Hardman Johnston Global Advisors LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 6, 2024), Hardman Johnston Global Advisors LLC reported 76 stock positions worth $2.9 billion. Its top holding was MercadoLibre (MELI) at 9.9% of the portfolio, followed by Technipfmc (FTI, 6.0%) and Icici Bank Ltd.-Spon ADR (IBN, 4.7%). Compared with Q4 2023, it opened 8 new positions, sold out of 6, added to 21 and reduced 34. The biggest buy was ASML Holding NV-NY Reg SHS (ASML, shares +5%) and the biggest sale an exit from Aptiv Irish (APTV).
- Most Recent 13F
- Q2 2026
- Location
- Stamford, CT
- CIK
- 0001006364
- Portfolio Value
- $2.9B (Q1 2024)
- SEC Filing
- 0001172661-24-002010 ↗ filed May 6, 2024
Holdings Value
Holdings 76 stocks · $2.9B
| MELI MercadoLibre Inc. | 9.88% | 189,500 | $286.5M | Reduce -2.7% |
| FTI Technipfmc PLC | 6.05% | 6,981,246 | $175.3M | Reduce -39.1% |
| IBN Icici Bank Ltd.-Spon ADR | 4.70% | 5,158,526 | $136.2M | Reduce -3.3% |
| TEAM Atlassian Corp. Class A | 4.37% | 648,918 | $126.6M | Add +3.9% |
| ASML ASML Holding NV-NY Reg SHS | 4.36% | 130,128 | $126.3M | Add +5.1% |
| HDB HDFC Bank Ltd.-ADR | 4.04% | 2,092,382 | $117.1M | Add +3.0% |
| VRT Vertiv Holdings Co. Class A | 3.97% | 1,409,066 | $115.1M | Reduce -22.6% |
| NVDA Nvidia Corp. | 3.81% | 122,292 | $110.5M | Reduce -38.4% |
| HWM Howmet Aerospace Inc. | 3.51% | 1,488,812 | $101.9M | Reduce -6.3% |
| MSFT Microsoft Corp. | 3.45% | 237,392 | $99.9M | Reduce -4.7% |
| MA Mastercard Inc. Class A | 3.05% | 183,388 | $88.3M | Reduce -2.0% |
| IQV Iqvia Holdings Inc. | 2.67% | 305,820 | $77.3M | Reduce -2.1% |
| TSM Taiwan Semiconductor-SP ADR | 2.64% | 561,780 | $76.4M | Add +22.5% |
| ALKS Alkermes PLC | 2.50% | 2,674,735 | $72.4M | Reduce -51.2% |
| GOOGL Alphabet Inc. Class A | 2.49% | 478,556 | $72.2M | Reduce -0.6% |
| VRTX Vertex Pharmaceuticals Inc. | 2.29% | 158,781 | $66.4M | Reduce -8.2% |
| OLED Universal Display Corp. | 2.19% | 377,142 | $63.5M | Reduce -1.5% |
| CTVA Corteva Inc. | 2.09% | 1,052,226 | $60.7M | Add +55.7% |
| MLCO Melco Resorts & Entert-ADR | 2.00% | 8,047,570 | $58.0M | Reduce -32.5% |
| AMZN Amazon.com Inc. | 1.83% | 294,370 | $53.1M | Add +6.5% |
| UNH Unitedhealth Group Inc. | 1.75% | 102,634 | $50.8M | Add +3.1% |
| MRSH Marsh & McLennan Cos | 1.68% | 236,722 | $48.8M | Reduce -0.9% |
| AAPL Apple Inc. | 1.57% | 264,996 | $45.4M | Add +0.1% |
| BSX Boston Scientific Corp. | 1.54% | 652,614 | $44.7M | Reduce -3.3% |
| ADBE Adobe Inc. | 1.47% | 84,419 | $42.6M | Reduce -1.2% |
| AZN Astrazeneca PLC-Spons ADR | 1.37% | 585,247 | $39.7M | Reduce -6.4% |
| TMUS T-Mobile US Inc. | 1.28% | 227,640 | $37.2M | Reduce -8.0% |
