Hardman Johnston Global Advisors LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 4, 2025), Hardman Johnston Global Advisors LLC reported 80 stock positions worth $2.4 billion. Its top holding was MercadoLibre (MELI) at 8.2% of the portfolio, followed by HDFC Bank Ltd.-ADR (HDB, 7.0%) and Icici Bank Ltd.-Spon ADR (IBN, 5.9%). Compared with Q3 2024, it opened 7 new positions, sold out of 4, added to 24 and reduced 35. The biggest buy was Atlassian Class A (TEAM, shares +1%) and the biggest sale MercadoLibre (MELI, shares −29%).
- Most Recent 13F
- Q2 2026
- Location
- Stamford, CT
- CIK
- 0001006364
- Portfolio Value
- $2.4B (Q4 2024)
- SEC Filing
- 0001172661-25-000481 ↗ filed Feb 4, 2025
Holdings Value
Holdings 80 stocks · $2.4B
| MELI MercadoLibre Inc. | 8.22% | 117,089 | $199.1M | Reduce -29.4% |
| HDB HDFC Bank Ltd.-ADR | 6.99% | 2,651,994 | $169.4M | Reduce -2.6% |
| IBN Icici Bank Ltd.-Spon ADR | 5.89% | 4,778,538 | $142.7M | Reduce -3.0% |
| FTI Technipfmc PLC | 5.54% | 4,635,791 | $134.2M | Reduce -48.6% |
| TEAM Atlassian Corp. Class A | 5.31% | 528,349 | $128.6M | Add +0.8% |
| HWM Howmet Aerospace Inc. | 4.28% | 948,887 | $103.8M | Reduce -5.7% |
| NVDA Nvidia Corp. | 4.09% | 738,429 | $99.2M | Add +6.2% |
| VRT Vertiv Holdings Co. Class A | 3.57% | 762,326 | $86.6M | Reduce -5.8% |
| MSFT Microsoft Corp. | 3.34% | 191,793 | $80.8M | Add +4.8% |
| TSM Taiwan Semiconductor-SP ADR | 3.11% | 381,432 | $75.3M | Add +7.6% |
| GOOGL Alphabet Inc. Class A | 3.09% | 396,032 | $75.0M | Add +13.6% |
| MA Mastercard Inc. Class A | 3.06% | 141,042 | $74.3M | Add +6.7% |
| ASML ASML Holding NV-NY Reg SHS | 2.78% | 97,141 | $67.3M | Add +17.9% |
| AAPL Apple Inc. | 2.42% | 233,779 | $58.5M | Reduce -4.4% |
| CTVA Corteva Inc. | 1.95% | 831,529 | $47.4M | Add +20.6% |
| VRTX Vertex Pharmaceuticals Inc. | 1.91% | 114,664 | $46.2M | Reduce -0.2% |
| CW Curtiss-Wright Corp. | 1.82% | 124,483 | $44.2M | Reduce -3.6% |
| MRSH Marsh & McLennan Cos | 1.79% | 203,732 | $43.3M | Reduce -6.6% |
| IQV Iqvia Holdings Inc. | 1.64% | 202,170 | $39.7M | Reduce -11.7% |
| AMZN Amazon.com Inc. | 1.63% | 179,505 | $39.4M | Add +40.0% |
| UNH Unitedhealth Group Inc. | 1.50% | 71,871 | $36.4M | Add +13.0% |
| ADP Automatic Data Processing | 1.50% | 123,859 | $36.3M | Reduce -3.1% |
| OLED Universal Display Corp. | 1.48% | 244,862 | $35.8M | Add +4.0% |
| AZN Astrazeneca PLC-Spons ADR | 1.41% | 523,164 | $34.3M | Reduce -6.3% |
| ADBE Adobe Inc. | 1.40% | 76,466 | $34.0M | Reduce -2.3% |
| TMUS T-Mobile US Inc. | 1.40% | 153,915 | $34.0M | Add +13.9% |
| PYPL PayPal Holdings Inc. | 1.40% | 397,824 | $34.0M | Add +46.8% |
