$1.72 Billion is the total value of Hardman Johnston Global Advisors LLC's 97 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 40.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $45,423,000 | -19.6% | 332,332 | +0.3% | 2.64% | +16.0% |
| EW | Buy | EDWARDS LIFESCIENCES CORP | $42,243,000 | -18.6% | 223,958 | +0.6% | 2.46% | +17.3% |
| IQV | Buy | IQVIA HLDGS INC | $36,593,000 | -30.2% | 339,261 | +0.0% | 2.13% | +0.7% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $32,215,000 | -12.2% | 27,725 | +1.2% | 1.87% | +26.6% |
| XRAY | Buy | DENTSPLY SIRONA INC | $19,851,000 | -23.3% | 511,230 | +11.8% | 1.16% | +10.6% |
| FMC | Buy | F M C CORP | $19,610,000 | -18.0% | 240,056 | +0.2% | 1.14% | +18.2% |
| CERN | Buy | CERNER CORP | $19,079,000 | -13.3% | 302,892 | +1.0% | 1.11% | +25.0% |
| ATVI | Buy | ACTIVISION BLIZZARD INC | $18,835,000 | +2.5% | 316,650 | +2.4% | 1.10% | +47.9% |
| AMZN | Buy | AMAZON COM INC | $17,253,000 | +8.0% | 8,849 | +2.3% | 1.00% | +55.7% |
| AEIS | Buy | ADVANCED ENERGY INDS | $16,547,000 | -30.4% | 341,240 | +2.3% | 0.96% | +0.4% |
| CTSH | Buy | COGNIZANT TECHNOLOGY SOLUTIOcl a | $15,692,000 | -24.9% | 337,686 | +0.2% | 0.91% | +8.3% |
| MU | Buy | MICRON TECHNOLOGY INC | $15,487,000 | -20.1% | 368,210 | +2.2% | 0.90% | +15.2% |
| LMT | Buy | LOCKHEED MARTIN CORP | $14,929,000 | -11.1% | 44,045 | +2.1% | 0.87% | +28.2% |
| ALB | Buy | ALBEMARLE CORP | $14,183,000 | +4.7% | 251,612 | +35.7% | 0.82% | +51.1% |
| AVGO | Buy | BROADCOM INC | $10,844,000 | -24.3% | 45,734 | +0.9% | 0.63% | +9.2% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $9,230,000 | -12.9% | 37,010 | +2.7% | 0.54% | +25.5% |
| FB | Buy | FACEBOOK INCcl a | $7,948,000 | -16.5% | 47,650 | +2.7% | 0.46% | +20.3% |
| BSX | New | BOSTON SCIENTIFIC CORP | $7,891,000 | – | 241,820 | +100.0% | 0.46% | – |
| EOG | Buy | EOG RES INC | $7,588,000 | -56.4% | 211,241 | +1.7% | 0.44% | -37.2% |
| KTOS | Buy | KRATOS DEFENSE & SEC SOLUTIO | $7,547,000 | -21.9% | 545,300 | +1.7% | 0.44% | +12.6% |
| SLB | Buy | SCHLUMBERGER LTD | $6,848,000 | -64.6% | 507,635 | +5.4% | 0.40% | -49.0% |
| PLD | New | PROLOGIS INC. | $2,483,000 | – | 30,893 | +100.0% | 0.14% | – |
| SE | New | SEA LTDsponsored ads | $2,002,000 | – | 45,190 | +100.0% | 0.12% | – |
| ALKS | New | ALKERMES PLC | $1,729,000 | – | 119,900 | +100.0% | 0.10% | – |
| JD | New | JD COM INCspon adr cl a | $297,000 | – | 7,330 | +100.0% | 0.02% | – |
| TSM | New | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $252,000 | – | 5,270 | +100.0% | 0.02% | – |
| EDU | New | NEW ORIENTAL ED & TECH GRP Ispon adr | $229,000 | – | 2,120 | +100.0% | 0.01% | – |
| YNDX | New | YANDEX N V | $204,000 | – | 6,000 | +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 filed 2020-05-04
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.