Filed: 5/15/2025ACC: 0001172661-25-002305
📋 What this filing means
HARDMAN JOHNSTON GLOBAL ADVISORS LLC filed this quarterly 13F‑HR report disclosing 73 equity positions with a total reported market value of $2.09B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
73
Positions
$2.09B
Total AUM (reported)
21.14M
Total Shares
Allocation by class
COM$1.16B55.4%
CL A$242.31M11.6%
SPONSORED ADS$217.58M10.4%
ADR$158.40M7.6%
N Y REGISTRY SHS$104.41M5.0%
CAP STK CL A$64.93M3.1%
SPONSORED ADR$41.30M2.0%
Portfolio Concentration
Top 3$445.01M21.3%
4–10$591.75M28.3%
11–25$637.45M30.5%
Rest$419.01M20.0%
Top 3 weight
21.3%
Top 10 weight
49.5%
Voting Authority Distribution
Total shares with voting rights: 21.14M
Sole
Full voting authority
15.40M
shares
% of voting shares72.9%
Shared
Joint voting authority
215.38K
shares
% of voting shares1.0%
None
No voting authority
5.52M
shares
% of voting shares26.1%
Investment Discretion (by position count)
Sole50
Shared0
Other23
Dominant voting typeSole · 72.9% of voting shares
Institutional Holdings73
Rows:
ICICI BANK LIMITED
SOLEShares4.78M
TypeSH
Market value$150.58M
7.19%
Sole
3.99M
Shared
0.00
None
783.87K
HDFC BANK LTD
SOLEShares2.25M
TypeSH
Market value$149.54M
7.14%
Sole
1.97M
Shared
0.00
None
284.80K
MERCADOLIBRE INC
OTRShares74.27K
TypeSH
Market value$144.88M
6.92%
Sole
59.04K
Shared
340.00
None
14.88K
ATLASSIAN CORPORATION
OTRShares522.10K
TypeSH
Market value$110.80M
5.29%
Sole
381.38K
Shared
4.97K
None
135.75K
ASML HOLDING N V
OTRShares157.57K
TypeSH
Market value$104.41M
4.99%
Sole
96.58K
Shared
1.71K
None
59.28K
HOWMET AEROSPACE INC
OTRShares783.55K
TypeSH
Market value$101.65M
4.86%
Sole
537.16K
Shared
12.56K
None
233.84K
MASTERCARD INCORPORATED
OTRShares139.10K
TypeSH
Market value$76.25M
3.64%
Sole
91.20K
Shared
2.51K
None
45.40K
MICROSOFT CORP
OTRShares188.07K
TypeSH
Market value$70.60M
3.37%
Sole
134.38K
Shared
2.55K
None
51.15K
ALPHABET INC
OTRShares419.88K
TypeSH
Market value$64.93M
3.10%
Sole
295.81K
Shared
6.23K
None
117.84K
TAIWAN SEMICONDUCTOR MFG LTD
OTRShares380.25K
TypeSH
Market value$63.12M
3.02%
Sole
140.47K
Shared
6.75K
None
233.03K
NVIDIA CORPORATION
OTRShares577.51K
TypeSH
Market value$62.59M
2.99%
Sole
466.94K
Shared
4.76K
None
105.81K
VERTEX PHARMACEUTICALS INC
OTRShares118.08K
TypeSH
Market value$57.25M
2.73%
Sole
94.91K
Shared
2.40K
None
20.77K
CORTEVA INC
OTRShares880.37K
TypeSH
Market value$55.40M
2.65%
Sole
524.96K
Shared
19.16K
None
336.25K
APPLE INC
SOLEShares231.01K
TypeSH
Market value$51.31M
2.45%
Sole
220.30K
Shared
0.00
None
10.70K
MARSH & MCLENNAN COS INC
SOLEShares200.14K
TypeSH
Market value$48.84M
2.33%
Sole
192.08K
Shared
0.00
None
8.06K
ASTRAZENECA PLC
SOLEShares561.88K
TypeSH
Market value$41.30M
1.97%
Sole
436.14K
Shared
0.00
None
125.75K
T-MOBILE US INC
OTRShares149.23K
TypeSH
Market value$39.80M
1.90%
Sole
48.38K
Shared
5.72K
None
95.14K
CURTISS WRIGHT CORP
SOLEShares122.11K
TypeSH
Market value$38.74M
1.85%
Sole
115.84K
Shared
0.00
None
6.26K
VERTIV HOLDINGS CO
OTRShares535.25K
TypeSH
Market value$38.64M
1.85%
Sole
408.59K
