Latest Hardman Johnston Global Advisors LLC Stock Portfolio
$2.90Billion
Equity Portfolio Value
Last Reported on: 06 May, 2024
About Hardman Johnston Global Advisors LLC and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Hardman Johnston Global Advisors LLC reported an equity portfolio of $2.9 Billions as of 31 Mar, 2024.
The top stock holdings of Hardman Johnston Global Advisors LLC are MELI, FTI, IBN. The fund has invested 9.9% of it's portfolio in MERCADOLIBRE INC and 6% of portfolio in TECHNIPFMC PLC.
The fund managers got completely rid off APTIV PLC (APTV), VANGUARD INDEX FDS (VOO) and BOEING CO (BA) stocks. They significantly reduced their stock positions in SCHLUMBERGER LTD (SLB), WOLFSPEED INC (WOLF) and ALKERMES PLC (ALKS). Hardman Johnston Global Advisors LLC opened new stock positions in SCHWAB CHARLES CORP (SCHW), SPDR SER TR (BIL) and ICON PLC (ICLR). The fund showed a lot of confidence in some stocks as they added substantially to MARVELL TECHNOLOGY INC (MRVL), NOVO-NORDISK A S (NVO) and CORTEVA INC (CTVA).
The top stock holdings of Hardman Johnston Global Advisors LLC are MELI, FTI, IBN. The fund has invested 9.9% of it's portfolio in MERCADOLIBRE INC and 6% of portfolio in TECHNIPFMC PLC.
The fund managers got completely rid off APTIV PLC (APTV), VANGUARD INDEX FDS (VOO) and BOEING CO (BA) stocks. They significantly reduced their stock positions in SCHLUMBERGER LTD (SLB), WOLFSPEED INC (WOLF) and ALKERMES PLC (ALKS). Hardman Johnston Global Advisors LLC opened new stock positions in SCHWAB CHARLES CORP (SCHW), SPDR SER TR (BIL) and ICON PLC (ICLR). The fund showed a lot of confidence in some stocks as they added substantially to MARVELL TECHNOLOGY INC (MRVL), NOVO-NORDISK A S (NVO) and CORTEVA INC (CTVA).
New Buys
| Ticker | $ Bought |
|---|---|
| SCHWAB CHARLES CORP | 28,156,700 |
| SPDR SER TR | 5,967,000 |
| ICON PLC | 3,289,290 |
| META PLATFORMS INC | 612,802 |
| GENERAL ELECTRIC CO | 359,134 |
| HOME DEPOT INC | 239,750 |
| EMERSON ELEC CO | 204,156 |
| HIGHWOODS PPTYS INC | 201,586 |
New stocks bought by Hardman Johnston Global Advisors LLC
Additions
| Ticker | % Inc. |
|---|---|
| MARVELL TECHNOLOGY INC | 120 |
| NOVO-NORDISK A S | 57.83 |
| CORTEVA INC | 55.74 |
| ELI LILLY & CO | 40.92 |
| TAIWAN SEMICONDUCTOR MFG LTD | 22.48 |
| CAMECO CORP | 21.67 |
| ILLUMINA INC | 17.14 |
| PAYPAL HLDGS INC | 14.77 |
Additions to existing portfolio by Hardman Johnston Global Advisors LLC
Reductions
| Ticker | % Reduced |
|---|---|
| SCHLUMBERGER LTD | -73.5 |
| WOLFSPEED INC | -55.76 |
| ALKERMES PLC | -51.16 |
| GENMAB A/S | -45.62 |
| TECHNIPFMC PLC | -39.13 |
| NVIDIA CORPORATION | -38.44 |
| MELCO RESORTS AND ENTMNT LTD | -32.54 |
| VERTIV HOLDINGS CO | -22.6 |
Hardman Johnston Global Advisors LLC reduced stake in above stock
Current Stock Holdings of Hardman Johnston Global Advisors LLC
Last Reported on: 06 May, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 1.57 | 264,996 | 45,441,500 | ADDED | 0.09 | |
| ABT | ABBOTT LABS | 0.18 | 45,044 | 5,119,700 | ADDED | 1.04 | |
