Filed: 7/21/2025ACC: 0001172661-25-002656
📋 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 $2.26B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
73
Positions
$2.26B
Total AUM (reported)
18.95M
Total Shares
Allocation by class
COM$1.27B56.2%
CL A$231.84M10.3%
SPONSORED ADS$228.38M10.1%
ADR$185.47M8.2%
N Y REGISTRY SHS$122.71M5.4%
CAP STK CL A$64.25M2.8%
COM CL A$52.23M2.3%
Portfolio Concentration
Top 3$507.54M22.5%
4–10$676.73M30.0%
11–25$669.66M29.7%
Rest$401.49M17.8%
Top 3 weight
22.5%
Top 10 weight
52.5%
Voting Authority Distribution
Total shares with voting rights: 18.95M
Sole
Full voting authority
14.95M
shares
% of voting shares78.9%
Shared
Joint voting authority
143.74K
shares
% of voting shares0.8%
None
No voting authority
3.85M
shares
% of voting shares20.3%
Investment Discretion (by position count)
Sole53
Shared0
Other20
Dominant voting typeSole · 78.9% of voting shares
Institutional Holdings73
Rows:
MERCADOLIBRE INC
OTRShares70.26K
TypeSH
Market value$183.63M
8.14%
Sole
56.19K
Shared
342.00
None
13.72K
ICICI BANK LIMITED
OTRShares5.21M
TypeSH
Market value$175.13M
7.76%
Sole
4.30M
Shared
11.54K
None
890.32K
HDFC BANK LTD
SOLEShares1.94M
TypeSH
Market value$148.79M
6.60%
Sole
1.70M
Shared
0.00
None
237.34K
ASML HOLDING N V
OTRShares153.13K
TypeSH
Market value$122.71M
5.44%
Sole
94.91K
Shared
1.71K
None
56.51K
NVIDIA CORPORATION
OTRShares681.93K
TypeSH
Market value$107.74M
4.78%
Sole
487.47K
Shared
10.77K
None
183.69K
HOWMET AEROSPACE INC
OTRShares572.51K
TypeSH
Market value$106.56M
4.72%
Sole
433.85K
Shared
7.54K
None
131.13K
ATLASSIAN CORPORATION
OTRShares489.09K
TypeSH
Market value$99.33M
4.40%
Sole
358.85K
Shared
4.97K
None
125.27K
MICROSOFT CORP
OTRShares181.19K
TypeSH
Market value$90.13M
4.00%
Sole
132.18K
Shared
2.55K
None
46.47K
TAIWAN SEMICONDUCTOR MFG LTD
OTRShares349.78K
TypeSH
Market value$79.22M
3.51%
Sole
133.22K
Shared
6.77K
None
209.79K
MASTERCARD INCORPORATED
OTRShares126.42K
TypeSH
Market value$71.04M
3.15%
Sole
89.56K
Shared
2.20K
None
34.66K
ALPHABET INC
OTRShares364.59K
TypeSH
Market value$64.25M
2.85%
Sole
286.76K
Shared
4.11K
None
73.71K
CORTEVA INC
OTRShares844.49K
TypeSH
Market value$62.94M
2.79%
Sole
524.13K
Shared
19.15K
None
301.21K
CURTISS WRIGHT CORP
SOLEShares116.11K
TypeSH
Market value$56.73M
2.52%
Sole
110K
Shared
0.00
None
6.11K
VERTIV HOLDINGS CO
SOLEShares406.73K
TypeSH
Market value$52.23M
2.32%
Sole
384.50K
Shared
0.00
None
22.23K
VERTEX PHARMACEUTICALS INC
OTRShares108.22K
TypeSH
Market value$48.18M
2.14%
Sole
85.31K
Shared
2.40K
None
20.52K
APPLE INC
SOLEShares230.51K
TypeSH
Market value$47.29M
2.10%
Sole
219.81K
Shared
0.00
None
10.70K
MARSH & MCLENNAN COS INC
SOLEShares199.83K
TypeSH
Market value$43.69M
1.94%
Sole
191.76K
Shared
0.00
None
8.06K
SCHWAB CHARLES CORP
SOLEShares444.26K
TypeSH
Market value$40.53M
1.80%
Sole
421.52K
Shared
0.00
None
22.73K
UNIVERSAL DISPLAY CORP
OTRShares262.16K
TypeSH
Market value$40.49M
1.80%
Sole
188.45K
Shared
4.31K
None
69.40K
META PLATFORMS INC
OTRShares53.42K
