Hardman Johnston Global Advisors 13F, Q2 2025
Hardman Johnston · quarter ending 30 June 2025 · filed 21 July 2025 · SEC CIK 1006364
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q2 2025
The 25 largest of 73 positions. Weights are against the whole filed book. Changes are in shares held, against the Q1 2025 filing.
| Company | Ticker | Value | % of book | vs Q1 2025 |
|---|---|---|---|---|
| MERCADOLIBRE INC | MELI | $183.63M | 8.1% | -5% shares |
| ICICI BANK LIMITED | IBN | $175.13M | 7.8% | +9% shares |
| HDFC BANK LTD | HDB | $148.79M | 6.6% | -14% shares |
| ASML HOLDING N V | $122.71M | 5.4% | -3% shares | |
| NVIDIA CORPORATION | NVDA | $107.74M | 4.8% | +18% shares |
| HOWMET AEROSPACE INC | HWM | $106.56M | 4.7% | -27% shares |
| ATLASSIAN CORPORATION | TEAM | $99.33M | 4.4% | -6% shares |
| MICROSOFT CORP | MSFT | $90.13M | 4.0% | -4% shares |
| TAIWAN SEMICONDUCTOR MFG LTD | TSM | $79.22M | 3.5% | -8% shares |
| MASTERCARD INCORPORATED | MA | $71.04M | 3.1% | -9% shares |
| ALPHABET INC | GOOGL | $64.25M | 2.9% | -13% shares |
| CORTEVA INC | CTVA | $62.94M | 2.8% | -4% shares |
| CURTISS WRIGHT CORP | CW | $56.73M | 2.5% | -5% shares |
| VERTIV HOLDINGS CO | VRT | $52.23M | 2.3% | -24% shares |
| VERTEX PHARMACEUTICALS INC | VRTX | $48.18M | 2.1% | -8% shares |
| APPLE INC | AAPL | $47.29M | 2.1% | unchanged |
| MARSH & MCLENNAN COS INC | MRSH | $43.69M | 1.9% | unchanged |
| SCHWAB CHARLES CORP | SCHW | $40.53M | 1.8% | unchanged |
| UNIVERSAL DISPLAY CORP | OLED | $40.49M | 1.8% | unchanged |
| META PLATFORMS INC | META | $39.43M | 1.8% | -4% shares |
| ASTRAZENECA PLC | AZNN | $38.62M | 1.7% | unchanged |
| AUTOMATIC DATA PROCESSING IN | ADP | $38.08M | 1.7% | unchanged |
| UBER TECHNOLOGIES INC | UBER | $33.02M | 1.5% | +79% shares |
| EDWARDS LIFESCIENCES CORP | EW | $32.19M | 1.4% | +39% shares |
| T-MOBILE US INC | TMUS | $31.98M | 1.4% | -10% shares |
What changed since Q1 2025
Against the Q1 2025 filing, Hardman Johnston Global Advisors opened 5 new positions, added to 10, trimmed 27, left 31 unchanged and exited 5. 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 0001172661-25-002656, 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.