Hardman Johnston Global Advisors LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Hardman Johnston Global Advisors LLC reported 74 stock positions worth $2.6 billion. Its top holding was MercadoLibre (MELI) at 10.9% of the portfolio, followed by Technipfmc (FTI, 8.0%) and HDFC Bank Ltd.-ADR (HDB, 7.0%). Compared with Q1 2024, it opened 4 new positions, sold out of 6, added to 10 and reduced 45. The biggest buy was HDFC Bank Ltd.-ADR (HDB, shares +35%) and the biggest sale an exit from Alkermes (ALKS).
- Most Recent 13F
- Q2 2026
- Location
- Stamford, CT
- CIK
- 0001006364
- Portfolio Value
- $2.6B (Q2 2024)
- SEC Filing
- 0001172661-24-003369 ↗ filed Aug 14, 2024
Holdings Value
Holdings 74 stocks · $2.6B
| MELI MercadoLibre Inc. | 10.94% | 172,251 | $283.1M | Reduce -9.1% |
| FTI Technipfmc PLC | 8.03% | 7,944,608 | $207.8M | Add +13.8% |
| HDB HDFC Bank Ltd.-ADR | 7.01% | 2,817,262 | $181.2M | Add +34.6% |
| IBN Icici Bank Ltd.-Spon ADR | 5.50% | 4,939,667 | $142.3M | Reduce -4.2% |
| ASML ASML Holding NV-NY Reg SHS | 4.77% | 120,524 | $123.3M | Reduce -7.4% |
| TEAM Atlassian Corp. Class A | 3.73% | 544,851 | $96.4M | Reduce -16.0% |
| NVDA Nvidia Corp. | 3.49% | 729,718 | $90.1M | Reduce -40.3% |
| HWM Howmet Aerospace Inc. | 3.33% | 1,110,302 | $86.2M | Reduce -25.4% |
| MSFT Microsoft Corp. | 3.29% | 190,360 | $85.1M | Reduce -19.8% |
| VRT Vertiv Holdings Co. Class A | 3.26% | 973,481 | $84.3M | Reduce -30.9% |
| GOOGL Alphabet Inc. Class A | 3.13% | 443,927 | $80.9M | Reduce -7.2% |
| TSM Taiwan Semiconductor-SP ADR | 2.82% | 420,278 | $73.0M | Reduce -25.2% |
| OLED Universal Display Corp. | 2.45% | 301,922 | $63.5M | Reduce -19.9% |
| MA Mastercard Inc. Class A | 2.39% | 140,379 | $61.9M | Reduce -23.4% |
| VRTX Vertex Pharmaceuticals Inc. | 2.21% | 121,820 | $57.1M | Reduce -23.3% |
| AAPL Apple Inc. | 2.08% | 255,601 | $53.8M | Reduce -3.5% |
| MRSH Marsh & McLennan Cos | 1.87% | 229,287 | $48.3M | Reduce -3.1% |
| IQV Iqvia Holdings Inc. | 1.86% | 227,695 | $48.1M | Reduce -25.6% |
| ADBE Adobe Inc. | 1.75% | 81,406 | $45.2M | Reduce -3.6% |
| AZN Astrazeneca PLC-Spons ADR | 1.71% | 568,289 | $44.3M | Reduce -2.9% |
| SCHW Schwab (charles) Corp. | 1.61% | 566,573 | $41.8M | Add +45.6% |
| CTVA Corteva Inc. | 1.50% | 720,336 | $38.9M | Reduce -31.5% |
| CW Curtiss-Wright Corp. | 1.42% | 135,287 | $36.7M | Add +23.9% |
| AMZN Amazon.com Inc. | 1.34% | 179,810 | $34.7M | Reduce -38.9% |
| UNH Unitedhealth Group Inc. | 1.34% | 68,206 | $34.7M | Reduce -33.5% |
| ADP Automatic Data Processing | 1.22% | 132,603 | $31.7M | Reduce -2.0% |
| EW Edwards Lifesciences Corp. | 1.13% | 315,571 | $29.1M | Reduce -3.3% |
| CMCSA Comcast Corp. Class A | 1.07% | 704,685 | $27.6M | Reduce -3.1% |
| BSX Boston Scientific Corp. | 1.06% | 354,544 | $27.3M | Reduce -45.7% |
| TMUS T-Mobile US Inc. | 0.90% | 132,270 | $23.3M | Reduce -41.9% |
| BDX Becton Dickinson and Co. | 0.83% | 92,236 | $21.6M | Reduce -3.0% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.82% | 148,778 | $21.2M | Reduce -11.5% |
| JNJ Johnson & Johnson | 0.79% | 139,084 | $20.3M | Reduce -3.3% |
| ELAN Elanco Animal Health Inc. | 0.73% | 1,315,810 | $19.0M | New |
| MDT Medtronic PLC | 0.67% | 221,598 | $17.4M | Reduce -1.6% |
| XRAY Dentsply Sirona Inc. | 0.64% | 660,387 | $16.5M | Reduce -1.9% |