TypeSH
Market value$39.43M
1.75%
Sole
24.29K
Shared
1.88K
None
27.25K
ASTRAZENECA PLC
SOLEShares552.66K
TypeSH
Market value$38.62M
1.71%
Sole
429.71K
Shared
0.00
None
122.95K
AUTOMATIC DATA PROCESSING IN
SOLEShares123.46K
TypeSH
Market value$38.08M
1.69%
Sole
114.62K
Shared
0.00
None
8.84K
UBER TECHNOLOGIES INC
OTRShares353.95K
TypeSH
Market value$33.02M
1.46%
Sole
130.24K
Shared
14.25K
None
209.46K
EDWARDS LIFESCIENCES CORP
SOLEShares411.59K
TypeSH
Market value$32.19M
1.43%
Sole
390.50K
Shared
0.00
None
21.09K
T-MOBILE US INC
OTRShares134.22K
TypeSH
Market value$31.98M
1.42%
Sole
55.10K
Shared
5.07K
None
74.05K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MERCADOLIBRE INCOTR | COM | 70.26K | SH | $183.63M 8.14% | 56.19K | 342.00 | 13.72K |
ICICI BANK LIMITEDOTR | ADR | 5.21M | SH | $175.13M 7.76% | 4.30M | 11.54K | 890.32K |
HDFC BANK LTDSOLE | SPONSORED ADS | 1.94M | SH | $148.79M 6.60% | 1.70M | 0.00 | 237.34K |
ASML HOLDING N VOTR | N Y REGISTRY SHS | 153.13K | SH | $122.71M 5.44% | 94.91K | 1.71K | 56.51K |
NVIDIA CORPORATIONOTR | COM | 681.93K | SH | $107.74M 4.78% | 487.47K | 10.77K | 183.69K |
HOWMET AEROSPACE INCOTR | COM | 572.51K | SH | $106.56M 4.72% | 433.85K | 7.54K | 131.13K |
ATLASSIAN CORPORATIONOTR | CL A | 489.09K | SH | $99.33M 4.40% | 358.85K | 4.97K | 125.27K |
MICROSOFT CORPOTR | COM | 181.19K | SH | $90.13M 4.00% | 132.18K | 2.55K | 46.47K |
TAIWAN SEMICONDUCTOR MFG LTDOTR | SPONSORED ADS | 349.78K | SH | $79.22M 3.51% | 133.22K | 6.77K | 209.79K |
MASTERCARD INCORPORATEDOTR | CL A | 126.42K | SH | $71.04M 3.15% | 89.56K | 2.20K | 34.66K |
ALPHABET INCOTR | CAP STK CL A | 364.59K | SH | $64.25M 2.85% | 286.76K | 4.11K | 73.71K |
CORTEVA INCOTR | COM | 844.49K | SH | $62.94M 2.79% | 524.13K | 19.15K | 301.21K |
CURTISS WRIGHT CORPSOLE | COM | 116.11K | SH | $56.73M 2.52% | 110K | 0.00 | 6.11K |
VERTIV HOLDINGS COSOLE | COM CL A | 406.73K | SH | $52.23M 2.32% | 384.50K | 0.00 | 22.23K |
VERTEX PHARMACEUTICALS INCOTR | COM | 108.22K | SH | $48.18M 2.14% | 85.31K | 2.40K | 20.52K |
APPLE INCSOLE | COM | 230.51K | SH | $47.29M 2.10% | 219.81K | 0.00 | 10.70K |
MARSH & MCLENNAN COS INCSOLE | COM | 199.83K | SH | $43.69M 1.94% | 191.76K | 0.00 | 8.06K |
SCHWAB CHARLES CORPSOLE | COM | 444.26K | SH | $40.53M 1.80% | 421.52K | 0.00 | 22.73K |
UNIVERSAL DISPLAY CORPOTR | COM | 262.16K | SH | $40.49M 1.80% | 188.45K | 4.31K | 69.40K |
META PLATFORMS INCOTR | CL A | 53.42K | SH | $39.43M 1.75% | 24.29K | 1.88K | 27.25K |
ASTRAZENECA PLCSOLE | SPONSORED ADR | 552.66K | SH | $38.62M 1.71% | 429.71K | 0.00 | 122.95K |
AUTOMATIC DATA PROCESSING INSOLE | COM | 123.46K | SH | $38.08M 1.69% | 114.62K | 0.00 | 8.84K |
UBER TECHNOLOGIES INCOTR | COM | 353.95K | SH | $33.02M 1.46% | 130.24K | 14.25K | 209.46K |
EDWARDS LIFESCIENCES CORPSOLE | COM | 411.59K | SH | $32.19M 1.43% | 390.50K | 0.00 | 21.09K |
T-MOBILE US INCOTR | COM | 134.22K | SH | $31.98M 1.42% | 55.10K | 5.07K | 74.05K |
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