| ADP Automatic Data Processing | 1.17% | 135,373 | $33.8M | Reduce -0.2% |
| CMCSA Comcast Corp. Class A | 1.09% | 727,615 | $31.5M | Reduce -0.1% |
| EW Edwards Lifesciences Corp. | 1.08% | 326,181 | $31.2M | Reduce -0.6% |
| COTY Coty Inc. Class A | 1.04% | 2,526,810 | $30.2M | Add +11.5% |
| SCHW Schwab (charles) Corp. | 0.97% | 389,227 | $28.2M | New |
| CW Curtiss-Wright Corp. | 0.96% | 109,160 | $27.9M | Add +0.1% |
| GOOG Alphabet Inc. Class C | 0.83% | 157,400 | $24.0M | Add +5.2% |
| BDX Becton Dickinson and Co. | 0.81% | 95,096 | $23.5M | Reduce -2.2% |
| JNJ Johnson & Johnson | 0.78% | 143,754 | $22.7M | Add +0.1% |
| XRAY Dentsply Sirona Inc. | 0.77% | 673,467 | $22.4M | Add +8.1% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.74% | 168,166 | $21.6M | Add +57.8% |
| MDT Medtronic PLC | 0.68% | 225,083 | $19.6M | Reduce -0.1% |
| ALB Albemarle Corp. | 0.58% | 126,854 | $16.7M | Add +0.1% |
| SWK Stanley Black & Decker Inc. | 0.55% | 163,658 | $16.0M | Reduce -0.4% |
| LDOS Leidos Holdings Inc. | 0.53% | 116,450 | $15.3M | Reduce -1.0% |
| FMC FMC Corp. | 0.50% | 229,027 | $14.6M | Reduce -2.4% |
| BMRN Biomarin Pharmaceutical Inc. | 0.50% | 165,610 | $14.5M | Reduce -2.9% |
| AEIS Advanced Energy Industries | 0.47% | 133,835 | $13.6M | Reduce -0.1% |
| ELV Elevance Health Inc. | 0.39% | 21,542 | $11.2M | Reduce -5.3% |
| PYPL PayPal Holdings Inc. | 0.37% | 159,410 | $10.7M | Add +14.8% |
| ILMN Illumina Inc. | 0.32% | 68,086 | $9.3M | Add +17.1% |
| WOLF Wolfspeed Inc. | 0.28% | 271,451 | $8.0M | Reduce -55.8% |
| GMAB Genmab A/S -SP ADR | 0.27% | 262,489 | $7.9M | Reduce -45.6% |
| EPD Enterprise Products Partners | 0.22% | 217,844 | $6.4M | No change |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.21% | 112,510 | $6.2M | Reduce -73.5% |
| MRVL Marvell Technology Inc. | 0.21% | 84,480 | $6.0M | Add +120.1% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.21% | 65,000 | $6.0M | New |
| ABT Abbott Laboratories | 0.18% | 45,044 | $5.1M | Add +1.0% |
| PLD Prologis Inc. | 0.13% | 28,402 | $3.7M | No change |
| ICLR Icon PLC | 0.11% | 9,791 | $3.3M | New |
| PG The Procter & Gamble Co. | 0.09% | 16,700 | $2.7M | No change |
| MRK Merck & Co. Inc. | 0.06% | 12,750 | $1.7M | No change |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.05% | 10,630 | $1.5M | No change |
| MCHP Microchip Technology Inc. | 0.04% | 12,800 | $1.1M | No change |
| XOM Exxon Mobil Corp. | 0.04% | 8,883 | $1.0M | No change |
| OKE Oneok Inc. | 0.04% | 12,649 | $1.0M | No change |
| CVX Chevron Corp. | 0.03% | 5,400 | $852K | No change |
| LLY Eli Lilly & Co. | 0.02% | 799 | $622K | Add +40.9% |
