Hardman Johnston Global Advisors 13F, Q4 2025
Hardman Johnston · quarter ending 31 December 2025 · filed 23 January 2026 · SEC CIK 1006364
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q4 2025
The 25 largest of 71 positions. Weights are against the whole filed book. Changes are in shares held, against the Q3 2025 filing.
| Company | Ticker | Value | % of book | vs Q3 2025 |
|---|---|---|---|---|
| ASML HOLDING N V | $166.90M | 8.0% | +21% shares | |
| ICICI BANK LIMITED | IBN | $164.69M | 7.8% | -4% shares |
| HDFC BANK LTD | HDB | $161.82M | 7.7% | +4% shares |
| MERCADOLIBRE INC | MELI | $154.58M | 7.4% | unchanged |
| HOWMET AEROSPACE INC | HWM | $102.41M | 4.9% | unchanged |
| ALPHABET INC | GOOGL | $98.17M | 4.7% | +5% shares |
| NVIDIA CORPORATION | NVDA | $97.49M | 4.7% | -10% shares |
| TAIWAN SEMICONDUCTOR MFG LTD | TSM | $93.84M | 4.5% | unchanged |
| MICROSOFT CORP | MSFT | $77.00M | 3.7% | unchanged |
| VERTIV HOLDINGS CO | VRT | $68.20M | 3.3% | +20% shares |
| MASTERCARD INCORPORATED | MA | $56.39M | 2.7% | -11% shares |
| ASTRAZENECA PLC | AZNN | $50.28M | 2.4% | -3% shares |
| CURTISS WRIGHT CORP | CW | $47.11M | 2.2% | -12% shares |
| APPLE INC | AAPL | $46.70M | 2.2% | -8% shares |
| LAUDER ESTEE COS INC | EL | $43.00M | 2.0% | +63% shares |
| ELI LILLY & CO | LLY | $34.60M | 1.6% | +181% shares |
| SCHWAB CHARLES CORP | SCHW | $32.96M | 1.6% | -9% shares |
| AMAZON COM INC | AMZN | $32.81M | 1.6% | +56% shares |
| BANK AMERICA CORP | BAC | $30.69M | 1.5% | +17% shares |
| UBER TECHNOLOGIES INC | UBER | $29.56M | 1.4% | +4% shares |
| VERTEX PHARMACEUTICALS INC | VRTX | $28.93M | 1.4% | -19% shares |
| EDWARDS LIFESCIENCES CORP | EW | $27.00M | 1.3% | -10% shares |
| MARSH & MCLENNAN COS INC | MRSH | $26.71M | 1.3% | -10% shares |
| ADVANCED ENERGY INDS | AEIS | $25.54M | 1.2% | -13% shares |
| IQVIA HLDGS INC | IQV | $24.77M | 1.2% | -8% shares |
What changed since Q3 2025
Against the Q3 2025 filing, Hardman Johnston Global Advisors opened 3 new positions, added to 17, trimmed 30, left 21 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 0001172661-26-000276, 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.