Filed: 8/14/2025ACC: 0001085146-25-005092
📋 What this filing means
HARDING LOEVNER LP filed this quarterly 13F‑HR report disclosing 68 equity positions with a total reported market value of $14.86B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
68
Positions
$14.86B
Total AUM (reported)
158.39M
Total Shares
Allocation by class
COM$5.85B39.4%
SPONSORED ADS$3.18B21.4%
SPONSORED ADR$874.08M5.9%
CL A$758.55M5.1%
SPON ADR$749.70M5.0%
ORD SHS$618.59M4.2%
SPON ADR UNITS$556.87M3.7%
Portfolio Concentration
Top 3$3.11B20.9%
4–10$3.51B23.6%
11–25$4.35B29.2%
Rest$3.90B26.3%
Top 3 weight
20.9%
Top 10 weight
44.5%
Voting Authority Distribution
Total shares with voting rights: 158.39M
Sole
Full voting authority
158.39M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole68
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings68
Rows:
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares5.61M
TypeSH
Market value$1.27B
8.56%
Sole
5.61M
Shared
0.00
None
0.00
HDFC BANK LTD
SOLEShares14.16M
TypeSH
Market value$1.09B
7.30%
Sole
14.16M
Shared
0.00
None
0.00
SAP SE
SOLEShares2.47M
TypeSH
Market value$749.70M
5.04%
Sole
2.47M
Shared
0.00
None
0.00
ALCON AG
SOLEShares7.01M
TypeSH
Market value$618.59M
4.16%
Sole
7.01M
Shared
0.00
None
0.00
MERCADOLIBRE INC
SOLEShares223.68K
TypeSH
Market value$584.69M
3.93%
Sole
223.68K
Shared
0.00
None
0.00
FOMENTO ECONOMICO MEXICANO S
SOLEShares5.41M
TypeSH
Market value$556.87M
3.75%
Sole
5.41M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares970.40K
TypeSH
Market value$482.71M
3.25%
Sole
970.40K
Shared
0.00
None
0.00
LINDE PLC
SOLEShares948.41K
TypeSH
Market value$444.99M
2.99%
Sole
948.41K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares306.65K
TypeSH
Market value$410.63M
2.76%
Sole
306.65K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares2.32M
TypeSH
Market value$408.36M
2.75%
Sole
2.32M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares1.85M
TypeSH
Market value$406.82M
2.74%
Sole
1.85M
Shared
0.00
None
0.00
BHP GROUP LTD
SOLEShares7.93M
TypeSH
Market value$381.51M
2.57%
Sole
7.93M
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares480.94K
TypeSH
Market value$354.99M
2.39%
Sole
480.94K
Shared
0.00
None
0.00
CREDICORP LTD
SOLEShares1.58M
TypeSH
Market value$352.70M
2.37%
Sole
1.58M
Shared
0.00
None
0.00
NETEASE INC
SOLEShares2.58M
TypeSH
Market value$347.56M
2.34%
Sole
2.58M
Shared
0.00
None
0.00
VERTEX PHARMACEUTICALS INC
SOLEShares711.61K
TypeSH
Market value$316.82M
2.13%
Sole
711.61K
Shared
0.00
None
0.00
TRADEWEB MKTS INC
SOLEShares1.78M
TypeSH
Market value$261.00M
1.76%
Sole
1.78M
Shared
0.00
None
0.00
CME GROUP INC
SOLEShares946.81K
TypeSH
Market value$260.97M
1.76%
Sole
946.81K
Shared
0.00
None
0.00
RYANAIR HOLDINGS PLC
SOLEShares4.39M
TypeSH
Market value$253.06M
1.70%
Sole
4.39M
Shared
0.00
None
0.00
