Hardman Johnston Global Advisors LLC Top Holdings and 13F Report (2024)

→ How Biden has already won 2024 (From Porter & Company) (Ad)

About Hardman Johnston Global Advisors LLC

Investment Activity

Hardman Johnston Global Advisors LLC has $2.90 billion in total holdings as of March 31, 2024.
Hardman Johnston Global Advisors LLC owns shares of 76 different stocks, but just 26 companies or ETFs make up 80% of its holdings.
Approximately 3.94% of the portfolio was purchased this quarter.
About 19.65% of the portfolio was sold this quarter.
This quarter, Hardman Johnston Global Advisors LLC has purchased 74 new stocks and bought additional shares in 21 stocks.
Hardman Johnston Global Advisors LLC sold shares of 34 stocks and completely divested from 6 stocks this quarter.

Largest Holdings

MercadoLibre: $286,516,420
TechnipFMC: $175,299,087
ICICI Bank: $136,236,672
Atlassian: $126,610,391
ASML: $126,285,320

Largest New Holdings this Quarter

Charles Schwab: $28,156,681 Holding
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF: $5,967,000 Holding
ICON Public: $3,289,286 Holding
Meta Platforms: $612,802 Holding
General Electric: $359,134 Holding

Largest Purchases this Quarter

Charles Schwab: 389,227 shares (about $28.16M)
Corteva: 376,605 shares (about $21.72M)
Taiwan Semiconductor Manufacturing: 103,125 shares (about $14.03M)
Novo Nordisk A/S: 61,620 shares (about $7.91M)
ASML: 6,338 shares (about $6.15M)