| META Meta Platforms Inc. Class A | 0.02% | 1,262 | $613K | New |
| HSY The Hershey Co. | 0.02% | 2,900 | $564K | No change |
| PAGS Pagseguro Digital Ltd. Class A | 0.02% | 35,810 | $511K | No change |
| CCJ Cameco Corp. | 0.01% | 10,050 | $435K | Add +21.7% |
| GE General Electric | 0.01% | 2,046 | $359K | New |
| TCOM Trip.com Group Ltd.-ADR | 0.01% | 7,960 | $349K | Reduce -18.2% |
| SHEL Shell PLC-ADR | 0.01% | 5,000 | $335K | No change |
| DEO Diageo PLC-Sponsored ADR | 0.01% | 2,200 | $327K | No change |
| HD Home Depot Inc. | 0.01% | 625 | $240K | New |
| EMR Emerson Electric Co. | 0.01% | 1,800 | $204K | New |
| HIW Highwoods Properties Inc. | 0.01% | 7,700 | $202K | New |
Portfolio Sells Q4 2023 → Q1 2024
| APTV Aptiv Irish Holdings Ltd. | Sold out | 0.00% | −4.96 |
| ALKS Alkermes PLC | Reduce -51.2% | 2.50% | −2.38 |
| MLCO Melco Resorts & Entert-ADR | Reduce -32.5% | 2.00% | −1.40 |
| FTI Technipfmc PLC | Reduce -39.1% | 6.05% | −1.37 |
| WOLF Wolfspeed Inc. | Reduce -55.8% | 0.28% | −0.58 |
| SLB SLB Ltd. | Reduce -73.5% | 0.21% | −0.50 |
| VOO Vanguard S&P 500 ETF | Sold out | 0.00% | −0.28 |
| GMAB Genmab A/S -SP ADR | Reduce -45.6% | 0.27% | −0.22 |
| ADBE Adobe Inc. | Reduce -1.2% | 1.47% | −0.17 |
| BA The Boeing Co. | Sold out | 0.00% | −0.16 |
| OLED Universal Display Corp. | Reduce -1.5% | 2.19% | −0.16 |
| EFA iShares MSCI Eafe ETF | Sold out | 0.00% | −0.05 |
| BMRN Biomarin Pharmaceutical Inc. | Reduce -2.9% | 0.50% | −0.03 |
| BABA Alibaba Group Holding-SP ADR | Sold out | 0.00% | −0.01 |
| VEA Vanguard Ftse Developed ETF | Sold out | 0.00% | −0.01 |
| TCOM Trip.com Group Ltd.-ADR | Reduce -18.2% | 0.01% | +0.00 |
| AEIS Advanced Energy Industries | Reduce -0.1% | 0.47% | +0.00 |
| TMUS T-Mobile US Inc. | Reduce -8.0% | 1.28% | +0.01 |
| AZN Astrazeneca PLC-Spons ADR | Reduce -6.4% | 1.37% | +0.02 |
| FMC FMC Corp. | Reduce -2.4% | 0.50% | +0.03 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -8.2% | 2.29% | +0.03 |
| SWK Stanley Black & Decker Inc. | Reduce -0.4% | 0.55% | +0.04 |
| ELV Elevance Health Inc. | Reduce -5.3% | 0.39% | +0.04 |
| BDX Becton Dickinson and Co. | Reduce -2.2% | 0.81% | +0.05 |
| MELI MercadoLibre Inc. | Reduce -2.7% | 9.88% | +0.06 |
| CMCSA Comcast Corp. Class A | Reduce -0.1% | 1.09% | +0.06 |
| MDT Medtronic PLC | Reduce -0.1% | 0.68% | +0.08 |
| LDOS Leidos Holdings Inc. | Reduce -1.0% | 0.53% | +0.12 |
| ADP Automatic Data Processing | Reduce -0.2% | 1.17% | +0.15 |
| MRSH Marsh & McLennan Cos | Reduce -0.9% | 1.68% | +0.23 |
| EW Edwards Lifesciences Corp. | Reduce -0.6% | 1.08% | +0.27 |
| BSX Boston Scientific Corp. | Reduce -3.3% | 1.54% | +0.29 |