Shared
5.98K
None
120.67K
AUTOMATIC DATA PROCESSING IN
SOLEShares124.24K
TypeSH
Market value$37.96M
1.81%
Sole
115.40K
Shared
0.00
None
8.84K
UNIVERSAL DISPLAY CORP
OTRShares261.64K
TypeSH
Market value$36.49M
1.74%
Sole
186.15K
Shared
3.96K
None
71.53K
SCHWAB CHARLES CORP
SOLEShares442.95K
TypeSH
Market value$34.67M
1.66%
Sole
420.22K
Shared
0.00
None
22.73K
AMAZON COM INC
OTRShares175.66K
TypeSH
Market value$33.42M
1.60%
Sole
71.95K
Shared
5.92K
None
97.80K
META PLATFORMS INC
OTRShares55.59K
TypeSH
Market value$32.04M
1.53%
Sole
19.59K
Shared
2.04K
None
33.96K
BOSTON SCIENTIFIC CORP
OTRShares287.25K
TypeSH
Market value$28.98M
1.38%
Sole
53.80K
Shared
13.34K
None
220.11K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ICICI BANK LIMITEDSOLE | ADR | 4.78M | SH | $150.58M 7.19% | 3.99M | 0.00 | 783.87K |
HDFC BANK LTDSOLE | SPONSORED ADS | 2.25M | SH | $149.54M 7.14% | 1.97M | 0.00 | 284.80K |
MERCADOLIBRE INCOTR | COM | 74.27K | SH | $144.88M 6.92% | 59.04K | 340.00 | 14.88K |
ATLASSIAN CORPORATIONOTR | CL A | 522.10K | SH | $110.80M 5.29% | 381.38K | 4.97K | 135.75K |
ASML HOLDING N VOTR | N Y REGISTRY SHS | 157.57K | SH | $104.41M 4.99% | 96.58K | 1.71K | 59.28K |
HOWMET AEROSPACE INCOTR | COM | 783.55K | SH | $101.65M 4.86% | 537.16K | 12.56K | 233.84K |
MASTERCARD INCORPORATEDOTR | CL A | 139.10K | SH | $76.25M 3.64% | 91.20K | 2.51K | 45.40K |
MICROSOFT CORPOTR | COM | 188.07K | SH | $70.60M 3.37% | 134.38K | 2.55K | 51.15K |
ALPHABET INCOTR | CAP STK CL A | 419.88K | SH | $64.93M 3.10% | 295.81K | 6.23K | 117.84K |
TAIWAN SEMICONDUCTOR MFG LTDOTR | SPONSORED ADS | 380.25K | SH | $63.12M 3.02% | 140.47K | 6.75K | 233.03K |
NVIDIA CORPORATIONOTR | COM | 577.51K | SH | $62.59M 2.99% | 466.94K | 4.76K | 105.81K |
VERTEX PHARMACEUTICALS INCOTR | COM | 118.08K | SH | $57.25M 2.73% | 94.91K | 2.40K | 20.77K |
CORTEVA INCOTR | COM | 880.37K | SH | $55.40M 2.65% | 524.96K | 19.16K | 336.25K |
APPLE INCSOLE | COM | 231.01K | SH | $51.31M 2.45% | 220.30K | 0.00 | 10.70K |
MARSH & MCLENNAN COS INCSOLE | COM | 200.14K | SH | $48.84M 2.33% | 192.08K | 0.00 | 8.06K |
ASTRAZENECA PLCSOLE | SPONSORED ADR | 561.88K | SH | $41.30M 1.97% | 436.14K | 0.00 | 125.75K |
T-MOBILE US INCOTR | COM | 149.23K | SH | $39.80M 1.90% | 48.38K | 5.72K | 95.14K |
CURTISS WRIGHT CORPSOLE | COM | 122.11K | SH | $38.74M 1.85% | 115.84K | 0.00 | 6.26K |
VERTIV HOLDINGS COOTR | COM CL A | 535.25K | SH | $38.64M 1.85% | 408.59K | 5.98K | 120.67K |
AUTOMATIC DATA PROCESSING INSOLE | COM | 124.24K | SH | $37.96M 1.81% | 115.40K | 0.00 | 8.84K |
UNIVERSAL DISPLAY CORPOTR | COM | 261.64K | SH | $36.49M 1.74% | 186.15K | 3.96K | 71.53K |
SCHWAB CHARLES CORPSOLE | COM | 442.95K | SH | $34.67M 1.66% | 420.22K | 0.00 | 22.73K |
AMAZON COM INCOTR | COM | 175.66K | SH | $33.42M 1.60% | 71.95K | 5.92K | 97.80K |
META PLATFORMS INCOTR | CL A | 55.59K | SH | $32.04M 1.53% | 19.59K | 2.04K | 33.96K |
BOSTON SCIENTIFIC CORPOTR | COM | 287.25K | SH | $28.98M 1.38% | 53.80K | 13.34K | 220.11K |
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