| MICROSOFT CORP | MSFT | $86.69M | 2.8% |
| NVIDIA CORPORATION | NVDA | $86.34M | 2.8% |
| APTIV PLC | $85.75M | 2.8% | |
| MASTERCARD INCORPORATED | MA | $73.40M | 2.4% |
| VERTIV HOLDINGS CO | VRT | $72.77M | 2.4% |
| IQVIA HLDGS INC | IQV | $70.83M | 2.3% |
| VERTEX PHARMACEUTICALS INC | VRTX | $62.45M | 2.0% |
| ALPHABET INC | GOOGL | $54.25M | 1.8% |
| APPLE INC | AAPL | $52.29M | 1.7% |
| TAIWAN SEMICONDUCTOR MFG LTD | TSM | $50.67M | 1.6% |
| ASTRAZENECA PLC | AZNN | $48.00M | 1.6% |
| UNIVERSAL DISPLAY CORP | OLED | $47.96M | 1.6% |
| MARSH & MCLENNAN COS INC | MRSH | $46.48M | 1.5% |
| UNITEDHEALTH GROUP INC | UNH | $45.65M | 1.5% |
| CORTEVA INC | CTVA | $44.66M | 1.4% |
This is the earliest Hardman Johnston Global Advisors 13F we hold, so there is no earlier filing here to compare it with.
Other quarters
Source: SEC Form 13F-HR, accession 0001172661-23-002920, filed by Hardman Johnston Global Advisors LLC. Values are as filed and cover US-listed positions only; a 13F does not show short positions or holdings outside the US. A 13F may be filed up to 45 days after the quarter ends, so the fund may have traded since. Educational information, not financial advice.