Hardman Johnston Global Advisors 13F, Q4 2024
Hardman Johnston · quarter ending 31 December 2024 · filed 4 February 2025 · SEC CIK 1006364
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q4 2024
The 25 largest of 80 positions. Weights are against the whole filed book. Changes are in shares held, against the Q3 2024 filing.
| Company | Ticker | Value | % of book | vs Q3 2024 |
|---|---|---|---|---|
| MERCADOLIBRE INC | MELI | $199.10M | 8.2% | -29% shares |
| HDFC BANK LTD | HDB | $169.36M | 7.0% | -3% shares |
| ICICI BANK LIMITED | IBN | $142.69M | 5.9% | -3% shares |
| TECHNIPFMC PLC | $134.16M | 5.5% | -49% shares | |
| ATLASSIAN CORPORATION | TEAM | $128.59M | 5.3% | unchanged |
| HOWMET AEROSPACE INC | HWM | $103.78M | 4.3% | -6% shares |
| NVIDIA CORPORATION | NVDA | $99.16M | 4.1% | +6% shares |
| VERTIV HOLDINGS CO | VRT | $86.61M | 3.6% | -6% shares |
| MICROSOFT CORP | MSFT | $80.84M | 3.3% | +5% shares |
| TAIWAN SEMICONDUCTOR MFG LTD | TSM | $75.33M | 3.1% | +8% shares |
| ALPHABET INC | GOOGL | $74.97M | 3.1% | +14% shares |
| MASTERCARD INCORPORATED | MA | $74.27M | 3.1% | +7% shares |
| ASML HOLDING N V | $67.33M | 2.8% | +18% shares | |
| APPLE INC | AAPL | $58.54M | 2.4% | -4% shares |
| CORTEVA INC | CTVA | $47.36M | 1.9% | +21% shares |
| VERTEX PHARMACEUTICALS INC | VRTX | $46.18M | 1.9% | unchanged |
| CURTISS WRIGHT CORP | CW | $44.18M | 1.8% | -4% shares |
| MARSH & MCLENNAN COS INC | MRSH | $43.27M | 1.8% | -7% shares |
| IQVIA HLDGS INC | IQV | $39.73M | 1.6% | -12% shares |
| AMAZON COM INC | AMZN | $39.38M | 1.6% | +40% shares |
| UNITEDHEALTH GROUP INC | UNH | $36.36M | 1.5% | +13% shares |
| AUTOMATIC DATA PROCESSING IN | ADP | $36.26M | 1.5% | -3% shares |
| UNIVERSAL DISPLAY CORP | OLED | $35.80M | 1.5% | +4% shares |
| ASTRAZENECA PLC | AZNN | $34.28M | 1.4% | -6% shares |
| ADOBE INC | ADBE | $34.00M | 1.4% | -2% shares |
What changed since Q3 2024
Against the Q3 2024 filing, Hardman Johnston Global Advisors opened 7 new positions, added to 23, trimmed 33, left 17 unchanged and exited 4. 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 0001172661-25-000481, 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.