Hardman Johnston Global Advisors LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 21, 2025), Hardman Johnston Global Advisors LLC reported 73 stock positions worth $2.3 billion. Its top holding was MercadoLibre (MELI) at 8.1% of the portfolio, followed by Icici Bank Ltd.-Spon ADR (IBN, 7.8%) and HDFC Bank Ltd.-ADR (HDB, 6.6%). Compared with Q1 2025, it opened 5 new positions, sold out of 5, added to 12 and reduced 40. The biggest buy was Nvidia (NVDA, shares +18%) and the biggest sale Atlassian Class A (TEAM, shares −6%).
- Most Recent 13F
- Q2 2026
- Location
- Stamford, CT
- CIK
- 0001006364
- Portfolio Value
- $2.3B (Q2 2025)
- SEC Filing
- 0001172661-25-002656 ↗ filed Jul 21, 2025
Holdings Value
Holdings 73 stocks · $2.3B
| MELI MercadoLibre Inc. | 8.14% | 70,257 | $183.6M | Reduce -5.4% |
| IBN Icici Bank Ltd.-Spon ADR | 7.76% | 5,205,976 | $175.1M | Add +9.0% |
| HDB HDFC Bank Ltd.-ADR | 6.60% | 1,940,624 | $148.8M | Reduce -13.8% |
| ASML ASML Holding NV-NY Reg SHS | 5.44% | 153,126 | $122.7M | Reduce -2.8% |
| NVDA Nvidia Corp. | 4.78% | 681,931 | $107.7M | Add +18.1% |
| HWM Howmet Aerospace Inc. | 4.72% | 572,514 | $106.6M | Reduce -26.9% |
| TEAM Atlassian Corp. Class A | 4.40% | 489,090 | $99.3M | Reduce -6.3% |
| MSFT Microsoft Corp. | 4.00% | 181,194 | $90.1M | Reduce -3.7% |
| TSM Taiwan Semiconductor-SP ADR | 3.51% | 349,781 | $79.2M | Reduce -8.0% |
| MA Mastercard Inc. Class A | 3.15% | 126,418 | $71.0M | Reduce -9.1% |
| GOOGL Alphabet Inc. Class A | 2.85% | 364,587 | $64.3M | Reduce -13.2% |
| CTVA Corteva Inc. | 2.79% | 844,488 | $62.9M | Reduce -4.1% |
| CW Curtiss-Wright Corp. | 2.52% | 116,111 | $56.7M | Reduce -4.9% |
| VRT Vertiv Holdings Co. Class A | 2.32% | 406,733 | $52.2M | Reduce -24.0% |
| VRTX Vertex Pharmaceuticals Inc. | 2.14% | 108,225 | $48.2M | Reduce -8.3% |
| AAPL Apple Inc. | 2.10% | 230,510 | $47.3M | Reduce -0.2% |
| MRSH Marsh & McLennan Cos | 1.94% | 199,827 | $43.7M | Reduce -0.2% |
| SCHW Schwab (charles) Corp. | 1.80% | 444,258 | $40.5M | Add +0.3% |
| OLED Universal Display Corp. | 1.80% | 262,157 | $40.5M | Add +0.2% |
| META Meta Platforms Inc. Class A | 1.75% | 53,423 | $39.4M | Reduce -3.9% |
| AZN Astrazeneca PLC-Spons ADR | 1.71% | 552,657 | $38.6M | Reduce -1.6% |
| ADP Automatic Data Processing | 1.69% | 123,462 | $38.1M | Reduce -0.6% |
| UBER Uber Technologies Inc. | 1.46% | 353,950 | $33.0M | Add +78.7% |
| EW Edwards Lifesciences Corp. | 1.43% | 411,593 | $32.2M | Add +39.2% |
| TMUS T-Mobile US Inc. | 1.42% | 134,220 | $32.0M | Reduce -10.1% |
| PYPL PayPal Holdings Inc. | 1.28% | 388,499 | $28.9M | Add +3.3% |
| ADBE Adobe Inc. | 1.21% | 70,598 | $27.3M | Add +8.2% |
| SN Sharkninja Inc. | 1.16% | 264,316 | $26.2M | Add +7.3% |
| BSX Boston Scientific Corp. | 1.11% | 233,504 | $25.1M | Reduce -18.7% |
| AMZN Amazon.com Inc. | 1.11% | 114,240 | $25.1M | Reduce -35.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.05% | 500,950 | $23.7M | Reduce -9.8% |
| AEIS Advanced Energy Industries | 1.01% | 172,185 | $22.8M | Reduce -0.1% |
| IQV Iqvia Holdings Inc. | 1.00% | 143,226 | $22.6M | Reduce -0.0% |
| CMCSA Comcast Corp. Class A | 0.98% | 617,580 | $22.0M | Reduce -1.9% |
