Hardman Johnston Global Advisors 13F, Q3 2025
Hardman Johnston · quarter ending 30 September 2025 · filed 27 October 2025 · SEC CIK 1006364
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q3 2025
The 25 largest of 72 positions. Weights are against the whole filed book. Changes are in shares held, against the Q2 2025 filing.
| Company | Ticker | Value | % of book | vs Q2 2025 |
|---|---|---|---|---|
| MERCADOLIBRE INC | MELI | $181.29M | 8.9% | +10% shares |
| ICICI BANK LIMITED | IBN | $173.40M | 8.5% | +10% shares |
| HDFC BANK LTD | HDB | $145.85M | 7.2% | +120% shares |
| ASML HOLDING N V | $124.75M | 6.1% | -16% shares | |
| NVIDIA CORPORATION | NVDA | $107.83M | 5.3% | -15% shares |
| HOWMET AEROSPACE INC | HWM | $98.59M | 4.8% | -12% shares |
| TAIWAN SEMICONDUCTOR MFG LTD | TSM | $85.20M | 4.2% | -13% shares |
| MICROSOFT CORP | MSFT | $81.81M | 4.0% | -13% shares |
| ALPHABET INC | GOOGL | $72.89M | 3.6% | -18% shares |
| MASTERCARD INCORPORATED | MA | $63.12M | 3.1% | -12% shares |
| VERTIV HOLDINGS CO | VRT | $53.13M | 2.6% | -13% shares |
| CURTISS WRIGHT CORP | CW | $52.48M | 2.6% | -17% shares |
| APPLE INC | AAPL | $47.53M | 2.3% | -19% shares |
| ASTRAZENECA PLC | AZNN | $43.08M | 2.1% | unchanged |
| CORTEVA INC | CTVA | $41.76M | 2.0% | -27% shares |
| SCHWAB CHARLES CORP | SCHW | $34.61M | 1.7% | -18% shares |
| UBER TECHNOLOGIES INC | UBER | $34.24M | 1.7% | unchanged |
| META PLATFORMS INC | META | $32.84M | 1.6% | -16% shares |
| MARSH & MCLENNAN COS INC | MRSH | $32.24M | 1.6% | -20% shares |
| VERTEX PHARMACEUTICALS INC | VRTX | $31.00M | 1.5% | -27% shares |
| UNIVERSAL DISPLAY CORP | OLED | $30.46M | 1.5% | -19% shares |
| AUTOMATIC DATA PROCESSING IN | ADP | $28.53M | 1.4% | -21% shares |
| EDWARDS LIFESCIENCES CORP | EW | $27.29M | 1.3% | -15% shares |
| BANK AMERICA CORP | BAC | $24.65M | 1.2% | -5% shares |
| ADVANCED ENERGY INDS | AEIS | $23.79M | 1.2% | -19% shares |
What changed since Q2 2025
Against the Q2 2025 filing, Hardman Johnston Global Advisors opened 3 new positions, added to 5, trimmed 48, left 16 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 0001172661-25-004431, 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.