Hardman-Johnston-Global-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ABT",
  "ADBE",
  "BABA",
  "GOOGL",
  "TEAM",
  "ASML",
  "AVGO",
  "GMAB",
  "BSX",
  "SN",
  "HD",
  "IBN",
  "AZN",
  null,
  "HWM",
  "META",
  "SWK",
  "IQV",
  "MMC",
  "MRVL",
  "MA",
  "MDT",
  "MSFT",
  "TMUS",
  "GE",
  "HXL",
  "FMC",
  "ILMN",
  "HSY",
  "OKE",
  "PAYX",
  "PYPL",
  "UNH",
  "AAPL",
  "NVDA",
  "PG",
  "MRK",
  "SLB",
  "SHEL",
  null,
  "UBER",
  "SCHW",
  "AEIS",
  "TSM",
  "BN.TO",
  "VRTX",
  "EW",
  "VRT",
  "ALB",
  "NVO",
  "AMZN",
  "HDB",
  "ELAN",
  "MTB",
  "HIW",
  "TCOM",
  "MELI",
  "OLED",
  "ADP",
  "BAC",
  "BDX",
  "CCJ",
  "CVX",
  "CMCSA",
  "CTVA",
  "CW",
  "EFA",
  "EPD",
  "GOOG",
  "XOM",
  "LLY",
  "PLD",
  "MCHP"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 73
Total Value: 2093216638
Accession Number: 0001172661-25-002305
Form Type: 13F-HR
CIK: hardman-johnston-global-advisors
Manager Name: Hardman-Johnston-Global-Advisors

Data Enrichment

97% identified

71 identified2 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

73 positions • $2.1B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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ICICI BANK LTD

IBN|45104G104

Shares:4.8M

Value:$150.6M

% of Portfolio:7.2% ($150.6M/$2.1B)

HDFC BANK LTD

HDB|40415F101

Shares:2.3M

Value:$149.5M

% of Portfolio:7.1% ($149.5M/$2.1B)

MERCADOLIBRE INC

MELI|58733R102

Shares:74.3K

Value:$144.9M

% of Portfolio:6.9% ($144.9M/$2.1B)

Atlassian Corp

TEAM|049468101

Shares:522.1K

Value:$110.8M

% of Portfolio:5.3% ($110.8M/$2.1B)

ASML HOLDING NV

ASML|N07059210

Shares:157.6K

Value:$104.4M

% of Portfolio:5.0% ($104.4M/$2.1B)

Howmet Aerospace Inc.

HWM|443201108

Shares:783.6K

Value:$101.7M

% of Portfolio:4.9% ($101.7M/$2.1B)

Mastercard Inc

MA|57636Q104

Shares:139.1K

Value:$76.2M

% of Portfolio:3.6% ($76.2M/$2.1B)

MICROSOFT CORP

MSFT|594918104

Shares:188.1K

Value:$70.6M

% of Portfolio:3.4% ($70.6M/$2.1B)

Alphabet Inc.

GOOGL|02079K305

Shares:419.9K

Value:$64.9M

% of Portfolio:3.1% ($64.9M/$2.1B)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:380.3K

Value:$63.1M

% of Portfolio:3.0% ($63.1M/$2.1B)

NVIDIA CORP

NVDA|67066G104

Shares:577.5K

Value:$62.6M

% of Portfolio:3.0% ($62.6M/$2.1B)

VERTEX PHARMACEUTICALS INC / MA

VRTX|92532F100

Shares:118.1K

Value:$57.2M

% of Portfolio:2.7% ($57.2M/$2.1B)

Corteva, Inc.

CTVA|22052L104

Shares:880.4K

Value:$55.4M

% of Portfolio:2.6% ($55.4M/$2.1B)

Apple Inc.

AAPL|037833100

Shares:231.0K

Value:$51.3M

% of Portfolio:2.5% ($51.3M/$2.1B)

MARSH & MCLENNAN COMPANIES, INC.

MMC|571748102

Shares:200.1K

Value:$48.8M

% of Portfolio:2.3% ($48.8M/$2.1B)

ASTRAZENECA PLC

AZN|046353108

Shares:561.9K

Value:$41.3M

% of Portfolio:2.0% ($41.3M/$2.1B)

T-Mobile US, Inc.

TMUS|872590104

Shares:149.2K

Value:$39.8M

% of Portfolio:1.9% ($39.8M/$2.1B)

CURTISS WRIGHT CORP

CW|231561101

Shares:122.1K

Value:$38.7M

% of Portfolio:1.9% ($38.7M/$2.1B)

Vertiv Holdings Co

VRT|92537N108

Shares:535.2K

Value:$38.6M

% of Portfolio:1.8% ($38.6M/$2.1B)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:124.2K

Value:$38.0M

% of Portfolio:1.8% ($38.0M/$2.1B)