| ILMN Illumina Inc. | 0.78% | 184,805 | $17.6M | Add +23.0% |
| HXL Hexcel Corp. | 0.76% | 301,645 | $17.0M | Add +29.3% |
| MDT Medtronic PLC | 0.72% | 186,543 | $16.3M | Reduce -0.1% |
| LLY Eli Lilly & Co. | 0.61% | 17,749 | $13.8M | Reduce -2.1% |
| BDX Becton Dickinson and Co. | 0.60% | 78,117 | $13.5M | Reduce -0.0% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.46% | 149,855 | $10.3M | Add +33.0% |
| SWK Stanley Black & Decker Inc. | 0.40% | 133,533 | $9.0M | Reduce -0.5% |
| UNH Unitedhealth Group Inc. | 0.37% | 26,790 | $8.4M | Reduce -43.3% |
| FMC FMC Corp. | 0.36% | 192,077 | $8.0M | Reduce -0.2% |
| MRVL Marvell Technology Inc. | 0.32% | 93,760 | $7.3M | Reduce -72.6% |
| ALB Albemarle Corp. | 0.32% | 114,554 | $7.2M | Reduce -0.8% |
| ELV Elevance Health Inc. | 0.30% | 17,588 | $6.8M | New |
| GOOG Alphabet Inc. Class C | 0.28% | 35,760 | $6.3M | No change |
| ABT Abbott Laboratories | 0.27% | 45,044 | $6.1M | No change |
| EPD Enterprise Products Partners | 0.26% | 191,840 | $5.9M | Reduce -0.1% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.14% | 35,000 | $3.2M | Reduce -57.8% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.14% | 91,288 | $3.1M | No change |
| PLD Prologis Inc. | 0.13% | 28,002 | $2.9M | No change |
| PG The Procter & Gamble Co. | 0.12% | 16,700 | $2.7M | No change |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.09% | 10,630 | $2.1M | No change |
| CCJ Cameco Corp. | 0.07% | 21,700 | $1.6M | Reduce -10.1% |
| OKE Oneok Inc. | 0.05% | 12,649 | $1.0M | No change |
| MRK Merck & Co. Inc. | 0.04% | 12,750 | $1.0M | No change |
| XOM Exxon Mobil Corp. | 0.04% | 8,883 | $958K | No change |
| CVX Chevron Corp. | 0.03% | 5,400 | $773K | No change |
| MCHP Microchip Technology Inc. | 0.02% | 6,900 | $486K | Reduce -51.8% |
| HSY The Hershey Co. | 0.02% | 2,900 | $481K | No change |
| BA The Boeing Co. | 0.02% | 1,985 | $416K | New |
| GE General Electric filed as GE AEROSPACE | 0.02% | 1,546 | $398K | Reduce -11.4% |
| NBIS Nebius Group NV | 0.02% | 7,105 | $393K | New |
| BABA Alibaba Group Holding-SP ADR | 0.02% | 3,270 | $371K | Reduce -7.1% |
| SHEL Shell PLC-ADR | 0.02% | 5,000 | $352K | No change |
| TCOM Trip.com Group Ltd.-ADR | 0.01% | 5,750 | $337K | Reduce -18.9% |
| AVGO Broadcom Inc. | 0.01% | 1,200 | $331K | No change |
| HIW Highwoods Properties Inc. | 0.01% | 9,700 | $302K | No change |
| GEV GE Vernova Inc. | 0.01% | 511 | $270K | New |
| EMR Emerson Electric Co. | 0.01% | 1,800 | $240K | New |
| PAYX Paychex Inc. | 0.01% | 1,600 | $233K | No change |
| IAU iShares Gold Trust | 0.01% | 3,600 | $224K | No change |
Portfolio Sells Q1 2025 → Q2 2025
| TEAM Atlassian Corp. Class A | Reduce -6.3% | 4.40% | −0.89 |
| UNH Unitedhealth Group Inc. | Reduce -43.3% | 0.37% | −0.81 |
| ELAN Elanco Animal Health Inc. | Sold out | 0.00% | −0.77 |
| MRVL Marvell Technology Inc. | Reduce -72.6% | 0.32% | −0.68 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -8.3% | 2.14% | −0.60 |
| HDB HDFC Bank Ltd.-ADR | Reduce -13.8% | 6.60% | −0.55 |
| MA Mastercard Inc. Class A | Reduce -9.1% | 3.15% | −0.49 |
| AMZN Amazon.com Inc. | Reduce -35.0% | 1.11% | −0.49 |
| TMUS T-Mobile US Inc. | Reduce -10.1% | 1.42% | −0.48 |