| GOOGL Alphabet Inc. Class A | Reduce -0.6% | 2.49% | +0.33 |
| IQV Iqvia Holdings Inc. | Reduce -2.1% | 2.67% | +0.35 |
| MSFT Microsoft Corp. | Reduce -4.7% | 3.45% | +0.44 |
| MA Mastercard Inc. Class A | Reduce -2.0% | 3.05% | +0.48 |
| IBN Icici Bank Ltd.-Spon ADR | Reduce -3.3% | 4.70% | +0.62 |
| NVDA Nvidia Corp. | Reduce -38.4% | 3.81% | +0.65 |
| HWM Howmet Aerospace Inc. | Reduce -6.3% | 3.51% | +0.75 |
| VRT Vertiv Holdings Co. Class A | Reduce -22.6% | 3.97% | +1.16 |
Portfolio Buys Q4 2023 → Q1 2024
| ASML ASML Holding NV-NY Reg SHS | Add +5.1% | 4.36% | +1.35 |
| TSM Taiwan Semiconductor-SP ADR | Add +22.5% | 2.64% | +1.11 |
| CTVA Corteva Inc. | Add +55.7% | 2.09% | +1.05 |
| SCHW Schwab (charles) Corp. | New | 0.97% | +0.97 |
| AMZN Amazon.com Inc. | Add +6.5% | 1.83% | +0.48 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +57.8% | 0.74% | +0.39 |
| BIL SS SPDR BB 1-3M T-Bill ETF | New | 0.21% | +0.21 |
| CW Curtiss-Wright Corp. | Add +0.1% | 0.96% | +0.18 |
| GOOG Alphabet Inc. Class C | Add +5.2% | 0.83% | +0.15 |
| COTY Coty Inc. Class A | Add +11.5% | 1.04% | +0.14 |
| MRVL Marvell Technology Inc. | Add +120.1% | 0.21% | +0.13 |
| ICLR Icon PLC | New | 0.11% | +0.11 |
| PYPL PayPal Holdings Inc. | Add +14.8% | 0.37% | +0.09 |
| UNH Unitedhealth Group Inc. | Add +3.1% | 1.75% | +0.07 |
| ILMN Illumina Inc. | Add +17.1% | 0.32% | +0.06 |
| JNJ Johnson & Johnson | Add +0.1% | 0.78% | +0.06 |
| XRAY Dentsply Sirona Inc. | Add +8.1% | 0.77% | +0.06 |
| META Meta Platforms Inc. Class A | New | 0.02% | +0.02 |
| ABT Abbott Laboratories | Add +1.0% | 0.18% | +0.02 |
| GE General Electric | New | 0.01% | +0.01 |
| LLY Eli Lilly & Co. | Add +40.9% | 0.02% | +0.01 |
| HD Home Depot Inc. | New | 0.01% | +0.01 |
| EMR Emerson Electric Co. | New | 0.01% | +0.01 |
| HIW Highwoods Properties Inc. | New | 0.01% | +0.01 |
| CCJ Cameco Corp. | Add +21.7% | 0.01% | +0.00 |
| ALB Albemarle Corp. | Add +0.1% | 0.58% | −0.01 |
| AAPL Apple Inc. | Add +0.1% | 1.57% | −0.07 |
| HDB HDFC Bank Ltd.-ADR | Add +3.0% | 4.04% | −0.34 |
| TEAM Atlassian Corp. Class A | Add +3.9% | 4.37% | −0.40 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 77 | $2.9B | CCJ, FTI, ASML, IBN, MELI |
| Q1 2026 | 73 | $2.1B | CCJ, ASML, MELI, FTI, HWM |
| Q4 2025 | 71 | $2.1B | ASML, IBN, HDB, MELI, HWM |
| Q3 2025 | 72 | $2.0B | MELI, IBN, HDB, ASML, NVDA |
| Q2 2025 | 73 | $2.3B | MELI, IBN, HDB, ASML, NVDA |
| Q1 2025 | 73 | $2.1B | IBN, HDB, MELI, TEAM, ASML |
| Q4 2024 | 80 | $2.4B | MELI, HDB, IBN, FTI, TEAM |
| Q3 2024 | 77 | $2.6B | MELI, FTI, HDB, IBN, HWM |
| Q2 2024 | 74 | $2.6B | MELI, FTI, HDB, IBN, ASML |
| Q1 2024 | 76 | $2.9B | MELI, FTI, IBN, TEAM, ASML |