| ADBE | ADOBE INC | 1.47 | 84,419 | 42,597,800 | REDUCED | -1.18 | |
| ADP | AUTOMATIC DATA PROCESSING IN | 1.17 | 135,373 | 33,808,100 | REDUCED | -0.23 | |
| AEIS | ADVANCED ENERGY INDS | 0.47 | 133,835 | 13,648,500 | REDUCED | -0.12 | |
| AGG | ISHARES TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| ALB | ALBEMARLE CORP | 0.58 | 126,854 | 16,711,700 | ADDED | 0.07 | |
| ALKS | ALKERMES PLC | 2.50 | 2,674,740 | 72,405,100 | REDUCED | -51.16 | |
| AMZN | AMAZON COM INC | 1.83 | 294,370 | 53,098,500 | ADDED | 6.51 | |
| APTV | APTIV PLC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| ASML | ASML HOLDING N V | 4.36 | 130,128 | 126,285,000 | ADDED | 5.12 | |
| AZN | ASTRAZENECA PLC | 1.37 | 585,247 | 39,650,500 | REDUCED | -6.36 | |
| BA | BOEING CO | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| BABA | ALIBABA GROUP HLDG LTD | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| BDX | BECTON DICKINSON & CO | 0.81 | 95,096 | 23,531,500 | REDUCED | -2.19 | |
| BIL | SPDR SER TR | 0.21 | 65,000 | 5,967,000 | NEW | ||
| BMRN | BIOMARIN PHARMACEUTICAL INC | 0.50 | 165,610 | 14,464,400 | REDUCED | -2.9 | |
| BSX | BOSTON SCIENTIFIC CORP | 1.54 | 652,614 | 44,697,500 | REDUCED | -3.31 | |
| CCJ | CAMECO CORP | 0.01 | 10,050 | 435,366 | ADDED | 21.67 | |
| CMCSA | COMCAST CORP NEW | 1.09 | 727,615 | 31,542,100 | REDUCED | -0.06 | |
| COTY | COTY INC | 1.04 | 2,526,810 | 30,220,600 | ADDED | 11.46 | |
| CTVA | CORTEVA INC | 2.09 | 1,052,230 | 60,681,900 | ADDED | 55.74 | |
| CVX | CHEVRON CORP NEW | 0.03 | 5,400 | 851,796 | UNCHANGED | 0.00 | |
| CW | CURTISS WRIGHT CORP | 0.96 | 109,160 | 27,938,400 | ADDED | 0.07 | |
| DEO | DIAGEO PLC | 0.01 | 2,200 | 327,228 | UNCHANGED | 0.00 | |
| ELV | ELEVANCE HEALTH INC | 0.38 | 21,542 | 11,170,400 | REDUCED | -5.31 | |
| EMR | EMERSON ELEC CO | 0.01 | 1,800 | 204,156 | NEW | ||
| EPD | ENTERPRISE PRODS PARTNERS L | 0.22 | 217,844 | 6,356,690 | UNCHANGED | 0.00 | |
| EW | EDWARDS LIFESCIENCES CORP | 1.07 | 326,181 | 31,169,900 | REDUCED | -0.55 | |
| FMC | FMC CORP | 0.50 | 229,027 | 14,589,000 | REDUCED | -2.35 | |
| FTI | TECHNIPFMC PLC | 6.05 | 6,981,250 | 175,299,000 | REDUCED | -39.13 | |
| GE | GENERAL ELECTRIC CO | 0.01 | 2,046 | 359,134 | NEW | ||
| GMAB | GENMAB A/S | 0.27 | 262,489 | 7,851,050 | REDUCED | -45.62 | |
| GOOG | ALPHABET INC | 2.49 | 478,556 | 72,228,500 | REDUCED | -0.55 | |
| GOOG | ALPHABET INC | 0.83 | 157,400 | 23,965,700 | ADDED | 5.24 | |
| HD | HOME DEPOT INC | 0.01 | 625 | 239,750 | NEW | ||
| HDB | HDFC BANK LTD | 4.04 | 2,092,380 | 117,111,000 | ADDED | 2.96 | |
| HIW | HIGHWOODS PPTYS INC | 0.01 | 7,700 | 201,586 | NEW | ||
| HSY | HERSHEY CO | 0.02 | 2,900 | 564,050 | UNCHANGED | 0.00 | |
| HWM | HOWMET AEROSPACE INC | 3.52 | 1,488,810 | 101,879,000 | REDUCED | -6.33 | |
| IBN | ICICI BANK LIMITED | 4.70 | 5,158,530 | 136,237,000 | REDUCED | -3.3 | |
| ICLR | ICON PLC | 0.11 | 9,791 | 3,289,290 | NEW | ||
| ILMN | ILLUMINA INC | 0.32 | 68,086 | 9,349,570 | ADDED | 17.14 | |