SONY GROUP CORP
SOLEShares9.63M
TypeSH
Market value$250.63M
1.69%
Sole
9.63M
Shared
0.00
None
0.00
CANADIAN NATL RY CO
SOLEShares2.33M
TypeSH
Market value$241.88M
1.63%
Sole
2.33M
Shared
0.00
None
0.00
HALEON PLC
SOLEShares22.55M
TypeSH
Market value$233.75M
1.57%
Sole
22.55M
Shared
0.00
None
0.00
SHELL PLC
SOLEShares3.31M
TypeSH
Market value$233.27M
1.57%
Sole
3.31M
Shared
0.00
None
0.00
DEERE & CO
SOLEShares454.47K
TypeSH
Market value$231.10M
1.55%
Sole
454.47K
Shared
0.00
None
0.00
ASML HOLDING N V
SOLEShares276.55K
TypeSH
Market value$221.53M
1.49%
Sole
276.55K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 5.61M | SH | $1.27B 8.56% | 5.61M | 0.00 | 0.00 |
HDFC BANK LTDSOLE | SPONSORED ADS | 14.16M | SH | $1.09B 7.30% | 14.16M | 0.00 | 0.00 |
SAP SESOLE | SPON ADR | 2.47M | SH | $749.70M 5.04% | 2.47M | 0.00 | 0.00 |
ALCON AGSOLE | ORD SHS | 7.01M | SH | $618.59M 4.16% | 7.01M | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | COM | 223.68K | SH | $584.69M 3.93% | 223.68K | 0.00 | 0.00 |
FOMENTO ECONOMICO MEXICANO SSOLE | SPON ADR UNITS | 5.41M | SH | $556.87M 3.75% | 5.41M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 970.40K | SH | $482.71M 3.25% | 970.40K | 0.00 | 0.00 |
LINDE PLCSOLE | SHS | 948.41K | SH | $444.99M 2.99% | 948.41K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 306.65K | SH | $410.63M 2.76% | 306.65K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 2.32M | SH | $408.36M 2.75% | 2.32M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 1.85M | SH | $406.82M 2.74% | 1.85M | 0.00 | 0.00 |
BHP GROUP LTDSOLE | SPONSORED ADS | 7.93M | SH | $381.51M 2.57% | 7.93M | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 480.94K | SH | $354.99M 2.39% | 480.94K | 0.00 | 0.00 |
CREDICORP LTDSOLE | COM | 1.58M | SH | $352.70M 2.37% | 1.58M | 0.00 | 0.00 |
NETEASE INCSOLE | SPONSORED ADS | 2.58M | SH | $347.56M 2.34% | 2.58M | 0.00 | 0.00 |
VERTEX PHARMACEUTICALS INCSOLE | COM | 711.61K | SH | $316.82M 2.13% | 711.61K | 0.00 | 0.00 |
TRADEWEB MKTS INCSOLE | CL A | 1.78M | SH | $261.00M 1.76% | 1.78M | 0.00 | 0.00 |
CME GROUP INCSOLE | COM | 946.81K | SH | $260.97M 1.76% | 946.81K | 0.00 | 0.00 |
RYANAIR HOLDINGS PLCSOLE | SPONSORED ADR | 4.39M | SH | $253.06M 1.70% | 4.39M | 0.00 | 0.00 |
SONY GROUP CORPSOLE | SPONSORED ADR | 9.63M | SH | $250.63M 1.69% | 9.63M | 0.00 | 0.00 |
CANADIAN NATL RY COSOLE | COM | 2.33M | SH | $241.88M 1.63% | 2.33M | 0.00 | 0.00 |
HALEON PLCSOLE | SPON ADS | 22.55M | SH | $233.75M 1.57% | 22.55M | 0.00 | 0.00 |
SHELL PLCSOLE | SPON ADS | 3.31M | SH | $233.27M 1.57% | 3.31M | 0.00 | 0.00 |
DEERE & COSOLE | COM | 454.47K | SH | $231.10M 1.55% | 454.47K | 0.00 | 0.00 |
ASML HOLDING N VSOLE | N Y REGISTRY SHS | 276.55K | SH | $221.53M 1.49% | 276.55K | 0.00 | 0.00 |
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