Largest Sales this Quarter

TechnipFMC: 4,488,060 shares (about $112.70M)
Alkermes: 2,801,520 shares (about $75.84M)
NVIDIA: 76,374 shares (about $69.01M)
Vertiv: 411,519 shares (about $33.61M)
Melco Resorts & Entertainment: 3,881,493 shares (about $27.99M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
MELI MercadoLibre	$286,516,420	$8,034,555 ▼	-2.7%	189,500	9.9%	Retail/Wholesale
FTI TechnipFMC	$175,299,087	$112,695,187 ▼	-39.1%	6,981,246	6.0%	Oils/Energy
IBN ICICI Bank	$136,236,672	$4,654,551 ▼	-3.3%	5,158,526	4.7%	Finance
TEAM Atlassian	$126,610,391	$4,773,561 ▲	3.9%	648,918	4.4%	Computer and Technology
ASML ASML	$126,285,320	$6,150,839 ▲	5.1%	130,128	4.4%	Computer and Technology
HDB HDFC Bank	$117,110,621	$3,370,066 ▲	3.0%	2,092,382	4.0%	Finance
VRT Vertiv	$115,078,420	$33,608,757 ▼	-22.6%	1,409,066	4.0%	Computer and Technology
NVDA NVIDIA	$110,498,160	$69,008,492 ▼	-38.4%	122,292	3.8%	Computer and Technology
HWM Howmet Aerospace	$101,879,405	$6,887,685 ▼	-6.3%	1,488,812	3.5%	Construction
MSFT Microsoft	$99,875,562	$4,965,337 ▼	-4.7%	237,392	3.4%	Computer and Technology
MA Mastercard	$88,314,159	$1,796,738 ▼	-2.0%	183,388	3.0%	Business Services
IQV IQVIA	$77,338,820	$1,652,636 ▼	-2.1%	305,820	2.7%	Medical
TSM Taiwan Semiconductor Manufacturing	$76,430,169	$14,030,156 ▲	22.5%	561,780	2.6%	Computer and Technology
ALKS Alkermes	$72,405,076	$75,837,146 ▼	-51.2%	2,674,735	2.5%	Medical
GOOGL Alphabet	$72,228,457	$401,625 ▼	-0.6%	478,556	2.5%	Computer and Technology
VRTX Vertex Pharmaceuticals	$66,372,046	$5,927,382 ▼	-8.2%	158,781	2.3%	Medical
OLED Universal Display	$63,529,570	$982,906 ▼	-1.5%	377,142	2.2%	Computer and Technology
CTVA Corteva	$60,681,873	$21,718,810 ▲	55.7%	1,052,226	2.1%	Consumer Staples
MLCO Melco Resorts & Entertainment	$58,022,980	$27,985,565 ▼	-32.5%	8,047,570	2.0%	Consumer Discretionary
AMZN Amazon.com	$53,098,461	$3,247,742 ▲	6.5%	294,370	1.8%	Retail/Wholesale
UNH UnitedHealth Group	$50,773,040	$1,526,150 ▲	3.1%	102,634	1.8%	Medical
MMC Marsh & McLennan Companies	$48,759,998	$431,116 ▼	-0.9%	236,722	1.7%	Finance
AAPL Apple	$45,441,514	$41,327 ▲	0.1%	264,996	1.6%	Computer and Technology
BSX Boston Scientific	$44,697,533	$1,529,108 ▼	-3.3%	652,614	1.5%	Medical
ADBE Adobe	$42,597,827	$510,655 ▼	-1.2%	84,419	1.5%	Computer and Technology
AZN AstraZeneca	$39,650,484	$2,691,301 ▼	-6.4%	585,247	1.4%	Medical
TMUS T-Mobile US	$37,155,401	$3,234,204 ▼	-8.0%	227,640	1.3%	Computer and Technology
ADP Automatic Data Processing	$33,808,053	$77,419 ▼	-0.2%	135,373	1.2%	Business Services
CMCSA Comcast	$31,542,110	$18,640 ▼	-0.1%	727,615	1.1%	Consumer Discretionary
EW Edwards Lifesciences	$31,169,856	$171,052 ▼	-0.5%	326,181	1.1%	Medical
COTY Coty	$30,220,648	$3,107,208 ▲	11.5%	2,526,810	1.0%	Consumer Staples
SCHW Charles Schwab	$28,156,681	$28,156,681 ▲	New Holding	389,227	1.0%	Finance
CW Curtiss-Wright	$27,938,410	$20,475 ▲	0.1%	109,160	1.0%	Aerospace
GOOG Alphabet	$23,965,724	$1,192,196 ▲	5.2%	157,400	0.8%	Computer and Technology
BDX Becton, Dickinson and Company	$23,531,505	$527,563 ▼	-2.2%	95,096	0.8%	Medical
JNJ Johnson & Johnson	$22,740,445	$24,836 ▲	0.1%	143,754	0.8%	Medical
XRAY DENTSPLY SIRONA	$22,352,370	$1,681,704 ▲	8.1%	673,467	0.8%	Medical
NVO Novo Nordisk A/S	$21,592,514	$7,912,008 ▲	57.8%	168,166	0.7%	Medical
MDT Medtronic	$19,615,983	$15,251 ▼	-0.1%	225,083	0.7%	Medical
ALB Albemarle	$16,711,746	$11,593 ▲	0.1%	126,854	0.6%	Basic Materials
SWK Stanley Black & Decker	$16,027,028	$59,248 ▼	-0.4%	163,658	0.6%	Industrial Products
LDOS Leidos	$15,265,431	$152,064 ▼	-1.0%	116,450	0.5%	Aerospace
FMC FMC	$14,589,020	$350,669 ▼	-2.3%	229,027	0.5%	Basic Materials