Instrument	Shares		Other Manager	Value	% of Portfolio
ICICI BANK LTD(IBNcusip45104G104)	4.8M	QoQ -0.02% (-1.2K) YoY -7.38% (-381.2K)	All Managers (Combined)	$150.6M	7.2% ($150.6M/$2.1B)	QoQ +5.53% (-$7.9M) YoY +10.52% (-$14.3M)
HDFC BANK LTD(HDBcusip40415F101)	2.3M	QoQ -15.12% (-401.2K) YoY +7.57% (+158.4K)	All Managers (Combined)	$149.5M	7.1% ($149.5M/$2.1B)	QoQ -11.69% (-$19.8M) YoY +27.69% (+$32.4M)
MERCADOLIBRE INC(MELIcusip58733R102)	74.3K	QoQ -36.57% (-42.8K) YoY -60.80% (-115.2K)	All Managers (Combined)	$144.9M	6.9% ($144.9M/$2.1B)	QoQ -27.23% (-$54.2M) YoY -49.43% (-$141.6M)
Atlassian Corp(TEAMcusip049468101)	522.1K	QoQ -1.18% (-6.2K) YoY -19.54% (-126.8K)	All Managers (Combined)	$110.8M	5.3% ($110.8M/$2.1B)	QoQ -13.83% (-$17.8M) YoY -12.49% (-$15.8M)
ASML HOLDING NV(ASMLcusipN07059210)	157.6K	QoQ +62.20% (+60.4K) YoY +21.08% (-27.4K)	All Managers (Combined)	$104.4M	5.0% ($104.4M/$2.1B)	QoQ +55.08% (+$37.1M) YoY -17.32% (-$21.9M)
Howmet Aerospace Inc.(HWMcusip443201108)	783.6K	QoQ -17.42% (-165.3K) YoY -47.37% (-705.3K)	All Managers (Combined)	$101.7M	4.9% ($101.7M/$2.1B)	QoQ -2.05% (-$2.1M) YoY -0.22% (-$229.2K)
Mastercard Inc(MAcusip57636Q104)	139.1K	QoQ -1.37% (-1.9K) YoY -24.14% (-44.3K)	All Managers (Combined)	$76.2M	3.6% ($76.2M/$2.1B)	QoQ +2.66% (-$2.0M) YoY -13.66% (-$12.1M)
MICROSOFT CORP(MSFTcusip594918104)	188.1K	QoQ -1.93% (-3.7K) YoY -20.77% (-49.3K)	All Managers (Combined)	$70.6M	3.4% ($70.6M/$2.1B)	QoQ -12.66% (-$10.2M) YoY -29.31% (-$29.3M)
Alphabet Inc.(GOOGLcusip02079K305)	419.9K	QoQ +6.02% (-23.9K) YoY -12.26% (-58.7K)	All Managers (Combined)	$64.9M	3.1% ($64.9M/$2.1B)	QoQ -13.38% (-$10.0M) YoY -10.10% (-$7.3M)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	380.3K	QoQ -0.30% (-1.2K) YoY -32.31% (-181.5K)	All Managers (Combined)	$63.1M	3.0% ($63.1M/$2.1B)	QoQ -16.20% (-$12.2M) YoY -17.41% (-$13.3M)
NVIDIA CORP(NVDAcusip67066G104)	577.5K	QoQ -21.79% (-160.9K) YoY +372.24% (-455.2K)	All Managers (Combined)	$62.6M	3.0% ($62.6M/$2.1B)	QoQ -36.88% (-$36.6M) YoY -43.35% (-$47.9M)
VERTEX PHARMACEUTICALS INC / MA(VRTXcusip92532F100)	118.1K	QoQ +2.97% (+3.4K) YoY -25.63% (-40.7K)	All Managers (Combined)	$57.2M	2.7% ($57.2M/$2.1B)	QoQ +23.97% (+$11.1M) YoY -13.74% (-$9.1M)
Corteva, Inc.(CTVAcusip22052L104)	880.4K	QoQ +5.87% (+48.8K) YoY -16.33% (-171.9K)	All Managers (Combined)	$55.4M	2.6% ($55.4M/$2.1B)	QoQ +16.97% (+$8.0M) YoY -8.70% (-$5.3M)
Apple Inc.(AAPLcusip037833100)	231.0K	QoQ -1.18% (-2.8K) YoY -12.82% (-34.0K)	All Managers (Combined)	$51.3M	2.5% ($51.3M/$2.1B)	QoQ -12.34% (-$7.2M) YoY +12.92% (-$5.9M)
MARSH & MCLENNAN COMPANIES, INC.(MMCcusip571748102)	200.1K	QoQ -1.76% (-3.6K) YoY -15.45% (-36.6K)	All Managers (Combined)	$48.8M	2.3% ($48.8M/$2.1B)	QoQ +12.86% (-$5.6M) YoY +0.16% (-$80.7K)
ASTRAZENECA PLC(AZNcusip046353108)	561.9K	QoQ +7.40% (+38.7K) YoY -3.99% (-23.4K)	All Managers (Combined)	$41.3M	2.0% ($41.3M/$2.1B)	QoQ +20.48% (+$7.0M) YoY +4.15% (-$1.6M)
T-Mobile US, Inc.(TMUScusip872590104)	149.2K	QoQ -3.04% (-4.7K) YoY -34.44% (-78.4K)	All Managers (Combined)	$39.8M	1.9% ($39.8M/$2.1B)	QoQ +17.15% (-$5.8M) YoY +7.12% (-$2.6M)
CURTISS WRIGHT CORP(CWcusip231561101)	122.1K	QoQ -1.91% (-2.4K) YoY +11.85% (+12.9K)	All Managers (Combined)	$38.7M	1.9% ($38.7M/$2.1B)	QoQ -12.30% (-$5.4M) YoY +38.66% (+$10.8M)
Vertiv Holdings Co(VRTcusip92537N108)	535.2K	QoQ -29.78% (-227.1K) YoY -62.01% (-873.8K)	All Managers (Combined)	$38.6M	1.8% ($38.6M/$2.1B)	QoQ -55.37% (-$48.0M) YoY -66.41% (-$76.4M)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	124.2K	QoQ +0.30% (+378) YoY -8.22% (-11.1K)	All Managers (Combined)	$38.0M	1.8% ($38.0M/$2.1B)	QoQ +4.69% (+$1.7M) YoY +12.27% (-$4.2M)