Hardman Johnston Global Advisors LLC
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| ASML HOLDING N V | 128,863 | 156,004 | +27,141 | 124,750,982 | 166,902,439 | +42,151,457 |
| ELI LILLY & CO | 11,447 | 32,199 | +20,752 | 8,734,061 | 34,603,621 | +25,869,560 |
| ALPHABET INC | 299,830 | 313,632 | +13,802 | 72,888,673 | 98,166,816 | +25,278,143 |
| CITIGROUP INC | 0 | 199,450 | +199,450 | 0 | 23,273,821 | +23,273,821 |
| LAUDER ESTEE COS INC | 252,148 | 410,664 | +158,516 | 22,219,282 | 43,004,734 | +20,785,452 |
| HDFC BANK LTD | 4,269,682 | 4,428,563 | +158,881 | 145,852,337 | 161,819,692 | +15,967,355 |
| VERTIV HOLDINGS CO | 352,205 | 420,941 | +68,736 | 53,133,646 | 68,196,651 | +15,063,005 |
| ELANCO ANIMAL HEALTH INC | 0 | 630,840 | +630,840 | 0 | 14,275,909 | +14,275,909 |
| AMAZON COM INC | 91,355 | 142,158 | +50,803 | 20,058,817 | 32,812,910 | +12,754,093 |
| TAIWAN SEMICONDUCTOR MFG LTD | 305,072 | 308,792 | +3,720 | 85,203,559 | 93,838,801 | +8,635,242 |
| ASTRAZENECA PLC | 561,582 | 546,923 | -14,659 | 43,084,571 | 50,278,631 | +7,194,060 |
| ALBEMARLE CORP | 105,332 | 105,498 | +166 | 8,540,319 | 14,921,637 | +6,381,318 |
| CAMECO CORP | 19,870 | 84,790 | +64,920 | 1,666,298 | 7,757,437 | +6,091,139 |
| BANK AMERICA CORP | 477,788 | 557,970 | +80,182 | 24,649,083 | 30,688,350 | +6,039,267 |
| ALPHABET INC | 25,000 | 32,030 | +7,030 | 6,088,750 | 10,051,014 | +3,962,264 |
| HOWMET AEROSPACE INC | 502,425 | 499,506 | -2,919 | 98,590,858 | 102,408,720 | +3,817,862 |
| BROADCOM INC | 1,000 | 10,828 | +9,828 | 329,910 | 3,747,571 | +3,417,661 |
| IQVIA HLDGS INC | 119,776 | 109,907 | -9,869 | 22,750,253 | 24,774,137 | +2,023,884 |
| ADVANCED ENERGY INDS | 139,816 | 121,984 | -17,832 | 23,788,294 | 25,539,790 | +1,751,496 |
| ILLUMINA INC | 157,384 | 127,236 | -30,148 | 14,946,758 | 16,688,274 | +1,741,516 |
| VANGUARD TAX-MANAGED FDS | 0 | 26,640 | +26,640 | 0 | 1,664,201 | +1,664,201 |
| ENTERPRISE PRODS PARTNERS L | 157,148 | 178,885 | +21,737 | 4,914,018 | 5,735,053 | +821,035 |
| PROLOGIS INC. | 23,972 | 26,307 | +2,335 | 2,745,273 | 3,358,352 | +613,079 |
| SLB LIMITED | 56,023 | 66,143 | +10,120 | 1,925,511 | 2,538,568 | +613,057 |
| ABBOTT LABS | 37,584 | 43,711 | +6,127 | 5,034,001 | 5,476,551 | +442,550 |
| ONEOK INC NEW | 5,369 | 10,863 | +5,494 | 391,776 | 798,431 | +406,655 |
| HEXCEL CORP NEW | 275,897 | 239,547 | -36,350 | 17,298,742 | 17,702,523 | +403,781 |
| MERCK & CO INC | 12,750 | 12,750 | 0 | 1,070,108 | 1,342,065 | +271,957 |
| EXXON MOBIL CORP | 8,883 | 8,883 | 0 | 1,001,558 | 1,068,980 | +67,422 |
| M & T BK CORP | 10,630 | 10,630 | 0 | 2,100,701 | 2,141,732 | +41,031 |
| ISHARES GOLD TR | 3,600 | 3,600 | 0 | 261,972 | 292,212 | +30,240 |
| GE VERNOVA INC | 511 | 511 | 0 | 314,214 | 333,974 | +19,760 |
| SHELL PLC | 5,000 | 5,000 | 0 | 357,650 | 367,400 | +9,750 |
| GE AEROSPACE | 1,146 | 1,146 | 0 | 344,740 | 353,002 | +8,262 |
| MICROCHIP TECHNOLOGY INC. | 5,900 | 5,900 | 0 | 378,898 | 375,948 | -2,950 |
| EVERSOURCE ENERGY | 3,000 | 3,000 | 0 | 213,420 | 201,990 | -11,430 |
