Hardman Johnston Global Advisors LLC Portfolio Holdings

Hardman Johnston Global Advisors LLC

  • $2.11 Billion
  • Q2 2025

Hardman Johnston Global Advisors LLC has filed its 13F form on July 21, 2025 for Q2 2025 where it was disclosed a total value porftolio of $2.11 Billion distributed in 73 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Mercadolibre Inc with a value of $184M, Icici Bank LTD with a value of $175M, Hdfc Bank LTD with a value of $149M, Asml Holding Nv with a value of $123M, and Nvidia Corp with a value of $108M.

Examining the 13F form we can see an increase of $145M in the current position value, from $1.97B to 2.11B.

Below you can find more details about Hardman Johnston Global Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $2.11 Billion
Technology: $556 Million
Financial Services: $534 Million
Industrials: $287 Million
Healthcare: $260 Million
Consumer Cyclical: $209 Million
Communication Services: $164 Million
Basic Materials: $78.1 Million
Energy: $13.8 Million
Other: $9.82 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$121B
$184 Million 8.69% of portfolio
70,257
Q2 2025 Reduced 5.4%
$114B
$175 Million 8.29% of portfolio
5,205,976
Q2 2025 Added 8.97%
$141B
$149 Million 7.04% of portfolio
1,940,624
Q2 2025 Reduced 13.78%
$274B
$123 Million 5.81% of portfolio
153,126
Q2 2025 Reduced 2.82%
$444B
$108 Million 5.1% of portfolio
681,931
Q2 2025 Added 18.08%
$74.5B
$107 Million 5.04% of portfolio
572,514
Q2 2025 Reduced 26.93%
$3.93T
$90.1 Million 4.27% of portfolio
181,194
Q2 2025 Reduced 3.66%
$1.21T
$79.2 Million 3.75% of portfolio
349,781
Q2 2025 Reduced 8.01%
$540B
$71 Million 3.36% of portfolio
126,418
Q2 2025 Reduced 9.12%
$1.16T
$64.3 Million 3.04% of portfolio
364,587
Q2 2025 Reduced 13.17%
$52B
$62.9 Million 2.98% of portfolio
844,488
Q2 2025 Reduced 4.08%
$19.6B
$56.7 Million 2.69% of portfolio
116,111
Q2 2025 Reduced 4.91%
$96.3B
$48.2 Million 2.28% of portfolio
108,225
Q2 2025 Reduced 8.35%
$3.26T
$47.3 Million 2.24% of portfolio
230,510
Q2 2025 Reduced 0.22%
$99.5B
$43.7 Million 2.07% of portfolio
199,827
Q2 2025 Reduced 0.16%
$6.62B
$40.5 Million 1.92% of portfolio
262,157
Q2 2025 Added 0.2%
$1.72T
$39.4 Million 1.87% of portfolio
53,423
Q2 2025 Reduced 3.9%
$231B
$38.6 Million 1.83% of portfolio
552,657
Q2 2025 Reduced 1.64%
$124B
$38.1 Million 1.8% of portfolio
123,462
Q2 2025 Reduced 0.62%
$32.7B
$35.2 Million 1.67% of portfolio
406,733
Q2 2025 Reduced 24.01%
$177B
$33 Million 1.56% of portfolio
353,950
Q2 2025 Added 78.73%
$49B
$32.2 Million 1.52% of portfolio
411,593
Q2 2025 Added 39.16%
$297B
$32 Million 1.51% of portfolio
134,220
Q2 2025 Reduced 10.06%
$78.4B
$28.9 Million 1.37% of portfolio
388,499
Q2 2025 Added 3.26%
$157B
$27.3 Million 1.29% of portfolio
70,598
Q2 2025 Added 8.17%
$2.18T
$25.1 Million 1.19% of portfolio
114,240
Q2 2025 Reduced 34.97%
$150B
$25.1 Million 1.19% of portfolio
233,504
Q2 2025 Reduced 18.71%
$366B
$23.7 Million 1.12% of portfolio
500,950
Q2 2025 Reduced 9.75%
$5.21B
$22.8 Million 1.08% of portfolio
172,185
Q2 2025 Reduced 0.05%
$34.2B
$22.6 Million 1.07% of portfolio
143,226
Q2 2025 Reduced 0.02%
$143B
$22 Million 1.04% of portfolio
617,580
Q2 2025 Reduced 1.9%
$15.4B
$17.6 Million 0.83% of portfolio
184,805
Q2 2025 Added 23.0%
$5.12B
$17 Million 0.81% of portfolio
301,645
Q2 2025 Added 29.3%
$119B
$16.3 Million 0.77% of portfolio
186,543
Q2 2025 Reduced 0.07%
$728B
$13.8 Million 0.65% of portfolio
17,749
Q2 2025 Reduced 2.13%
$50.4B
$13.5 Million 0.64% of portfolio
78,117
Q2 2025 Reduced 0.04%
$107B
$10.3 Million 0.49% of portfolio
149,855
Q2 2025 Added 33.02%
$10.3B
$9.05 Million 0.43% of portfolio
133,533
Q2 2025 Reduced 0.52%
$235B
$8.36 Million 0.4% of portfolio
26,790
Q2 2025 Reduced 43.26%
$4.77B
$8.02 Million 0.38% of portfolio
192,077
Q2 2025 Reduced 0.21%
$7.99B
$7.18 Million 0.34% of portfolio
114,554
Q2 2025 Reduced 0.75%
$65.3B
$7.26 Million 0.34% of portfolio
93,760
Q2 2025 Reduced 72.59%
$66.3B
$6.84 Million 0.32% of portfolio
17,588
Q2 2025 New
$1.19T
$6.34 Million 0.3% of portfolio
35,760
Q4 2024 Reduced 16.37%
$229B
$6.13 Million 0.29% of portfolio
45,044
Q1 2024 Added 1.04%
$67.8B
$5.95 Million 0.28% of portfolio
191,840
Q2 2025 Reduced 0.05%
$0
$3.21 Million 0.15% of portfolio
35,000
Q2 2025 Reduced 57.83%
$47.5B
$3.09 Million 0.15% of portfolio
91,288
Q1 2025 Reduced 4.02%
$98.8B
$2.94 Million 0.14% of portfolio
28,002
Q4 2024 Reduced 1.41%

Summary

  • Portfolio
  • No. of Stocks 73
  • Current Value $2.11 Billion
  • Prior Value $1.97 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 21, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 5 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 40 stocks
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