| IQV | IQVIA HLDGS INC | 2.67 | 305,820 | 77,338,800 | REDUCED | -2.09 | |
| JNJ | JOHNSON & JOHNSON | 0.78 | 143,754 | 22,740,400 | ADDED | 0.11 | |
| LDOS | LEIDOS HOLDINGS INC | 0.53 | 116,450 | 15,265,400 | REDUCED | -0.99 | |
| LLY | ELI LILLY & CO | 0.02 | 799 | 621,590 | ADDED | 40.92 | |
| MA | MASTERCARD INCORPORATED | 3.05 | 183,388 | 88,314,200 | REDUCED | -1.99 | |
| MCHP | MICROCHIP TECHNOLOGY INC. | 0.04 | 12,800 | 1,148,290 | UNCHANGED | 0.00 | |
| MDT | MEDTRONIC PLC | 0.68 | 225,083 | 19,616,000 | REDUCED | -0.08 | |
| MELI | MERCADOLIBRE INC | 9.88 | 189,500 | 286,516,000 | REDUCED | -2.73 | |
| META | META PLATFORMS INC | 0.02 | 1,262 | 612,802 | NEW | ||
| MLCO | MELCO RESORTS AND ENTMNT LTD | 2.00 | 8,047,570 | 58,023,000 | REDUCED | -32.54 | |
| MMC | MARSH & MCLENNAN COS INC | 1.68 | 236,722 | 48,760,000 | REDUCED | -0.88 | |
| MRK | MERCK & CO INC | 0.06 | 12,750 | 1,682,360 | UNCHANGED | 0.00 | |
| MRVL | MARVELL TECHNOLOGY INC | 0.21 | 84,480 | 5,987,940 | ADDED | 120 | |
| MSFT | MICROSOFT CORP | 3.45 | 237,392 | 99,875,600 | REDUCED | -4.74 | |
| MTB | M & T BK CORP | 0.05 | 10,630 | 1,546,030 | UNCHANGED | 0.00 | |
| NVDA | NVIDIA CORPORATION | 3.81 | 122,292 | 110,498,000 | REDUCED | -38.44 | |
| NVO | NOVO-NORDISK A S | 0.74 | 168,166 | 21,592,500 | ADDED | 57.83 | |
| OKE | ONEOK INC NEW | 0.04 | 12,649 | 1,014,070 | UNCHANGED | 0.00 | |
| OLED | UNIVERSAL DISPLAY CORP | 2.19 | 377,142 | 63,529,600 | REDUCED | -1.52 | |
| PAGS | PAGSEGURO DIGITAL LTD | 0.02 | 35,810 | 511,367 | UNCHANGED | 0.00 | |
| PG | PROCTER AND GAMBLE CO | 0.09 | 16,700 | 2,709,580 | UNCHANGED | 0.00 | |
| PLD | PROLOGIS INC. | 0.13 | 28,402 | 3,698,510 | UNCHANGED | 0.00 | |
| PYPL | PAYPAL HLDGS INC | 0.37 | 159,410 | 10,678,900 | ADDED | 14.77 | |
| SCHW | SCHWAB CHARLES CORP | 0.97 | 389,227 | 28,156,700 | NEW | ||
| SHEL | SHELL PLC | 0.01 | 5,000 | 335,200 | UNCHANGED | 0.00 | |
| SLB | SCHLUMBERGER LTD | 0.21 | 112,510 | 6,166,670 | REDUCED | -73.5 | |
| SWK | STANLEY BLACK & DECKER INC | 0.55 | 163,658 | 16,027,000 | REDUCED | -0.37 | |
| TCOM | TRIP COM GROUP LTD | 0.01 | 7,960 | 349,364 | REDUCED | -18.19 | |
| TEAM | ATLASSIAN CORPORATION | 4.37 | 648,918 | 126,610,000 | ADDED | 3.92 | |
| TMUS | T-MOBILE US INC | 1.28 | 227,640 | 37,155,400 | REDUCED | -8.01 | |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 2.64 | 561,780 | 76,430,200 | ADDED | 22.48 | |
| UNH | UNITEDHEALTH GROUP INC | 1.75 | 102,634 | 50,773,000 | ADDED | 3.1 | |
| VEA | VANGUARD TAX-MANAGED FDS | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| VOO | VANGUARD INDEX FDS | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| VRT | VERTIV HOLDINGS CO | 3.97 | 1,409,070 | 115,078,000 | REDUCED | -22.6 | |
| VRTX | VERTEX PHARMACEUTICALS INC | 2.29 | 158,781 | 66,372,000 | REDUCED | -8.2 | |
| WOLF | WOLFSPEED INC | 0.28 | 271,451 | 8,007,800 | REDUCED | -55.76 | |
| XOM | EXXON MOBIL CORP | 0.04 | 8,883 | 1,032,560 | UNCHANGED | 0.00 | |
| XRAY | DENTSPLY SIRONA INC | 0.77 | 673,467 | 22,352,400 | ADDED | 8.14 |