Filed: 2/4/2025ACC: 0001172661-25-000481
📋 What this filing means
HARDMAN JOHNSTON GLOBAL ADVISORS LLC filed this quarterly 13F‑HR report disclosing 80 equity positions with a total reported market value of $2.42B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
80
Positions
$2.42B
Total AUM (reported)
26.51M
Total Shares
Allocation by class
COM$1.41B58.2%
CL A$267.81M11.1%
SPONSORED ADS$249.16M10.3%
ADR$154.30M6.4%
COM CL A$89.67M3.7%
CAP STK CL A$74.97M3.1%
N Y REGISTRY SHS$67.33M2.8%
Portfolio Concentration
Top 3$511.15M21.1%
4–10$708.47M29.2%
11–25$711.90M29.4%
Rest$491.74M20.3%
Top 3 weight
21.1%
Top 10 weight
50.3%
Voting Authority Distribution
Total shares with voting rights: 26.51M
Sole
Full voting authority
19.69M
shares
% of voting shares74.3%
Shared
Joint voting authority
236.29K
shares
% of voting shares0.9%
None
No voting authority
6.58M
shares
% of voting shares24.8%
Investment Discretion (by position count)
Sole54
Shared0
Other26
Dominant voting typeSole · 74.3% of voting shares
Institutional Holdings80
Rows:
MERCADOLIBRE INC
OTRShares117.09K
TypeSH
Market value$199.10M
8.22%
Sole
94.64K
Shared
502.00
None
21.95K
HDFC BANK LTD
SOLEShares2.65M
TypeSH
Market value$169.36M
6.99%
Sole
2.32M
Shared
0.00
None
336.79K
ICICI BANK LIMITED
SOLEShares4.78M
TypeSH
Market value$142.69M
5.89%
Sole
3.99M
Shared
0.00
None
784.96K
TECHNIPFMC PLC
OTRShares4.64M
TypeSH
Market value$134.16M
5.54%
Sole
3.70M
Shared
21.38K
None
918.25K
ATLASSIAN CORPORATION
OTRShares528.35K
TypeSH
Market value$128.59M
5.31%
Sole
386.15K
Shared
4.87K
None
137.34K
HOWMET AEROSPACE INC
OTRShares948.89K
TypeSH
Market value$103.78M
4.28%
Sole
673.37K
Shared
13.31K
None
262.21K
NVIDIA CORPORATION
OTRShares738.43K
TypeSH
Market value$99.16M
4.09%
Sole
544.22K
Shared
9.16K
None
185.05K
VERTIV HOLDINGS CO
OTRShares762.33K
TypeSH
Market value$86.61M
3.57%
Sole
545.67K
Shared
10.71K
None
205.95K
MICROSOFT CORP
OTRShares191.79K
TypeSH
Market value$80.84M
3.34%
Sole
137.31K
Shared
2.51K
None
51.98K
TAIWAN SEMICONDUCTOR MFG LTD
OTRShares381.43K
TypeSH
Market value$75.33M
3.11%
Sole
139.31K
Shared
6.61K
None
235.52K
ALPHABET INC
OTRShares396.03K
TypeSH
Market value$74.97M
3.09%
Sole
292.40K
Shared
4.97K
None
98.66K
MASTERCARD INCORPORATED
OTRShares141.04K
TypeSH
Market value$74.27M
3.06%
Sole
92.35K
Shared
2.46K
None
46.23K
ASML HOLDING N V
OTRShares97.14K
TypeSH
Market value$67.33M
2.78%
Sole
64.95K
Shared
859.00
None
31.33K
APPLE INC
SOLEShares233.78K
TypeSH
Market value$58.54M
2.42%
Sole
223.08K
Shared
0.00
None
10.70K
CORTEVA INC
OTRShares831.53K
TypeSH
Market value$47.36M
1.95%
Sole
470.37K
Shared
18.78K
None
342.38K
VERTEX PHARMACEUTICALS INC
OTRShares114.66K
TypeSH
Market value$46.18M
1.91%
Sole
97.58K
Shared
1.62K
None
15.47K
CURTISS WRIGHT CORP
SOLEShares124.48K
TypeSH
Market value$44.18M
1.82%
Sole
118.22K
Shared
0.00
None
6.26K
MARSH & MCLENNAN COS INC
SOLEShares203.73K
TypeSH
Market value$43.27M
1.79%
Sole
195.67K
Shared
0.00
None
8.06K
IQVIA HLDGS INC
OTRShares202.17K
TypeSH
Market value$39.73M
1.64%
