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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$118B
$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%
$75.4B
$107 Million 5.04% of portfolio
572,514
Q2 2025 Reduced 26.93%
$51.1B
$62.9 Million 2.98% of portfolio
844,488
Q2 2025 Reduced 4.08%
$18.2B
$56.7 Million 2.69% of portfolio
116,111
Q2 2025 Reduced 4.91%
$96.4B
$48.2 Million 2.28% of portfolio
108,225
Q2 2025 Reduced 8.35%
$101B
$43.7 Million 2.07% of portfolio
199,827
Q2 2025 Reduced 0.16%
$174B
$40.5 Million 1.92% of portfolio
444,258
Q2 2025 Added 0.29%
$126B
$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%
$183B
$33 Million 1.56% of portfolio
353,950
Q2 2025 Added 78.73%
$48.2B
$32.2 Million 1.52% of portfolio
411,593
Q2 2025 Added 39.16%
$78.9B
$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%
$147B
$25.1 Million 1.19% of portfolio
233,504
Q2 2025 Reduced 18.71%
$139B
$22 Million 1.04% of portfolio
617,580
Q2 2025 Reduced 1.9%
$15B
$17.6 Million 0.83% of portfolio
184,805
Q2 2025 Added 23.0%
$121B
$16.3 Million 0.77% of portfolio
186,543
Q2 2025 Reduced 0.07%
$53.5B
$13.5 Million 0.64% of portfolio
78,117
Q2 2025 Reduced 0.04%
$110B
$10.3 Million 0.49% of portfolio
149,855
Q2 2025 Added 33.02%
$10.2B
$9.05 Million 0.43% of portfolio
133,533
Q2 2025 Reduced 0.52%
$64.7B
$7.26 Million 0.34% of portfolio
93,760
Q2 2025 Reduced 72.59%
$68B
$6.84 Million 0.32% of portfolio
17,588
Q2 2025 New
$67.9B
$5.95 Million 0.28% of portfolio
191,840
Q2 2025 Reduced 0.05%
$46.5B
$3.09 Million 0.15% of portfolio
91,288
Q1 2025 Reduced 4.02%
$98.1B
$2.94 Million 0.14% of portfolio
28,002
Q4 2024 Reduced 1.41%
$31.8B
$2.06 Million 0.1% of portfolio
10,630
Q4 2022 Reduced 9.38%
$33B
$1.61 Million 0.08% of portfolio
21,700
Q2 2025 Reduced 10.11%
$33.7B
$1.03 Million 0.05% of portfolio
12,649
Q4 2022 Reduced 10.6%
$39.9B
$337,000 0.02% of portfolio
5,750
Q2 2025 Reduced 18.9%
$123B
$330,000 0.02% of portfolio
1,200
Q3 2024 Added 400.0%
$135B
$415,000 0.02% of portfolio
1,985
Q2 2025 New
$36.6B
$485,000 0.02% of portfolio
6,900
Q2 2025 Reduced 51.75%
$27.5B
$481,000 0.02% of portfolio
2,900
Q2 2017 New
$78.5B
$239,000 0.01% of portfolio
1,800
Q2 2025 New
$50.6B
$232,000 0.01% of portfolio
1,600
Q3 2024 New

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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