Hardman Johnston Global Advisors LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Hardman Johnston Global Advisors LLC reported 73 stock positions worth $2.1 billion. Its top holding was Icici Bank Ltd.-Spon ADR (IBN) at 7.2% of the portfolio, followed by HDFC Bank Ltd.-ADR (HDB, 7.1%) and MercadoLibre (MELI, 6.9%). Compared with Q4 2024, it opened 4 new positions, sold out of 11, added to 16 and reduced 36. The biggest buy was ASML Holding NV-NY Reg SHS (ASML, shares +62%) and the biggest sale an exit from Technipfmc (FTI).
- Most Recent 13F
- Q2 2026
- Location
- Stamford, CT
- CIK
- 0001006364
- Portfolio Value
- $2.1B (Q1 2025)
- SEC Filing
- 0001172661-25-002305 ↗ filed May 15, 2025
Holdings Value
Holdings 73 stocks · $2.1B
| IBN Icici Bank Ltd.-Spon ADR | 7.19% | 4,777,326 | $150.6M | Reduce -0.0% |
| HDB HDFC Bank Ltd.-ADR | 7.14% | 2,250,824 | $149.5M | Reduce -15.1% |
| MELI MercadoLibre Inc. | 6.92% | 74,266 | $144.9M | Reduce -36.6% |
| TEAM Atlassian Corp. Class A | 5.29% | 522,102 | $110.8M | Reduce -1.2% |
| ASML ASML Holding NV-NY Reg SHS | 4.99% | 157,569 | $104.4M | Add +62.2% |
| HWM Howmet Aerospace Inc. | 4.86% | 783,552 | $101.7M | Reduce -17.4% |
| MA Mastercard Inc. Class A | 3.64% | 139,103 | $76.2M | Reduce -1.4% |
| MSFT Microsoft Corp. | 3.37% | 188,075 | $70.6M | Reduce -1.9% |
| GOOGL Alphabet Inc. Class A | 3.10% | 419,882 | $64.9M | Add +6.0% |
| TSM Taiwan Semiconductor-SP ADR | 3.02% | 380,255 | $63.1M | Reduce -0.3% |
| NVDA Nvidia Corp. | 2.99% | 577,514 | $62.6M | Reduce -21.8% |
| VRTX Vertex Pharmaceuticals Inc. | 2.73% | 118,080 | $57.2M | Add +3.0% |
| CTVA Corteva Inc. | 2.65% | 880,369 | $55.4M | Add +5.9% |
| AAPL Apple Inc. | 2.45% | 231,007 | $51.3M | Reduce -1.2% |
| MRSH Marsh & McLennan Cos | 2.33% | 200,142 | $48.8M | Reduce -1.8% |
| AZN Astrazeneca PLC-Spons ADR | 1.97% | 561,885 | $41.3M | Add +7.4% |
| TMUS T-Mobile US Inc. | 1.90% | 149,230 | $39.8M | Reduce -3.0% |
| CW Curtiss-Wright Corp. | 1.85% | 122,105 | $38.7M | Reduce -1.9% |
| VRT Vertiv Holdings Co. Class A | 1.85% | 535,249 | $38.6M | Reduce -29.8% |
| ADP Automatic Data Processing | 1.81% | 124,237 | $38.0M | Add +0.3% |
| OLED Universal Display Corp. | 1.74% | 261,642 | $36.5M | Add +6.8% |
| SCHW Schwab (charles) Corp. | 1.66% | 442,953 | $34.7M | Reduce -1.7% |
| AMZN Amazon.com Inc. | 1.60% | 175,665 | $33.4M | Reduce -2.1% |
| META Meta Platforms Inc. Class A | 1.53% | 55,591 | $32.0M | Add +24.4% |
| BSX Boston Scientific Corp. | 1.38% | 287,254 | $29.0M | Reduce -12.1% |
| IQV Iqvia Holdings Inc. | 1.21% | 143,258 | $25.3M | Reduce -29.1% |
| ADBE Adobe Inc. | 1.20% | 65,268 | $25.0M | Reduce -14.6% |
| UNH Unitedhealth Group Inc. | 1.18% | 47,216 | $24.7M | Reduce -34.3% |
| PYPL PayPal Holdings Inc. | 1.17% | 376,249 | $24.6M | Reduce -5.4% |
| CMCSA Comcast Corp. Class A | 1.11% | 629,510 | $23.2M | Reduce -3.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.11% | 555,040 | $23.2M | Add +195.3% |
| EW Edwards Lifesciences Corp. | 1.02% | 295,771 | $21.4M | Reduce -0.8% |
| MRVL Marvell Technology Inc. | 1.01% | 342,060 | $21.1M | Add +218.5% |
| SN Sharkninja Inc. | 0.98% | 246,276 | $20.5M | Add +20.1% |
| BDX Becton Dickinson and Co. | 0.86% | 78,147 | $17.9M | Reduce -1.2% |
| MDT Medtronic PLC | 0.80% | 186,668 | $16.8M | Reduce -2.3% |
