Hardman Johnston Global Advisors 13F, Q1 2025
Hardman Johnston · quarter ending 31 March 2025 · filed 15 May 2025 · SEC CIK 1006364
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q1 2025
The 25 largest of 73 positions. Weights are against the whole filed book. Changes are in shares held, against the Q4 2024 filing.
| Company | Ticker | Value | % of book | vs Q4 2024 |
|---|---|---|---|---|
| ICICI BANK LIMITED | IBN | $150.58M | 7.2% | unchanged |
| HDFC BANK LTD | HDB | $149.54M | 7.1% | -15% shares |
| MERCADOLIBRE INC | MELI | $144.88M | 6.9% | -37% shares |
| ATLASSIAN CORPORATION | TEAM | $110.80M | 5.3% | unchanged |
| ASML HOLDING N V | $104.41M | 5.0% | +62% shares | |
| HOWMET AEROSPACE INC | HWM | $101.65M | 4.9% | -17% shares |
| MASTERCARD INCORPORATED | MA | $76.25M | 3.6% | unchanged |
| MICROSOFT CORP | MSFT | $70.60M | 3.4% | unchanged |
| ALPHABET INC | GOOGL | $64.93M | 3.1% | +6% shares |
| TAIWAN SEMICONDUCTOR MFG LTD | TSM | $63.12M | 3.0% | unchanged |
| NVIDIA CORPORATION | NVDA | $62.59M | 3.0% | -22% shares |
| VERTEX PHARMACEUTICALS INC | VRTX | $57.25M | 2.7% | +3% shares |
| CORTEVA INC | CTVA | $55.40M | 2.6% | +6% shares |
| APPLE INC | AAPL | $51.31M | 2.5% | unchanged |
| MARSH & MCLENNAN COS INC | MRSH | $48.84M | 2.3% | unchanged |
| ASTRAZENECA PLC | AZNN | $41.30M | 2.0% | +7% shares |
| T-MOBILE US INC | TMUS | $39.80M | 1.9% | -3% shares |
| CURTISS WRIGHT CORP | CW | $38.74M | 1.9% | unchanged |
| VERTIV HOLDINGS CO | VRT | $38.64M | 1.9% | -30% shares |
| AUTOMATIC DATA PROCESSING IN | ADP | $37.96M | 1.8% | unchanged |
| UNIVERSAL DISPLAY CORP | OLED | $36.49M | 1.7% | +7% shares |
| SCHWAB CHARLES CORP | SCHW | $34.67M | 1.7% | unchanged |
| AMAZON COM INC | AMZN | $33.42M | 1.6% | -2% shares |
| META PLATFORMS INC | META | $32.04M | 1.5% | +24% shares |
| BOSTON SCIENTIFIC CORP | BSX | $28.98M | 1.4% | -12% shares |
What changed since Q4 2024
Against the Q4 2024 filing, Hardman Johnston Global Advisors opened 4 new positions, added to 15, trimmed 23, left 31 unchanged and exited 11. 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 0001172661-25-002305, 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.