Filed: 10/27/2025ACC: 0001172661-25-004431
📋 What this filing means
HARDMAN JOHNSTON GLOBAL ADVISORS LLC filed this quarterly 13F‑HR report disclosing 72 equity positions with a total reported market value of $2.04B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
72
Positions
$2.04B
Total AUM (reported)
20.27M
Total Shares
Allocation by class
COM$1.12B55.1%
SPONSORED ADS$231.06M11.4%
ADR$173.40M8.5%
CL A$142.19M7.0%
N Y REGISTRY SHS$124.75M6.1%
CAP STK CL A$72.89M3.6%
COM CL A$53.13M2.6%
Portfolio Concentration
Top 3$500.54M24.6%
4–10$634.20M31.2%
11–25$537.65M26.4%
Rest$362.75M17.8%
Top 3 weight
24.6%
Top 10 weight
55.8%
Voting Authority Distribution
Total shares with voting rights: 20.27M
Sole
Full voting authority
16.12M
shares
% of voting shares79.5%
Shared
Joint voting authority
144.30K
shares
% of voting shares0.7%
None
No voting authority
4M
shares
% of voting shares19.8%
Investment Discretion (by position count)
Sole51
Shared0
Other21
Dominant voting typeSole · 79.5% of voting shares
Institutional Holdings72
Rows:
MERCADOLIBRE INC
OTRShares77.57K
TypeSH
Market value$181.29M
8.91%
Sole
63.70K
Shared
346.00
None
13.53K
ICICI BANK LIMITED
OTRShares5.74M
TypeSH
Market value$173.40M
8.52%
Sole
4.85M
Shared
11.54K
None
879.03K
HDFC BANK LTD
SOLEShares4.27M
TypeSH
Market value$145.85M
7.17%
Sole
3.79M
Shared
0.00
None
484.24K
ASML HOLDING N V
OTRShares128.86K
TypeSH
Market value$124.75M
6.13%
Sole
79.39K
Shared
1.39K
None
48.08K
NVIDIA CORPORATION
OTRShares577.94K
TypeSH
Market value$107.83M
5.30%
Sole
394.53K
Shared
10.90K
None
172.51K
HOWMET AEROSPACE INC
OTRShares502.43K
TypeSH
Market value$98.59M
4.84%
Sole
369.33K
Shared
7.63K
None
125.47K
TAIWAN SEMICONDUCTOR MFG LTD
OTRShares305.07K
TypeSH
Market value$85.20M
4.19%
Sole
116.38K
Shared
5.62K
None
183.07K
MICROSOFT CORP
OTRShares157.96K
TypeSH
Market value$81.81M
4.02%
Sole
111.44K
Shared
2.58K
None
43.94K
ALPHABET INC
OTRShares299.83K
TypeSH
Market value$72.89M
3.58%
Sole
226.77K
Shared
4.16K
None
68.90K
MASTERCARD INCORPORATED
OTRShares110.96K
TypeSH
Market value$63.12M
3.10%
Sole
76.19K
Shared
2.23K
None
32.55K
VERTIV HOLDINGS CO
SOLEShares352.20K
TypeSH
Market value$53.13M
2.61%
Sole
328.78K
Shared
0.00
None
23.43K
CURTISS WRIGHT CORP
SOLEShares96.66K
TypeSH
Market value$52.48M
2.58%
Sole
90.67K
Shared
0.00
None
5.99K
APPLE INC
SOLEShares186.67K
TypeSH
Market value$47.53M
2.34%
Sole
175.79K
Shared
0.00
None
10.88K
ASTRAZENECA PLC
SOLEShares561.58K
TypeSH
Market value$43.08M
2.12%
Sole
416.93K
Shared
0.00
None
144.65K
CORTEVA INC
OTRShares617.51K
TypeSH
Market value$41.76M
2.05%
Sole
418.74K
Shared
13K
None
185.77K
SCHWAB CHARLES CORP
SOLEShares362.57K
TypeSH
Market value$34.61M
1.70%
Sole
340.60K
Shared
0.00
None
21.96K
UBER TECHNOLOGIES INC
OTRShares349.45K
TypeSH
Market value$34.24M
1.68%
Sole
128.15K
Shared
15.61K
None
205.69K
META PLATFORMS INC
OTRShares44.72K
TypeSH
Market value$32.84M
1.61%
Sole
17.20K
Shared
1.94K
None
25.59K
MARSH & MCLENNAN COS INC
SOLEShares159.99K
TypeSH
Market value$32.24M
1.58%
Sole
152.81K
Shared
0.00