BMRN BioMarin Pharmaceutical	$14,464,377	$432,333 ▼	-2.9%	165,610	0.5%	Medical
AEIS Advanced Energy Industries	$13,648,493	$16,827 ▼	-0.1%	133,835	0.5%	Computer and Technology
ELV Elevance Health	$11,170,389	$626,396 ▼	-5.3%	21,542	0.4%	Medical
PYPL PayPal	$10,678,876	$1,374,635 ▲	14.8%	159,410	0.4%	Computer and Technology
ILMN Illumina	$9,349,570	$1,367,707 ▲	17.1%	68,086	0.3%	Medical
WOLF Wolfspeed	$8,007,805	$10,094,812 ▼	-55.8%	271,451	0.3%	Computer and Technology
GMAB Genmab A/S	$7,851,046	$6,585,225 ▼	-45.6%	262,489	0.3%	Medical
EPD Enterprise Products Partners	$6,356,688		0.0%	217,844	0.2%	Oils/Energy
SLB Schlumberger	$6,166,673	$17,107,297 ▼	-73.5%	112,510	0.2%	Oils/Energy
MRVL Marvell Technology	$5,987,942	$3,266,859 ▲	120.1%	84,480	0.2%	Business Services
BIL SPDR Bloomberg Barclays 1-3 Month T-Bill ETF	$5,967,000	$5,967,000 ▲	New Holding	65,000	0.2%	ETF
ABT Abbott Laboratories	$5,119,701	$52,511 ▲	1.0%	45,044	0.2%	Medical
PLD Prologis	$3,698,508		0.0%	28,402	0.1%	Finance
ICLR ICON Public	$3,289,286	$3,289,286 ▲	New Holding	9,791	0.1%	Medical
PG Procter & Gamble	$2,709,575		0.0%	16,700	0.1%	Consumer Staples
MRK Merck & Co., Inc.	$1,682,363		0.0%	12,750	0.1%	Medical
MTB M&T Bank	$1,546,027		0.0%	10,630	0.1%	Finance
MCHP Microchip Technology	$1,148,288		0.0%	12,800	0.0%	Computer and Technology
XOM Exxon Mobil	$1,032,560		0.0%	8,883	0.0%	Oils/Energy
OKE ONEOK	$1,014,070		0.0%	12,649	0.0%	Oils/Energy
CVX Chevron	$851,796		0.0%	5,400	0.0%	Oils/Energy
LLY Eli Lilly and Company	$621,590	$180,487 ▲	40.9%	799	0.0%	Medical
META Meta Platforms	$612,802	$612,802 ▲	New Holding	1,262	0.0%	Computer and Technology
HSY Hershey	$564,050		0.0%	2,900	0.0%	Consumer Staples
PAGS PagSeguro Digital	$511,367		0.0%	35,810	0.0%	Business Services
CCJ Cameco	$435,366	$77,543 ▲	21.7%	10,050	0.0%	Basic Materials
GE General Electric	$359,134	$359,134 ▲	New Holding	2,046	0.0%	Transportation
TCOM Trip.com Group	$349,364	$77,685 ▼	-18.2%	7,960	0.0%	Consumer Discretionary
SHEL Shell	$335,200		0.0%	5,000	0.0%	Oils/Energy
DEO Diageo	$327,228		0.0%	2,200	0.0%	Consumer Staples
HD Home Depot	$239,750	$239,750 ▲	New Holding	625	0.0%	Retail/Wholesale
EMR Emerson Electric	$204,156	$204,156 ▲	New Holding	1,800	0.0%	Industrial Products
HIW Highwoods Properties	$201,586	$201,586 ▲	New Holding	7,700	0.0%	Finance
APTV Aptiv	$0	$154,632,330 ▼	-100.0%	0	0.0%	Business Services
VOO Vanguard S&P 500 ETF	$0	$8,625,053 ▼	-100.0%	0	0.0%	ETF
BA Boeing	$0	$5,132,395 ▼	-100.0%	0	0.0%	Aerospace
EFA iShares MSCI EAFE ETF	$0	$1,437,301 ▼	-100.0%	0	0.0%	Finance
BABA Alibaba Group	$0	$355,771 ▼	-100.0%	0	0.0%	Retail/Wholesale
VEA Vanguard FTSE Developed Markets ETF	$0	$222,256 ▼	-100.0%	0	0.0%	ETF

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data:

Get 30 Days of MarketBeat All Access Free

Best-in-Class Portfolio Monitoring
View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio.
Stock Ideas and Recommendations
Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report.
Advanced Stock Screeners and Research Tools
Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. Export data to Excel for your own analysis.

Start Your 30-Day Free Trial

Hardman Johnston Global Advisors LLC Top Holdings and 13F Report (2024)

About Hardman Johnston Global Advisors LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

Hardman Johnston Global Advisors LLC Top Holdings and 13F Report (2024)

About Hardman Johnston Global Advisors LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofHardman Johnston Global Advisors LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information