| AEIS Advanced Energy Industries | 0.78% | 172,265 | $16.4M | Add +42.9% |
| ELAN Elanco Animal Health Inc. | 0.77% | 1,536,390 | $16.1M | Reduce -1.9% |
| LLY Eli Lilly & Co. | 0.72% | 18,135 | $15.0M | Reduce -3.1% |
| UBER Uber Technologies Inc. | 0.69% | 198,040 | $14.4M | Add +165.8% |
| HXL Hexcel Corp. | 0.61% | 233,285 | $12.8M | New |
| ILMN Illumina Inc. | 0.57% | 150,249 | $11.9M | Reduce -10.5% |
| SWK Stanley Black & Decker Inc. | 0.49% | 134,233 | $10.3M | Reduce -9.9% |
| ALB Albemarle Corp. | 0.40% | 115,414 | $8.3M | Reduce -0.9% |
| FMC FMC Corp. | 0.39% | 192,487 | $8.1M | Reduce -4.5% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.37% | 112,656 | $7.8M | Reduce -16.5% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.36% | 83,000 | $7.6M | Add +107.5% |
| EPD Enterprise Products Partners | 0.31% | 191,940 | $6.6M | No change |
| ABT Abbott Laboratories | 0.29% | 45,044 | $6.0M | No change |
| GOOG Alphabet Inc. Class C | 0.27% | 35,760 | $5.6M | No change |
| GMAB Genmab A/S -SP ADR | 0.21% | 226,911 | $4.4M | Add +5.8% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.18% | 91,288 | $3.8M | Reduce -4.0% |
| PLD Prologis Inc. | 0.15% | 28,002 | $3.1M | No change |
| PG The Procter & Gamble Co. | 0.14% | 16,700 | $2.8M | No change |
| BN Brookfield Corp. | 0.12% | 46,730 | $2.4M | New |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.09% | 10,630 | $1.9M | No change |
| OKE Oneok Inc. | 0.06% | 12,649 | $1.3M | No change |
| MRK Merck & Co. Inc. | 0.05% | 12,750 | $1.1M | No change |
| XOM Exxon Mobil Corp. | 0.05% | 8,883 | $1.1M | No change |
| CCJ Cameco Corp. | 0.05% | 24,140 | $994K | Add +6.2% |
| CVX Chevron Corp. | 0.04% | 5,400 | $903K | No change |
| MCHP Microchip Technology Inc. | 0.03% | 14,300 | $692K | No change |
| HSY The Hershey Co. | 0.02% | 2,900 | $496K | No change |
| BABA Alibaba Group Holding-SP ADR | 0.02% | 3,520 | $465K | New |
| TCOM Trip.com Group Ltd.-ADR | 0.02% | 7,090 | $451K | Reduce -6.2% |
| EFA iShares MSCI Eafe ETF | 0.02% | 5,400 | $441K | Reduce -37.4% |
| SHEL Shell PLC-ADR | 0.02% | 5,000 | $366K | No change |
| GE General Electric filed as GE AEROSPACE | 0.02% | 1,746 | $349K | Reduce -14.7% |
| HIW Highwoods Properties Inc. | 0.01% | 9,700 | $288K | No change |
| PAYX Paychex Inc. | 0.01% | 1,600 | $247K | No change |
| HD Home Depot Inc. | 0.01% | 625 | $229K | No change |
| IAU iShares Gold Trust | 0.01% | 3,600 | $212K | New |
| AVGO Broadcom Inc. | 0.01% | 1,200 | $201K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| FTI Technipfmc PLC | Sold out | 0.00% | −5.54 |
| VRT Vertiv Holdings Co. Class A | Reduce -29.8% | 1.85% | −1.73 |
| MELI MercadoLibre Inc. | Reduce -36.6% | 6.92% | −1.29 |
| NVDA Nvidia Corp. | Reduce -21.8% | 2.99% | −1.10 |
| LEN Lennar Corp. Class A | Sold out | 0.00% | −0.59 |
| ICLR Icon PLC | Sold out | 0.00% | −0.52 |
| IQV Iqvia Holdings Inc. | Reduce -29.1% | 1.21% | −0.43 |
| LDOS Leidos Holdings Inc. | Sold out | 0.00% | −0.43 |
| ILMN Illumina Inc. | Reduce -10.5% | 0.57% | −0.36 |
| UNH Unitedhealth Group Inc. | Reduce -34.3% | 1.18% | −0.32 |
| ELV Elevance Health Inc. | Sold out | 0.00% | −0.30 |
| PYPL PayPal Holdings Inc. | Reduce -5.4% | 1.17% | −0.23 |
| ADBE Adobe Inc. | Reduce -14.6% | 1.20% | −0.21 |