None
7.17K
VERTEX PHARMACEUTICALS INC
OTRShares79.15K
TypeSH
Market value$31.00M
1.52%
Sole
65.66K
Shared
1.27K
None
12.21K
UNIVERSAL DISPLAY CORP
OTRShares212.10K
TypeSH
Market value$30.46M
1.50%
Sole
158.36K
Shared
3.27K
None
50.47K
AUTOMATIC DATA PROCESSING IN
SOLEShares97.21K
TypeSH
Market value$28.53M
1.40%
Sole
88.61K
Shared
0.00
None
8.60K
EDWARDS LIFESCIENCES CORP
SOLEShares350.89K
TypeSH
Market value$27.29M
1.34%
Sole
329.91K
Shared
0.00
None
20.98K
BANK AMERICA CORP
OTRShares477.79K
TypeSH
Market value$24.65M
1.21%
Sole
82.25K
Shared
27.74K
None
367.80K
ADVANCED ENERGY INDS
SOLEShares139.82K
TypeSH
Market value$23.79M
1.17%
Sole
133.71K
Shared
0.00
None
6.10K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MERCADOLIBRE INCOTR | COM | 77.57K | SH | $181.29M 8.91% | 63.70K | 346.00 | 13.53K |
ICICI BANK LIMITEDOTR | ADR | 5.74M | SH | $173.40M 8.52% | 4.85M | 11.54K | 879.03K |
HDFC BANK LTDSOLE | SPONSORED ADS | 4.27M | SH | $145.85M 7.17% | 3.79M | 0.00 | 484.24K |
ASML HOLDING N VOTR | N Y REGISTRY SHS | 128.86K | SH | $124.75M 6.13% | 79.39K | 1.39K | 48.08K |
NVIDIA CORPORATIONOTR | COM | 577.94K | SH | $107.83M 5.30% | 394.53K | 10.90K | 172.51K |
HOWMET AEROSPACE INCOTR | COM | 502.43K | SH | $98.59M 4.84% | 369.33K | 7.63K | 125.47K |
TAIWAN SEMICONDUCTOR MFG LTDOTR | SPONSORED ADS | 305.07K | SH | $85.20M 4.19% | 116.38K | 5.62K | 183.07K |
MICROSOFT CORPOTR | COM | 157.96K | SH | $81.81M 4.02% | 111.44K | 2.58K | 43.94K |
ALPHABET INCOTR | CAP STK CL A | 299.83K | SH | $72.89M 3.58% | 226.77K | 4.16K | 68.90K |
MASTERCARD INCORPORATEDOTR | CL A | 110.96K | SH | $63.12M 3.10% | 76.19K | 2.23K | 32.55K |
VERTIV HOLDINGS COSOLE | COM CL A | 352.20K | SH | $53.13M 2.61% | 328.78K | 0.00 | 23.43K |
CURTISS WRIGHT CORPSOLE | COM | 96.66K | SH | $52.48M 2.58% | 90.67K | 0.00 | 5.99K |
APPLE INCSOLE | COM | 186.67K | SH | $47.53M 2.34% | 175.79K | 0.00 | 10.88K |
ASTRAZENECA PLCSOLE | SPONSORED ADR | 561.58K | SH | $43.08M 2.12% | 416.93K | 0.00 | 144.65K |
CORTEVA INCOTR | COM | 617.51K | SH | $41.76M 2.05% | 418.74K | 13K | 185.77K |
SCHWAB CHARLES CORPSOLE | COM | 362.57K | SH | $34.61M 1.70% | 340.60K | 0.00 | 21.96K |
UBER TECHNOLOGIES INCOTR | COM | 349.45K | SH | $34.24M 1.68% | 128.15K | 15.61K | 205.69K |
META PLATFORMS INCOTR | CL A | 44.72K | SH | $32.84M 1.61% | 17.20K | 1.94K | 25.59K |
MARSH & MCLENNAN COS INCSOLE | COM | 159.99K | SH | $32.24M 1.58% | 152.81K | 0.00 | 7.17K |
VERTEX PHARMACEUTICALS INCOTR | COM | 79.15K | SH | $31.00M 1.52% | 65.66K | 1.27K | 12.21K |
UNIVERSAL DISPLAY CORPOTR | COM | 212.10K | SH | $30.46M 1.50% | 158.36K | 3.27K | 50.47K |
AUTOMATIC DATA PROCESSING INSOLE | COM | 97.21K | SH | $28.53M 1.40% | 88.61K | 0.00 | 8.60K |
EDWARDS LIFESCIENCES CORPSOLE | COM | 350.89K | SH | $27.29M 1.34% | 329.91K | 0.00 | 20.98K |
BANK AMERICA CORPOTR | COM | 477.79K | SH | $24.65M 1.21% | 82.25K | 27.74K | 367.80K |
ADVANCED ENERGY INDSSOLE | COM | 139.82K | SH | $23.79M 1.17% | 133.71K | 0.00 | 6.10K |
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