| COTY Coty Inc. Class A | 0.61% | 1,581,280 | $15.8M | Reduce -37.4% |
| PYPL PayPal Holdings Inc. | 0.61% | 272,999 | $15.8M | Add +71.3% |
| LDOS Leidos Holdings Inc. | 0.59% | 104,100 | $15.2M | Reduce -10.6% |
| AEIS Advanced Energy Industries | 0.55% | 130,580 | $14.2M | Reduce -2.4% |
| SWK Stanley Black & Decker Inc. | 0.50% | 160,768 | $12.8M | Reduce -1.8% |
| FMC FMC Corp. | 0.49% | 222,272 | $12.8M | Reduce -3.0% |
| ALB Albemarle Corp. | 0.46% | 125,074 | $11.9M | Reduce -1.4% |
| ELV Elevance Health Inc. | 0.44% | 21,140 | $11.5M | Reduce -1.9% |
| GOOG Alphabet Inc. Class C | 0.38% | 52,910 | $9.7M | Reduce -66.4% |
| ILMN Illumina Inc. | 0.27% | 66,836 | $7.0M | Reduce -1.8% |
| EPD Enterprise Products Partners | 0.24% | 217,744 | $6.3M | Reduce -0.1% |
| WOLF Wolfspeed Inc. | 0.23% | 266,661 | $6.1M | Reduce -1.8% |
| LLY Eli Lilly & Co. | 0.23% | 6,528 | $5.9M | Add +717.0% |
| GMAB Genmab A/S -SP ADR | 0.23% | 234,222 | $5.9M | Reduce -10.8% |
| MRVL Marvell Technology Inc. | 0.22% | 80,760 | $5.6M | Reduce -4.4% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.20% | 110,508 | $5.2M | Reduce -1.8% |
| ABT Abbott Laboratories | 0.18% | 45,044 | $4.7M | No change |
| ICLR Icon PLC | 0.16% | 12,867 | $4.0M | Add +31.4% |
| PLD Prologis Inc. | 0.12% | 28,402 | $3.2M | No change |
| PG The Procter & Gamble Co. | 0.11% | 16,700 | $2.8M | No change |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.06% | 10,630 | $1.6M | No change |
| MRK Merck & Co. Inc. | 0.06% | 12,750 | $1.6M | No change |
| MCHP Microchip Technology Inc. | 0.06% | 15,800 | $1.4M | Add +23.4% |
| OKE Oneok Inc. | 0.04% | 12,649 | $1.0M | No change |
| XOM Exxon Mobil Corp. | 0.04% | 8,883 | $1.0M | No change |
| CVX Chevron Corp. | 0.03% | 5,400 | $845K | No change |
| META Meta Platforms Inc. Class A | 0.02% | 1,262 | $636K | No change |
| CCJ Cameco Corp. | 0.02% | 12,890 | $634K | Add +28.3% |
| HSY The Hershey Co. | 0.02% | 2,900 | $533K | No change |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.02% | 33,380 | $430K | New |
| DEO Diageo PLC-Sponsored ADR | 0.02% | 3,100 | $391K | Add +40.9% |
| AVGO Broadcom Inc. | 0.01% | 240 | $385K | New |
| TCOM Trip.com Group Ltd.-ADR | 0.01% | 7,960 | $374K | No change |
| SHEL Shell PLC-ADR | 0.01% | 5,000 | $361K | No change |
| PDD PDD Holdings Inc. | 0.01% | 2,590 | $344K | New |
| GE General Electric filed as GE AEROSPACE | 0.01% | 2,046 | $325K | No change |
| HD Home Depot Inc. | 0.01% | 625 | $215K | No change |
| HIW Highwoods Properties Inc. | 0.01% | 7,700 | $202K | No change |
Portfolio Sells Q1 2024 → Q2 2024
| ALKS Alkermes PLC | Sold out | 0.00% | −2.50 |
| MLCO Melco Resorts & Entert-ADR | Sold out | 0.00% | −2.00 |
| IQV Iqvia Holdings Inc. | Reduce -25.6% | 1.86% | −0.81 |
| VRT Vertiv Holdings Co. Class A | Reduce -30.9% | 3.26% | −0.71 |
| MA Mastercard Inc. Class A | Reduce -23.4% | 2.39% | −0.65 |
| TEAM Atlassian Corp. Class A | Reduce -16.0% | 3.73% | −0.64 |
| CTVA Corteva Inc. | Reduce -31.5% | 1.50% | −0.59 |
| BMRN Biomarin Pharmaceutical Inc. | Sold out | 0.00% | −0.50 |
| AMZN Amazon.com Inc. | Reduce -38.9% | 1.34% | −0.49 |
| BSX Boston Scientific Corp. | Reduce -45.7% | 1.06% | −0.49 |
| GOOG Alphabet Inc. Class C | Reduce -66.4% | 0.38% | −0.45 |