| COTY Coty Inc. Class A | Sold out | 0.00% | −0.13 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -16.5% | 0.37% | −0.11 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -0.3% | 3.02% | −0.09 |
| VEA Vanguard Ftse Developed ETF | Sold out | 0.00% | −0.07 |
| AMZN Amazon.com Inc. | Reduce -2.1% | 1.60% | −0.03 |
| ALB Albemarle Corp. | Reduce -0.9% | 0.40% | −0.02 |
| FMC FMC Corp. | Reduce -4.5% | 0.39% | −0.02 |
| TEAM Atlassian Corp. Class A | Reduce -1.2% | 5.29% | −0.01 |
| ELAN Elanco Animal Health Inc. | Reduce -1.9% | 0.77% | −0.01 |
| DEO Diageo PLC-Sponsored ADR | Sold out | 0.00% | −0.01 |
| NBIS Nebius Group NV | Sold out | 0.00% | −0.01 |
| NU Nu Holdings Ltd./Cayman Isl-A | Sold out | 0.00% | −0.01 |
| EMR Emerson Electric Co. | Sold out | 0.00% | −0.01 |
| EFA iShares MSCI Eafe ETF | Reduce -37.4% | 0.02% | −0.01 |
| SWK Stanley Black & Decker Inc. | Reduce -9.9% | 0.49% | −0.00 |
| TCOM Trip.com Group Ltd.-ADR | Reduce -6.2% | 0.02% | +0.00 |
| GE General Electric | Reduce -14.7% | 0.02% | +0.00 |
| CW Curtiss-Wright Corp. | Reduce -1.9% | 1.85% | +0.03 |
| SLB SLB Ltd. | Reduce -4.0% | 0.18% | +0.03 |
| AAPL Apple Inc. | Reduce -1.2% | 2.45% | +0.04 |
| MSFT Microsoft Corp. | Reduce -1.9% | 3.37% | +0.04 |
| CMCSA Comcast Corp. Class A | Reduce -3.6% | 1.11% | +0.10 |
| EW Edwards Lifesciences Corp. | Reduce -0.8% | 1.02% | +0.11 |
| BDX Becton Dickinson and Co. | Reduce -1.2% | 0.86% | +0.12 |
| LLY Eli Lilly & Co. | Reduce -3.1% | 0.72% | +0.12 |
| HDB HDFC Bank Ltd.-ADR | Reduce -15.1% | 7.14% | +0.16 |
| MDT Medtronic PLC | Reduce -2.3% | 0.80% | +0.17 |
| BSX Boston Scientific Corp. | Reduce -12.1% | 1.38% | +0.18 |
| SCHW Schwab (charles) Corp. | Reduce -1.7% | 1.66% | +0.28 |
| TMUS T-Mobile US Inc. | Reduce -3.0% | 1.90% | +0.50 |
| MRSH Marsh & McLennan Cos | Reduce -1.8% | 2.33% | +0.55 |
| HWM Howmet Aerospace Inc. | Reduce -17.4% | 4.86% | +0.57 |
| MA Mastercard Inc. Class A | Reduce -1.4% | 3.64% | +0.58 |
| IBN Icici Bank Ltd.-Spon ADR | Reduce -0.0% | 7.19% | +1.31 |
Portfolio Buys Q4 2024 → Q1 2025
| ASML ASML Holding NV-NY Reg SHS | Add +62.2% | 4.99% | +2.21 |
| VRTX Vertex Pharmaceuticals Inc. | Add +3.0% | 2.73% | +0.83 |
| BAC Bank of America Corp. | Add +195.3% | 1.11% | +0.77 |
| CTVA Corteva Inc. | Add +5.9% | 2.65% | +0.69 |
| HXL Hexcel Corp. | New | 0.61% | +0.61 |
| AZN Astrazeneca PLC-Spons ADR | Add +7.4% | 1.97% | +0.56 |
| MRVL Marvell Technology Inc. | Add +218.5% | 1.01% | +0.52 |
| UBER Uber Technologies Inc. | Add +165.8% | 0.69% | +0.50 |
| META Meta Platforms Inc. Class A | Add +24.4% | 1.53% | +0.45 |
| ADP Automatic Data Processing | Add +0.3% | 1.81% | +0.32 |
| OLED Universal Display Corp. | Add +6.8% | 1.74% | +0.27 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +107.5% | 0.36% | +0.21 |
| AEIS Advanced Energy Industries | Add +42.9% | 0.78% | +0.21 |
| SN Sharkninja Inc. | Add +20.1% | 0.98% | +0.16 |
| BN Brookfield Corp. | New | 0.12% | +0.12 |
| GMAB Genmab A/S -SP ADR | Add +5.8% | 0.21% | +0.03 |
| BABA Alibaba Group Holding-SP ADR | New | 0.02% | +0.02 |
| IAU iShares Gold Trust | New | 0.01% | +0.01 |
| GOOGL Alphabet Inc. Class A | Add +6.0% | 3.10% | +0.01 |
| CCJ Cameco Corp. | Add +6.2% | 0.05% | −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 |