Hardman Johnston Global Advisors 13F, Q1 2024
Hardman Johnston · quarter ending 31 March 2024 · filed 6 May 2024 · SEC CIK 1006364
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q1 2024
The 25 largest of 76 positions. Weights are against the whole filed book. Changes are in shares held, against the Q4 2023 filing.
| Company | Ticker | Value | % of book | vs Q4 2023 |
|---|---|---|---|---|
| MERCADOLIBRE INC | MELI | $286.52M | 9.9% | -3% shares |
| TECHNIPFMC PLC | $175.30M | 6.0% | -39% shares | |
| ICICI BANK LIMITED | IBN | $136.24M | 4.7% | -3% shares |
| ATLASSIAN CORPORATION | TEAM | $126.61M | 4.4% | +4% shares |
| ASML HOLDING N V | $126.29M | 4.4% | +5% shares | |
| HDFC BANK LTD | HDB | $117.11M | 4.0% | +3% shares |
| VERTIV HOLDINGS CO | VRT | $115.08M | 4.0% | -23% shares |
| NVIDIA CORPORATION | NVDA | $110.50M | 3.8% | -38% shares |
| HOWMET AEROSPACE INC | HWM | $101.88M | 3.5% | -6% shares |
| MICROSOFT CORP | MSFT | $99.88M | 3.5% | -5% shares |
| MASTERCARD INCORPORATED | MA | $88.31M | 3.0% | unchanged |
| IQVIA HLDGS INC | IQV | $77.34M | 2.7% | -2% shares |
| TAIWAN SEMICONDUCTOR MFG LTD | TSM | $76.43M | 2.6% | +23% shares |
| ALKERMES PLC | $72.41M | 2.5% | -51% shares | |
| ALPHABET INC | GOOGL | $72.23M | 2.5% | unchanged |
| VERTEX PHARMACEUTICALS INC | VRTX | $66.37M | 2.3% | -8% shares |
| UNIVERSAL DISPLAY CORP | OLED | $63.53M | 2.2% | unchanged |
| CORTEVA INC | CTVA | $60.68M | 2.1% | +56% shares |
| MELCO RESORTS AND ENTMNT LTD | MLCO | $58.02M | 2.0% | -33% shares |
| AMAZON COM INC | AMZN | $53.10M | 1.8% | +7% shares |
| UNITEDHEALTH GROUP INC | UNH | $50.77M | 1.8% | +3% shares |
| MARSH & MCLENNAN COS INC | MRSH | $48.76M | 1.7% | unchanged |
| APPLE INC | AAPL | $45.44M | 1.6% | unchanged |
| BOSTON SCIENTIFIC CORP | BSX | $44.70M | 1.5% | -3% shares |
| ADOBE INC | ADBE | $42.60M | 1.5% | unchanged |
What changed since Q4 2023
Against the Q4 2023 filing, Hardman Johnston Global Advisors opened 8 new positions, added to 16, trimmed 22, left 30 unchanged and exited 6. Every position is compared, matched on its CUSIP; a change of 2% or less in shares counts as unchanged.
Other quarters
Source: SEC Form 13F-HR, accession 0001172661-24-002010, 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.