| MRSH Marsh & McLennan Cos | Reduce -0.2% | 1.94% | −0.40 |
| AAPL Apple Inc. | Reduce -0.2% | 2.10% | −0.35 |
| BSX Boston Scientific Corp. | Reduce -18.7% | 1.11% | −0.27 |
| AZN Astrazeneca PLC-Spons ADR | Reduce -1.6% | 1.71% | −0.26 |
| BDX Becton Dickinson and Co. | Reduce -0.0% | 0.60% | −0.26 |
| GOOGL Alphabet Inc. Class A | Reduce -13.2% | 2.85% | −0.25 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -57.8% | 0.14% | −0.22 |
| GMAB Genmab A/S -SP ADR | Sold out | 0.00% | −0.21 |
| IQV Iqvia Holdings Inc. | Reduce -0.0% | 1.00% | −0.21 |
| CMCSA Comcast Corp. Class A | Reduce -1.9% | 0.98% | −0.13 |
| HWM Howmet Aerospace Inc. | Reduce -26.9% | 4.72% | −0.13 |
| ADP Automatic Data Processing | Reduce -0.6% | 1.69% | −0.13 |
| BN Brookfield Corp. | Sold out | 0.00% | −0.12 |
| LLY Eli Lilly & Co. | Reduce -2.1% | 0.61% | −0.10 |
| SWK Stanley Black & Decker Inc. | Reduce -0.5% | 0.40% | −0.09 |
| MDT Medtronic PLC | Reduce -0.1% | 0.72% | −0.08 |
| ALB Albemarle Corp. | Reduce -0.8% | 0.32% | −0.08 |
| BAC Bank of America Corp. | Reduce -9.8% | 1.05% | −0.06 |
| EPD Enterprise Products Partners | Reduce -0.1% | 0.26% | −0.05 |
| FMC FMC Corp. | Reduce -0.2% | 0.36% | −0.03 |
| EFA iShares MSCI Eafe ETF | Sold out | 0.00% | −0.02 |
| MCHP Microchip Technology Inc. | Reduce -51.8% | 0.02% | −0.01 |
| HD Home Depot Inc. | Sold out | 0.00% | −0.01 |
| TCOM Trip.com Group Ltd.-ADR | Reduce -18.9% | 0.01% | −0.01 |
| BABA Alibaba Group Holding-SP ADR | Reduce -7.1% | 0.02% | −0.01 |
| GE General Electric | Reduce -11.4% | 0.02% | +0.00 |
| CCJ Cameco Corp. | Reduce -10.1% | 0.07% | +0.02 |
| CTVA Corteva Inc. | Reduce -4.1% | 2.79% | +0.14 |
| META Meta Platforms Inc. Class A | Reduce -3.9% | 1.75% | +0.22 |
| AEIS Advanced Energy Industries | Reduce -0.1% | 1.01% | +0.23 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -2.8% | 5.44% | +0.45 |
| VRT Vertiv Holdings Co. Class A | Reduce -24.0% | 2.32% | +0.47 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -8.0% | 3.51% | +0.50 |
| MSFT Microsoft Corp. | Reduce -3.7% | 4.00% | +0.62 |
| CW Curtiss-Wright Corp. | Reduce -4.9% | 2.52% | +0.66 |
| MELI MercadoLibre Inc. | Reduce -5.4% | 8.14% | +1.22 |
Portfolio Buys Q1 2025 → Q2 2025
| NVDA Nvidia Corp. | Add +18.1% | 4.78% | +1.79 |
| UBER Uber Technologies Inc. | Add +78.7% | 1.46% | +0.77 |
| IBN Icici Bank Ltd.-Spon ADR | Add +9.0% | 7.76% | +0.57 |
| EW Edwards Lifesciences Corp. | Add +39.2% | 1.43% | +0.40 |
| ELV Elevance Health Inc. | New | 0.30% | +0.30 |
| ILMN Illumina Inc. | Add +23.0% | 0.78% | +0.21 |
| SN Sharkninja Inc. | Add +7.3% | 1.16% | +0.18 |
| HXL Hexcel Corp. | Add +29.3% | 0.76% | +0.15 |
| SCHW Schwab (charles) Corp. | Add +0.3% | 1.80% | +0.14 |
| PYPL PayPal Holdings Inc. | Add +3.3% | 1.28% | +0.11 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +33.0% | 0.46% | +0.08 |
| OLED Universal Display Corp. | Add +0.2% | 1.80% | +0.05 |
| BA The Boeing Co. | New | 0.02% | +0.02 |
| NBIS Nebius Group NV | New | 0.02% | +0.02 |
| ADBE Adobe Inc. | Add +8.2% | 1.21% | +0.02 |
| GEV GE Vernova Inc. | New | 0.01% | +0.01 |
| EMR Emerson Electric Co. | New | 0.01% | +0.01 |
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 |