| SCHW Schwab (charles) Corp. | 1.38% | 450,493 | $33.3M | Reduce -17.1% |
| BSX Boston Scientific Corp. | 1.21% | 326,904 | $29.2M | Add +27.2% |
| META Meta Platforms Inc. Class A | 1.08% | 44,675 | $26.2M | Add +427.1% |
| CMCSA Comcast Corp. Class A | 1.01% | 653,250 | $24.5M | Reduce -3.3% |
| ILMN Illumina Inc. | 0.93% | 167,959 | $22.4M | Add +157.3% |
| EW Edwards Lifesciences Corp. | 0.91% | 298,086 | $22.1M | Reduce -2.4% |
| SN Sharkninja Inc. | 0.82% | 205,035 | $20.0M | New |
| ELAN Elanco Animal Health Inc. | 0.78% | 1,566,430 | $19.0M | Add +22.5% |
| BDX Becton Dickinson and Co. | 0.74% | 79,061 | $17.9M | Reduce -2.8% |
| MDT Medtronic PLC | 0.63% | 191,118 | $15.3M | Reduce -3.2% |
| LLY Eli Lilly & Co. | 0.60% | 18,723 | $14.5M | Add +100.3% |
| LEN Lennar Corp. Class A | 0.59% | 104,700 | $14.3M | New |
| AEIS Advanced Energy Industries | 0.58% | 120,525 | $13.9M | Reduce -2.5% |
| ICLR Icon PLC | 0.52% | 60,306 | $12.6M | Add +7.0% |
| SWK Stanley Black & Decker Inc. | 0.49% | 149,053 | $12.0M | Reduce -3.1% |
| MRVL Marvell Technology Inc. | 0.49% | 107,410 | $11.9M | Add +38.7% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.48% | 134,960 | $11.6M | Reduce -6.4% |
| LDOS Leidos Holdings Inc. | 0.43% | 72,245 | $10.4M | Reduce -19.8% |
| ALB Albemarle Corp. | 0.41% | 116,454 | $10.0M | Reduce -2.6% |
| FMC FMC Corp. | 0.40% | 201,657 | $9.8M | Reduce -4.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.34% | 187,990 | $8.3M | New |
| ELV Elevance Health Inc. | 0.30% | 20,020 | $7.4M | Reduce -5.4% |
| GOOG Alphabet Inc. Class C | 0.28% | 35,760 | $6.8M | Reduce -16.4% |
| EPD Enterprise Products Partners | 0.25% | 191,940 | $6.0M | Reduce -11.8% |
| ABT Abbott Laboratories | 0.21% | 45,044 | $5.1M | No change |
| UBER Uber Technologies Inc. | 0.19% | 74,520 | $4.5M | New |
| GMAB Genmab A/S -SP ADR | 0.18% | 214,472 | $4.5M | Reduce -5.9% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.15% | 40,000 | $3.7M | Add +48.1% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.15% | 95,108 | $3.6M | Reduce -2.6% |
| COTY Coty Inc. Class A | 0.13% | 440,544 | $3.1M | Reduce -52.5% |
| PLD Prologis Inc. | 0.12% | 28,002 | $3.0M | Reduce -1.4% |
| PG The Procter & Gamble Co. | 0.12% | 16,700 | $2.8M | No change |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.08% | 10,630 | $2.0M | No change |
| VEA Vanguard Ftse Developed ETF | 0.07% | 34,840 | $1.7M | Add +167.8% |
| OKE Oneok Inc. | 0.05% | 12,649 | $1.3M | No change |
| MRK Merck & Co. Inc. | 0.05% | 12,750 | $1.3M | No change |
| CCJ Cameco Corp. | 0.05% | 22,740 | $1.2M | Add +20.6% |