| COTY Coty Inc. Class A | Reduce -37.4% | 0.61% | −0.43 |
| UNH Unitedhealth Group Inc. | Reduce -33.5% | 1.34% | −0.41 |
| TMUS T-Mobile US Inc. | Reduce -41.9% | 0.90% | −0.38 |
| NVDA Nvidia Corp. | Reduce -40.3% | 3.49% | −0.33 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Sold out | 0.00% | −0.21 |
| HWM Howmet Aerospace Inc. | Reduce -25.4% | 3.33% | −0.18 |
| MSFT Microsoft Corp. | Reduce -19.8% | 3.29% | −0.16 |
| XRAY Dentsply Sirona Inc. | Reduce -1.9% | 0.64% | −0.14 |
| ALB Albemarle Corp. | Reduce -1.4% | 0.46% | −0.11 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -23.3% | 2.21% | −0.08 |
| SWK Stanley Black & Decker Inc. | Reduce -1.8% | 0.50% | −0.06 |
| ILMN Illumina Inc. | Reduce -1.8% | 0.27% | −0.05 |
| GMAB Genmab A/S -SP ADR | Reduce -10.8% | 0.23% | −0.04 |
| WOLF Wolfspeed Inc. | Reduce -1.8% | 0.23% | −0.04 |
| CMCSA Comcast Corp. Class A | Reduce -3.1% | 1.07% | −0.02 |
| PAGS Pagseguro Digital Ltd. Class A | Sold out | 0.00% | −0.02 |
| SLB SLB Ltd. | Reduce -1.8% | 0.20% | −0.01 |
| FMC FMC Corp. | Reduce -3.0% | 0.49% | −0.01 |
| EMR Emerson Electric Co. | Sold out | 0.00% | −0.01 |
| MDT Medtronic PLC | Reduce -1.6% | 0.67% | −0.00 |
| JNJ Johnson & Johnson | Reduce -3.3% | 0.79% | +0.00 |
| MRVL Marvell Technology Inc. | Reduce -4.4% | 0.22% | +0.01 |
| BDX Becton Dickinson and Co. | Reduce -3.0% | 0.83% | +0.02 |
| EPD Enterprise Products Partners | Reduce -0.1% | 0.24% | +0.02 |
| EW Edwards Lifesciences Corp. | Reduce -3.3% | 1.13% | +0.05 |
| ADP Automatic Data Processing | Reduce -2.0% | 1.22% | +0.06 |
| ELV Elevance Health Inc. | Reduce -1.9% | 0.44% | +0.06 |
| LDOS Leidos Holdings Inc. | Reduce -10.6% | 0.59% | +0.06 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -11.5% | 0.82% | +0.08 |
| AEIS Advanced Energy Industries | Reduce -2.4% | 0.55% | +0.08 |
| MRSH Marsh & McLennan Cos | Reduce -3.1% | 1.87% | +0.19 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -25.2% | 2.82% | +0.19 |
| OLED Universal Display Corp. | Reduce -19.9% | 2.45% | +0.26 |
| ADBE Adobe Inc. | Reduce -3.6% | 1.75% | +0.28 |
| AZN Astrazeneca PLC-Spons ADR | Reduce -2.9% | 1.71% | +0.35 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -7.4% | 4.77% | +0.41 |
| AAPL Apple Inc. | Reduce -3.5% | 2.08% | +0.51 |
| GOOGL Alphabet Inc. Class A | Reduce -7.2% | 3.13% | +0.63 |
| IBN Icici Bank Ltd.-Spon ADR | Reduce -4.2% | 5.50% | +0.80 |
Portfolio Buys Q1 2024 → Q2 2024
| HDB HDFC Bank Ltd.-ADR | Add +34.6% | 7.01% | +2.97 |
| FTI Technipfmc PLC | Add +13.8% | 8.03% | +1.98 |
| ELAN Elanco Animal Health Inc. | New | 0.73% | +0.73 |
| SCHW Schwab (charles) Corp. | Add +45.6% | 1.61% | +0.64 |
| CW Curtiss-Wright Corp. | Add +23.9% | 1.42% | +0.45 |
| PYPL PayPal Holdings Inc. | Add +71.3% | 0.61% | +0.24 |
| LLY Eli Lilly & Co. | Add +717.0% | 0.23% | +0.21 |
| ICLR Icon PLC | Add +31.4% | 0.16% | +0.04 |
| NU Nu Holdings Ltd./Cayman Isl-A | New | 0.02% | +0.02 |
| MCHP Microchip Technology Inc. | Add +23.4% | 0.06% | +0.02 |
| AVGO Broadcom Inc. | New | 0.01% | +0.01 |
| PDD PDD Holdings Inc. | New | 0.01% | +0.01 |
| CCJ Cameco Corp. | Add +28.3% | 0.02% | +0.01 |
| DEO Diageo PLC-Sponsored ADR | Add +40.9% | 0.02% | +0.00 |
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 |