Sole
148.54K
Shared
2.82K
None
50.81K
AMAZON COM INC
OTRShares179.50K
TypeSH
Market value$39.38M
1.63%
Sole
74.08K
Shared
5.80K
None
99.63K
UNITEDHEALTH GROUP INC
OTRShares71.87K
TypeSH
Market value$36.36M
1.50%
Sole
53.36K
Shared
1.96K
None
16.55K
AUTOMATIC DATA PROCESSING IN
SOLEShares123.86K
TypeSH
Market value$36.26M
1.50%
Sole
115.02K
Shared
0.00
None
8.84K
UNIVERSAL DISPLAY CORP
OTRShares244.86K
TypeSH
Market value$35.80M
1.48%
Sole
186.18K
Shared
2.79K
None
55.90K
ASTRAZENECA PLC
SOLEShares523.16K
TypeSH
Market value$34.28M
1.41%
Sole
416.97K
Shared
0.00
None
106.20K
ADOBE INC
SOLEShares76.47K
TypeSH
Market value$34.00M
1.40%
Sole
71.96K
Shared
0.00
None
4.50K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MERCADOLIBRE INCOTR | COM | 117.09K | SH | $199.10M 8.22% | 94.64K | 502.00 | 21.95K |
HDFC BANK LTDSOLE | SPONSORED ADS | 2.65M | SH | $169.36M 6.99% | 2.32M | 0.00 | 336.79K |
ICICI BANK LIMITEDSOLE | ADR | 4.78M | SH | $142.69M 5.89% | 3.99M | 0.00 | 784.96K |
TECHNIPFMC PLCOTR | COM | 4.64M | SH | $134.16M 5.54% | 3.70M | 21.38K | 918.25K |
ATLASSIAN CORPORATIONOTR | CL A | 528.35K | SH | $128.59M 5.31% | 386.15K | 4.87K | 137.34K |
HOWMET AEROSPACE INCOTR | COM | 948.89K | SH | $103.78M 4.28% | 673.37K | 13.31K | 262.21K |
NVIDIA CORPORATIONOTR | COM | 738.43K | SH | $99.16M 4.09% | 544.22K | 9.16K | 185.05K |
VERTIV HOLDINGS COOTR | COM CL A | 762.33K | SH | $86.61M 3.57% | 545.67K | 10.71K | 205.95K |
MICROSOFT CORPOTR | COM | 191.79K | SH | $80.84M 3.34% | 137.31K | 2.51K | 51.98K |
TAIWAN SEMICONDUCTOR MFG LTDOTR | SPONSORED ADS | 381.43K | SH | $75.33M 3.11% | 139.31K | 6.61K | 235.52K |
ALPHABET INCOTR | CAP STK CL A | 396.03K | SH | $74.97M 3.09% | 292.40K | 4.97K | 98.66K |
MASTERCARD INCORPORATEDOTR | CL A | 141.04K | SH | $74.27M 3.06% | 92.35K | 2.46K | 46.23K |
ASML HOLDING N VOTR | N Y REGISTRY SHS | 97.14K | SH | $67.33M 2.78% | 64.95K | 859.00 | 31.33K |
APPLE INCSOLE | COM | 233.78K | SH | $58.54M 2.42% | 223.08K | 0.00 | 10.70K |
CORTEVA INCOTR | COM | 831.53K | SH | $47.36M 1.95% | 470.37K | 18.78K | 342.38K |
VERTEX PHARMACEUTICALS INCOTR | COM | 114.66K | SH | $46.18M 1.91% | 97.58K | 1.62K | 15.47K |
CURTISS WRIGHT CORPSOLE | COM | 124.48K | SH | $44.18M 1.82% | 118.22K | 0.00 | 6.26K |
MARSH & MCLENNAN COS INCSOLE | COM | 203.73K | SH | $43.27M 1.79% | 195.67K | 0.00 | 8.06K |
IQVIA HLDGS INCOTR | COM | 202.17K | SH | $39.73M 1.64% | 148.54K | 2.82K | 50.81K |
AMAZON COM INCOTR | COM | 179.50K | SH | $39.38M 1.63% | 74.08K | 5.80K | 99.63K |
UNITEDHEALTH GROUP INCOTR | COM | 71.87K | SH | $36.36M 1.50% | 53.36K | 1.96K | 16.55K |
AUTOMATIC DATA PROCESSING INSOLE | COM | 123.86K | SH | $36.26M 1.50% | 115.02K | 0.00 | 8.84K |
UNIVERSAL DISPLAY CORPOTR | COM | 244.86K | SH | $35.80M 1.48% | 186.18K | 2.79K | 55.90K |
ASTRAZENECA PLCSOLE | SPONSORED ADR | 523.16K | SH | $34.28M 1.41% | 416.97K | 0.00 | 106.20K |
ADOBE INCSOLE | COM | 76.47K | SH | $34.00M 1.40% | 71.96K | 0.00 | 4.50K |
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