| XOM Exxon Mobil Corp. | 0.04% | 8,883 | $956K | No change |
| MCHP Microchip Technology Inc. | 0.03% | 14,300 | $820K | No change |
| CVX Chevron Corp. | 0.03% | 5,400 | $782K | No change |
| EFA iShares MSCI Eafe ETF | 0.03% | 8,620 | $652K | New |
| TCOM Trip.com Group Ltd.-ADR | 0.02% | 7,560 | $519K | Reduce -5.0% |
| HSY The Hershey Co. | 0.02% | 2,900 | $491K | No change |
| GE General Electric filed as GE AEROSPACE | 0.01% | 2,046 | $341K | No change |
| SHEL Shell PLC-ADR | 0.01% | 5,000 | $313K | No change |
| HIW Highwoods Properties Inc. | 0.01% | 9,700 | $297K | Add +26.0% |
| DEO Diageo PLC-Sponsored ADR | 0.01% | 2,200 | $280K | Reduce -29.0% |
| AVGO Broadcom Inc. | 0.01% | 1,200 | $278K | No change |
| NBIS Nebius Group NV | 0.01% | 9,365 | $259K | New |
| HD Home Depot Inc. | 0.01% | 625 | $243K | No change |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.01% | 23,370 | $242K | Reduce -19.1% |
| PAYX Paychex Inc. | 0.01% | 1,600 | $224K | No change |
| EMR Emerson Electric Co. | 0.01% | 1,800 | $223K | New |
Portfolio Sells Q3 2024 → Q4 2024
| MELI MercadoLibre Inc. | Reduce -29.4% | 8.22% | −5.12 |
| FTI Technipfmc PLC | Reduce -48.6% | 5.54% | −3.73 |
| JNJ Johnson & Johnson | Sold out | 0.00% | −0.80 |
| XRAY Dentsply Sirona Inc. | Sold out | 0.00% | −0.63 |
| IQV Iqvia Holdings Inc. | Reduce -11.7% | 1.64% | −0.49 |
| AZN Astrazeneca PLC-Spons ADR | Reduce -6.3% | 1.41% | −0.29 |
| COTY Coty Inc. Class A | Reduce -52.5% | 0.13% | −0.21 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -6.4% | 0.48% | −0.19 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -0.2% | 1.91% | −0.19 |
| ADBE Adobe Inc. | Reduce -2.3% | 1.40% | −0.19 |
| SWK Stanley Black & Decker Inc. | Reduce -3.1% | 0.49% | −0.17 |
| LDOS Leidos Holdings Inc. | Reduce -19.8% | 0.43% | −0.15 |
| FMC FMC Corp. | Reduce -4.3% | 0.40% | −0.14 |
| ELV Elevance Health Inc. | Reduce -5.4% | 0.30% | −0.13 |
| MRSH Marsh & McLennan Cos | Reduce -6.6% | 1.79% | −0.12 |
| WOLF Wolfspeed Inc. | Sold out | 0.00% | −0.10 |
| CMCSA Comcast Corp. Class A | Reduce -3.3% | 1.01% | −0.09 |
| MDT Medtronic PLC | Reduce -3.2% | 0.63% | −0.07 |
| GMAB Genmab A/S -SP ADR | Reduce -5.9% | 0.18% | −0.03 |
| ALB Albemarle Corp. | Reduce -2.6% | 0.41% | −0.03 |
| BDX Becton Dickinson and Co. | Reduce -2.8% | 0.74% | −0.03 |
| PLD Prologis Inc. | Reduce -1.4% | 0.12% | −0.02 |
| SLB SLB Ltd. | Reduce -2.6% | 0.15% | −0.01 |
| ES Eversource Energy | Sold out | 0.00% | −0.01 |
| DEO Diageo PLC-Sponsored ADR | Reduce -29.0% | 0.01% | −0.01 |
| NU Nu Holdings Ltd./Cayman Isl-A | Reduce -19.1% | 0.01% | −0.01 |
