$2.32 Billion is the total value of Hardman Johnston Global Advisors LLC's 98 reported holdings in Q2 2017. The portfolio turnover from Q1 2017 to Q2 2017 was 13.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| HDB | Buy | HDFC BANK LTD | $224,824,000 | +40.6% | 2,585,072 | +21.6% | 9.70% | +35.1% |
| AGN | Buy | ALLERGAN PLC | $224,284,000 | +22.2% | 922,636 | +20.1% | 9.68% | +17.4% |
| AVGO | Buy | BROADCOM LTD | $217,513,000 | +7.0% | 933,331 | +0.5% | 9.39% | +2.8% |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $209,879,000 | +122.6% | 1,489,560 | +70.3% | 9.06% | +113.8% |
| QGEN | Buy | QIAGEN NV | $121,126,000 | +17.0% | 3,612,479 | +1.1% | 5.23% | +12.4% |
| EW | Buy | EDWARDS LIFESCIENCES CORP | $44,854,000 | +40.9% | 379,351 | +12.1% | 1.94% | +35.3% |
| CELG | Buy | CELGENE CORP | $44,400,000 | +6.5% | 341,880 | +2.0% | 1.92% | +2.3% |
| CTSH | Buy | COGNIZANT TECHNOLOGY SOLUTIOcl a | $36,240,000 | +14.2% | 545,792 | +2.3% | 1.56% | +9.7% |
| Q | New | QUINTILES IMS HOLDINGS INC | $35,123,000 | – | 392,430 | +100.0% | 1.52% | – |
| SHPG | Buy | SHIRE PLCsponsored adr | $29,260,000 | +24.8% | 177,042 | +31.6% | 1.26% | +19.9% |
| MDT | Buy | MEDTRONIC PLC | $28,598,000 | +10.5% | 322,232 | +0.3% | 1.23% | +6.1% |
| IX | Buy | ORIX CORPsponsored adr | $24,746,000 | +6.4% | 317,536 | +1.5% | 1.07% | +2.2% |
| PHG | Buy | KONINKLIJKE PHILIPS N Vny reg sh new | $23,712,000 | +24.2% | 661,981 | +11.3% | 1.02% | +19.2% |
| CSCO | Buy | CISCO SYS INC | $22,219,000 | -6.4% | 709,878 | +1.1% | 0.96% | -10.1% |
| FLIR | Buy | FLIR SYS INC | $21,159,000 | -4.4% | 610,468 | +0.1% | 0.91% | -8.2% |
| JHX | Buy | JAMES HARDIE INDS PLCsponsored adr | $20,728,000 | +37.2% | 1,314,398 | +37.4% | 0.90% | +31.8% |
| FFIV | Buy | F5 NETWORKS INC | $20,203,000 | -10.5% | 159,002 | +0.4% | 0.87% | -14.1% |
| GE | Buy | GENERAL ELECTRIC CO | $18,943,000 | -8.8% | 701,331 | +0.6% | 0.82% | -12.3% |
| DKS | Buy | DICKS SPORTING GOODS INC | $15,284,000 | -17.8% | 383,737 | +0.4% | 0.66% | -21.1% |
| TTE | Buy | TOTAL S Asponsored adr | $14,702,000 | -0.3% | 296,464 | +1.3% | 0.64% | -4.2% |
| NVRO | Buy | NEVRO CORP | $7,331,000 | -19.5% | 98,490 | +1.4% | 0.32% | -22.7% |
| VREX | New | VAREX IMAGING CORP | $3,194,000 | – | 94,504 | +100.0% | 0.14% | – |
| VOD | Buy | VODAFONE GROUP PLC NEWsponsored adr | $1,242,000 | +9.7% | 43,242 | +0.9% | 0.05% | +5.9% |
| BXMT | Buy | BLACKSTONE MTG TR INC | $334,000 | +13.2% | 10,570 | +11.0% | 0.01% | +7.7% |
| HSBC | New | HSBC HLDGS PLCspon adr new | $219,000 | – | 4,711 | +100.0% | 0.01% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2017-08-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ASML HOLDING N V | 42 | Q3 2023 | 8.1% |
| ADOBE SYSTEMS INCORPORATED | 42 | Q3 2023 | 3.3% |
| MICROSOFT CORP | 42 | Q3 2023 | 3.3% |
| AUTOMATIC DATA PROCESSING IN | 42 | Q3 2023 | 2.7% |
| EDWARDS LIFESCIENCES CORP | 42 | Q3 2023 | 2.6% |
| APPLE INC | 42 | Q3 2023 | 2.3% |
| MARSH & MCLENNAN COS INC | 42 | Q3 2023 | 1.9% |
| DIAGEO PLC | 42 | Q3 2023 | 10.6% |
| COMCAST CORP NEW | 42 | Q3 2023 | 2.1% |
| STANLEY BLACK & DECKER INC | 42 | Q3 2023 | 2.5% |
View Hardman Johnston Global Advisors LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-06 |
| 13F-HR | 2024-01-29 |
| 13F-HR | 2023-10-20 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-05 |
| 13F-HR | 2023-02-03 |
| 13F-HR | 2022-11-02 |
| 13F-HR | 2022-08-02 |
| 13F-HR | 2022-05-12 |
| 13F-HR/A | 2022-03-23 |
View Hardman Johnston Global Advisors LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.