$2.35 Billion is the total value of Hardman Johnston Global Advisors LLC's 94 reported holdings in Q1 2018. The portfolio turnover from Q4 2017 to Q1 2018 was 8.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AVGO | Buy | BROADCOM LTD | $259,445,000 | +5.3% | 1,100,976 | +14.8% | 11.04% | +5.7% |
| MLCO | Buy | MELCO RESORT ENTERTAINMENT Ladr | $248,367,000 | +57.1% | 8,570,304 | +57.4% | 10.56% | +57.7% |
| QGEN | Buy | QIAGEN NV | $117,976,000 | +6.5% | 3,651,379 | +2.0% | 5.02% | +7.0% |
| CTSH | Buy | COGNIZANT TECHNOLOGY SOLUTIOcl a | $51,516,000 | +18.4% | 639,947 | +4.5% | 2.19% | +18.9% |
| AZN | Buy | ASTRAZENECA PLCsponsored adr | $43,464,000 | +23.7% | 1,242,882 | +22.8% | 1.85% | +24.3% |
| BDX | Buy | BECTON DICKINSON & CO | $38,255,000 | +107.6% | 176,532 | +105.1% | 1.63% | +108.3% |
| VRTX | New | VERTEX PHARMACEUTICALS INC | $30,787,000 | – | 188,900 | +100.0% | 1.31% | – |
| PTC | Buy | PTC INC | $20,114,000 | +169.7% | 257,830 | +110.1% | 0.86% | +170.9% |
| GE | Buy | GENERAL ELECTRIC CO | $11,366,000 | -22.0% | 843,161 | +0.9% | 0.48% | -21.7% |
| SBUX | Buy | STARBUCKS CORP | $10,771,000 | +12.5% | 186,060 | +11.6% | 0.46% | +12.8% |
| NVRO | Buy | NEVRO CORP | $8,718,000 | +26.0% | 100,590 | +0.3% | 0.37% | +26.6% |
| XOM | Buy | EXXON MOBIL CORP | $2,483,000 | -9.3% | 33,283 | +1.7% | 0.11% | -8.6% |
| MCHP | Buy | MICROCHIP TECHNOLOGY INC | $927,000 | +6.6% | 10,150 | +2.5% | 0.04% | +5.4% |
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 filed 2018-04-30
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.