| SCHW Schwab (charles) Corp. | Reduce -17.1% | 1.38% | −0.01 |
| EPD Enterprise Products Partners | Reduce -11.8% | 0.25% | −0.00 |
| GOOG Alphabet Inc. Class C | Reduce -16.4% | 0.28% | +0.00 |
| TCOM Trip.com Group Ltd.-ADR | Reduce -5.0% | 0.02% | +0.00 |
| AEIS Advanced Energy Industries | Reduce -2.5% | 0.58% | +0.07 |
| ADP Automatic Data Processing | Reduce -3.1% | 1.50% | +0.11 |
| EW Edwards Lifesciences Corp. | Reduce -2.4% | 0.91% | +0.12 |
| IBN Icici Bank Ltd.-Spon ADR | Reduce -3.0% | 5.89% | +0.12 |
| CW Curtiss-Wright Corp. | Reduce -3.6% | 1.82% | +0.16 |
| AAPL Apple Inc. | Reduce -4.4% | 2.42% | +0.18 |
| HDB HDFC Bank Ltd.-ADR | Reduce -2.6% | 6.99% | +0.31 |
| HWM Howmet Aerospace Inc. | Reduce -5.7% | 4.28% | +0.33 |
| VRT Vertiv Holdings Co. Class A | Reduce -5.8% | 3.57% | +0.42 |
Portfolio Buys Q3 2024 → Q4 2024
| TEAM Atlassian Corp. Class A | Add +0.8% | 5.31% | +2.04 |
| META Meta Platforms Inc. Class A | Add +427.1% | 1.08% | +0.89 |
| GOOGL Alphabet Inc. Class A | Add +13.6% | 3.09% | +0.83 |
| SN Sharkninja Inc. | New | 0.82% | +0.82 |
| NVDA Nvidia Corp. | Add +6.2% | 4.09% | +0.78 |
| TSM Taiwan Semiconductor-SP ADR | Add +7.6% | 3.11% | +0.69 |
| AMZN Amazon.com Inc. | Add +40.0% | 1.63% | +0.69 |
| ILMN Illumina Inc. | Add +157.3% | 0.93% | +0.59 |
| LEN Lennar Corp. Class A | New | 0.59% | +0.59 |
| PYPL PayPal Holdings Inc. | Add +46.8% | 1.40% | +0.57 |
| MA Mastercard Inc. Class A | Add +6.7% | 3.06% | +0.51 |
| CTVA Corteva Inc. | Add +20.6% | 1.95% | +0.37 |
| BSX Boston Scientific Corp. | Add +27.2% | 1.21% | +0.36 |
| BAC Bank of America Corp. | New | 0.34% | +0.34 |
| TMUS T-Mobile US Inc. | Add +13.9% | 1.40% | +0.31 |
| LLY Eli Lilly & Co. | Add +100.3% | 0.60% | +0.27 |
| MRVL Marvell Technology Inc. | Add +38.7% | 0.49% | +0.27 |
| MSFT Microsoft Corp. | Add +4.8% | 3.34% | +0.25 |
| UBER Uber Technologies Inc. | New | 0.19% | +0.19 |
| ASML ASML Holding NV-NY Reg SHS | Add +17.9% | 2.78% | +0.09 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +48.1% | 0.15% | +0.05 |
| ELAN Elanco Animal Health Inc. | Add +22.5% | 0.78% | +0.05 |
| UNH Unitedhealth Group Inc. | Add +13.0% | 1.50% | +0.04 |
| VEA Vanguard Ftse Developed ETF | Add +167.8% | 0.07% | +0.04 |
| EFA iShares MSCI Eafe ETF | New | 0.03% | +0.03 |
| CCJ Cameco Corp. | Add +20.6% | 0.05% | +0.01 |
| NBIS Nebius Group NV | New | 0.01% | +0.01 |
| EMR Emerson Electric Co. | New | 0.01% | +0.01 |
| HIW Highwoods Properties Inc. | Add +26.0% | 0.01% | +0.00 |
| ICLR Icon PLC | Add +7.0% | 0.52% | −0.11 |
| OLED Universal Display Corp. | Add +4.0% | 1.48% | −0.46 |
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 |