Hardman Johnston Global Advisors 13F, Q3 2024
Hardman Johnston · quarter ending 30 September 2024 · filed 30 October 2024 · SEC CIK 1006364
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q3 2024
The 25 largest of 77 positions. Weights are against the whole filed book. Changes are in shares held, against the Q2 2024 filing.
| Company | Ticker | Value | % of book | vs Q2 2024 |
|---|---|---|---|---|
| MERCADOLIBRE INC | MELI | $340.28M | 13.3% | -4% shares |
| TECHNIPFMC PLC | $236.48M | 9.3% | +14% shares | |
| HDFC BANK LTD | HDB | $170.31M | 6.7% | -3% shares |
| ICICI BANK LIMITED | IBN | $147.13M | 5.8% | unchanged |
| HOWMET AEROSPACE INC | HWM | $100.83M | 4.0% | -9% shares |
| NVIDIA CORPORATION | NVDA | $84.48M | 3.3% | -5% shares |
| ATLASSIAN CORPORATION | TEAM | $83.21M | 3.3% | -4% shares |
| VERTIV HOLDINGS CO | VRT | $80.47M | 3.1% | -17% shares |
| MICROSOFT CORP | MSFT | $78.77M | 3.1% | -4% shares |
| ASML HOLDING N V | $68.67M | 2.7% | -32% shares | |
| MASTERCARD INCORPORATED | MA | $65.25M | 2.6% | -6% shares |
| TAIWAN SEMICONDUCTOR MFG LTD | TSM | $61.58M | 2.4% | -16% shares |
| ALPHABET INC | GOOGL | $57.82M | 2.3% | -22% shares |
| APPLE INC | AAPL | $57.00M | 2.2% | -4% shares |
| IQVIA HLDGS INC | IQV | $54.28M | 2.1% | unchanged |
| VERTEX PHARMACEUTICALS INC | VRTX | $53.44M | 2.1% | -6% shares |
| UNIVERSAL DISPLAY CORP | OLED | $49.41M | 1.9% | -22% shares |
| MARSH & MCLENNAN COS INC | MRSH | $48.68M | 1.9% | -5% shares |
| ASTRAZENECA PLC | AZNN | $43.51M | 1.7% | unchanged |
| CURTISS WRIGHT CORP | CW | $42.45M | 1.7% | -5% shares |
| CORTEVA INC | CTVA | $40.54M | 1.6% | -4% shares |
| ADOBE INC | ADBE | $40.54M | 1.6% | -4% shares |
| UNITEDHEALTH GROUP INC | UNH | $37.18M | 1.5% | -7% shares |
| AUTOMATIC DATA PROCESSING IN | ADP | $35.36M | 1.4% | -4% shares |
| SCHWAB CHARLES CORP | SCHW | $35.24M | 1.4% | -4% shares |
What changed since Q2 2024
Against the Q2 2024 filing, Hardman Johnston Global Advisors opened 4 new positions, added to 7, trimmed 45, left 21 unchanged and exited 1. Every position is compared, matched on its CUSIP; a change of 2% or less in shares counts as unchanged.
Exited
- PDDwas $344.3K
Added to
Other quarters
Source: SEC Form 13F-HR, accession 0001172661-24-004413, 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.