Hardman Johnston Global Advisors 13F, Q2 2024
Hardman Johnston · quarter ending 30 June 2024 · filed 14 August 2024 · SEC CIK 1006364
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q2 2024
The 25 largest of 74 positions. Weights are against the whole filed book. Changes are in shares held, against the Q1 2024 filing.
| Company | Ticker | Value | % of book | vs Q1 2024 |
|---|---|---|---|---|
| MERCADOLIBRE INC | MELI | $283.08M | 10.9% | -9% shares |
| TECHNIPFMC PLC | $207.75M | 8.0% | +14% shares | |
| HDFC BANK LTD | HDB | $181.23M | 7.0% | +35% shares |
| ICICI BANK LIMITED | IBN | $142.31M | 5.5% | -4% shares |
| ASML HOLDING N V | $123.26M | 4.8% | -7% shares | |
| ATLASSIAN CORPORATION | TEAM | $96.37M | 3.7% | -16% shares |
| NVIDIA CORPORATION | NVDA | $90.15M | 3.5% | +497% shares |
| HOWMET AEROSPACE INC | HWM | $86.19M | 3.3% | -25% shares |
| MICROSOFT CORP | MSFT | $85.08M | 3.3% | -20% shares |
| VERTIV HOLDINGS CO | VRT | $84.27M | 3.3% | -31% shares |
| ALPHABET INC | GOOGL | $80.86M | 3.1% | -7% shares |
| TAIWAN SEMICONDUCTOR MFG LTD | TSM | $73.05M | 2.8% | -25% shares |
| UNIVERSAL DISPLAY CORP | OLED | $63.48M | 2.5% | -20% shares |
| MASTERCARD INCORPORATED | MA | $61.93M | 2.4% | -24% shares |
| VERTEX PHARMACEUTICALS INC | VRTX | $57.10M | 2.2% | -23% shares |
| APPLE INC | AAPL | $53.83M | 2.1% | -4% shares |
| MARSH & MCLENNAN COS INC | MRSH | $48.32M | 1.9% | -3% shares |
| IQVIA HLDGS INC | IQV | $48.14M | 1.9% | -26% shares |
| ADOBE INC | ADBE | $45.22M | 1.8% | -4% shares |
| ASTRAZENECA PLC | AZNN | $44.32M | 1.7% | -3% shares |
| SCHWAB CHARLES CORP | SCHW | $41.75M | 1.6% | +46% shares |
| CORTEVA INC | CTVA | $38.85M | 1.5% | -32% shares |
| CURTISS WRIGHT CORP | CW | $36.66M | 1.4% | +24% shares |
| AMAZON COM INC | AMZN | $34.75M | 1.3% | -39% shares |
| UNITEDHEALTH GROUP INC | UNH | $34.73M | 1.3% | -34% shares |
What changed since Q1 2024
Against the Q1 2024 filing, Hardman Johnston Global Advisors opened 4 new positions, added to 11, trimmed 35, left 24 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 0001172661-24-003369, 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.