| HERSHEY CO | 2,900 | 2,900 | 0 | 542,445 | 527,742 | -14,703 |
| CHEVRON CORP NEW | 5,400 | 5,400 | 0 | 838,566 | 823,014 | -15,552 |
| TRIP COM GROUP LTD | 5,750 | 5,750 | 0 | 432,400 | 413,483 | -18,917 |
| HIGHWOODS PPTYS INC | 9,700 | 9,700 | 0 | 308,654 | 250,454 | -58,200 |
| SHARKNINJA INC | 225,339 | 206,762 | -18,577 | 23,243,718 | 23,136,668 | -107,050 |
| NEBIUS GROUP N.V. | 4,665 | 4,665 | 0 | 523,740 | 390,484 | -133,256 |
| PROCTER AND GAMBLE CO | 16,700 | 16,700 | 0 | 2,565,955 | 2,393,277 | -172,678 |
| BOEING CO | 3,645 | 2,555 | -1,090 | 786,700 | 554,742 | -231,958 |
| EDWARDS LIFESCIENCES CORP | 350,894 | 316,770 | -34,124 | 27,289,026 | 27,004,643 | -284,383 |
| UNITEDHEALTH GROUP INC | 25,082 | 25,111 | +29 | 8,660,815 | 8,289,392 | -371,423 |
| APPLE INC | 186,670 | 171,797 | -14,873 | 47,531,782 | 46,704,732 | -827,050 |
| ADOBE INC | 58,981 | 56,179 | -2,802 | 20,805,548 | 19,662,088 | -1,143,460 |
| STMICROELECTRONICS N V | 386,540 | 372,431 | -14,109 | 10,923,620 | 9,660,860 | -1,262,760 |
| BECTON DICKINSON & CO | 66,072 | 56,697 | -9,375 | 12,366,696 | 11,003,187 | -1,363,509 |
| BOSTON SCIENTIFIC CORP | 237,353 | 228,264 | -9,089 | 23,172,773 | 21,764,972 | -1,407,801 |
| SCHWAB CHARLES CORP | 362,567 | 329,879 | -32,688 | 34,614,271 | 32,958,211 | -1,656,060 |
| STANLEY BLACK & DECKER INC | 133,348 | 108,568 | -24,780 | 9,911,757 | 8,064,431 | -1,847,326 |
| VERTEX PHARMACEUTICALS INC | 79,152 | 63,806 | -15,346 | 30,999,089 | 28,927,088 | -2,072,001 |
| ATLASSIAN CORPORATION | 52,355 | 35,447 | -16,908 | 8,361,094 | 5,747,377 | -2,613,717 |
| MEDTRONIC PLC | 235,159 | 198,864 | -36,295 | 22,396,543 | 19,102,876 | -3,293,667 |
| COMCAST CORP NEW | 498,173 | 401,361 | -96,812 | 15,652,596 | 11,996,680 | -3,655,916 |
| UBER TECHNOLOGIES INC | 349,450 | 361,710 | +12,260 | 34,235,617 | 29,555,324 | -4,680,293 |
| MICROSOFT CORP | 157,958 | 159,220 | +1,262 | 81,814,346 | 77,001,976 | -4,812,370 |
| PAYPAL HLDGS INC | 321,996 | 286,915 | -35,081 | 21,593,052 | 16,750,098 | -4,842,954 |
| AUTOMATIC DATA PROCESSING IN | 97,211 | 91,807 | -5,404 | 28,531,429 | 23,615,515 | -4,915,914 |
| CURTISS WRIGHT CORP | 96,660 | 85,449 | -11,211 | 52,480,580 | 47,105,470 | -5,375,110 |
| MARSH & MCLENNAN COS INC | 159,985 | 143,970 | -16,015 | 32,241,777 | 26,709,314 | -5,532,463 |
| MASTERCARD INCORPORATED | 110,961 | 98,770 | -12,191 | 63,115,726 | 56,385,818 | -6,729,908 |
| ICICI BANK LIMITED | 5,735,971 | 5,526,617 | -209,354 | 173,398,403 | 164,693,187 | -8,705,216 |
| NVIDIA CORPORATION | 577,938 | 522,756 | -55,182 | 107,831,672 | 97,493,994 | -10,337,678 |
| UNIVERSAL DISPLAY CORP | 212,103 | 163,286 | -48,817 | 30,464,354 | 19,068,539 | -11,395,815 |
| META PLATFORMS INC | 44,722 | 21,605 | -23,117 | 32,842,942 | 14,261,244 | -18,581,698 |
| CORTEVA INC | 617,507 | 332,858 | -284,649 | 41,761,998 | 22,311,472 | -19,450,526 |
| T-MOBILE US INC | 98,043 | 11,255 | -86,788 | 23,469,533 | 2,285,215 | -21,184,318 |
| MERCADOLIBRE INC | 77,574 | 76,741 | -833 | 181,285,784 | 154,576,327 | -26,709,457 |